Linking Leaders in Impact

Measurement and Management

IRIS+ and the SDGs

The alignment of IRIS+ to the SDGs was conducted in 2018 by the leadership of IRIS+, in consultation with hund
global stakeholders, and informed by complementary efforts by other organizations and initiatives. For further d
the alignment methodology, please refer to the additional background link below ("IRIS+ - SDGs Alignment").

Aligning different impact measurement standards is key to advancing the use of social and environmental perfor
data for impact investing decision-making, and helping to alleviate the reporting burden on both investors and in
organizations. Common metrics also help avoid confusion among stakeholders and facilitate the benchmarking o

On the following tab, users of this alignment can view a mapping of IRIS+ metrics to the SDGs. This mapping has
provided in excel for increased usability and as a practical resource for organizations reporting against both syst

For additional background on this alignment, please visit: IRIS+ - SDGs Alignment

For additional information on IRIS+ alignments, please visit: https://iris.thegiin.org/aligned-standards/

consultation with hundreds of
initiatives. For further details on
- SDGs Alignment").

nd environmental performance
on both investors and investee
ate the benchmarking of data.

SDGs. This mapping has been

orting against both systems.

gned-standards/
Alignment between the SDGs and IRIS+ Metrics
Last updated: May 2019

Sustainable Development Goals

SDG Target
1. End Poverty in all its forms everywhere
1.1
1.2

1.3

1.4
1.5
 1.a

1.b

2. End hunger, achieve food security and improved nutrition and promote sustainable agriculture
2.1
2.2
2.3
2.4
 2.5

2.a

2.b

2.c

3. Ensure healthy lives and promote well-being for all at all ages
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
3.a

3.b

3.c
 3.d

4. Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all
4.1
4.2
4.3
4.4
4.5
4.6

4.7

4.a
 4.b

4.c

5. Achieve gender equality and empower all women and girls

5.1
5.2
5.3

5.4
5.5
5.6
 5.a

5.b

5.c

6. Ensure availability and sustainable management of water and sanitation for all
6.1
6.2
6.3
6.4
6.5

6.6
 6.a

6.b

7. Ensure access to affordable, reliable, sustainable and modern energy for all
7.1
7.2
7.3
 7.a

7.b

8. Promote sustained, inclusive and sustainable economic growth, full and productive employment and decent wo
8.1
8.2
8.3
8.4
8.5
8.6
8.7
8.8
8.9

8.10
 8.a

8.b

9. Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation
9.1
9.2

9.3
9.4
 9.5

9.a

9.b

9.c

10. Reduce inequality within and among countries

10.1
10.2
10.3
10.4

10.5
10.6

10.7

10.a

10.b

10.c
11. Make cities and human settlements inclusive, safe, resilient and sustainable
11.1
11.2
11.3
11.4

11.5
11.6
 11.7

11.a

11.b

11.c

12. Ensure sustainable consumption and production patterns

12.1

12.2
12.3
12.4
12.5
12.6
12.7

12.8

12.a

12.b

12.c
13. Take urgent action to combat climate change and its impacts
13.1
 13.2

13.3

13.a

13.b

14. Conserve and sustainably use the oceans, seas and marine resources for sustainable development

14.1

14.2

14.3

14.4

14.5
 14.6

14.7

14.a

14.b

14.c

15. Protect, restore and promote sustainable use of terrestrial ecosystems, sustainably manage forests, combat de
15.1
15.2
15.3
15.4
15.5
15.6

15.7

15.8

15.9

15.a

15.b

15.c
16. Promote peaceful and inclusive societies for sustainable development, provide access to justice for all and buil
16.1

16.2

16.3

16.4

16.5

16.6

16.7

16.8

16.9

16.1

16.a

16.b

17. Strengthen the means of implementation and revitalize the global partnership for sustainable development
Finance
17.1

17.2

17.3

17.4

17.5

Technology
17.6

17.7
 17.8

Capacity-building
17.9

Trade
17.10

17.11

17.12

Systemic issues: Policy and institutional coherence

17.13

17.14

17.15

Systemic issues: Multi-stakeholder partnerships

17.16

17.17

Systemic issues: Data, monitoring and accountability

17.18

17.19
ween the SDGs and IRIS+ Metrics

Sustainable Development Goals

Target Description
ms everywhere
PI9250

PI4180

PI1934

PI5160

OI8791

PI9024

OI5490

OI4718

OI4919

OI3115

OI5323

PD9911

PI3594

PI3383

PI7902

PI8018
PI5380

PI7268

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI8768

PI9409

PI9327
PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952
PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI1409

OI2092

PI2476

OI2319

PD7557

PI5216

PD9337

PD1928

PD1310

PI6941

PI5743

PD8635

PI0045
PI1533

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943
PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI4279

PI7467

OI8646

OI6995

OI5858

OD4108

OI1254

PD7932

PI6303

PD9759

OI2003

OI6213

OI1571

OI5479

OI8251
OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

OI1855

OI6765

FP2460

PI3902

OI4061

OI1503

PI1017

PD4120

OI5495

FP8478

PI2640
PD2691

PI2251

PI3687

PI4874

PI2688

PI5691

PD0754

PI1836

PD9173

OI5803

OI2818

OI0685

OI4211

OI3480

PD7356

PI3734

OI6176

PI6414

PI4583

OI3141

OI3441
FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8053

PI3317

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI6525

OI3757

OI1120

PD5098

PD1392

OI3098
OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492

PI3406

PI9048

PI1849

PI7867
PI5478

PI4555

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI8919
PI9897

PI2070

PI1997

PI7643

PI3863

OI6286

OI9206

PI1275

PI4733

PI3180

PD6343

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389

PI8069

PI5583
PI2718

PI6971

PI2250

OI4953

OI4136

OI4732

OI9106

OI3943

OD6247

OI7783

OI7914

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924

PI1136

PI4509

PI3499
PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896

PI1902
PI7871

OI4202

OI9028

OI8408

OI6978

FP9083

OI5657

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

OI1619

PI5476

FP9954

PI7569

PI4554

PI5736

PI3240

PI8836
 OI1582

OI9767

OI9326

PD3931

PD7621

PI8043

PI9468

PD6929

PD6052

PD1403

PD2020

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

PD3079

OI8001

OI4972

By 2030, eradicate extreme poverty for all people everywhere, currently

measured as people living on less than $1.25 a day
By 2030, reduce at least by half the proportion of men, women and children
of all ages living in poverty in all its dimensions according to national
definitions
Implement nationally appropriate social protection systems and measures
for all, including floors, and by 2030 achieve substantial coverage of the
poor and the vulnerable
By 2030, ensure that all men and women, in particular the poor and the PI9250
vulnerable, have equal rights to economic resources, as well as access to
basic services, ownership and control over land and other forms of property,
inheritance, natural resources, appropriate new technology and financial PI4180
services, including microfinance
PI1934

PI5160

OI8791

PI9024

OI5490

OI4718

OI4919

OI3115

OI5323

PD9911

PI3594

PI3383

PI7902

PI8018

PI5380

PI7268

PI9435
PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI8768

PI9409

PI9327

PI1945

PI6266

PI8330
PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940
PI9652

OI4753

PI9319

PI7163

PI1748

PI1409

PD7557

PI5216

PD9337

PD1928

PD1310

PI6941

PI5743

PD8635

PI0045

PI1533

PI1160

PI6659

PI2125

PI8470

PI3995
PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218
PI4279

PI7467

OI8646

OI6995

OI5858

PI6303

PD9759

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862
OI5887

OI1855

PI3902

OI4061

OI1503

PI1017

PD4120

OI5495

PI2640

PD2691

PI2251

PI3687

PI4874

PI2688

PI5691

PD0754

PI1836

PD9173

OI5803

OI2818

OI0685
OI4211

OI3480

PD7356

PI3734

OI6176

PI6414

PI4583

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8053

PI3317

PI8381

FP5979

PI1478

PI3069
PI3212

PI6439

OI1120

PD5098

PD1392

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096
PI7852

PI1492

PI3406

PI9048

PI1849

PI7867

PI5478

PI4555

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569

PD2756
PD7899

PD4861

PD3017

PI7834

PI4128

PI8919

PI9897

PI2070

PI1997

PI7643

PI3863

PI1275

PI4733

PI3180

PD6343

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254
PI6569

PI2389

PI8069

PI5583

PI2718

PI6971

PI2250

OI4953

OI4136

OI3943

OD6247

OI7783

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924

PI1136

PI4509
PI3499

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896
PI1902

PI7871

OI4202

OI9028

OI8408

OI6978

FP9083

OI5657

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI4554

PI5736

PI3240

PI8836
 OI1582

OI9767

PD3931

PD7621

PI8043

PI9468

PD6929

PD6052

PD1403

PD2020

PD5786

PI2884

PD5087

PD8586

PD3523

PD3079

OI8001

OI4972

By 2030, build the resilience of the poor and those PI9250

in vulnerable situations and reduce their exposure and
vulnerability to climate-related extreme events and
other economic, social and environmental shocks and PI4180
disasters
PI1934
PI5160

OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417
PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713
PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

OI2092

PI2476

OI2319

PI5216

PD9337

PD1928

PI6941

PI1160

PI6659

PI2125

PI8470
PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI7467

OI8646

OI6995

OD4108

OI1254

PD7932

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292
OI8147

OI3140

OI3160

OI6765

FP2460

OI4061

OI5495

FP8478

PD2691

OI5803

OI2818

OI0685

OI4211

PD7356

PI3734

PI6414

PI4583

OI3141

OI3441

FP2635

FP6354
FP6373

PD9681

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI6525

OI3757

OI1120

PD5098

OI4571

OI8838

OI1903

OI6508

OI8864

OI4038

OI2444
OI3547

OI8266

OI3236

OI8869

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

OI6286

OI9206

PI1275

PI4733

PD6343

OI4732
OI9106

OD6247

OI7783

OI7914

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541
 OI9028

OI6978

FP9083

OI1619

PI5476

FP9954

PI7569

PI3240

OI9326

OI7365

PD3079

Ensure significant mobilization of resources from a variety of sources,

including through enhanced development cooperation, in order to provide
adequate and predictable means for developing countries, in particular least
Create
developedsound policy frameworks
countries, at the
to implement national,
programs andregional
policiesand international
to end poverty in
levels, based on
all its dimensionspro-poor and gender-sensitive development strategies, to
support accelerated investment in poverty eradication actions
od security and improved nutrition and promote sustainable agriculture
PI4180

PI3468

PI9421

OI8791

PI1405

PI2046

OI5929
OI5490

OI4718

PI3594

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327
PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952
PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

OI2092

PI2476

PD9009

PI6941

PD1620

PI1533

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972
PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI9556

PD8494
OI8646

OI6995

OI5858

OD4108

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

OI5495

OI1674
OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

OI0685

OI4211

OI3480

OI3141

OI3441

PD9681

OI7065

OI1120

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956
OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492

PI3406

PI9048

PI1849

PI7867

PI5478

PI8632

OI1682

OI4559

OI7064

OI1084

OI9677
OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

OI9891

PD3569

PI1568

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI3924

PI4716

PI9988

PI1997

PI7643

PI5935
OD6247

OI7914

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI4202
 OI9028

OI6978

OI1618

PD3922

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289

PI8329

PI8454

PI1263

By 2030, end hunger and ensure access by all people, in particular the poor PI4180
and people in vulnerable situations, including infants, to safe, nutritious and
sufficient food all year round
PI3468
PI9421

PI1405

PI2046

OI5490

OI4718

PI3594

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417
PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835
PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PI6941

PD1620

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972
PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI8646

OI6995

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI5495

OI1674

OI6912

OI5408
OI2569

PI7403

PI6796

PI3789

OI0685

OI4211

OI3141

OI3441

PD9681

OI7065

OI1120

OI4571

OI8838

OI1903

OI6508

OI8864

PI8632

OI4038

OI2444

OI3547

OI8266
OI3236

OI8869

OI9891

PD3569

PI1568

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI9988

PI1997

PI7643

PI5935

OD6247

OI7914

PI6189

PI1728

PI8819

PI9261
PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI9028

OI6978

PI1290

PI2422

PI3825

PI9428

PI6646
 PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289

PI8329

PI8454

PI1263

By 2030, end all forms of malnutrition, including achieving, by 2025, the PI4180
internationally agreed targets on stunting and wasting in children under 5
years of age, and address the nutritional needs of adolescent girls, pregnant
and lactating women and older persons OI5490

OI4718

PI9435

PI9872

OI5049

PI9327

PI1945

PI6266

PI8330

PI5297
PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6751

PI9835

OI4753

PI9319

PI7163

PI1748

PI6941

PI1533

OI5495

OI0685

OI4211
 OI3141

OI3441

OI7065

OI1120

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OD6247

OI7914

PD5752

PD6424

PD6384

PD2541

By 2030, double the agricultural productivity and incomes of small-scale PI4180

food producers, in particular women, indigenous peoples, family farmers,
pastoralists and fishers, including through secure and equal access to land,
other productive resources and inputs, knowledge, financial services, PI3468
markets and opportunities for value addition and non-farm employment
PI9421

OI8791

PI1405

PI2046

OI5490

OI4718

PI3594

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954
PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751
PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PI6941

PD1620

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516
PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

OI8646
OI6995

OI5858

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

OI5495

OI1674

OI6912

OI5408
OI2569

PI7403

PI6796

PI3789

OI0685

OI4211

OI3480

OI3141

OI3441

OI7065

OI1120

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302
PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492

PI3406

PI9048

PI1849

PI7867

PI5478

PI8632

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547
OI8266

OI3236

OI8869

OI9891

PD3569

PI1568

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI9988

PI1997

PI7643

PI5935

OD6247

OI7914

PI6189

PI1728

PI8819
PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI4202

OI9028

OI6978

PI1290

PI2422

PI3825
 PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289

PI8329

PI8454

PI1263

By 2030, ensure sustainable food production systems and implement PI4180

resilient agricultural practices that increase productivity and production,
that help maintain ecosystems, that strengthen capacity for adaptation to
climate change, extreme weather, drought, flooding and other disasters and PI3468
that progressively improve land and soil quality.
PI9421

PI1405

PI2046

OI5490

OI4718

PI3594

PI9435
PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297
PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652
OI4753

PI9319

PI7163

PI1748

OI2092

PI2476

PD9009

PI6941

PD1620

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401
PI1060

PI9556

PD8494

OI8646

OI6995

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI5495

OI1674

OI6912

OI5408

OI2569

PI7403

PI6796
PI3789

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

OI4571

OI8838

OI1903

OI6508

OI8864

PI8632

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

OI9891

PD3569
PI1568

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI3924

PI4716

PI9988

PI1997

PI7643

PI5935

OD6247

OI7914

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242
PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI9028

OI6978

PD3922

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982
 PI7923

PI6652

PI8418

PI5473

PI2019

PI7289

PI8329

PI8454

PI1263

By 2020, maintain the genetic diversity of seeds, cultivated plants and OI5929
farmed and domesticated animals and their related wild species, including
through soundly managed and diversified seed and plant banks at the
national, regional and international levels, and promote access to and fair PD9009
and equitable sharing of benefits arising
PD8494

OD4108

PI3924

PI4716

OI1618

PD3922

Increase investment, including through enhanced international cooperation,

in rural infrastructure, agricultural research and extension services,
technology development and plant and livestock gene banks in order to
Correct
enhanceand prevent trade
agricultural restrictions
productive andindistortions
capacity developingincountries,
world agricultural
in
markets, including through the
particular least developed countries parallel elimination of all forms of
agricultural export subsidies and all export measures with equivalent effect,
Adopt measures
in accordance to the
with ensure the proper
mandate of thefunctioning of food commodity
Doha Development Round
markets and their derivatives and facilitate timely access to market
information, including on food reserves, in order to help limit extreme food
d promote well-being for all at all ages
price volatility
PI4180

OI5490

OI4718

OI4919

OI3115

OI5323

PI3594

PI9435

PI9872

OI5049

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960
PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

OI4753

PI9319

PI7163

PI1748

PI7395

PI2476

PI6941

PI5743

PI1533

OI7877

OI4229

OI2742

PI6303
OI7983

OI6765

PI2764

OI6774

PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI3902

OI4061

OI1503
PI1017

OI5495

PI2998

PI9465

PI3687

PI4874

OI0685

OI4211

OI3141

OI3441

OI7065

PI8785

OI6525

OI3757

OI1120

PI5060

PI6845

OI4559

OI1084

PD3569

PD2756
PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD2854

PD1676

PD5752

PD6424

PD6384

PD2541

OI5657

PI1290

OI4564

PI7289
 PI8329

PI8454

PI1263

OI2436

OI7860

PD3931

PD7621

PI8043

PI9468

PD6929

PD6052

PD1403

PD2020

PD5087

PD8586

PD3523

OI8001

By 2030, reduce the global maternal mortality ratio to less than 70 per PI4180
100,000 live births
OI5490

OI4718

OI4919
OI3115

OI5323

PI3594

PI9435

OI5049

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6751
PI9835

OI4753

PI9319

PI1748

PI7395

PI6941

PI5743

PI1533

PI3902

OI4061

OI1503

PI1017

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PI5060

PI6845

PD3569
PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD5752

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

OI8001
By 2030, end preventable deaths of newborns and children under 5 years of PI4180
age, with all countries aiming to reduce neonatal mortality to at least as low
as 12 per 1,000 live births and under-5 mortality to at least as low as 25 per
1,000 live births OI5490

OI4718

OI4919

OI3115

OI5323

PI3594

PI9435

OI5049

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822
PI9622

PI2185

PI1190

PI6751

PI9835

OI4753

PI9319

PI1748

PI7395

PI6941

PI5743

PI1533

PI3902

PI1017

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PI5060
PI6845

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD5752

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454
 PI1263

By 2030, end the epidemics of AIDS, tuberculosis, malaria and neglected PI4180
tropical diseases and combat hepatitis, water-borne diseases and other
communicable diseases
OI5490

OI4718

OI4919

OI3115

OI5323

PI3594

PI9435

OI5049

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193
PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

OI4753

PI9319

PI1748

PI7395

PI6941

PI5743

PI1533

PI3902

OI4061

OI1503

PI1017

OI0685

OI4211

OI3141
OI3441

OI7065

OI1120

PI5060

PI6845

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD5752

PD6384

PD2541
 PI1290

PI7289

PI8329

PI8454

PI1263

OI8001

By 2030, reduce by one third premature mortality from non-communicable PI4180

diseases through prevention and treatment and promote mental health and
well-being
OI5490

OI4718

OI4919

OI3115

OI5323

PI3594

PI9435

OI5049

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098
PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

OI4753

PI9319

PI1748

PI7395

PI6941

PI5743

PI1533

PI3902

OI4061
OI1503

PI1017

OI0685

OI4211

OI3141

OI3441

OI7065

OI6525

OI3757

OI1120

PI5060

PI6845

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643
 PI3863

OI1804

OD6247

OI7914

PD5752

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

OI8001

Strengthen the prevention and treatment of substance abuse, including PI4180

narcotic drug abuse and harmful use of alcohol
OI5490

OI4718

OI4919

OI3115

OI5323

PI3594

PI9435
OI5049

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

OI4753

PI9319
PI1748

PI7395

PI6941

PI5743

PI1533

PI3902

OI4061

OI1503

PI1017

OI0685

OI4211

OI3141

OI3441

OI7065

OI6525

OI3757

OI1120

PI5060

PI6845

PD3569

PD2756
 PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD5752

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

OI8001

By 2020, halve the number of global deaths and injuries from road traffic
accidents
By 2030, ensure universal access to sexual and reproductive health-care PI4180
services, including for family planning, information and education, and the
integration of reproductive health into national strategies and programs
OI5490

OI4718

OI4919

OI3115

OI5323

PI3594

PI9435

OI5049

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822
PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

OI4753

PI9319

PI1748

PI7395

PI6941

PI5743

PI1533

PI3902

OI4061

OI1503

PI1017

OI0685

OI4211

OI3141

OI3441
OI7065

OI6525

OI3757

OI1120

PI5060

PI6845

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD5752

PD6384
 PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

OI8001

Achieve universal health coverage, including financial risk protection, access PI4180
to quality essential health-care services and access to safe, effective, quality
and affordable essential medicines and vaccines for all
OI5490

OI4718

OI4919

OI3115

OI5323

PI3594

PI9435

OI5049

PI9327

PI1945

PI6266

PI8330

PI5297
PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

OI4753

PI9319

PI1748

PI7395

PI6941

PI5743

PI1533

PI3902
OI4061

OI1503

PI1017

OI0685

OI4211

OI3141

OI3441

OI7065

PI8785

OI6525

OI3757

OI1120

PI5060

PI6845

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128
 PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD5752

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

OI8001

By 2030, substantially reduce the number of deaths and illnesses from PI4180
hazardous chemicals and air, water and soil pollution and contamination
OI5490

OI4718

OI4919

OI3115

OI5323
PI3594

PI9435

PI9872

OI5049

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060
PI6751

PI9835

OI4753

PI9319

PI7163

PI1748

PI7395

PI6941

PI5743

PI1533

PI6303

OI6765

PI2764

OI6774

PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862
PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI3902

OI4061

OI1503

PI1017

OI5495

OI0685

OI4211

OI3141

OI3441

OI7065

OI6525

OI3757

OI1120

PI5060
PD3569

PD2756

PD7899

PD3017

PI7834

PI4128

PI1997

PI7643

PI3863

OI1804

OD6247

OI7914

PD2854

PD1676

PD5752

PD6424

PD6384

PD2541

OI5657

PI1290

OI4564
 PI7289

PI8329

PI8454

PI1263

OI2436

OI7860

PD3931

PD7621

PI8043

PI9468

PD6929

PD6052

PD1403

PD2020

PD5087

PD8586

PD3523

OI8001

Strengthen the implementation of the World Health Organization

Framework Convention on Tobacco Control in all countries, as appropriate
Support the research and development of vaccines and medicines for the PI9465
communicable and non-communicable diseases that primarily affect
developing countries, provide access to affordable essential medicines and
Substantially increase health
vaccines, in accordance financing
with the and the recruitment,
Doha Declaration development,
on the TRIPS Agreement OI5490
training
and PublicandHealth,
retention of the
which health
affirms theworkforce in developing
right of developing countries,
countries to use to
especially
the full theinprovisions
least developed countries and
in the Agreement on small island developing
Trade-Related States
Aspects of
Intellectual Property Rights regarding flexibilities to protect public health,
and, in particular, provide access to medicines for all
OI4718

OI4919

OI3115

OI5323

PI2822

PI2476

OI7877

OI4229

OI2742

OI7983

PI3902

PI2998

PI3687

PI4874

OI0685

OI4211

OI3141

OI3441

OI7065

OI4559

OI1084
 Strengthen the capacity of all countries, in particular developing countries,
for early warning, risk reduction and management of national and global
health risks
uitable quality education and promote lifelong learning opportunities for all
PI9024

OI5490

OI4718

PD9911

PI3594

PI5380

PI7268

PI9872

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193
PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI7163

PI2111

PI9626

PD7557

PD8635

PI0045

PI4279

OI7390

OI7877

OI4229

PD9759

PD4120

OI5495

PI7997
PI5352

PI2998

PI3527

PI9465

PI2251

PI3687

PI4874

PI2688

PI5691

PD0754

PI1836

PD9173

OI0685

OI4211

OI3141

OI3441

OI7065

PI6065

PD1392

PI4555

PD3569
PI3486

PD2756

PD7899

PD4861

PD3017

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389

PI8069

PI5583

PI2718

PI6971

PI2250

OD6247

OI7914

PI3786
PI9910

PI8372

PI5501

PI5110

PI4243

PI4924

PI1136

PI4509

PI3499

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896

PI1902

PI7871

OI5657

PI4554

PI5736

PI8836
By 2030, ensure that all girls and boys complete free, equitable and quality PI9024
primary and secondary education leading to relevant and effective learning
outcomes
OI5490

OI4718

PD9911

PI3594

PI5380

PI7268

PI9872

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622
PI2185

PI1190

PI4060

PI6751

PI9835

PI7163

PI2111

PI9626

PD7557

PD8635

PI0045

PI4279

PD9759

PD4120

OI5495

PI9465

PD0754

PI1836

PD9173

OI0685

OI4211
OI3141

OI3441

OI7065

PD1392

PI4555

PD3569

PI3486

PD2756

PD7899

PD4861

PD3017

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389

PI8069

PI5583
PI2718

PI6971

PI2250

OD6247

OI7914

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924

PI1136

PI4509

PI3499

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896
 PI1902

PI7871

OI5657

PI4554

PI5736

By 2030, ensure that all girls and boys have access to quality early childhood PI9024
development, care and pre-primary education so that they are ready for
primary education
OI5490

OI4718

PD9911

PI5380

PI7268

PI9872

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807
PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI7163

PI2111

PI9626

PD7557

PD8635

PI0045

PI4279

PD9759

PD4120

OI5495

PI9465

PD0754
PI1836

PD9173

OI0685

OI4211

OI3141

OI3441

OI7065

PD1392

PI4555

PD3569

PI3486

PD2756

PD7899

PD4861

PD3017

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254
PI6569

PI2389

PI8069

PI5583

PI2718

PI6971

PI2250

OD6247

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924

PI1136

PI4509

PI3499

PD5752

PD6424

PD6384
 PD2541

PI3651

OI5896

PI1902

PI7871

OI5657

PI4554

PI5736

By 2030, ensure equal access for all women and men to affordable and PI9024
quality technical, vocational and tertiary education, including university
OI5490

OI4718

PD9911

PI5380

PI7268

PI9872

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098
PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI7163

PI2111

PI9626

PD7557

PD8635

PI0045

PI4279

OI7390

OI7877
OI4229

PD9759

PD4120

OI5495

PI7997

PI5352

PI2998

PD0754

PI1836

PD9173

OI0685

OI4211

OI3141

OI3441

OI7065

PI6065

PD1392

PI4555

PD3569

PI3486

PD2756
PD7899

PD4861

PD3017

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389

PI8069

PI5583

PI2718

PI6971

PI2250

OD6247

PI3786

PI9910

PI8372

PI5501
 PI5110

PI4243

PI4924

PI1136

PI4509

PI3499

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896

PI1902

PI7871

OI5657

PI4554

PI5736

PI8836

By 2030, substantially increase the number of youth and adults who have PI9024
relevant skills, including technical and vocational skills, for employment,
decent jobs and entrepreneurship
OI5490

OI4718
PD9911

PI5380

PI7268

PI9872

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751
PI9835

PI7163

PI2111

PI9626

PD7557

PD8635

PI0045

PI4279

OI7390

OI7877

OI4229

PD9759

PD4120

OI5495

PI7997

PI5352

PI2998

PI3527

PI2251

PI3687

PI4874
PI2688

PI5691

PD0754

PI1836

PD9173

OI0685

OI4211

OI3141

OI3441

OI7065

PI6065

PD1392

PI4555

PD3569

PI3486

PD2756

PD7899

PD4861

PD3017

PI5954

PI1081
PI2173

PI7774

PI3337

PI7254

PI6569

PI2389

PI8069

PI5583

PI2718

PI6971

PI2250

OD6247

OI7914

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924

PI1136
 PI4509

PI3499

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896

PI1902

PI7871

OI5657

PI4554

PI5736

PI8836

By 2030, eliminate gender disparities in education and ensure equal access PI9024
to all levels of education and vocational training for the vulnerable, including
persons with disabilities, indigenous peoples and children in vulnerable
situations OI5490

OI4718

PD9911

PI5380

PI7268

PI9872
PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI7163

PD7557

PD8635
PI0045

PI4279

OI7390

OI7877

OI4229

PD9759

PD4120

OI5495

PI7997

PI5352

PI2998

PI3527

PI2251

PI3687

PI4874

PI2688

PI5691

PD0754

PI1836

PD9173

OI0685
OI4211

OI3141

OI3441

OI7065

PI6065

PD1392

PI4555

PD3569

PD2756

PD7899

PD4861

PD3017

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389

PI8069
PI5583

PI2718

PI6971

PI2250

OD6247

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924

PI1136

PI4509

PI3499

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896
 PI1902

PI7871

PI4554

PI5736

PI8836

By 2030, ensure that all youth and a substantial proportion of adults, both
men and women, achieve literacy and numeracy
By 2030, ensure that all learners acquire the knowledge and skills needed to
promote sustainable development, including, among others, through
education for sustainable development and sustainable lifestyles, human
Build
rights,and upgrade
gender education
equality, facilities
promotion of athat are child,
culture disability
of peace and gender
and non-violence, OI5490
sensitive and provide
global citizenship and safe, non-violent,
appreciation inclusive
of cultural and effective
diversity learning
and of culture’s
environments
contribution tofor all
sustainable development
OI4718

PI5380

PI7268

PI9872

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807
PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI7163

PD7557

PI4279

OI5495

OI0685

OI4211

OI3141

OI3441

OI7065

PI4555

PD3569

PD2756
PD7899

PD4861

PD3017

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389

PI8069

PI5583

PI2718

PI6971

OD6247

OI7914

PI3786

PI9910

PI5501

PI4243
 PI1136

PI4509

PI3499

PD5752

PD6424

PD6384

PD2541

PI3651

OI5896

PI4554

By 2020, substantially expand globally the number of scholarships available

to developing countries, in particular least developed countries, small island
developing States and African countries, for enrolment in higher education,
By 2030, substantially
including increase
vocational training andthe supply of qualified
information teachers, including
and communications
through international
technology, technical, cooperation
engineering for
andteacher training
scientific in developing
programs, in developed
countries, especially least developed countries
countries and other developing countries and small island developing
y and empower all women and girls
States
PI9250

PI4180

OI9331

PI1934

PI5160

OI8118

OI5490

OI4718
OI4919

OI3115

OI5323

PI3594

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI9327

PI1945

PI8330

PI8732

PI1807

PI2822

PI9622

PI2185

OI4753

PI9319

PI7163
PI1748

PD7557

PI5216

PD9337

PI6941

PI5743

PI1533

PI6659

OI9485

PI2551

PI7467

OI8646

OI4884

OI3819

OI9478

OI1150

OI9650

OI4432

OI8197

OI2209

OI6213
OI1571

OI8941

OI5247

PI9467

OI1855

PI3902

OI4061

OI1503

PI1017

OI5495

PD2691

OI8709

OI7829

OI5803

OI2818

OI0685

OI4211

PD7356

PI3734

OI3141

OI3441
FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI1120

PD5098

OI8838

OI8725

PI2302

OI2840

OI4559

OI2444
PD3569

PD5677

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI8919

PI9897

PI2070

PI1997

PI7643

PI3863

PI1275

PI4733

PD6343

PI1081

OI9088

OD6247

OI7783
 PI1728

PD5752

PD6424

PD6384

PD2541

OI6978

FP9083

PI1290

PI9428

PI7289

PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI3240

PD3079

OD4232

OI4972

End all forms of discrimination against all women and girls everywhere OI9331
OI8118

OI5490

OI4718

PI9872

PI9327

PI1945

PI8330

PI8732

PI1807

PI2822

PI9622

PI2185

PI7163

PI6659

OI9485

PI2551

OI8646

OI4884

OI3819

OI9478

OI1150
OI9650

OI4432

OI8197

OI2209

OI6213

OI1571

OI8941

OI5247

PI9467

OI1855

OI5495

OI8709

OI7829

OI0685

OI4211

OI3141

OI3441

PD9681

OI7065

OI8838

OI8725
 PI2302

OI2840

OI4559

OI2444

PD3569

PI1081

OI9088

OD6247

PI1728

PD5752

PD6424

PD6384

PD2541

OI6978

PI9428

OD4232

OI4972

Eliminate all forms of violence against all women and girls in the public and OI9331
private spheres, including trafficking and sexual and other types of
exploitation
OI8118

OI5490

OI4718
PI9872

PI9327

PI1945

PI8330

PI8732

PI1807

PI2822

PI9622

PI2185

PI7163

PI6659

OI9485

OI8646

OI4884

OI3819

OI9478

OI1150

OI9650

OI4432

OI6213

OI1571
 OI5495

OI0685

OI4211

OI3141

OI3441

PD9681

OI7065

OI8838

OI2444

PD3569

OI9088

OD6247

PI1728

PD5752

PD6424

PD6384

PD2541

OI6978

OI4972

Eliminate all harmful practices, such as child, early and forced marriage and
female genital mutilation
Recognize and value unpaid care and domestic work through the provision
of public services, infrastructure and social protection policies and the
promotion of shared responsibility within the household and the family as
nationally appropriate
Ensure women’s full and effective participation and equal opportunities for PI9250
leadership at all levels of decision making in political, economic and public
life
OI9331

PI1934

PI5160

OI8118

OI5490

OI4718

PI3383

PI7902

PI8018

PI9872

PI9327

PI1945

PI8330

PI8732

PI1807

PI2822

PI9622

PI2185

PI7163

PI5216
PD9337

PI6659

OI9485

PI2551

PI7467

OI8646

OI4884

OI3819

OI9478

OI1150

OI9650

OI4432

OI8197

OI2209

OI6213

OI1571

OI8941

OI5247

PI9467

OI1855

OI5495
PD2691

OI8709

OI7829

OI5803

OI2818

OI0685

OI4211

PD7356

PI3734

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8381

FP5979

PI1478

PI3069
PI3212

PI6439

PD5098

OI8838

OI8725

PI2302

OI2840

OI4559

OI2444

PD3569

PD5677

PI8919

PI9897

PI2070

PI1275

PI4733

PD6343

PI1081

OI9088

OD6247

OI7783
 PI1728

PD5752

PD6424

PD6384

PD2541

OI6978

FP9083

PI9428

PI5476

FP9954

PI7569

PI3240

PD3079

OD4232

OI4972

Ensure universal access to sexual and reproductive health and reproductive PI4180
rights as agreed in accordance with the Programme of Action of the
International Conference on Population and Development and the Beijing
Platform for Action and the outcome documents of their review conferences OI5490

OI4718

OI4919

OI3115

OI5323
PI3594

PI9435

PI9872

OI5049

PI9327

PI1945

PI8330

PI8732

PI1807

PI2822

PI9622

PI2185

OI4753

PI9319

PI7163

PI1748

PD7557

PI6941

PI5743

PI1533

PI3902
OI4061

OI1503

PI1017

OI5495

OI0685

OI4211

OI3141

OI3441

PD9681

OI7065

PI8785

OI1120

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643
 PI3863

OD6247

PD5752

PD6424

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

Undertake reforms to give women equal rights to economic resources, as

well as access to ownership and control over land and other forms of
property, financial services, inheritance and natural resources, in
Enhance
accordancethewith
use of enabling
national lawstechnology, in particular information and
communications technology, to promote the empowerment of women
Adopt and strengthen sound policies and enforceable legislation for the
promotion of gender equality and the empowerment of all women and girls
at all levels
sustainable management of water and sanitation for all
PI4180

PI5750

PI7170

PI1489

PI4907

PI3848
PI4127

OI5929

OI5490

OI4718

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409
PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952
PI2575

PI6050

PI4940

PI9652

OI4753

PI7163

PI1748

PI2476

PD1310

PD9009

PI6941

PI9556

PD8494

OD4108

OI1254

PI6303

OI2622

OI6765

PI2073

OI5495

OI1674
OI7560

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

PI2135

PI5840

PI2538

PI3239

PI6885

PI3113

OI2799

OI0685

OI4211

OI3141

OI3441

PI8177

OI7065

PI8053
PI3317

OI1120

OI8541

PD9364

OI9891

PD3569

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI3924

PI4716

PI1997

PI7643

OI4328

OI9206

OD6247

OI7914
OD6737

OI3798

OI3979

OI9202

PD2854

PD1676

PD5752

PD6424

PD6384

PD2541

OI1618

OI5657

OI5942

PD3922

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

OI9847
OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060
 OI1697

OI8828

PD3931

PD7621

OI0386

PI8043

PI9468

PD6929

PD6052

PD1403

PD2020

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278

OD7536

OI0263

By 2030, achieve universal and equitable access to safe and affordable PI4180
drinking water for all
OI5490

OI4718

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945
PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050
PI4940

PI9652

OI4753

PI7163

PI1748

PI2476

PI6941

PI6303

OI5495

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834
 PI4128

PI1997

PI7643

OD6247

OI7914

PD5752

PD6424

PD6384

PD2541

OI5657

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

PI8043

PD6929

PD1403

PD5087

By 2030, achieve access to adequate and equitable sanitation and hygiene PI4180
for all and end open defecation, paying special attention to the needs of
women and girls and those in vulnerable situations
OI5490

OI4718

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945
PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050
PI4940

PI9652

OI4753

PI7163

PI1748

PI2476

PI6941

PI6303

OI5495

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834
PI4128

PI1997

PI7643

OD6247

OI7914

PD5752

PD6424

PD6384

PD2541

OI5657

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

PD3931

PD7621

PI8043

PI9468

PD6929
 PD6052

PD1403

PD2020

PD5786

PI2884

PD5087

PD8586

PD3523

By 2030, improve water quality by reducing pollution, eliminating dumping PI4180

and minimizing release of hazardous chemicals and materials, halving the
proportion of untreated wastewater and substantially increasing recycling
and safe reuse globally PI9435

OI5049

OI4753

PI1748

PD1310

PI6941

OD4108

PI2073

OI7560

PI3113

OI2799

PI8177
PI8053

PI3317

OI1120

OI8541

PD9364

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI4328

OI7914

OD6737

OI3798

OI3979

OI9202

PD2854
PD1676

OI5942

PI1290

PI7289

PI8329

PI8454

PI1263

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860
OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

PD3931

PD7621

OI0386

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278

OD7536
 OI0263

By 2030, substantially increase water-use efficiency across all sectors and PI4180
ensure sustainable withdrawals and supply of freshwater to address water
scarcity and substantially reduce the number of people suffering from water
scarcity OI5490

OI4718

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409
PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952
PI2575

PI6050

PI4940

PI9652

OI4753

PI7163

PI1748

PI2476

PD1310

PI6941

OD4108

PI6303

OI6765

OI5495

OI7560

PI3113

OI2799

OI0685

OI4211

OI3141

OI3441
OI7065

PI8053

PI3317

OI1120

OI8541

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OD6247

OI7914

OD6737

OI3798

OI3979

OI9202

PD2854
PD1676

PD5752

PD6424

PD6384

PD2541

OI5657

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637
OI8060

OI1697

OI8828

PD3931

PD7621

OI0386

PI8043

PI9468

PD6929

PD6052

PD1403

PD2020

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278

OD7536

OI0263
By 2030, implement integrated water resources management at all levels,
including through transboundary cooperation as appropriate
By 2020, protect and restore water-related ecosystems, including PI5750
mountains, forests, wetlands, rivers, aquifers and lakes
PI7170

PI1489

PI4907

PI3848

PI4127

OI5929

PD9009

PI9556

PD8494

OD4108

OI1254

OI2622

OI6765

OI1674

OI6912

OI5408

OI2569

PI7403

PI6796
 PI3789

PI2135

PI5840

PI2538

PI3239

PI6885

OI9891

PI3924

PI4716

OI9206

PD2854

PD1676

OI1618

PD3922

By 2030, expand international cooperation and capacity-building support to

developing countries in water and sanitation-related activities and
programs, including water harvesting, desalination, water efficiency,
Support andtreatment,
wastewater strengthenrecycling
the participation
and reuseoftechnologies
local communities in improving
water and sanitation management
able, reliable, sustainable and modern energy for all
PI4180

PI1586

OI5490

OI4718
PI9435

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098
PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI1748
PI2111

PI5489

PI9626

PI2476

PI6941

PD2713

PD1504

OI4531

OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825

PI7623
PD4927

OD4108

OI1254

OI5495

PI9465

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PD3569

PI3486

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643
 OI9206

OD6247

OI7914

PD5752

PD6424

PD6384

PD2541

OI5657

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

By 2030, ensure universal access to affordable, reliable and modern energy PI4180
services
OI5490

OI4718

PI9435

OI5049

PI4548

PI7318
PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960
PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI1748

PI2111

PI5489

PI9626

PI2476
PI6941

PD2713

PD1504

OI4531

OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825

PI7623

PD4927

OI1254

OI5495

OI0685
OI4211

OI3141

OI3441

OI7065

OI1120

PD3569

PI3486

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI9206

OD6247

OI7914

PD5752

PD6424

PD6384
 PD2541

OI5657

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

By 2030, increase substantially the share of renewable energy in the global PI4180
energy mix
PI9435

OI5049

OI4753

PI1748

PI5489

PI6941

OI4531

PI5842

OI2496

OI3324

OD4108

OI1254
 OI1120

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI9206

OI7914

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

By 2030, double the global rate of improvement in energy efficiency PI4180

PI1586

PI9435

OI5049
OI4753

PI1748

PI2111

PI5489

PI9626

PI6941

PD2713

PD1504

OI4531

OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825
PI7623

PD4927

OD4108

OI1254

PI9465

OI1120

PI3486

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI7914

OI5657

PI1290

OI4564

PI7289

PI8329
 PI8454

PI1263

By 2030, enhance international cooperation to facilitate access to clean

energy research and technology, including renewable energy, energy
efficiency and advanced and cleaner fossil-fuel technology, and promote
By 2030, expand
investment infrastructure
in energy and upgrade
infrastructure and cleantechnology for supplying
energy technology
modern and sustainable energy services for all in developing countries, in
particular least developed countries, small island developing States and
usive and sustainable
landlocked economic
developinggrowth, fullinand
countries, productive
accordance employment
with and decent wo
their respective
programs of support PI9250

PI4180

OI9331

PI3468

PI9421

OI2248

PI1934

PI5160

OI8791

PI1405

PI2046

OI5101

OI5929

OI8118

PI1586

OI5490
OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409
PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894
PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI5489

PI2476

PI5216

PD9337

PD1928

PD1310

PI6941

PD1620

OI3653

OI7225

OI4499

OI8431
PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI9485

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943
PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI7467

OI3601

OI3989

OI5102

OI7390

OI7877

OI1638

OI8646

OI6995

OI4229

OI5858

OI2742

PD2713

PD1504

OI4531
OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825

PI7623

PD4927

OD4108

OI1254

OI4884

OI3819

OI9478

OI1150

OI7983
OI9650

OI4432

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

PI9467

OI1855

OI6765

PI2764
OI6774

PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI4061

OI1503

OI5495

PI7997

PI5352
PI2998

PD2691

PI3527

PI9465

PI2251

PI3687

PI4874

PI2688

PI5691

OI1674

OI7560

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

PI3113

OI2799

OI5803

OI2818
OI0685

OI4211

OI3480

PD7356

PI3734

OI6176

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI8177

PI2197

OI7065

PI8053

PI3317

PI8785

PI8381

FP5979

PI1478
PI3069

PI3212

PI6439

OI6525

OI3757

OI1120

PI6065

PD5098

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814
PI9850

PI7815

PI4096

PI7852

PI1492

PI3406

PI9048

PI1849

PI7867

PI5478

OI8541

OI2840

PD9364

PI8632

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444
OI3547

OI8266

OI3236

OI8869

OI9891

PD3569

PI1568

PI3486

OI6209

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI8919

PI9897

PI2070

PI9988

PI1997
PI7643

OI4328

OI6286

OI9206

PI1275

PI4733

PI3180

PD6343

OI9088

PI5935

OI1984

OI4732

OI9106

OD6247

OI7783

OI7914

OD6737

OI3798

OI3979

OI9202

OI8670
PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI4202

OI9028

OI8408
OI6978

OI1618

FP9083

OI5942

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

OI4564

PI7289

PI8329

PI8454

PI1263

OI2436
PI5476

FP9954

PI7569

PI3240

PI8836

OI1582

OI9767

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860
 OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

OI0386

OI7365

OI9278

OD7536

OI0263

PD3079

OD4232

OI4364

OI8001

OI4972

Sustain per capita economic growth in accordance with national PI9250

circumstances and, in particular, at least 7 per cent gross domestic product
growth per annum in the least developed countries
PI4180

PI3468

PI9421

PI1934

PI5160

OI8791

PI1405

PI2046

OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180
PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822
PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PI5216

PD9337
PD1928

PI6941

PD1620

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI4341

PI2551

PI2594

PI9654

PI9973
PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI7467

OI8646

OI6995

OI5858

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160
OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

PI9467

OI5495

PD2691

PI2251

PI3687

PI4874

PI2688

PI5691

OI1674

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789
OI5803

OI2818

OI0685

OI4211

OI3480

PI3734

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439
OI1120

PD5098

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492

PI3406
PI9048

PI1849

PI7867

PI5478

PI8632

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

OI9891

PD3569

PI1568

PD2756

PD7899
PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI9988

PI1997

PI7643

PI1275

PI4733

PI3180

PD6343

PI5935

OD6247

OI7783

OI7914

PI6189

PI1728

PI8819

PI9261
PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI4202

OI9028

OI8408

OI6978

FP9083

PI1290

PI2422
 PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289

PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI3240

PD3079

Achieve higher levels of economic productivity through diversification, PI9250

technological upgrading and innovation, including through a focus on high-
value added and labor-intensive sectors.
PI4180

PI3468
PI9421

PI1934

PI5160

OI8791

PI1405

PI2046

OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726
PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185
PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PI5216

PD9337

PD1928

PI6941
PD1620

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943
PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI7467

OI8646

OI6995

OI5858

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247
OI6069

OI1508

OI3862

OI5887

PI9467

OI5495

PD2691

PI9465

PI2251

PI3687

PI4874

PI2688

PI5691

OI1674

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

OI5803
OI2818

OI0685

OI4211

OI3480

PI3734

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI1120
PD5098

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492

PI3406

PI9048
PI1849

PI7867

PI5478

PI8632

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

OI9891

PD3569

PI1568

PD2756

PD7899

PD4861
PD3017

PI7834

PI8919

PI9897

PI2070

PI9988

PI1997

PI7643

PI1275

PI4733

PI3180

PD6343

PI5935

OD6247

OI7783

OI7914

PI6189

PI1728

PI8819

PI9261

PI6085
PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI4202

OI9028

OI8408

OI6978

FP9083

PI1290

PI2422

PI3825
 PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289

PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI3240

PD3079

Promote development-oriented policies that support productive activities, PI9250

decent job creation, entrepreneurship, creativity and innovation, and
encourage the formalization and growth of micro-, small- and medium-sized
enterprises, including through access to financial services PI4180

PI1934

PI5160
OI8791

OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417
PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713
PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PI5216

PD9337

PD1928

PI6941

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516
PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI7467
OI8646

OI6995

OI5858

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

PI9467

OI5495

PD2691
PI9465

PI2251

PI3687

PI4874

PI2688

PI5691

OI5803

OI2818

OI0685

OI4211

OI3480

PD7356

PI3734

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065
PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI1120

PD5098

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999
PI7814

PI9850

PI7815

PI4096

PI1492

PI3406

PI9048

PI1849

PI7867

PI5478

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869
PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

PI1275

PI4733

PI3180

PD6343

OD6247

OI7783

OI7914

PI6189

PI1728

PI8819
PI9261

PI6085

PI2242

PI2566

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI4202

OI9028

OI8408

OI6978

FP9083

PI1290

PI8418
 PI7289

PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI3240

PD3079

Improve progressively, through 2030, global resource efficiency in PI4180

consumption and production and endeavor to decouple economic growth
from environmental degradation, in accordance with the 10-Year
Framework of Programs on Sustainable Consumption and Production, with OI5101
developed countries taking the lead
OI5929

PI1586

PI9435

OI5049

OI4753

PI1748

PI5489

PD1310

PI6941

PD2713
PD1504

OI4531

OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825

PI7623

PD4927

OD4108

OI1254

OI6765

PI2764

OI6774
PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI7560

PI3113

OI2799

PI8177

PI8053

PI3317
OI1120

OI8541

PD9364

PI3486

OI6209

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI4328

OI6286

OI9206

OI1984

OI4732

OI9106

OI7914
OD6737

OI3798

OI3979

OI9202

OI1618

OI5942

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

OI2436

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442
OI6709

OI7920

PI5926

PI5678

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

OI0386

OI7365

OI9278

OD7536

OI0263
By 2030, achieve full and productive employment and decent work for all OI9331
women and men, including for young people and persons with disabilities,
and equal pay for work of equal value.
OI2248

OI8791

OI5490

OI4718

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945
PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050
PI4940

PI9652

PI2476

OI3653

OI7225

OI4499

OI8431

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI9485
PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

OI3601

OI3989

OI5102

OI7390

OI7877

OI1638

OI8646

OI6995
OI4229

OI5858

OI2742

OI4884

OI3819

OI9478

OI1150

OI7983

OI9650

OI4432

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247
OI6069

OI1508

OI3862

OI5887

PI9467

OI1855

OI4061

OI1503

OI5495

PI7997

PI5352

PI2998

PI3527

PI2251

PI3687

PI4874

PI2688

PI5691

OI5803

OI2818

OI0685
OI4211

OI3480

OI6176

OI3141

OI3441

PD9681

OI7065

OI6525

OI3757

PI6065

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302
PI8999

PI7814

PI9850

PI7815

PI4096

PI1492

PI3406

PI9048

PI1849

PI7867

PI5478

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236
OI8869

PD3569

PD2756

PD7899

PD4861

PD3017

PI3180

OI9088

OD6247

OI8670

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI5350

PI6179

PI8337

PI6385
PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI4202

OI9028

OI8408

OI6978

PI1290

PI8418

PI7289

PI8329

PI8454

PI1263

PI8836

OI1582

OI9767

OI4364

OI8001
 OI4972

By 2020, substantially reduce the proportion of youth not in employment, OI9331

education or training
OI2248

OI5490

OI4718

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945
PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050
PI4940

PI9652

PI2476

OI3653

OI7225

OI4499

OI8431

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI9485
OI3601

OI3989

OI5102

OI7390

OI7877

OI1638

OI8646

OI6995

OI4229

OI2742

OI4884

OI3819

OI9478

OI1150

OI7983

OI9650

OI4432

OI2003

OI6213

OI1571

OI5479
OI8251

OI8292

OI8147

OI3140

OI3160

OI1855

OI4061

OI1503

OI5495

PI7997

PI5352

PI2998

PI3527

PI2251

PI3687

PI4874

PI2688

PI5691

OI2818

OI0685

OI4211
OI6176

OI3141

OI3441

PD9681

OI7065

OI6525

OI3757

PI6065

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569
OI9088

OD6247

OI8670

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541

OI9028
 OI8408

OI6978

PI8836

OI1582

OI9767

OI4364

OI8001

OI4972

Take immediate and effective measures to eradicate forced labor, end OI9485
modern slavery and human trafficking and secure the prohibition and
elimination of the worst forms of child labor, including recruitment and use
of child soldiers, and by 2025 end child labor in all its forms. OI8646

OI6995

OI3819

OI9650

OI4432

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147
OI3140

OI3160

OI1855

OI6176

OI1120

OI4571

OI8838

OI1903

OI6508

OI8864

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

OI9088

OD6247

OI9028

OI6978

OI1582
 OI9767

OI4972

Protect labor rights and promote safe and secure working environments for OI9331
all workers, including migrant workers, in particular women migrants, and
those in precarious employment
OI2248

OI8118

OI5490

OI4718

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185
PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI3653

OI7225

OI4499

OI8431

OI9485

OI3601

OI3989

OI5102

OI7390

OI7877
OI1638

OI8646

OI6995

OI4229

OI2742

OI4884

OI3819

OI9478

OI1150

OI7983

OI9650

OI4432

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160
OI8941

OI5247

PI9467

OI1855

OI4061

OI1503

OI5495

OI0685

OI4211

OI6176

OI3141

OI3441

PD9681

OI7065

OI6525

OI3757

OI1120

OI4571

OI8838

OI1903

OI6508
OI8864

PI2302

OI2840

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569

OI9088

OI8670

PD5752

PD6424

PD6384

PD2541

OI9028

OI6978

OI1582

OI9767

OD4232
 OI4364

OI8001

OI4972

By 2030, devise and implement policies to promote sustainable tourism that

creates jobs and promotes local culture and products
Strengthen the capacity of domestic financial institutions to encourage and PI9250
expand access to banking, insurance and financial services for all
PI4180

PI1934

PI5160

OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180
PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622
PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PI5216

PD9337

PD1928

PI6941
PI7467

OI5495

PD2691

OI5803

OI2818

OI0685

OI4211

PD7356

PI3734

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478
PI3069

PI3212

PI6439

OI1120

PD5098

PD3569

PD2756

PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

PI1275

PI4733

PD6343

OD6247

OI7783
 OI7914

PD5752

PD6424

PD6384

PD2541

FP9083

PI5476

FP9954

PI7569

PI3240

PD3079

Increase Aid for Trade support for developing countries, in particular least
developed countries, including through the Enhanced Integrated Framework
for Trade-related Technical Assistance to Least Developed Countries
By 2020, develop and operationalize a global strategy for youth employment
and implement the Global Jobs Pact of the International Labor Organization
cture, promote inclusive and sustainable industrialization and foster innovation
PI9250

PI4180

PI9421

PI1934

PI5160

OI5101

PI1586
OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705
PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713
PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2111

PI5489

PI9626

OI2092

PI2476

OI2319

OI4324

PI5216

PD9337

PD1928

PD1310
PI6941

PD1620

PI7467

PD2713

PD1504

OI4531

OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825

PI7623

PD4927

OD4108
OI1254

OI6765

PI2764

OI6774

PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI5495

PI2998
PD2691

PI9465

OI7560

PI6796

PI3113

OI2799

OI5803

OI2818

OI0685

OI4211

PD7356

PI3734

PI6414

PI4583

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI8177
PI2197

OI7065

PI8053

PI3317

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI1120

PD5098

OI8541

PD9364

OI8869

PD3569

PI1568

OI6209

PD4587

PD2756
PD7899

PD4861

PD3017

PI7834

PI4128

PI8919

PI9897

PI2070

PI1997

PI7643

OI4328

OI6286

OI9206

PI1275

PI4733

PI1775

PD6343

OI1984

OI4732

OI9106

OD6247
OI7783

OI7914

OD6737

OI3798

OI3979

OI9202

PI1728

PI5350

PD5752

PD6424

PD6384

PD2541

FP9083

OI5942

OI4194

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263
OI2436

OI1619

PI5476

FP9954

PI7569

PI3240

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860

OI9326
 OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

OI0386

OI7365

OI9278

OD7536

OI0263

PD3079

Develop quality, reliable, sustainable and resilient infrastructure, including PI4180

regional and trans-border infrastructure, to support economic development
and human well-being, with a focus on affordable and equitable access for
all OI5490

OI4718

PI9435

OI5049

PI4548
PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807
PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI1748

OI2092

PI2476

OI2319
OI4324

PI6941

OI4531

OI1254

OI6765

OI5495

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PD3569

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997
 PI7643

OI6286

OI1984

OI4732

OI9106

OD6247

OI7914

PD5752

PD6424

PD6384

PD2541

OI4194

PI1290

PI7289

PI8329

PI8454

PI1263

OI1619

OI9326

Promote inclusive and sustainable industrialization and, by 2030,

significantly raise industry’s share of employment and gross domestic
product, in line with national circumstances, and double its share in least
Increase
developed the access of small-scale industrial and other enterprises, in
countries PI9250
particular in developing countries, to financial services, including affordable
credit, and their integration into value chains and markets
PI4180

PI9421

PI1934

PI5160

OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI9409

PI8330

PI2822

PI6372

PI9713

PI6894

PI8952

PI2575

PI6050
PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI5216

PD9337

PD1928

PI6941

PD1620

PI7467

OI5495

PI2998

PD2691

PI6796

OI5803

OI2818

OI0685

OI4211

PD7356
PI3734

PI6414

PI4583

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI1120

PD5098

OI8869
PD3569

PI1568

PD2756

PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

PI1275

PI4733

PI1775

PD6343

OD6247

OI7783

OI7914

PI1728

PI5350
 PD6424

PD6384

PD2541

FP9083

PI1263

PI5476

FP9954

PI7569

PI3240

PD3079

By 2030, upgrade infrastructure and retrofit industries to make them PI4180

sustainable, with increased resource-use efficiency and greater adoption of
clean and environmentally sound technologies and industrial processes,
with all countries taking action in accordance with their respective OI5101
capabilities
PI1586

PI9435

OI5049

OI4753

PI1748

PI2111

PI5489

PI9626

OI2092
OI2319

OI4324

PD1310

PI6941

PD2713

PD1504

OI4531

OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825

PI7623

PD4927
OD4108

OI1254

OI6765

PI2764

OI6774

PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI7560
PI3113

OI2799

PI8177

PI8053

PI3317

OI1120

OI8541

PD9364

OI6209

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI4328

OI6286

OI9206
OI1984

OI4732

OI9106

OI7914

OD6737

OI3798

OI3979

OI9202

OI5942

OI4194

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

OI2436

OI1619

OI9847

OI8357

OI4483
OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828
 OI0386

OI7365

OI9278

OD7536

OI0263

Enhance scientific research, upgrade the technological capabilities of

industrial sectors in all countries, in particular developing countries,
including, by 2030, encouraging innovation and substantially increasing the
Facilitate
number ofsustainable
research andanddevelopment
resilient infrastructure
workers perdevelopment in developing
1 million people and PI9465
countries through enhanced financial, technological
public and private research and development spending and technical support
to African countries, least developed countries, landlocked developing
Support
countriesdomestic
and smalltechnology development,
island developing States research and innovation in PI9465
developing countries, including by ensuring a conducive policy environment
for, inter alia, industrial diversification and value addition to commodities
Significantly increase access to information and communications technology PI9465
and strive to provide universal and affordable access to the Internet in least
developed countries by 2020
hin and among countries
PI9250

PI4180

OI9331

PI3468

PI9421

OI2248

PI1934

PI5160

OI8791

PI9024

PI1405
PI2046

OI8118

OI6696

OI5490

OI4718

PD9911

PI3594

PI3383

PI7902

PI8018

PI5380

PI7268

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952
PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622
PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PD7557

PI5216

PD9337
PD1928

PI6941

PD8635

OI3653

OI7225

OI4499

OI8431

PI0045

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060
OI9485

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI4279

PI7467

OI3601

OI3989

OI5102

OI7390

OI7877
OI1638

OI8646

OI6995

OI4229

OI5858

OI2742

PD7932

PD9759

OI4884

OI3819

OI9478

OI1150

OI7983

OI9650

OI4432

OI8197

OI2209

OI2003

OI6213

OI1571

OI5479
OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

PI9467

OI1855

OI4061

OI1503

PD4120

OI5495

PI7997

PI5352

PI2998

PD2691
OI8709

OI7829

PI3527

PI2251

PI3687

PI4874

PI2688

PI5691

PD0754

PI1836

PD9173

OI5803

OI2818

OI0685

OI4211

OI3480

PD7356

PI3734

OI6176

PI6414

PI4583
OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI6525

OI3757

OI1120

PI6065

PD5098

PD1392
OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492

PI3406

PI9048

PI1849
PI7867

PI5478

OI2840

OI7194

PI8632

PI4555

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569

PI1568

PD5677

PD2756
PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

PI1275

PI4733

PI3180

PD6343

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389
PI8069

PI5583

PI2718

PI6971

PI2250

OI9088

PI5935

OI4953

OI4136

OI3943

OD6247

OI7783

OI7914

OI8670

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924
PI1136

PI4509

PI3499

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541
PI3651

OI5896

PI1902

PI7871

OI4202

OI9028

OI8408

OI6978

FP9083

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289
 PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI4554

PI5736

PI3240

PI8836

OI1582

OI9767

PD3079

OD4232

OI4364

OI8001

OI4972

By 2030, progressively achieve and sustain income growth of the bottom 40 PI9250
per cent of the population at a rate higher than the national average
PI4180

OI9331

PI3468
PI9421

OI2248

PI1934

PI5160

OI8791

PI1405

PI2046

OI5490

OI4718

PI3594

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180
PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822
PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PI5216

PD9337
PD1928

PI6941

OI3653

OI7225

OI4499

OI8431

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI9485

PI4341
PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI7467

OI3601

OI3989

OI5102

OI7390

OI7877

OI1638

OI8646

OI6995
OI4229

OI5858

OI2742

PD7932

OI4884

OI3819

OI9478

OI1150

OI7983

OI9650

OI4432

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941
OI5247

OI6069

OI1508

OI3862

OI5887

PI9467

OI1855

OI4061

OI1503

OI5495

PI7997

PI5352

PI2998

PD2691

PI3527

PI2251

PI3687

PI4874

PI2688

PI5691

OI5803
OI2818

OI0685

OI4211

OI3480

PD7356

PI3734

OI6176

PI6414

PI4583

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8381

FP5979

PI1478

PI3069
PI3212

PI6439

OI6525

OI3757

OI1120

PI6065

PD5098

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850
PI7815

PI4096

PI7852

PI1492

PI3406

PI9048

PI1849

PI7867

PI5478

PI8632

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869
PD3569

PI1568

PD2756

PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

PI1275

PI4733

PI3180

PD6343

OI9088

PI5935

OI4953

OI4136

OI3943
OD6247

OI7783

OI7914

OI8670

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384
PD2541

OI4202

OI9028

OI8408

OI6978

FP9083

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289

PI8329

PI8454

PI1263
 PI5476

FP9954

PI7569

PI3240

OI1582

OI9767

PD3079

OI4364

OI8001

OI4972

By 2030, empower and promote the social, economic and political inclusion PI9250
of all, irrespective of age, sex, disability, race, ethnicity, origin, religion or
economic or other status
PI4180

OI9331

PI3468

PI9421

OI2248

PI1934

PI5160

OI8791

PI9024

PI1405
PI2046

OI8118

OI6696

OI5490

OI4718

PD9911

PI3594

PI3383

PI7902

PI8018

PI5380

PI7268

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952
PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622
PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

PD7557

PI5216

PD9337
PD1928

PI6941

PD8635

OI3653

OI7225

OI4499

OI8431

PI0045

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060
OI9485

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218

PI4279

PI7467

OI3601

OI3989

OI5102

OI7390

OI7877
OI1638

OI8646

OI6995

OI4229

OI5858

OI2742

PD7932

PD9759

OI4884

OI3819

OI9478

OI1150

OI7983

OI9650

OI4432

OI8197

OI2209

OI2003

OI6213

OI1571

OI5479
OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

PI9467

OI1855

OI4061

OI1503

PD4120

OI5495

PI7997

PI5352

PI2998

PD2691
OI8709

OI7829

PI3527

PI2251

PI3687

PI4874

PI2688

PI5691

PD0754

PI1836

PD9173

OI5803

OI2818

OI0685

OI4211

OI3480

PD7356

PI3734

OI6176

PI6414

PI4583
OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI6525

OI3757

OI1120

PI6065

PD5098

PD1392
OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492

PI3406

PI9048

PI1849
PI7867

PI5478

OI2840

OI7194

PI8632

PI4555

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569

PI1568

PD5677

PD2756
PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

PI1275

PI4733

PI3180

PD6343

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254

PI6569

PI2389
PI8069

PI5583

PI2718

PI6971

PI2250

OI9088

PI5935

OI4953

OI4136

OI3943

OD6247

OI7783

OI7914

OI8670

PI3786

PI9910

PI8372

PI5501

PI5110

PI4243

PI4924
PI1136

PI4509

PI3499

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424

PD6384

PD2541
PI3651

OI5896

PI1902

PI7871

OI4202

OI9028

OI8408

OI6978

FP9083

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

PI7289
 PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI4554

PI5736

PI3240

PI8836

OI1582

OI9767

PD3079

OD4232

OI4364

OI8001

OI4972

Ensure equal opportunity and reduce inequalities of outcome, including by PI9250

eliminating discriminatory laws, policies and practices and promoting
appropriate legislation, policies and action in this regard
PI4180

OI9331

PI3468
PI9421

OI2248

PI1934

PI5160

OI8791

PI9024

PI1405

PI2046

OI8118

OI6696

OI5490

OI4718

PD9911

PI3594

PI3383

PI7902

PI8018

PI5380

PI7268

PI9435

PI9872
OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098
PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753
PI9319

PI7163

PI1748

PI2476

PD7557

PI5216

PD9337

PD1928

PI6941

PD8635

OI3653

OI7225

OI4499

OI8431

PI0045

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516
PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI9485

PI4341

PI2551

PI2594

PI9654

PI9973

PI3962

PI8943

PI4881

PI9676

PI5391

PI8021

PI2888

PI6218
PI4279

PI7467

OI3601

OI3989

OI5102

OI7390

OI7877

OI1638

OI8646

OI6995

OI4229

OI5858

OI2742

PD7932

PD9759

OI4884

OI3819

OI9478

OI1150

OI7983

OI9650
OI4432

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI8941

OI5247

OI6069

OI1508

OI3862

OI5887

PI9467

OI1855

OI4061

OI1503

PD4120
OI5495

PI7997

PI5352

PI2998

PD2691

PI3527

PI2251

PI3687

PI4874

PI2688

PI5691

PD0754

PI1836

PD9173

OI5803

OI2818

OI0685

OI4211

OI3480

PD7356

PI3734
OI6176

PI6414

PI4583

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI2197

OI7065

PI8785

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI6525

OI3757

OI1120
PI6065

PD5098

PD1392

OI3098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8725

OI9956

OI9948

PI6858

PI2302

PI8999

PI7814

PI9850

PI7815

PI4096

PI7852

PI1492
PI3406

PI9048

PI1849

PI7867

PI5478

OI2840

OI7194

PI8632

PI4555

OI1682

OI4559

OI7064

OI1084

OI9677

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569
PI1568

PD2756

PD7899

PD4861

PD3017

PI7834

PI8919

PI9897

PI2070

PI1997

PI7643

PI1275

PI4733

PI3180

PD6343

PI5954

PI1081

PI2173

PI7774

PI3337

PI7254
PI6569

PI2389

PI8069

PI5583

PI2718

PI6971

PI2250

OI9088

PI5935

OI4953

OI4136

OI3943

OD6247

OI7783

OI7914

OI8670

PI3786

PI9910

PI8372

PI5501

PI5110
PI4243

PI4924

PI1136

PI4509

PI3499

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6424
PD6384

PD2541

PI3651

OI5896

PI1902

PI7871

OI4202

OI9028

OI8408

OI6978

FP9083

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473
 PI2019

PI7289

PI8329

PI8454

PI1263

PI5476

FP9954

PI7569

PI4554

PI5736

PI3240

PI8836

OI1582

OI9767

PD3079

OD4232

OI4364

OI8001

OI4972

Adopt policies, especially fiscal, wage and social protection policies, and
progressively achieve greater equality
Improve the regulation and monitoring of global financial markets and
institutions and strengthen the implementation of such regulations
 Ensure enhanced representation and voice for developing countries in
decision-making in global international economic and financial institutions in
order to deliver more effective, credible, accountable and legitimate
Facilitate orderly, safe, regular and responsible migration and mobility of
institutions
people, including through the implementation of planned and well-managed
migration policies
Implement the principle of special and differential treatment for developing
countries, in particular least developed countries, in accordance with World
Trade Organization agreements
Encourage official development assistance and financial flows, including
foreign direct investment, to States where the need is greatest, in particular
least developed countries, African countries, small island developing States
By 2030,
and reducedeveloping
landlocked to less than 3 per cent
countries, in the transaction
accordance withcosts
theirofnational
migrantplans PI4180
remittances
and programs and eliminate remittance corridors with costs higher than 5 per
cent
OI5490

OI4718

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417
PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713
PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI9319

PI7163

PI1748

PI2476

OI0685

OI4211

OI3141

OI7065

OI1120

PD3569

PD2756

PD7899

PD4861

PD3017
 PI7834

PI1997

PI7643

OD6247

OI7914

PD5752

PD6384

PD2541

n settlements inclusive, safe, resilient and sustainable

PI9250

PI4180

PI9170

PI4765

OI0659

PI1934

PI5160

OI5101

PI1586

OI5490

OI4718

PI3383
PI7902

PI8018

PI5380

PI7268

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI8768
PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894
PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI7163

PI1748

PI5489

PI1409

OI2092

PI2476

OI2319

PD7557

OI4324

PI5216

PD9337

PD1310

PI6941

PI5743

PI1160
PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI7467

OI8646

OI6995

OI4531

OI6697

PI5842

PI8706

OI2496

OI9624
OI1496

OI3324

OI8825

PI7623

PD4927

OD4108

OI1254

PI6303

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI6765

PI2764

OI6774

PI2787
OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI4061

PI1017

PD2532

PI2640

PD2691

OI7560

PI3113
OI2799

OI5803

OI2818

OI0685

OI4211

PD7356

PI3734

OI3141

OI3441

FP2635

FP6354

FP6373

PD9681

PI8177

PI8007

PI2197

OI7065

PI8053

PI2491

PI5965

PI6058
PI3317

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI6525

OI3757

OI1120

PD5098

OI4571

OI8838

OI1903

OI6508

OI8864

OI8541

PD5833

PD9364

OI4038

OI2444
OI3547

OI8266

OI3236

OI8869

PD3569

OI6209

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI8919

PI9897

PI2070

PI1997

PI7643

OI4328

OI6286

OI9206
PI1275

PI4733

PD6343

PD1007

OI1984

OI4732

OI9106

OD6247

OI7783

OI7914

OD6737

OI3798

OI3979

OI9202

PI5501

PI4243

PI6189

PI1728

PI8819

PI9261

PI6085
PI2242

PI2566

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD2854

PD1676

PD5752

PD6384

PD2541

OI9028

OI6978

FP9083

OI4194

PI1290

OI4564

PI7289

PI8329
PI8454

PI1263

OI2436

PI5983

OI1619

PI2410

PI7233

PI5476

FP9954

PI7569

PI4554

PI3240

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709
OI7920

PI5926

PI5678

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

PD3931

PD7621

OI0386

PI8043

PI9468

PD6929
 PD6052

PD1403

PD2020

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278

OD7536

OI0263

PD3079

By 2030, ensure access for all to adequate, safe and affordable housing and PI4180
basic services and upgrade slums
PI9170

PI4765

OI0659

PI1586

OI5490

OI4718

PI5380
PI7268

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI8768

PI9409

PI9327

PI1945
PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050
PI4940

PI9652

OI4753

PI7163

PI1748

PI1409

PI2476

OI2319

PD7557

OI4324

PI6941

PI5743

PI6303

PI1017

PD2532

PI2640

OI0685

OI4211

OI3141

OI3441

PI8007
OI7065

PI2491

PI5965

PI6058

OI1120

PD5833

PD3569

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

PD1007

OI4732

OI9106

OD6247

OI7914
 PI5501

PI4243

PD5752

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

PI5983

OI1619

PI2410

PI7233

PI4554

OI9412

OI7860

PI8043

PI9468

. By 2030, provide access to safe, affordable, accessible and sustainable PI4180

transport systems for all, improving road safety, notably by expanding public
transport, with special attention to the needs of those in vulnerable
situations, women, children, persons with disabilities and older persons. OI0659
OI5490

OI4718

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945
PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050
PI4940

PI9652

OI4753

PI7163

PI1748

PI2476

OI2319

OI4324

PI6941

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PD3569

PD4587

PD2756

PD7899

PD4861

PD3017
 PI7834

PI4128

PI1997

PI7643

OI4732

OI9106

OD6247

OI7914

PD5752

PD6384

PD2541

PI1290

PI7289

PI8329

PI8454

PI1263

OI1619

By 2030, enhance inclusive and sustainable urbanization and capacity for PI4180
participatory, integrated, and sustainable human settlement planning and
management in all countries.
OI0659

OI5490

OI4718
PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330
PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652
OI4753

PI7163

PI1748

OI2092

PI2476

OI2319

OI4324

PI6941

OI4531

OI1254

OI6765

OI0685

OI4211

OI3141

OI3441

OI7065

OI1120

PD3569

PD4587

PD2756

PD7899
PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI6286

OI1984

OI4732

OI9106

OD6247

OI7914

PD2854

PD1676

PD5752

PD6384

PD2541

OI4194

PI1290

PI7289

PI8329
 PI8454

PI1263

OI1619

OI9326

Strengthen efforts to protect and safeguard the world's cultural and natural
heritage
By 2030, significantly reduce the number of deaths and the number of PI9250
people affected and substantially decrease the direct economic losses
relative to global gross domestic product caused by disaster, including
water-related disasters, with a focus on protecting the poor and people in PI4180
vulnerable situations
PI1934

PI5160

OI5490

OI4718

PI3383

PI7902

PI8018

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991
PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193
PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI7163

PI1748

OI2092

PI2476

OI2319

OI4324
PI5216

PD9337

PI6941

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI7467

OI8646

OI6995

OI1254

OI2003
OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI6765

OI4061

PD2691

OI5803

OI2818

OI0685

OI4211

PD7356

PI3734

OI3141

OI3441

FP2635

FP6354
FP6373

PD9681

PI2197

OI7065

PI8381

FP5979

PI1478

PI3069

PI3212

PI6439

OI6525

OI3757

OI1120

PD5098

OI4571

OI8838

OI1903

OI6508

OI8864

OI4038

OI2444
OI3547

OI8266

OI3236

OI8869

PD3569

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI8919

PI9897

PI2070

PI1997

PI7643

OI6286

PI1275

PI4733

PD6343
OI1984

OI4732

OI9106

OD6247

OI7783

OI7914

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD5752

PD6384
 PD2541

OI9028

OI6978

FP9083

OI4194

PI1290

PI7289

PI8329

PI8454

PI1263

OI1619

PI5476

FP9954

PI7569

PI3240

OI9326

PD3079

By 2030, reduce the adverse per capita environmental impact of cities, PI4180
including by paying special attention to air quality and municipal and other
waste management
PI9170

OI0659

OI5101
PI1586

OI5490

OI4718

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9409

PI9327
PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575
PI6050

PI4940

PI9652

OI4753

PI7163

PI1748

PI5489

OI2092

PI2476

OI2319

PD7557

OI4324

PD1310

PI6941

OI4531

OI6697

PI5842

PI8706

OI2496

OI9624

OI1496
OI3324

OI8825

PI7623

PD4927

OD4108

OI1254

OI6765

PI2764

OI6774

PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604
OI1479

PI5376

PI2073

PD2532

OI7560

PI3113

OI2799

OI0685

OI4211

OI3141

OI3441

PI8177

OI7065

PI8053

PI6058

PI3317

OI1120

OI8541

PD9364

PD3569

OI6209
PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI4328

OI6286

OI9206

OI1984

OI4732

OI9106

OD6247

OI7914

OD6737

OI3798

OI3979

OI9202
PD2854

PD1676

PD5752

PD6384

PD2541

OI4194

PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

OI2436

OI1619

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346
OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

PD3931

PD7621

OI0386

PD6929
 PD6052

PD1403

PD2020

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278

OD7536

OI0263

By 2030, provide universal access to safe, inclusive and accessible, green

and public spaces, in particular for women and children, older persons and
persons with disabilities
Support positive economic, social and environmental links between urban,
peri-urban and rural areas by strengthening national and regional
development planning.
By 2020, substantially increase the number of cities and human settlements
adopting and implementing integrated policies and plans towards inclusion,
resource efficiency, mitigation and adaptation to climate change, resilience
Support
to leastand
disasters, developed
develop countries, including
and implement, through
in line financial
with the Sendaiand technical
Framework
assistance, in building sustainable and resilient buildings utilizing local
for Disaster Risk Reduction 2015-2030, holistic disaster risk management at
materials
all levels
nsumption and production patterns
PI4180

PI5750

PI3468

PI9421
PI1405

PI2046

OI5101

OI5490

OI4718

PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705
PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894
PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI7163

PI1748

OI2092

PI2476

OI2319

OI4324

PD1310

PD9009

PI6941

PD1620

PI1160

PI6659

PI2125

PI8470

PI3995
PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI9556

PD8494

PD2713

PD1504

OI4531

OI6697

PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496
OI9624

OI1496

OI3324

OI8825

PI7623

PD4927

OD4108

OI1254

PD7932

OI2003

OI6213

OI1571

OI8292

OI8147

OI3140

OI6765

PI2764

OI6774

PI2787

OI5951

OI9839
PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI5495

PI2998

OI1674

OI7560

OI6912

OI5408

OI2569

PI7403

PI6796
PI3789

PI2135

PI3113

OI2799

OI0685

OI4211

OI3141

OI3441

PI8177

OI7065

PI8053

PI3317

OI1120

OI4571

OI8838

OI6508

OI8541

PD9364

PI8632

OI4038

OI2444
OI3236

OI9891

PD3569

PI1568

OI6209

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI3924

PI4716

PI9988

PI1997

PI7643

OI4328

OI6286

OI9206

PI5935
OI1984

OI4953

OI4136

OI4732

OI9106

OI3943

OD6247

OI7914

OD6737

OI3798

OI3979

OI9202

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350
PI6179

PI8337

PI6385

PI9495

PI9566

PD2854

PD1676

PD5752

PD6384

PD2541

OI6978

OI5942

OI4194

PD3922

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923
PI6652

PI8418

PI5473

PI2019

OI4564

PI7289

PI8329

PI8454

PI1263

OI2436

OI1619

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920
PI5926

PI5678

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

PD3931

PD7621

OI0386

OI7365

PD5786

PI2884

PD5087
 PD8586

PD3523

OI9278

OD7536

OI0263

Implement the 10-Year Framework of Programs on Sustainable

Consumption and Production Patterns, all countries taking action, with
developed countries taking the lead, taking into account the development
By 2030,
and achieve
capabilities ofthe sustainable
developing management and efficient use of natural
countries PI4180
resources
PI5750

PI9435

OI5049

OI4753

PI1748

PD1310

PD9009

PI6941

PI9556

PD8494

OD4108

OI7560

OI6912

OI5408
PI6796

PI3789

PI2135

PI3113

OI2799

PI8053

PI3317

OI1120

OI8541

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI3924

PI4716

PI1997

PI7643

OI7914

OD6737
OI3798

OI3979

OI9202

PD2854

PD1676

PD3922

PI1290

PI7289

PI8329

PI8454

PI1263

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060
 OI1697

OI8828

PD3931

PD7621

OI0386

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278

OD7536

OI0263

By 2030, halve per capita global food waste at the retail and consumer PI4180
levels and reduce food losses along production and supply chains, including
post-harvest losses
PI3468

PI9421

PI1405

PI2046

OI5490

OI4718
PI9435

PI9872

OI5049

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9327

PI1945

PI6266

PI8330

PI5297
PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652
OI4753

PI7163

PI1748

PI2476

PI6941

PD1620

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

PI7623

OI1254
PD7932

OI2003

OI6213

OI1571

OI8292

OI8147

OI3140

OI5495

PI2998

OI1674

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

OI0685

OI4211

OI3141

OI3441

OI7065
OI1120

OI4571

OI8838

OI6508

PD9364

PI8632

OI4038

OI2444

OI3236

OI9891

PD3569

PI1568

OI6209

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI9988
PI1997

PI7643

PI5935

OI1984

OI4953

OI4136

OI3943

OD6247

OI7914

PI6189

PI1728

PI8819

PI9261

PI6085

PI2242

PI2566

PI9991

PI5350

PI6179

PI8337

PI6385
PI9495

PI9566

PD5752

PD6384

PD2541

OI6978

OI4194

PI1290

PI2422

PI3825

PI9428

PI6646

PI4982

PI7923

PI6652

PI8418

PI5473

PI2019

OI4564

PI7289

PI8329
 PI8454

PI1263

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI7442

OI6709

OI7920

PI5926

PI5678

PD5786

By 2020, achieve the environmentally sound management of chemicals and PI4180

all wastes throughout their life cycle, in accordance with agreed
international frameworks, and significantly reduce their release to air, water
and soil in order to minimize their adverse impacts on human health and the OI5101
environment
OI5490

OI4718

PI9435

PI9872

OI5049
PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9327

PI1945

PI6266

PI8330

PI5297

PI7098

PI4237

PI8732
PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652

OI4753

PI7163

PI1748

OI2092
PI2476

OI2319

OI4324

PD1310

PI6941

PD1620

OI4531

OD4108

OI1254

PD7932

OI6765

PI2764

OI6774

PI2787

OI5951

OI9839

PI7015

PD9427

PD2243

OI4862

PI9878
OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI5495

OI1674

OI7560

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

PI3113

OI2799

OI0685

OI4211

OI3141
OI3441

PI8177

OI7065

PI8053

PI3317

OI1120

OI8541

PD9364

OI9891

PD3569

OI6209

PD4587

PD2756

PD7899

PD4861

PD3017

PI7834

PI4128

PI1997

PI7643

OI4328
OI6286

OI9206

OI1984

OI4953

OI4136

OI4732

OI9106

OI3943

OD6247

OI7914

OD6737

OI3798

OI3979

OI9202

PD2854

PD1676

PD5752

PD6384

PD2541

OI5942

OI4194
PI1290

OI4564

PI7289

PI8329

PI8454

PI1263

OI2436

OI1619

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412
OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927

OI3637

OI8060

OI1697

OI8828

PD3931

PD7621

OI0386

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278
 OD7536

OI0263

By 2030, substantially reduce waste generation through prevention, OI5101

reduction, recycling and reuse
OD4108

OI1254

PI2073

PI8177

PD9364

OI6209

PD4587

OI4328

OI6286

OI1984

PD2854

PD1676

OI5942

OI4564

OI9847

OI8357

OI4483

OI8843
 OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860

Encourage companies, especially large and transnational companies, to OI5101

adopt sustainable practices and to integrate sustainability information into
their reporting cycle
OI5049

OI4753

OI2092

OI2319

OI4324

PD1310

PD2713

PD1504

OI4531

OI6697
PD6596

PD5578

PI2210

PI5842

PI8706

OI1495

OI2496

OI9624

OI1496

OI3324

OI8825

PI7623

PD4927

OD4108

OI1254

PD7932

OI6765

PI2764

OI6774

PI2787

OI5951
OI9839

PI7015

PD9427

PD2243

OI4862

PI9878

OI8237

OI5732

OI4112

OI9604

OI1479

PI5376

PI2073

OI7560

PI3113

OI2799

PI8177

PI8053

PI3317

OI1120

OI8541
PD9364

OI6209

PD4587

OI4328

OI6286

OI9206

OI1984

OI4953

OI4136

OI4732

OI9106

OI3943

OI7914

OD6737

OI3798

OI3979

OI9202

OI5942

OI4194

OI4564

OI2436
OI1619

OI9847

OI8357

OI4483

OI8843

OI2535

OI6192

OI1346

OI7442

OI6709

OI7920

PI5926

PI5678

OI9412

OI7860

OI9326

OI4015

OI4467

OI3031

OI6721

OI1927
 OI3637

OI8060

OI1697

OI8828

PD3931

PD7621

OI0386

OI7365

PD5786

PI2884

PD5087

PD8586

PD3523

OI9278

OD7536

OI0263

Promote public procurement practices that are sustainable, in accordance

with national policies and priorities
By 2030, ensure that people everywhere have the relevant information and
awareness for sustainable development and lifestyles in harmony with
nature
Support developing countries to strengthen their scientific and
technological capacity to move towards more sustainable patterns of
consumption and production
Develop and implement tools to monitor sustainable development impacts
for sustainable tourism that creates jobs and promotes local culture and
products
Rationalize inefficient fossil-fuel subsidies that encourage wasteful
consumption by removing market distortions, in accordance with national
circumstances, including by restructuring taxation and phasing out those
harmful subsidies, where they exist, to reflect their environmental impacts,
taking fully into account the specific needs and conditions of developing
countries and minimizing the possible adverse impacts on their
development in a manner that protects the poor and the affected
communities
combat climate change and its impacts
OI5490

OI4718

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9327

PI1945

PI6266

PI8330

PI5297
PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652
OI2092

PI2476

OI2319

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI8646

OI6995

OI4531

OD4108

OI1254
PD7932

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI6765

OI4061

OI5495

PI2640

OI0685

OI4211

OI3141

OI3441

OI7065

PI8785

OI6525
OI3757

OI4571

OI8838

OI1903

OI6508

OI8864

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569

OI6286

OI9206

OI4732

OI9106

OD6247

OI7914

PI6189

PI1728
PI8819

PI9261

PI6085

PI2242

PI2566

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD2854

PD1676

PD5752

PD6384

PD2541

OI9028

OI6978

OI4564

OI1619

OI9326
 OI7365

Strengthen resilience and adaptive capacity to climate related hazards and OI5490
natural disasters in all countries
OI4718

PI4548

PI7318

PI3268

PI6991

PI2180

PI7952

PI1726

PI2845

PI1583

PI8163

PI7954

PI1417

PI6705

PI9327

PI1945

PI6266

PI8330

PI5297
PI7098

PI4237

PI8732

PI1807

PI3960

PI3193

PI2822

PI9622

PI2185

PI1190

PI6372

PI4060

PI6751

PI9835

PI9713

PI6894

PI8952

PI2575

PI6050

PI4940

PI9652
OI2092

PI2476

OI2319

PI1160

PI6659

PI2125

PI8470

PI3995

PI9516

PI3972

PI2758

PI8982

PI9113

PI8415

PI9401

PI1060

OI8646

OI6995

OI4531

OD4108

OI1254
PD7932

OI2003

OI6213

OI1571

OI5479

OI8251

OI8292

OI8147

OI3140

OI3160

OI6765

OI4061

OI5495

PI2640

OI0685

OI4211

OI3141

OI3441

OI7065

PI8785

OI6525
OI3757

OI4571

OI8838

OI1903

OI6508

OI8864

OI4038

OI2444

OI3547

OI8266

OI3236

OI8869

PD3569

OI6286

OI9206

OI4732

OI9106

OD6247

OI7914

PI6189

PI1728
PI8819

PI9261

PI6085

PI2242

PI2566

PI5350

PI6179

PI8337

PI6385

PI9495

PI9566

PD2854

PD1676

PD5752

PD6384

PD2541

OI9028

OI6978

OI4564

OI1619

OI9326
 OI7365

Integrate climate change measures into national policies, strategies and

planning
Improve education, awareness-raising and human and institutional capacity
on climate change mitigation, adaptation, impact reduction and early
warning
Implement the commitment undertaken by developed country parties to
the United Nations Framework Convention on Climate Change to a goal of
mobilizing jointly $100 billion annually by 2020 from all sources to address
Promote
the needsmechanisms
of developingforcountries
raising capacity for effective
in the context climate change-
of meaningful mitigation
related planning and management in least developed countries
actions and transparency on implementation and fully operationalize and small
the
island
Green Climate Fund through its capitalization as soon as possible local and
developing States, including focusing on women, youth and
bly use themarginalized
oceans, seascommunities
and marine resources for sustainable development
PD8494

OD4108

PI5840

PI2538

PD2854

PD1676

By 2025, prevent and significantly reduce marine pollution of all kinds, in OD4108
particular from land-based activities, including marine debris and nutrient
pollution
PD8494

By 2020, sustainably manage and protect marine and coastal ecosystems to OD4108
avoid significant adverse impacts, including by strengthening their
resilience, and take action for their restoration in order to achieve healthy
and productive oceans PD8494

Minimize and address the impacts of ocean acidification, including through

enhanced scientific cooperation at all levels
By 2020, effectively regulate harvesting and end overfishing, illegal,
unreported and unregulated fishing and destructive fishing practices and
implement science-based management plans, in order to restore fish stocks
Bythe
in 2020, conserve
shortest timeatfeasible,
least 10atper cent
least toof coastal
levels thatand
canmarine areas,
produce maximum PD8494
consistent
sustainablewith
yieldnational and international
as determined law and characteristics
by their biological based on the best
available scientific information
OD4108

PI5840
 PI2538

PD2854

PD1676

By 2020, prohibit certain forms of fisheries subsidies which contribute to

overcapacity and overfishing, eliminate subsidies that contribute to illegal,
unreported and unregulated fishing and refrain from introducing new such
By 2030, increase
subsidies, the that
recognizing economic benefits
appropriate andtoeffective
small island developing
special States
and differential
and least developed countries from the sustainable use of marine
treatment for developing and least developed countries should be an resources,
including through
integral part of thesustainable
World Trade management
Organization offisheries
fisheries,subsidies
aquaculture and
Increase scientific knowledge, develop research capacity and transfer
tourism
negotiation3
marine technology, taking into account the Intergovernmental
Oceanographic Commission Criteria and Guidelines on the Transfer of
ProvideTechnology,
Marine access for small-scale
in order toartisanal
improvefishers
ocean to marine
health andresources
to enhanceandthe
markets
contribution of marine biodiversity to the development of developing
countries, in particular small island developing States and least developed
Enhance the conservation and sustainable use of oceans and their
countries
resources by implementing international law as reflected in the United
Nations Convention on the Law of the Sea, which provides the legal
romote sustainable
framework usefor
of the
terrestrial ecosystems,
conservation sustainably
and sustainable usemanage
of oceansforests, combat de
and their
resources, as recalled in paragraph 158 of “The future we want” PI5750

PI7170

PI1489

PI4907

PI3848

PI4127

OI5929

PD9009

PI9556

PD8494

OD4108

OI2622
PI2764

OI5951

OI9839

OI4862

PI9878

OI5732

OI1674

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

PI2135

PI5840

PI2538

PI3239

PI6885

PI3113

OI9891

OI2767
 PI3924

PI4716

PD2584

PD6429

PD6363

PD2854

PD1676

OI1618

PD3922

By 2020, ensure the conservation, restoration and sustainable use of PI5750

terrestrial and inland freshwater ecosystems and their services, in particular
forests, wetlands, mountains and drylands, in line with obligations under
international agreements PI7170

PI1489

PI4907

PI3848

PI4127

OI5929

PD9009

PI9556

PD8494

OD4108

OI2622
PI2764

OI5951

OI9839

OI4862

PI9878

OI5732

OI1674

OI6912

OI5408

OI2569

PI7403

PI6796

PI3789

PI2135

PI5840

PI2538

PI3239

PI6885

PI3113

OI9891

OI2767
 PI3924

PI4716

PD2584

PD6429

PD6363

PD2854

PD1676

OI1618

PD3922

By 2020, promote the implementation of sustainable management of all PI5750

types of forests, halt deforestation, restore degraded forests and
substantially increase afforestation and reforestation globally
PI1489

PI4907

PI3848

PI4127

PD9009

PI9556

PD8494

OD4108

OI2622

PI2764

OI5951
OI9839

OI4862

PI9878

OI5732

OI1674

OI6912

OI5408

PI7403

PI6796

PI3789

PI2135

PI3113

OI2767

PI3924

PI4716

PD2584

PD6429

PD6363

PD2854

PD1676

PD3922
 By 2030, combat desertification, restore degraded land and soil, including PI5750
land affected by desertification, drought and floods, and strive to achieve a
land degradation neutral world
PI1489

PI4907

PI3848

PI4127

PD9009

PI9556

PD8494

OD4108

OI2622

OI1674

OI6912

OI5408

PI7403

PI6796

PI3789

PI2135

PI3113

OI2767

PI3924

PI4716
 PD2584

PD6429

PD6363

PD2854

PD1676

PD3922

By 2030, ensure the conservation of mountain ecosystems, including their PI5750

biodiversity, in order to enhance their capacity to provide benefits that are
essential for sustainable development
PI7170

PI1489

PI4907

PI3848

PI4127

OI5929

PD9009

PI9556

PD8494

OD4108

OI2622

OI1674

OI6912

OI5408
OI2569

PI7403

PI6796

PI3789

PI2135

PI5840

PI2538

PI3239

PI6885

PI3113

OI9891

OI2767

PI3924

PI4716

PD2584

PD6429

PD6363

PD2854

PD1676

OI1618

PD3922
Take urgent and significant action to reduce the degradation of natural PI5750
habitats, halt the loss of biodiversity and, by 2020, protect and prevent the
extinction of threatened species
PI7170

OI5929

PD9009

PI9556

PD8494

OD4108

PI2135

PI5840

PI2538

PI3239

PI6885

PI3113

OI2767

PI3924

PI4716

PD2584

PD6429

PD6363

PD2854

PD1676
 OI1618

PD3922

Promote fair and equitable sharing of the benefits arising from the
utilization of genetic resources and promote appropriate access to such
resources, as internationally agreed
Take urgent action to end poaching and trafficking of protected species of OI5929
flora and fauna and address both demand and supply of illegal wildlife
products
PD9009

PD8494

OD4108

PI3113

OI2767

PD2584

PD6429

PD6363

PD2854

PD1676

OI1618

PD3922

By 2020, introduce measures to prevent the introduction and significantly

reduce the impact of invasive alien species on land and water ecosystems
and control or eradicate the priority species
By 2020, integrate ecosystem and biodiversity values into national and local
planning, development processes, poverty reduction strategies and
accounts
Mobilize and significantly increase financial resources from all sources to
conserve and sustainably use biodiversity and ecosystems
Mobilize significant resources from all sources and at all levels to finance
sustainable forest management and provide adequate incentives to
developing countries to advance such management, including for
Enhance global
conservation andsupport for efforts to combat poaching and trafficking of
reforestation
protected species, including by increasing the capacity of local communities
to pursue sustainable livelihood opportunities
inclusive societies for sustainable development, provide access to justice for all and buil
Significantly reduce all forms of violence and related death rates
everywhere
End abuse, exploitation, trafficking and all forms of violence against and
torture of children
Promote the rule of law at the national and
international levels and ensure equal access to justice for all
By 2030, significantly reduce illicit financial and arms flows, strengthen the
recovery and return of stolen assets and combat all forms of organized
crime
Substantially reduce corruption and bribery in all
their forms
Develop effective, accountable and transparent institutions at all levels

Ensure responsive, inclusive, participatory and representative decision-

making at all levels
Broaden and strengthen the participation of developing countries in the
institutions of global governance
By 2030, provide legal identity for all, including birth registration

0 Ensure public access to information and protect fundamental freedoms, in

accordance with national legislation and international agreements
Strengthen relevant national institutions, including through international
cooperation, for building capacity at all levels, in particular in developing
countries, to prevent violence and combat terrorism and crime
Promote and enforce non-discriminatory laws and policies for sustainable
development
of implementation and revitalize the global partnership for sustainable development

Strengthen domestic resource mobilization, including through international

support to developing countries, to improve domestic capacity for tax and
other revenue collection.
Developed countries to implement fully their official development
assistance commitments, including the commitment by many developed
countries to achieve the target of 0.7 per cent of gross national income for
Mobilize
official additional financial
development resources
assistance for developing
(ODA/GNI) countries
to developing from
countries and 0.15
multiple sources
to 0.20 per cent of ODA/GNI to least developed countries; ODA providers
are encouraged to consider setting a target to provide at least 0.20 per cent
Assist
of developing
ODA/GNI countries
to least in attaining
developed countrieslong-term debt sustainability
through coordinated policies aimed at fostering debt financing, debt relief
and debt restructuring, as appropriate, and address the external debt of
Adoptindebted
highly and implement investment
poor countries promotion
to reduce debt distress
regimes for least developed countries

Enhance North-South, South-South and triangular regional and

international cooperation on and access to science, technology and
innovation and enhance knowledge-sharing on mutually agreed terms,
Promote through
including the development,
improved transfer, dissemination
coordination and diffusion
among existing of in
mechanisms,
environmentally sound technologies to developing countries on favorable
particular at the United Nations level, and through a global technology
terms, including
facilitation on concessional and preferential terms, as mutually agreed
mechanism
 Fully operationalize the technology bank and science, technology and
innovation capacity-building mechanism for least developed countries by
2017 and enhance the use of enabling technology, in particular information
and communications technology
Enhance international support for implementing effective and targeted
capacity-building in developing countries to support national plans to
implement all the Sustainable Development Goals, including through North-
South, South-South and triangular cooperation
Promote a universal, rules-based, open, non-discriminatory and equitable
multilateral trading system under the World Trade Organization, including
through the conclusion of negotiations under its Doha Development Agenda
Significantly increase the exports of developing countries, in particular with
a view to doubling the least developed countries’ share of global exports by
2020
Realize timely implementation of duty-free and quota-free market access on
a lasting basis for all least developed countries, consistent with World Trade
Organization decisions, including by ensuring that preferential rules of origin
icy and institutional
applicablecoherence
to imports from least developed countries are transparent and
simple, and contribute
Enhance global to facilitating
macroeconomic market
stability, accessthrough policy
including
coordination and policy coherence
Enhance policy coherence for sustainable development

Respect each country’s policy space and leadership to establish and

implement policies for poverty eradication and sustainable development
lti-stakeholder partnerships
Enhance the Global Partnership for Sustainable Development,
complemented by multi-stakeholder partnerships that mobilize and share
knowledge, expertise, technology and financial resources, to support the
Encourage
achievement and
ofpromote effective
the Sustainable public, public-private
Development and
Goals in all civil society
countries, in
partnerships, building on the experience
particular developing countries and resourcing strategies of
partnerships
a, monitoring and accountability
By 2020, enhance capacity-building support to developing countries,
including for least developed countries and small island developing States,
to increase significantly the availability of high-quality, timely and reliable
By
data2030, build on existing
disaggregated initiatives
by income, gender,to develop measurements
age, race, of progress
ethnicity, migratory status,
on sustainable development that complement gross domestic product,
disability, geographic location and other characteristics relevant in national and
support
contexts statistical capacity-building in developing countries
 IRIS+ 5.1 Metrics
Metric Name
Active Borrowers per Loan Officer
After-sale Client Support
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Student Test Score
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Developmental Assessment Describes
Child Stunting Prevalence
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Definition
Number of active borrowers (clients) per loan officer at
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Average test score
not be included (as acalculation.
in this percent of a perfect score)
earned by students served by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications
period. based on local requirements,
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
whether the organization has undertaken
reporting period.
assessments to screen children using the organization's
products/services for developmental progress and
Ratio
delaysofaschildren within
of the end thereporting
of the area served by the
period.
organization who experienced stunting as of the end of
the reporting period.
Number of claims that were submitted to the
organization but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Classroom Area per Student
Classroom Space New/Improved
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Housing Quality Satisfaction Describes the degree to which residents are satisfied
Client Income
Client Individuals: Active
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
with the quality of their housing unit. Residents should
select one:
Number of unique individuals who were clients of the
organization during the reporting period reporting an
- Very satisfied
increase,
- Somewhatdecrease,
satisfiedor no change in income.
Number of unique
- Somewhat individuals who were active clients
dissatisfied
of
- Very dissatisfied as of the end of the reporting
the organization
period.
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Organizations: Provided New Number of enterprise clients that were served by the
Access organization and provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Client Spending: Housing Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on housing
in thecosts
local
during
market.the reporting period.
Climate Resilience Strategy Indicates whether the organization implements a
strategy to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Community Engagement Strategy Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Complaints Ratio Percentage of complaints
during the reporting registered
period. by that
Choose all clients of the
apply:
reporting organization relative to the number of clients
during the reporting period.
- Childcare
Compulsory Deposits Indicates
- Education whether the organization requires clients to
establish savings
- Healthcare accounts.
Compulsory Insurance Products -Describes
Other compulsory insurance products required by
the organization.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Cost Transparency Indicates
Choose allwhether
that apply:the organization fully discloses all
pricing and
- Piped water cost information for its products and
services
- Sewer to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
- Grid electricity
Utilization Rate during the reporting period.
- Off-grid electricity
Days of School Offered per Year -Number
Internetof days of school offered by the organization
-per
Phone:
year.Mobile
- Phone: Landline
Developmental Status - Other (describe)
Describes the developmental status of children served
by the organization as of the end of the reporting
period. Choose all that apply:
- Developmentally on track overall
- Developmentally on track in language
- Developmentally on track in executive function
- Developmentally on track in health
- Developmentally on track in social and behavioral
skills
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
distributors
General: Primaryof theCare
organization's products/services
General: Acute or Emergency
during the reporting period.
Care Specific: Infectious and parasitic diseases Specific:
Distributor Individuals: Female Number
Infectionsofandfemale individuals
parasitic whoTuberculosis
diseases: served as Specific:
distributors of the organization's products/services
Infections and parasitic diseases: HIV/AIDS Specific:
during the reporting
Infections period.
Distributor Individuals: Low Income Number ofand lowparasitic diseases: Diarrheal
income individuals who served diseases
as
Specific: Infections and parasitic diseases:
distributors of the organization's products/services Childhood
cluster diseases
during the Specific:
reporting Infections and parasitic
period.
Distributor Individuals: diseases:of
Number Malaria Specific:
individuals whoInfections
belong toand parasitic
minority or
Minorities/Previously Excluded diseases: Tropical-cluster
previously excluded groups diseases Specific:
and served Respiratory
as distributors
infections
of Specific: Maternal
the organization's conditionsduring
products/services Specific:
the
Distributor Individuals: Peri-urban Number
Prenatal of
reporting individuals
period
period. residing
Specific: in peri-urban
Nutritional areas who
deficiencies
served
Specific:asMalignant
distributors of the organization's
neoplasms (cancer) Specific: Other
products/services
neoplasms Specific: during the reporting
Diabetes period.
mellitus Specific:
Distributor Individuals: Poor Number
Endocrine ofdisorders
poor individuals
Specific:who served as distributors
Neuropsychiatric
of the organization's
conditions products/services
Specific: Sense organ diseases during the
Specific:
reporting period.
Cardiovascular diseasesresiding
Specific:
Distributor Individuals: Rural Number of individuals in Respiratory diseases
rural areas who
Specific: Digestive diseases Specific:
served as distributors of the organization's Genitourinary
diseases Specific: Skin
products/services diseases
during Specific:period.
the reporting
Distributor Individuals: Total Musculoskeletal
Number diseases
of individuals who Specific:
served Congenital
as distributors of the
anomalies Specific:
organization's Oral conditions
products/services Specific:
during the reporting
Unintentional
period. injuries Specific: Unintentional injuries:
Distributor Individuals: Urban Number of individuals
Traffic accidents residing
Specific: in urban
Intentional areas who
injuries
served as distributors of the organization's
products/services
Sources: World Health during the reporting
Organization 2004period.
Global
Distributor Individuals: Very Poor Number of very poor
Burden of Disease Report individuals who served as
distributors to sell the organization's
[http://www.who.int/topics/global\_burden\_of\products/services
during the reporting period.
_disease/en/](http://www.who.int/topics/
Distributor Organizations: Number of microenterprises that served as distributors
Microenterprises global_burden_of_disease/en/)
of the organization's products/services during the
reporting period.
Distributor Organizations: SME Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Distributor Organizations: Total Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors with
Disabilities disabilities from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by female individual distributors
Female from selling the organization's products/services during
the reporting period.
Earnings of Distributor Individuals: Earnings generated by low income individual
Low Income distributors from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individuals who belong to
Minorities/Previously Excluded minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings of Distributor Individuals: Earnings
period. generated by individuals distributors residing
Peri-urban in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by poor individual distributors from
Poor selling the organization's products/services during the
reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Rural rural areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors from
Total
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Urban
Earnings of Distributor Individuals: Earnings generated by very poor individual distributors
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Educational Resource to Student
Ratio
Effective Interest Rate (EIR)
Employees Promoted: Female
Employees Promoted: Total
Employees: Minimum Wage
Environmental Impact Objectives
Environmental Management
System
Environmental Policies for Financial Indicates
Services Clients
Eviction Rate
Extracurricular Programs Offered Describes the extracurricular activities that the
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
selling the organization's products/services during the
reporting period.
urban areas from selling the organization's
products/services, during the reporting period.
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Number of textbooks or digital educational resources
per student provided by the organization during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of full-time, part-time, and temporary
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes the environmental impact objectives pursued
period.
by the organization. Select all that apply:
Indicates whether
- Biodiversity the organization has an
conservation
environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
- Pollutionwhether the &
prevention organization implements
waste management
environmental policies
- Sustainable energy associated with the
organization's financing
- Sustainableofland practices.
use involuntarily removed from the
Percentage tenants
-housing
Water resources management
unit and the total number of permanent
tenants during the reporting period.
educational organization offers to its students.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Gender Wage Equity
Green Building Practices
Gross Incurred Claims
Health Intervention Completion
Rate
Healthcare Benefits Participants Number of full-time employees who received
Healthcare Benefits Premium
Covered
Healthcare Facilities
Hours of School Offered per Week Number of classroom hours taught to a representative
Importance of Outcome to
Stakeholders
Incurred Claims Ratio
Individuals Housed
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to all full-time employees of the organization
period.
during the reporting period.
Ratio of the average wage paid during the reporting
period to female employees of the organization for a
specified position, compared to the average wage paid
Indicates whether the
to male employees organization
of the employs
organization green
for the same
building
position.practices.
Value of the organization's gross incurred claims at the
end of the reporting period.
Percentage of the organization's clients, or patients,
who successfully completed the course of a health
intervention during the reporting period.
healthcare benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
Number of healthcare
of the reporting period.units/facilities under the
organization's management as of the end of the
reporting period.
student per week during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Percentage of gross
period. Choose incurred
all that apply:claims during the
reporting period
- Very important relative to the gross earned premium
during the same
- Somewhat reporting period.
important
Number
- Neutralof individuals projected to be housed in single-
family or multi-family dwellings as a result of new
- Not important
construction,
- Do not knowloans, repairs, or remodeling resulting
from investments made by the organization during the
reporting period.
Interest Rate Method Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in lowbalance
- Declining incomemethod
areas working for enterprises
Low-Income Areas financed
- Flat interest method by the organization between the
or supported
Jobs Created at Directly Net number
beginning and ofend
newoffull-time equivalent
the reporting period.employees
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizations between thechoose
may beginning and end ofofthe
the beginning the
Jobs in Directly Number
reporting of full-time
period. equivalent employees
reporting period to be the time when the organization working for
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as of the end
Many organizations of the reporting
may choose period.
the beginning of the
Jobs Maintained at Directly Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises financed or supported
of the end of the reporting period. by the organization
Total as of the end of the reporting period.
Learning Environment Quality Describes whether the
Many organizations mayorganization
choose thehas undertaken
beginning of the
Assessment assessments to evaluate the quality of the
reporting period to be the time when the organization learning
environment
began for children or learners who used the
itsofsupport/investment.
Learning Hours Number
organization's learning hours provided
products/services as ofto the
students
end ofduring
the
the reporting
reporting period.
period.
Learning Hours Provided: Type The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Loan Officer Wages Value of wages (including bonuses) paid to loan officers
definitions):
during
- Schoolthe reporting period.
time
- Instructional time
Loan Officers Employed Number
- Engagedoftime/time-on-task
loan officers employed by the organization
as of the end of the reporting
- Supportive learning time period.
Market Linkages Improved or -Describes
Other (describe)
whether the organization improved existing
Expanded market linkages or engaged new or additional forward
or backward market linkages, including through its own
Market Share Increased Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median Non-Salaried Wage Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Microfinance Delivery Methodology Describes the financial
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum Insurance Premium Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity group product provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Minimum Wage Multiple Ratio
- Digitalof financial
the average wage of non-salaried permanent
services
(full-time and
- Agency banking part-time) employees of the organization
during
-Number the reporting
Licensedofagents period,
working on compared
behalfin to the
oflow
the local
financial
New Businesses Created: Low minimum new as
wage businesses
of the created
end of the income
reporting areas
period.
Income Areas service provider
as a result of investments made during the reporting
-period.
Roving staff/mobile branches
New Businesses Created: Total - ATMs of new businesses created as a result of
Number
- Mobile banking
investments made by the organization during the
- Internet period.
reporting based services
New Firms Entered Describes
- Merchantwhether
POS or aadditional
networked private sector firms
merchant
entered
- Other the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days the end of the reporting period that have one or more
installments of principal past due for more than 30
Non Performing Loans (Portfolio at Value
days. of all of the organization's loans outstanding at
Risk)- 60 Days the end of the reporting period that have one or more
installments of principal past due for more than 60
Non Performing Loans (Portfolio at Value
days. of all of the organization's loans outstanding at
Risk)- 90 Days the end of the reporting period that have one or more
installments of principal past due for more than 90
Non-financial Support Offered Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of Complaints Registered Number of complaints registered by clients of the
reporting organization during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of Household and Business Number of residential and commercial connections to
Connections utilities and services provided by the organization as of
the end of the reporting period.
Number of Individual Connections Number of connections to utilities and services
provided to individuals by the organization as of the
end of the reporting period.
Number of Insurance Policies Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of Loans Disbursed Number of loans disbursed by the organization during
the reporting period.
Number of Loans Fully Repaid on Number of all the organization's loans due for pay back
Time during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of Loans Outstanding Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of Potential Renewals Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of Renewals Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of Voluntary Savings Number of voluntary savings accounts managed by the
Accounts organization, including demand deposits and time
deposits, as of the end of the reporting period.
Occupational Fatalities Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Occupational Injuries Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Other Financial Services Offered Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products. For example, organizations
related certifications.
Parent/Community-Teacher NOTE: thishealthcare
providing metric hasdelivery
been discontinued
services, this might
Engagement include SafeCare certification, ISO 900 certification, and
Part-time Employee Hours Worked government
Number of paidaccreditation.
hours worked Organizations
by part-timewishing to
employees
report product-level certifications should use
of the organization during the reporting period. the
metric Product/Service Certifications (PD2756).
Since certifications vary by sector (example:
construction, textiles or manufacturing, agribusiness,
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Payments to Supplier Individuals:
Urban
Payments to Supplier Individuals:
Very Poor
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
Value
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Payments to Supplier
Organizations: Total
Percent Students Receiving Free
and Subsidized School Meals
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Promptness of Claims Processing
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
the payment or claim denial, for all claims settled
during the reporting period.
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Quality Assurance Mechanism
Recycling Policy
Renewable Energy Expenditures
Renewal Ratio
Repayment Capacity Analysis
Revenue Generated at Directly
Supported/Financed Enterprises
Savings Account Incentives
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
School Enrollment: Rural
School Enrollment: Total
School Enrollment: Urban
School Enrollment: Very Poor
Average number of days elapsed between when an
insured incident occurred and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Indicates whether the organization implements a
recycling policy in its operating facilities.
- Peer review/supervision
- Audit and feedback
Amount
- Checklistsof money
and logs spent by the organization for its own
consumption in renewable
- Electronic monitoring systems energy infrastructure and
technology
-Percentage at
Communication the organization's operating facilities
during the of theand
reporting
education
policies strategies
belonging
period. to the
-organization's
Guidelines, protocols, andstay
clients that registries
enrolled after their
-coverage
Other term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue generated by enterprises financed or
supported by the organization during the reporting
period.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
number of courses.
School Fees Average school fee per student per month during the
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Social and Environmental Indicates
- Enrolledwhether the organization implemented any
Performance Incentives employee
- Completed incentive
previous schemes
year of related
schoolingto social
performance
- Promoted to next year of schooling period.
goals during the reporting
Social and Environmental Indicates
- Repeated whether
year of any member of the organization's
schooling
Performance Management Training board of
- Dropped outdirectors participated in training sessions
related
-Indicates to
Graduatedany aspect of environmental or social
Social and Environmental performance whether the organization
management during reports
the its social
reporting period.
Performance Reporting -andGraduated and transitioned
environmental performanceto employment
to relevant
-stakeholders.
Other (describe)
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social and Environmental Indicates whether any of the organization's employees
Performance Staff Training participated in training sessions related to any aspect
of environmental or social performance management
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture:whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development,
Inputs and delivery.
Student Attendance Rate Rate of student attendance during the reporting
- Increasing Access to Agricultural Training and
period.
Information
Student Dropout Rate - Increasing of
Percentage Farm Profitability
students that were attending school at
- Increasing
the beginningFood Security
of the through
reporting Smallholder
period Farms
but dropped out
- Increasing
during Financialperiod.
the reporting Health of Farmers
Student Tests Pass Rate Percentage
- Increasing of school
Access tostudents
and Use of passing standardized for
Products/Services
tests set by a regional governance
Agricultural Risk Mitigation body during the
reporting period.
Student to Classroom Ratio Number
Health: of students per classroom during the reporting
period.
Student to Teacher Ratio -Number
Increasing Access toper
of students Essential
teacherMedicines,
during theMedical
reporting
Supplies,
period. and Devices
- Increasing Access to Medical Diagnostics
Student to Toilet Ratio - Improving
Number Data for per
of students Health Systems toilet
functioning Policyduring
and the
Decision-Making
reporting period.
- Increasing Consistent Supply of Essential Services and
Student Transition Rate Percentage
Products of students advancing from one level of
schooling
- ReducingtoFinancial
the nextBarriers
during the reporting
to Health period.
Services
Student Transportation Indicates
Real Estate:if the organization provided transportation to
students that needed/requested it during the reporting
period.
Students Provided Full Scholarship -Number
Improving Housing receiving
of students Quality full scholarships during
-the
Increasing
reporting period. Stability
Residential
- Increasing Housing Affordability
Students Provided Partial - Increasing
Number Access toreceiving
of students Supportive Services
partial through
scholarships
Scholarship Housingthe reporting period.
during
Energy:

- Improving Lighting for Business

- Improving Energy Alternatives for Cooking
- Improving Energy Alternatives for Healthcare
- Improving Lighting for Homes
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
or services to the organization during the reporting
period.
Supplier Individuals: Female Number of female individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Low Income Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
-excluded
- Rural
Persons with disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban
Angola
Pregnant women
Teacher Attendance Rate Rate of teacher attendance during the reporting period.
-- Anguilla
Other at-risk populations
-- Very poor
Antigua & Barbuda
--- Poor
Other target
Argentina
populations
Teachers Employed Number
-- Low-incomeof full-time and part-time teachers employed
by Armenia
the organization as of the end of the reporting
-- Middle-income
Australia
period.
-Number
Teachers Qualified - Other
Austria(describe)
of teachers as of the end of the reporting
period who have obtained training or have
- Azerbaijan
qualifications
- Bahamas that meet or exceed minimum
requirements
- Bahrain of the local area.
- Bangladesh
- Barbados
- Belarus
- Belgium
Teaching Experience
Temporary Employee Wages
Temporary Employees
Temporary Employees Hours
Worked
Temporary Employees: Female
Total Deposits
Total Personal Connectivity Devices Average
Units/Volume Produced
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Community Development Value of payments made by the organization during the
Contributions
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Value of Voluntary Savings
Accounts
Vocational/Technical Training
Average number of years of formal education for
teachers/instructors as of the end of the reporting
period.
Value of wages (including bonuses, excluding benefits)
paid to all temporary employees of the organization
during the reporting period.
Number of temporary employees paid by the
organization during the reporting period.
Number of paid hours worked by temporary employees
of the organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
reportingnumber
period. of connectivity devices utilized in each
client household during the reporting period.
Amount of the product/service produced by the
organization during the reporting period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
reporting period towards activities that benefit local
communities.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Number of students receiving vocational or technical
training during the reporting period.
Wage Equity
Wage Premium
Water Conservation Strategy
Water Consumption of Product
Water Consumption of Product
Replaced
Water Provided for Sale: Potable
Water Provided for Sale: Total
Water Provision Capacity of
Product: Potable
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Weighted Average Tenor of Loans
Outstanding
Worker Safety Policy
Working Hour Policy
Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Indicates whetheratthe
the local market, theorganization implements
end of the reporting a water
period.
conservation strategy to reduce its water usage.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of potable water provided and delivered to
offtaker(s) during the reporting period.
Volume of water provided and delivered to offtaker(s)
during the reporting period.
Volume of potable water provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Indicates whether the organization employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Weighted average tenor of loans outstanding on the
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization has policies in place
to monitor, evaluate,
Organizations and ensure
should report worker
average safety.
tenor in months.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
compliance.
Active Borrowers per Loan Officer
After-sale Client Support
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Student Test Score
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Developmental Assessment Describes
Child Stunting Prevalence
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Classroom Area per Student
Classroom Space New/Improved
Client Complaint Tracking System
Number of active borrowers (clients) per loan officer at
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Average test score
not be included (as acalculation.
in this percent of a perfect score)
earned by students served by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications based on local requirements,
period.
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
whether the organization has undertaken
reporting period.
assessments to screen children using the organization's
products/services for developmental progress and
Ratio
delaysofaschildren within
of the end thereporting
of the area served by the
period.
organization who experienced stunting as of the end of
the reporting period.
Number of claims that were submitted to the
organization but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Housing Quality Satisfaction Describes the degree to which residents are satisfied
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary for
Number more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
with the quality of their housing unit. Residents should
select one:
Number of unique individuals who were clients of the
organization during the reporting period reporting an
- Very satisfied
increase,
- Somewhat satisfiedor no change in income.
decrease,
Number
- Somewhatof unique individuals who were active clients
dissatisfied
of
- Very dissatisfied as of the end of the reporting
the organization
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary for more clarification.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Client Spending: Housing Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on housing
in thecosts
local
during
market. the reporting period.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Complaints Ratio Percentage of complaints
during the reporting registered
period. by that
Choose all clients of the
apply:
reporting organization relative to the number of clients
during the reporting period.
- Childcare
Compulsory Deposits Indicates
- Education whether the organization requires clients to
establish savings
- Healthcare accounts.
Compulsory Insurance Products -Describes
Other compulsory insurance products required by
the organization.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Cost Transparency Indicates
Choose allwhether the organization fully discloses all
that apply:
pricing
- Piped andwater cost information for its products and
services
- Sewer to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
- Grid electricity
Utilization Rate during the reporting period.
- Off-grid electricity
Days of School Offered per Year - Internetof days of school offered by the organization
Number
- Phone:
per year.Mobile
- Phone: Landline
Developmental Status - Other (describe)
Describes the developmental status of children served
by the organization as of the end of the reporting
period. Choose all that apply:
Disease/Condition Addressed Describes the diseases/conditions
- Developmentally on track overalladdressed by the
organization's products
- Developmentally on track or services provided during the
in language
reporting period. Select all that apply:
- Developmentally on track in executive function
Distributor Individuals: Disabilities Number of individuals
- Developmentally with in
on track disabilities
health who served as
distributors
General:
- Developmentally of the
Primary Careorganization's
General:
on track products/services
Acute
in social andor behavioral
Emergency
during
Care
skills the reporting period.
Specific: Infectious and parasitic diseases Specific:
Distributor Individuals: Female Number
Infections ofand
female individuals
parasitic diseases:whoTuberculosis
served as Specific:
-distributors
Developmentally
of the delayed
organization's products/services
Infections
-during
Otherthe and parasitic diseases: HIV/AIDS Specific:
(describe)
reporting period.
Distributor Individuals: Low Income Number ofand
Infections lowparasitic diseases: Diarrheal
income individuals who served diseases
as
Specific: Infections and parasitic diseases:
distributors of the organization's products/services Childhood
cluster diseases
during the Specific:
reporting Infections and parasitic
period.
Distributor Individuals: diseases:of
Number Malaria Specific:
individuals whoInfections
belong toand parasitic
minority or
Minorities/Previously Excluded diseases: Tropical-cluster
previously excluded groups diseases Specific:
and served Respiratory
as distributors
infections
of Specific: Maternal
the organization's conditionsduring
products/services Specific:
the
Distributor Individuals: Peri-urban Number
Prenatal of
reporting individuals
period
period. residing
Specific: in peri-urban
Nutritional areas who
deficiencies
served
Specific:asMalignant
distributors of the organization's
neoplasms (cancer) Specific: Other
products/services
neoplasms Specific: during the reporting
Diabetes period.
mellitus Specific:
Endocrine disorders Specific: Neuropsychiatric
conditions Specific: Sense organ diseases Specific:
Cardiovascular diseases Specific: Respiratory diseases
Specific: Digestive diseases Specific: Genitourinary
diseases Specific: Skin diseases Specific:
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Earnings of Distributor Individuals:
Total
Earnings of Distributor Individuals:
Urban
Earnings of Distributor Individuals:
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings generated by individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by very poor individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Educational Resource to Student
Ratio
Effective Interest Rate (EIR)
Employees Promoted: Female
Employees Promoted: Total
Employees: Minimum Wage
Eviction Rate
Extracurricular Programs Offered
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Number of textbooks or digital educational resources
per student provided by the organization during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of full-time, part-time, and temporary
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Percentage
period. of tenants involuntarily removed from the
housing unit and the total number of permanent
tenants during the reporting period.
Describes the extracurricular activities that the
educational organization offers to its students.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
or previously excluded groups during the reporting
period.
Full-time Wages: Total Value of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization
during the reporting period.
Gender Wage Equity Ratio of the average wage paid during the reporting
period to female employees of the organization for a
specified position, compared to the average wage paid
Health Intervention Completion Percentage of the organization's
to male employees clients,for
of the organization orthe
patients,
same
Rate who successfully
position. completed the course of a health
intervention during the reporting period.
Healthcare Benefits Participants Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Healthcare Benefits Premium Percentage of a full-time employee's healthcare
Covered premium that is covered. This should be based on
benefits available to full-time employees as of the end
Healthcare Facilities Number of healthcare
of the reporting period.units/facilities under the
organization's management as of the end of the
reporting period.
Hours of School Offered per Week Number of classroom hours taught to a representative
student per week during the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Housed Number of individuals
period. Choose all thatprojected
apply: to be housed in single-
family or multi-family dwellings as a result of new
- Very important
construction,
- Somewhat important loans, repairs, or remodeling resulting
Interest Rate Method Describes
from the method(s)
investments
- Neutral made by used
theby the organization
organization duringtothe
state the
reporting interest
- Not importantperiod. rate of its products. Select all that
apply:
-Net
Do number
not know
Jobs Created at Directly of new full-time equivalent employees
Supported/Financed Enterprises: living in lowbalance
- Declining incomemethod
areas working for enterprises
Low-Income Areas financed or supported
- Flat interest method by the organization between the
Jobs Created at Directly Net number
beginning and ofend
newoffull-time equivalent
the reporting period.employees
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizations between thechoose
may beginning and end ofofthe
the beginning the
Jobs in Directly Number
reporting of full-time
period. equivalent employees
reporting period to be the time when the organization working for
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as of the end
Many organizations of the reporting
may choose period.
the beginning of the
Jobs Maintained at Directly Number
reporting period to be the time employees
of full-time equivalent who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises financed or supported
of the end of the reporting period. by the organization
Total as of the end of the reporting period.
Learning Environment Quality Describes whether the
Many organizations mayorganization
choose thehas undertaken
beginning of the
Assessment assessments to evaluate the quality of the
reporting period to be the time when the organization learning
environment
began for children or learners who used the
itsofsupport/investment.
Learning Hours Number
organization's learning hours provided
products/services to the
as of students
end ofduring
the
the reporting
reporting period. period.
Learning Hours Provided: Type The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Loan Officer Wages Value of wages (including bonuses) paid to loan officers
definitions):
during
- Schoolthe reporting period.
time
- Instructional time
Loan Officers Employed Number
- Engagedoftime/time-on-task
loan officers employed by the organization
as of the end of the reporting
- Supportive learning time period.
Market Linkages Improved or -Describes
Other (describe)
whether the organization improved existing
Expanded market linkages or engaged new or additional forward
or backward market linkages, including through its own
integration, during the reporting period.
Market Share Increased
Median Non-Salaried Wage
Microfinance Delivery Methodology Describes the financial
Minimum Insurance Premium
Minimum Wage Multiple
New Businesses Created: Low
Income Areas
New Businesses Created: Total
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Household and Business Number of residential and commercial connections to
Connections
Number of Individual Connections Number of connections to utilities and services
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Describes whether the organization expanded
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity group product provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Ratio
- Digitalof financial
the average wage of non-salaried permanent
services
(full-time and
- Agency banking part-time) employees of the organization
during
-Number the reporting
Licensedofagents period,
working on compared
behalfin to the
oflow
the local
financial
minimum new as
wage businesses
of the created
end of the income
reporting areas
period.
service provider
as a result of investments made during the reporting
-period.
Roving staff/mobile branches
- ATMs of new businesses created as a result of
Number
- Mobile banking
investments made by the organization during the
- Internet period.
reporting based services
Describes
- Merchantwhether
POS or aadditional
networked private sector firms
merchant
entered
- Other the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
utilities and services provided by the organization as of
the end of the reporting period.
provided to individuals by the organization as of the
end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of Renewals
Number of Voluntary Savings
Accounts
Operational Certifications
Other Financial Services Offered Describes the types of financial services offered by the
Parent/Community-Teacher
Engagement
Part-time Employee Hours Worked government
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products.
related certifications. For example, organizations
NOTE: thishealthcare
providing metric hasdelivery
been discontinued
services, this might
include SafeCare certification, ISO 900 certification, and
Number of paidaccreditation.
hours worked Organizations
by part-timewishing to
employees
report product-level certifications should
of the organization during the reporting period.use the
metric Product/Service Certifications (PD2756).
Since
at thecertifications
organization vary
as ofby
thesector
end of(example:
the reporting
construction, textiles or manufacturing, agribusiness,
period.
Number of paid
supply chain female part-time
development), employees
organizations at the
should
organization
disclose type asof of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Number
recognizedof paid part-time
certifying employees hired by the
authority.
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
period.
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Payments to Supplier Individuals:
Urban
Payments to Supplier Individuals:
Very Poor
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Students Receiving Free
and Subsidized School Meals
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Product/Service Certifications
Value of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
Value
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Quality Assurance Mechanism
Renewal Ratio
Repayment Capacity Analysis
Revenue Generated at Directly
Supported/Financed Enterprises
Savings Account Incentives
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident
the reporting occurred and when the stakeholder
period.
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
- Peer review/supervision
coverage term expires, during the reporting period.
- Audit and feedback
Indicates whether
- Checklists and logs the organization conducts
repayment capacity
- Electronic monitoring analyses for its clients.
systems
- Communication
Revenue generated andbyeducation strategies
enterprises financed or
- Guidelines,
supported byprotocols, and registries
the organization during the reporting
-period.
Other
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
of courses.
School Enrollment: Rural Number of students residing in rural areas enrolled as
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Total Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
School Enrollment: Urban Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Very Poor Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average
number ofschool fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Social and Environmental Indicates
- Enrolledwhether the organization implemented any
Performance Incentives employee
- Completed incentive
previous schemes
year of related
schoolingto social
performance
- Promoted togoals next during
year ofthe reporting period.
schooling
Social and Environmental Indicates
- Repeated whether
year of any member of the organization's
schooling
Performance Management Training board of directors
- Dropped out participated in training sessions
related
-Indicatesto
Graduatedany aspect of environmental or social
Social and Environmental performancewhether any of the
management organization's
during the employees
reporting period.
Performance Staff Training -participated
Graduated and transitioned
in training to related
sessions employment
to any aspect
- Other
of (describe) or social performance management
environmental
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates whether the organization implements policies
Agriculture:
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Student Attendance Rate Rate of student
Agricultural attendance during the reporting
Products
period.
- Increasing Access to and Use of Quality Agricultural
Student Dropout Rate Inputs
Percentage of students that were attending school at
- Increasing
the beginningAccess
of thetoreporting
Agricultural Training
period and
but dropped out
Information
during the reporting period.
Student Tests Pass Rate - Increasing of
Percentage Farm Profitability
school students passing standardized
- Increasing
tests set by aFood Security
regional through body
governance Smallholder Farms
during the
- Increasing
reporting Financial Health of Farmers
period.
Student to Classroom Ratio Number of students
- Increasing Access toper andclassroom during the reporting
Use of Products/Services for
period.
Agricultural Risk Mitigation
Student to Teacher Ratio Number
Health: of students per teacher during the reporting
period.
Student to Toilet Ratio -Number
Increasing Access toper
of students Essential Medicines,
functioning Medical
toilet during the
Supplies, and Devices
reporting period.
- Increasing Access to Medical Diagnostics
Student Transition Rate - Improving of
Percentage Data for Health
students Systems
advancing Policy
from oneand
level of
Decision-Making
schooling to the next during the reporting period.
- Increasing Consistent Supply of Essential Services and
Student Transportation Indicates
Products if the organization provided transportation to
students
- Reducingthat needed/requested
Financial it during
Barriers to Health the reporting
Services
period.
Students Provided Full Scholarship Number of students receiving full scholarships during
Real Estate:
the reporting period.
- Improving Housing Quality
- Increasing Residential Stability
- Increasing Housing Affordability
- Increasing Access to Supportive Services through
Housing
Students Provided Partial Number of students receiving partial scholarships
Scholarship during the reporting period.
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
or services to the organization during the reporting
period.
Supplier Individuals: Female Number of female individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Low Income Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Rural
disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban
Angola
Pregnant women
Teacher Attendance Rate Rate of teacher attendance during the reporting period.
-- Anguilla
Other at-risk populations
-- Very poor
Antigua & Barbuda
--- Poor
Other target
Argentina
populations
Teachers Employed Number
-- Low-incomeof full-time and part-time teachers employed
by Armenia
the organization as of the end of the reporting
-- Middle-income
Australia
period.
-- Other
Austria(describe)
- Azerbaijan
- Bahamas
- Bahrain
- Bangladesh
- Barbados
Teachers Qualified
Teaching Experience
Temporary Employee Wages
Temporary Employees
Temporary Employees Hours
Worked
Temporary Employees: Female
Total Deposits
Total Personal Connectivity Devices Average
Units/Volume Produced
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Value of Voluntary Savings
Accounts
Vocational/Technical Training
Number of teachers as of the end of the reporting
period who have obtained training or have
qualifications that meet or exceed minimum
Average number
requirements of years
of the local of formal education for
area.
teachers/instructors as of the end of the reporting
period.
Value of wages (including bonuses, excluding benefits)
paid to all temporary employees of the organization
during the reporting period.
Number of temporary employees paid by the
organization during the reporting period.
Number of paid hours worked by temporary employees
of the organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
reportingnumber
period. of connectivity devices utilized in each
client household during the reporting period.
Amount of the product/service produced by the
organization during the reporting period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Number of students receiving vocational or technical
training during the reporting period.
Wage Equity
Wage Premium
Water Consumption of Product
Water Consumption of Product
Replaced
Water Provided for Sale: Potable
Water Provided for Sale: Total
Water Provision Capacity of
Product: Potable
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Weighted Average Tenor of Loans
Outstanding
Worker Safety Policy
Working Hour Policy
Active Borrowers per Loan Officer
After-sale Client Support
Average Insurance Premium
Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Average
the local volume
market,ofatwater
the endutilization/consumption over
of the reporting period.
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of potable water provided and delivered to
offtaker(s) during the reporting period.
Volume of water provided and delivered to offtaker(s)
during the reporting period.
Volume of potable water provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Weighted average tenor of loans outstanding on the
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization has policies in place
to monitor, evaluate,
Organizations and ensure
should report worker
average safety.
tenor in months.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Number of active borrowers (clients) per loan officer at
compliance.
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average Loan Size Disbursed
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Average loan size disbursed by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Climate Resilience Strategy
Communities Served
Community Engagement Strategy
Complaints Ratio
Compulsory Deposits
Compulsory Insurance Products
Cost Transparency
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Indicates
otherwisewhether
paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Number of communities where the organization's
products/services were available during the reporting
period.
Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Peri-urban
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Effective Interest Rate (EIR)
Employees Promoted: Female
Employees Promoted: Total
Environmental Impact Objectives
Environmental Management
System
Environmental Policies for Financial Indicates
Services Clients
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Number of individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Indicates whether
- Biodiversity the organization has an
conservation
environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
- Pollutionwhether
prevention the &
organization implements
waste management
environmental
- Sustainable energypolicies associated with the
organization's
-Number
Sustainable financing
land practices.
use employees at the organization
of paid full-time
-with
Water
disabilities as management
resources of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Green Building Practices
Gross Incurred Claims
Healthcare Benefits Participants
Importance of Outcome to
Stakeholders
Incurred Claims Ratio
Interest Rate Method
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Microfinance Delivery Methodology Describes thewas
Minimum Insurance Premium
New Businesses Created: Low
Income Areas
New Businesses Created: Total
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Indicates whether the organization employs green
building practices.
Value of the organization's gross incurred claims at the
end of the reporting period.
Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Percentage
period. Choose of gross incurred
all that apply:claims during the
reporting period relative to the gross earned premium
- Very important
during
- Somewhatthe same reporting period.
important
Describes
- Neutral the method(s) used by the organization to
state the interest rate of its products. Select all that
- Not important
apply:
-Value
Do not
of know
wages (including bonuses) paid to loan officers
during the reporting
- Declining period.
balance method
- Flat interest method
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
organization financial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity group product provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Number of new businesses
- Digital financial services created in low income areas
as a result
- Agency bankingof investments made during the reporting
period.
-Number
Licensedofagents working on behalfas
ofathe financial
new businesses created result of
service provider
investments made by the organization during the
-reporting
Roving staff/mobile
period. branches
- ATMs whether additional private sector firms
Describes
- Mobile the
entered banking
market in which the organization operates
- Internet
during thebased services
reporting period.
Describes
- Merchantwhether
POS or athe organization
networked entered a new
merchant
market
- Other during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days.
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 90 Days
Non-financial Support Offered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Other Financial Services Offered
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products.
related certifications. For example, organizations
Number
providingofhealthcare
paid part-time
deliveryemployees
services,with
this disabilities
might
at the organization as of the end of the reporting and
include SafeCare certification, ISO 900 certification,
period.
government accreditation. Organizations wishing to
Number of paid female part-time employees at the
report product-level certifications should use
organization as of the end of the reporting period. the
metric Product/Service Certifications (PD2756).
Number of paid part-time employees hired by the
Since certifications
organization duringvary by sector period.
the reporting (example:
construction, textiles or manufacturing, agribusiness,
Number of paid
supply chain part-time employees
development), at the
organizations should
organization
disclose type of certification held as wellpreviously
who belong to minority or as whether
excluded groupsisasissued
the certification of theby end
anofinternationally-
the reporting period.
Number
recognizedof paid part-time
certifying employees at the
authority.
organization as of the end of the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded belong to minority or previously excluded groups as of
Permanent Employees: Total
Poverty Assessment
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycling Policy
Renewable Energy Expenditures
Renewal Ratio
Repayment Capacity Analysis
Savings Account Incentives
Social and Environmental
Performance Reporting
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured
during theincident occurred
reporting and when the stakeholder
period.
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Percentage of the policies
during the reporting belonging to the
period.
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Indicates whether the organization reports its social
and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture: whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson stakeholders to product/service
and Use of Quality design,
Agricultural
development,
Inputs and delivery.
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
-orIncreasing Access
services to to Agricultural
the organization duringTraining and
the reporting
Information
period.
Supplier Individuals: Female - Increasing
Number Farm Profitability
of female individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Low Income Number- Increasing of low income
Access to andindividuals who sold goods or
Use of Products/Services for
services
Agricultural to the
Riskorganization
Mitigation during the reporting
period.
Supplier Individuals: Number
Health: of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services
-Number to the
Increasing organization
Access during
to Essential the reporting
Medicines, Medical
Supplier Individuals: Peri-urban period. of individuals residing in peri-urban areas who
Supplies, and Devices
sold goods or services to the organization during the
-reporting Increasing Access to Medical Diagnostics
period.
Supplier Individuals: Poor - Improving
Number Dataindividuals
of poor for Health whoSystemssoldPolicy
goodsandor services
Decision-Making
to the organization during the reporting period.
- Increasing Consistent Supply of Essential Services and
Supplier Individuals: Rural Number
Productsof individuals residing in rural areas who sold
goods
- Reducing or services
Financialto Barriers
the organization
to Healthduring the
Services
reporting period.
Supplier Individuals: Total Number
Real Estate: of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban - Improving
Number Housing Quality
of individuals residing in urban areas who sold
- Increasing
goods Residential
or services to theStability
organization during the
-reporting Increasing Housing Affordability
period.
Supplier Individuals: Very Poor - Increasing
Number Access
of very poorto individuals
Supportivewho Services
sold through
goods or
Housing to the organization during the reporting
services
period.
Supplier Organizations: Local Number
Energy: of local enterprises that sold goods or services
to the organization during the reporting period.
- Improving Lighting for Business
Supplier Organizations: SME Number
- Improving of small-to-medium
Energy Alternatives enterprises
for Cooking (SMEs) that
sold goods or services to
- Improving Energy Alternatives for Healthcare the organization during the
reporting
-Number Improving period.
Lighting forthat Homes
Supplier Organizations: Total of enterprises sold goods or services to
-the Improving Energy for Connectivity
organization during the reporting period.
- Reducing Harmful Emissions from Small-Scale Energy
Target Stakeholder Demographic Describes Sources the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Financial Services:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the
- Improving organization,
Access expressed
to and
Adolescents (10 years of age byor
Use country,
of as of
Responsible
older but the end of
Financial
younger
the
Services
than reporting period. Choose
19) for Historically all that apply:
Underserved Populations
Target Stakeholder Setting Describes
- Adults Improving the setting Health
Financial of the groups of stakeholders
targeted
-- Afghanistan by the
Supporting the
Elderly/older organization.
Decent Jobs and
adults Select all that Economic
Fostering apply:
--Development Albania
Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes --excluded Rural
Algeria the socioeconomic groups of stakeholders
targeted Increasing
by Gender
populations
the Equality through
organization as of theFinancial
end of the Inclusion
--- Urban Andorra
Improving
Women Rural Economies through Access to
reporting
---Financial
Peri-urban
Angola period. Choose all that apply:
PregnantInclusion
women
-- Anguilla
Otherpoor
at-risk populations
-- Very
Antigua & Barbuda
-Diversity
-- Other
Poor and
target Inclusion:
populations
Argentina
- Low-income
Armenia Gender Inequities in Workplace Conditions
-- Reducing
- Middle-income
Australia Gender Inequities in Pay
- Reducing
Other (describe)
Temporary Employees
Temporary Employees: Female
Total Deposits
Value of Community Development Value of payments
Contributions
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of Voluntary Savings
Accounts
Water Conservation Strategy
Water Quality Practices
Weighted Average Tenor of Loans
Outstanding
Number of temporary employees paid by the
organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
reporting period. made by the organization during the
reporting period towards activities that benefit local
communities.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Indicates whether the organization employs
management practices for water quality protection.
Weighted average tenor of loans outstanding on the
organization's balance sheet at the end of the reporting
period.
Organizations should report average tenor in months.

After-sale Client Support Indicates whether the organization provides support to

its clients after the sale of its product/service.
Average Client Agricultural Yield: Average agricultural yield per hectare of clients (who
Total were farmers) of the organization during the reporting
period.
Average Client Agriculture Yield: Average agricultural yield per hectare, of clients (who
Smallholder were smallholder farmers) of the organization during
the reporting period.
Average Non-Salaried Wage Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Average Supplier Agricultural Yield: Average agricultural
not be included yield
in this per hectare of smallholder
calculation.
Smallholder farmers who sold to the organization during the
reporting period.
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total who sold to the organization (supplier individuals)
during the reporting period.
Biodiversity Assessment Indicates whether the organization has undertaken
biodiversity-related assessments to evaluate the
biological diversity present on the land that is directly
or indirectly controlled by the organization.
Bulk Cargo Handled
Business Innovation
Child Stunting Prevalence
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Ratio
widelyofused
children
in thewithin the area
domestic served
sector bythe
during thereporting
organization
period. who experienced stunting as of the end of
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Organizations: Provided New Number of enterprise clients that were served by the
Access organization and provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
compared of thewith price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Climate Resilience Strategy Indicates
otherwisewhether paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Conservation Priority Describes the primary characteristics of hectares
Characteristics directly or indirectly controlled during the reporting
period that are desirable to maintain or enhance
Cost Transparency Indicates
through protection, whether the organization
restoration, fully discloses all
or sustainable
pricing
stewardship. and cost information
Select for its products and
all that apply:
services to its clients.
Crop Type Type
Ecology of crop(s)
and Habitat produced by the organization during
the reporting period. Select from the options in the
Reference
- Wilderness, List tab.
Disease/Condition Addressed Describes theor wilderness-qualityaddressed
diseases/conditions lands by the
(biologically/ecologically
organization's products orintact ecosystems,
services providedfree of the
during
significant
reporting period. humanSelect intervention), such as High
all that apply:
Conservation
Distributor Individuals: Disabilities Number Value Forests
of individuals with disabilities who served as
-General: Significant
distributors biodiversity
of the organization's
Primary Care General: Acute products/services
or Emergency
-Care
during Criticalthehabitat
reportingfor endangered
period.
Specific: Infectious and parasitic or vulnerable
diseases species
Specific:
Distributor Individuals: Female Number Wildlifeof
-Infections female
habitat
and individuals
parasitic diseases:whoTuberculosis
served as Specific:
distributors
-Infections
Land withand of parasitic
sharedthe organization's
boundaries
diseases: to products/services
existing protected
HIV/AIDS Specific:
during
Infections the
land, to increase reporting
and parasitic period.
conservation
diseases: assemblage
Diarrheal or create
diseases
Distributor Individuals: Low Income Numberbuffer areas of low income individuals who served as
Specific: Infections and parasitic
distributors of the organization's products/services diseases: Childhood
cluster
during diseases
the reportingSpecific: Infections and parasitic
period.
Distributor Individuals: Public/Human
diseases:of
Number Malaria UseSpecific:
individuals whoInfections
belong toand parasitic
minority or
Minorities/Previously Excluded diseases: Tropical-cluster
previously excluded groups diseases
and servedSpecific: Respiratory
as distributors
-of Park,
infections landSpecific:
for community
the organization's Maternal recreation,
conditionsand
products/services access
the to
Specific:
during
Distributor Individuals: Peri-urban Number public lands
Prenatal period
reporting ofperiod.Specific: Nutritional deficiencies who
individuals residing in peri-urban areas
-Specific:
Natural
served or culturalneoplasms
asMalignant
distributors features of(cancer)
outstanding/unique
of the organization's Specific: Other
value, because
products/services
neoplasms of rarity,
Specific: during representativeness,
the reporting
Diabetes period.
mellitus Specific: aesthetic
Distributor Individuals: Poor Number
qualities of
Endocrine poor
ordisorders
culturalindividuals
Specific:who
significance served
(e.g., as distributors
waterfalls,
Neuropsychiatric
of the organization's
distinct
conditions scenic landscapes,
Specific: products/services
Sense geological
organ during
features,
diseases the
cave
Specific:
reporting
dwellings,
Cardiovascular period.
natural pilgrimage
diseasesresiding sites)
Specific:
Distributor Individuals: Rural Number
-Specific:
Open space of individuals in Respiratory
rural areas who diseases
served Digestive
as distributors diseases Specific:
of the land Genitourinary
organization's
-diseases
Working lands, specifically
Specific: Skin diseases for traditional
Specific:
products/services
activities related toduring
the the reporting
sustainable useperiod.
of natural
Musculoskeletal diseases Specific: Congenital
resources, including agriculture,
anomalies Specific: Oral conditions Specific: timber, and ranching
- Scientific value
Unintentional (research
injuries reserves,
Specific: field stations,
Unintentional etc.)
injuries:
Traffic accidents Specific: Intentional injuries
Ecosystem Services
Sources: World Health Organization 2004 Global
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Earnings of Distributor Individuals:
Total
Earnings of Distributor Individuals:
Urban
Earnings of Distributor Individuals:
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Ecological Restoration
Management Area
Ecosystem Services Provided
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings generated by individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by very poor individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Area of land under ecological restoration management
during the reporting period. Include both land area
directly controlled and land area indirectly controlled
Describes the ecosystem services provided by land
by the organization.
directly or indirectly controlled by the organization,
during the reporting period. Select all that apply:
Provisioning Values/Services
- Food
- Biological raw materials
- Biomass fuel
Employees Promoted: Female
Employees Promoted: Total
Employees: Minimum Wage
Environmental Impact Objectives
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Importance of Outcome to
Stakeholders
Land Directly Controlled: Cultivated Area of Choose
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of full-time, part-time, and temporary
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes
period. the environmental impact objectives pursued
by the organization. Select all that apply:
Number of paid
- Biodiversity full-time employees at the organization
conservation
with disabilities as of the end of the reporting period.
- Energy and fuel efficiency
- Natural resources conservation
Number
- Pollutionofprevention
paid full-time femalemanagement
& waste employees at the
organization as of
- Sustainable energy the end of the reporting period.
-Number
Sustainable land
of paid use female management
full-time
-employees
Water resources management
(managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to
period. all full-time employees of the organization
during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
period. land directly controlled
all that apply: by the organization and
under cultivation. Report directly controlled land area
- Very important
cultivated
- Somewhat during the reporting period.
important
- Neutral
- Not important
- Do not know
Land Directly Controlled:
Sustainably Managed
Land Directly Controlled: Total
Land Directly Controlled: Treated
with Pesticides
Land Indirectly Controlled:
Cultivated
Land Indirectly Controlled:
Sustainably Managed
Land Indirectly Controlled: Total
Market Linkages Improved or
Expanded
Market Share Increased
Median Non-Salaried Wage
New Firms Entered
New Market Entered
Non-financial Support Offered
Number of Containers Handled
Operational Certifications
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Area of land directly controlled by the organization and
under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Area of land directly controlled by the organization and
treated with pesticides. Report directly controlled land
area treated during the reporting period.
Area of land indirectly controlled by the organization
and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Area of land indirectly controlled by the organization
and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Describes whether
not be included additional
in this private sector firms
calculation.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Describes the type of non-financial support the
organization offers to clients, if applicable.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of paid part-time employees with disabilities
at the
This organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
government
Number of paidaccreditation. Organizations
part-time employees hiredwishing
by theto
report product-level certifications should
organization during the reporting period. use the
metric Product/Service Certifications (PD2756).
Number of paid part-time employees at the
Since certifications
organization vary by
who belong tosector (example:
minority or previously
construction,
excluded textiles
groups as ofor manufacturing,
the agribusiness,
end of the reporting period.
Number of paid
supply chain part-time employees
development), at the
organizations should
organization
disclose type as
of of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Value of wages
recognized (including
certifying bonuses, excluding benefits)
authority.
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
during the reporting period.
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals: Value of payments made by the organization to
Total
Payments to Supplier Individuals: Value of payments made by the organization to
Urban
Payments to Supplier Individuals: Value
Very Poor
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Smallholder Sourcing
Payments
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
individuals who sold to the organization during the
reporting period.
individuals residing in urban areas who sold goods or
services to the organization during the reporting
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period. (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the excluding
reporting period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Pesticide Use
Poverty Assessment
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Protected Land Area: Permanent
Protected Land Area: Total
Purchase Contracts
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Smallholder Agricultural Yield
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Amount of pesticides used during the reporting period
on land area directly controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Area of land with a permanently protected land status
as of the end of the reporting period.
Area of land with a protected land status as of the end
of reporting period.
Number of contracts/purchase agreements that the
organization holds for purchase of its
products/services. Report contracts fulfilled and
Indicates
outstandingaverage price
as of the paid
end of in
thethe local market
reporting by
period.
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Total agricultural yield of farmer client of the
organization during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Supplier Individuals: Disabilities Number
Agricultural Products with disabilities who sold goods
of individuals
or services to
- Increasing the organization
Access to and Use ofduring theAgricultural
Quality reporting
period.
Inputs
Supplier Individuals: Female Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
Supplier Individuals: Low Income - Increasing
Number Farm
of low Profitability
income individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Number
- Increasingof individuals whoUse
Access to and belong to minority or for
of Products/Services
Minorities/Previously Excluded previously excluded groups
Agricultural Risk Mitigation and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
Health: of individuals residing in peri-urban areas who
period.
sold goods or services to the organization during the
reporting
-Number
Increasingperiod.
Access to Essential
Supplier Individuals: Poor of poor individuals whoMedicines,
sold goodsMedical
or services
Supplies, and Devices
to the organization during the reporting period.
- Increasing Access to Medical Diagnostics
Supplier Individuals: Rural - Improving
Number Data for Health
of individuals Systems
residing Policy
in rural areasand
who sold
Decision-Making
goods or services to the organization during the
-reporting
Increasing Consistent Supply of Essential Services and
period.
Supplier Individuals: Smallholder Number
Productsof smallholder farmers who sold to the
organization during the
- Reducing Financial reporting
Barriers period.
to Health Services
Supplier Individuals: Total Number
Real Estate: of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban -Number Improving Housing Quality
of individuals residing in urban areas who sold
- Increasing
goods Residential
or services to theStability
organization during the
-reporting Increasing Housing Affordability
period.
Supplier Individuals: Very Poor - Increasing
Number Access
of very to individuals
poor SupportivewhoServices
sold through
goods or
Housing to the organization during the reporting
services
period.
Supplier Organizations: Local Number
Energy: of local enterprises that sold goods or services
to the organization during the reporting period.
- Improving Lighting for Business
Supplier Organizations: SME Number
- Improving of small-to-medium
Energy Alternatives enterprises
for Cooking(SMEs) that
sold goods or services
- Improving Energy Alternatives for Healthcare to the organization during the
reporting
-Number Improving period.
Lighting forthat
Homes
Supplier Organizations: Total of enterprises sold goods or services to
-the Improving Energy for Connectivity
organization during the reporting period.
- Reducing Harmful Emissions from Small-Scale Energy
Sources the demographic groups of stakeholders
Target Stakeholder Demographic Describes
targeted by the organization. Select all that apply:
Financial Services:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the
- Improving organization,
Access expressed
to and
Adolescents (10 years of age byor
Use country,
of as of
Responsible
older but the end of
Financial
younger
the
Services
than 19) reporting
for period.
Historically Choose all that
Underserved apply:
Populations
Target Stakeholder Setting Describes
- Adults Improving the setting Health
Financial of the groups of stakeholders
targeted
-- Afghanistan by the
Supporting the
Elderly/older organization.
Decent Jobs and
adults Select all that Economic
Fostering apply:
--Development Albania
Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural
Algeria the socioeconomic groups of stakeholders
targeted Increasingby Gender
populations
the Equality through
organization as of theFinancial
end of theInclusion
--- Urban Andorra
Improving
Women Rural Economies through Access to
reporting
---Financial Peri-urban
Angola period. Choose all that apply:
Temporary Employee Wages Value Pregnant Inclusion
women
of wages (including bonuses, excluding benefits)
-paid Anguilla
--- Very Other
Antigua
at-risk
topoor
all populations
temporary
&reporting
Barbuda
employees of the organization
Diversity
--- Poor
during Otherthe and
target Inclusion:
populations
period.
Argentina
- Low-income
Armenia Gender Inequities in Workplace Conditions
-- Reducing
- Middle-income
Australia Gender Inequities in Pay
-- Reducing
Other
Austria(describe)
Reducing Gender Inequities in Governance,
-Leadership,
Azerbaijan and Ownership
- Bahamas
Reducing Gender Inequities through Tailored Products
Temporary Employees
Temporary Employees: Female
Threatened Species Policy
Type of Land Area
Units/Volume Produced
Units/Volume Purchased at Price
Premium
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
After-sale Client Support
Average Client Agricultural Yield:
Total
Number of temporary employees paid by the
organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Indicates whether the organization implements policies
to protect the threatened species that reside in
habitats affected by the organization's operations.
Describes the type(s) of land present on hectares
directly or indirectly controlled by the organization.
Report for hectares controlled at any point during the
Amount
reportingofperiod.
the product/service
Choose all thatproduced
apply: by the
organization during the reporting period.
- Urban/Built-up Land
Units/volume
- Agricultural Landpurchased from supplier individuals and
organizations
- Rangeland that sold to the organization that have
received
-Certified a price
Forest Land premium during the reporting period.
units/volume purchased from individuals who
-sold
Water Areas
to the reporting organization during the reporting
-period.
Wetland
- Barren Land purchased from female individuals who
Units/volume
- Tundra
sold to the organization during the reporting period.
- Perennial Snow or Ice
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average Client Agriculture Yield:
Smallholder
Average Supplier Agricultural Yield: Average agricultural yield per hectare of smallholder
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Bulk Cargo Handled
Business Innovation
Child Stunting Prevalence
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Ratio
widelyofused
children
in thewithin the area
domestic served
sector bythe
during thereporting
organization
period. who experienced stunting as of the end of
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Cost Transparency
Crop Type
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Type of crop(s) produced by the organization during
the reporting period. Select from the options in the
Reference List tab.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Employees Promoted: Female
Employees Promoted: Total
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Importance of Outcome to
Stakeholders
Land Directly Controlled: Cultivated Area of Choose
Land Directly Controlled:
Sustainably Managed
Land Directly Controlled: Total
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
period. land directly controlled
all that apply: by the organization and
under cultivation.
- Very important Report directly controlled land area
cultivated
- Somewhat during the reporting period.
important
Area of land directly controlled by the organization and
- Neutral
under sustainable cultivation or sustainable
- Not important
stewardship.
-Area
Do not know Report directly controlled land area
of land
sustainably directly controlled
managed during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated
with Pesticides
Land Indirectly Controlled:
Cultivated
Land Indirectly Controlled:
Sustainably Managed
Land Indirectly Controlled: Total
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Non-financial Support Offered
Number of Containers Handled
Operational Certifications
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Percent Smallholder Sourcing
Payments
Permanent Employees: Disabilities Number
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Area of land directly controlled by the organization and
treated with pesticides. Report directly controlled land
area treated during the reporting period.
Area of land indirectly controlled by the organization
and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Area of land indirectly controlled by the organization
and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization additional
was not private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Describes the type of non-financial support the
organization offers to clients, if applicable.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
at
Thisthe organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
government
Number accreditation.
of paid Organizations
part-time employees hiredwishing
by theto
report product-level
organization certifications
during the should use the
reporting period.
metric Product/Service Certifications (PD2756).
Number of paid part-time employees at the
Since certifications
organization vary by
who belong tosector (example:
minority or previously
construction,
excluded textiles
groups as ofor manufacturing,
the agribusiness,
end of the reporting period.
Number of paid
supply chain part-time employees
development), at the
organizations should
organization
disclose type asof of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Percentage of payments
recognized certifying made to smallholder farmer
authority.
suppliers compared to total payments made to all
suppliers of the organization during the reporting
period. of people with disabilities employed by the
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
and part-time employees residing in low income areas.
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Pesticide Use
Poverty Assessment
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Contracts
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Smallholder Agricultural Yield
Social Impact Objectives
Stakeholder Engagement
Supplier Individuals: Disabilities
Supplier Individuals: Female
Supplier Individuals: Low Income
Supplier Individuals:
Minorities/Previously Excluded
Number of people employed by the organization who
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Amount of pesticides used during the reporting period
on land area directly controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Number of contracts/purchase agreements that the
organization holds for purchase of its
products/services. Report contracts fulfilled and
Indicates
outstandingaverage price
as of the paid
end of in
thethe local market
reporting by
period.
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Total agricultural yield of farmer client of the
organization during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Number
Agricultural Products with disabilities who sold goods
of individuals
or services to
- Increasing the organization
Access during
to and Use of theAgricultural
Quality reporting
period.
Inputs
Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
- Increasing
Number Farm
of low Profitability
income individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Number of individuals
- Increasing whoUse
Access to and belong to minority or for
of Products/Services
previously
Agriculturalexcluded groups and who sold goods or
Risk Mitigation
services to the organization during the reporting
period.
Health:
- Increasing Access to Essential Medicines, Medical
Supplies, and Devices
- Increasing Access to Medical Diagnostics
Supplier Individuals: Peri-urban Number of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the
- Adolescents organization,
(10 expressed
years of age byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urbanAngola
Pregnant
Temporary Employees Number of women
temporary employees paid by the
-organization
-- AnguillaOtherpoor
at-riskduring
populations
the reporting period.
-- Very Antigua
Other & Barbuda
target populations
-- Poor Argentina
Temporary Employees: Female Number
-- Low-income of female temporary employees paid by the
Armenia during the reporting period.
organization
-- Middle-income
Australia
Units/Volume Produced -Amount
- Other
Austria(describe)
of the product/service produced by the
organization
- Azerbaijan during the reporting period.
- Bahamas
Units/Volume Purchased at Price Units/volume - Bahrain purchased from supplier individuals and
Premium organizations
- Bangladesh that sold to the organization that have
received
-Certified
Barbados a price premium during the reporting period.
Units/Volume Purchased from units/volume purchased from individuals who
Supplier Individuals: Certified -sold
Belarus
to the reporting organization during the reporting
-period.
Belgium
Units/Volume Purchased from - Belize
Units/volume purchased from female individuals who
Supplier Individuals: Female - Benin
sold to the organization during the reporting period.
- Bermuda
Units/Volume Purchased from Units/volume
- Bhutan purchased from individuals belonging to
Supplier Individuals: minority
- Bolivia or previously excluded groups who sold to the
Minorities/Previously Excluded organization during the reporting period.
- Bosnia & Herzegovina
- Botswana
- Brazil
- Brunei Darussalam
- Bulgaria
- Burkina Faso
- Myanmar (Burma)
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Client Individuals: Low Income Number of unique low income individuals who were
clients of the organization during the reporting period.
Client Individuals: Number of unique individuals who belong to minority
Minorities/Previously Excluded or previously excluded groups and were clients of the
organization during the reporting period.
Client Individuals: New Number of unique individuals who were first-time
clients of the organization during the reporting period.
Client Individuals: No Direct Number of unique client individuals who received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Individuals: Peri-urban Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Client Individuals: Poor Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number
New Accessof unique individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe reporting period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
compared of thewith
price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Cost Transparency Indicates
otherwisewhether paid for the organization
a similar fully discloses
product/service in theall
local
pricing
market. and cost information for its products and
services to its clients.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being
General: sought by the
Primary intervention
Care General: Acuteor investment
or Emergency from
the
Careperspective of those and
Specific: Infectious affected during
parasitic the reporting
diseases Specific:
Market Linkages Improved or Describes
period.
Infections whether
Choose the organization
all that
and parasitic apply: improved existing
diseases: Tuberculosis Specific:
Expanded market
-Infections linkages
Very important or engaged new or additional
and parasitic diseases: HIV/AIDS Specific: forward
or backward
-Infections
Somewhat and market
important linkages,
parasitic including
diseases: through
Diarrheal its own
diseases
Market Share Increased Describes
integration,
-Specific: whether
during the
NeutralInfections the organization
reporting expanded
period.
operations and parasitic
and increased marketdiseases: Childhood
share during the
-cluster
Not important
diseases Specific: Infections and parasitic
reporting
-diseases: period
Do not know in a concentrated market in which the
organizationMalaria Specific:
was not Infections
a dominant and parasitic
player.
diseases: Tropical-cluster diseases Specific: Respiratory
infections Specific: Maternal conditions Specific:
Prenatal period Specific: Nutritional deficiencies
Specific: Malignant neoplasms (cancer) Specific: Other
neoplasms Specific: Diabetes mellitus Specific:
New Firms Entered Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Product/Service Certifications Describes third-party delivery
providing healthcare certifications for this might
services,
products/services sold by the organization that are and
include SafeCare certification, ISO 900 certification,
valid as
governmentof the end of the
accreditation. reporting period.
Product/Service Description Describes (qualitatively) theOrganizations wishing to
product or service
report product-level certifications
provided by the organization. should use the
metric Product/Service Certifications (PD2756).
Product/Service Replaced Describes the product or service replaced at client,
Description Since certifications
household, varylevel
or business by sector (example:
by products or services
construction,
provided textiles
by the or manufacturing, agribusiness,
organization.
Product/Service Type Describes
supply chain thedevelopment),
economic activities categories
organizations that define
should
the organization's
disclose economic held
type of certification activity/operations. Select
as well as whether
from the optionsisinissued
the certification the Reference List tab.
by an internationally-
Product/Service Warranty Indicates
recognized whether theauthority.
certifying organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural Products the demographic groups of stakeholders
targeted
- Increasing Access to and UseSelectby the organization. all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs
Indicates the geography of
-- Children Increasing (younger than
Accessexpressed
to 10stakeholders
years old)
Agricultural Training
targeted by
andthe end of
the
-Information Adolescents (10 years of age or older but of
organization, by country, as younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting - Increasing
Describes Farm
the Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through
targeted
--- Elderly/older by the
Afghanistan adultsorganization. SelectSmallholder Farms
all that apply:
- Albania Increasing Financial Health of Farmers
Target Stakeholder Socioeconomics -Describes
--excluded
Persons
Increasing
Rural
Algeria
with
the disabilities
Access to and-Use
socioeconomic Minority/previously
groups of stakeholdersfor
of Products/Services
targeted populations
by the organization as of the end of the
--Agricultural
-reporting Urban
Andorra Risk Mitigation
Women period. Choose all that apply:
--- Peri-urban Angola
Pregnantwhether
women the organization provides support to
After-sale Client Support Indicates
Health:
-its
-- Anguilla Other at-risk
clients after populations
the sale of its product/service.
-- Very Other
poor
Antigua & Barbuda
target populations
--- Poor Increasing
Argentina Access toyield
Essential Medicines, Medical
Average Client Agricultural Yield: Average -Supplies, agricultural
Low-income per hectare of clients (who
Total - Armenia
were and
farmers) Devices
of the organization during the reporting
--- Middle-income
Increasing
Australia Access to Medical Diagnostics
period.
--- Other (describe)
Improving
Austria Data for Health Systems Policy and
-Decision-Making
Azerbaijan
-- Increasing
Bahamas Consistent Supply of Essential Services and
Products
- Bahrain
-- Reducing
Bangladesh Financial Barriers to Health Services
- Barbados
Average Client Agriculture Yield:
Smallholder
Average Non-Salaried Wage
Average Supplier Agricultural Yield: Average agricultural
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Bulk Cargo Handled
Business Innovation
Child Stunting Prevalence
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included yield
in this per hectare of smallholder
calculation.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Ratio
widelyofused
children
in thewithin the area
domestic served
sector bythe
during thereporting
organization
period. who experienced stunting as of the end of
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Cost Transparency
Crop Type
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Type of crop(s) produced by the organization during
the reporting period. Select from the options in the
Reference List tab.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Earnings of Distributor Individuals:
Total
Earnings of Distributor Individuals:
Urban
Earnings of Distributor Individuals:
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Employees Promoted: Female
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings generated by individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by very poor individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Employees Promoted: Total
Employees: Minimum Wage
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Importance of Outcome to
Stakeholders
Land Directly Controlled: Cultivated Area of Choose
Land Directly Controlled:
Sustainably Managed
Land Directly Controlled: Total
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of full-time, part-time, and temporary
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Number
period. of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups duringexcluding benefits)
the reporting
paid to
period. all full-time employees of the organization
during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
period. land directly controlled
all that apply: by the organization and
under cultivation.
- Very important Report directly controlled land area
cultivated
- Somewhat during the reporting period.
important
Area of land directly controlled by the organization and
- Neutral
under sustainable cultivation or sustainable
- Not important
stewardship.
-Area
Do not know Report directly controlled land area
of land
sustainably directly controlled
managed during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated
with Pesticides
Land Indirectly Controlled:
Cultivated
Land Indirectly Controlled:
Sustainably Managed
Land Indirectly Controlled: Total
Market Linkages Improved or
Expanded
Market Share Increased
Median Non-Salaried Wage
New Firms Entered
New Market Entered
Number of Containers Handled
Operational Certifications
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Area of land directly controlled by the organization and
treated with pesticides. Report directly controlled land
area treated during the reporting period.
Area of land indirectly controlled by the organization
and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Area of land indirectly controlled by the organization
and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Describes whether
not be included additional
in this private sector firms
calculation.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of paid part-time employees with disabilities
at the
This organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
government
Number accreditation.
of paid Organizations
part-time employees hiredwishing
by theto
report product-level
organization during thecertifications should use the
reporting period.
metric Product/Service Certifications (PD2756).
Number of paid part-time employees at the
Since certifications
organization vary by
who belong tosector (example:
minority or previously
construction,
excluded textiles
groups as ofor manufacturing,
the agribusiness,
end of the reporting period.
Number of paid
supply chain part-time employees
development), at the
organizations should
organization
disclose type asof of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Value of wages
recognized (including
certifying bonuses, excluding benefits)
authority.
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting period.bonuses, excluding benefits)
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals: Value of payments made by the organization to
Total
Payments to Supplier Individuals: Value of payments made by the organization to
Urban
Payments to Supplier Individuals: Value
Very Poor
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Smallholder Sourcing
Payments
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
individuals who sold to the organization during the
reporting period.
individuals residing in urban areas who sold goods or
services to the organization during the reporting
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the excluding
reporting period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded belong to minority or previously excluded groups as of
Permanent Employees: Total
Pesticide Use
Poverty Assessment
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Contracts
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Smallholder Agricultural Yield
Social Impact Objectives
Stakeholder Engagement
Supplier Individuals: Disabilities
Supplier Individuals: Female
Supplier Individuals: Low Income
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Amount of pesticides used during the reporting period
on land area directly controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Number of contracts/purchase agreements that the
organization holds for purchase of its
products/services. Report contracts fulfilled and
Indicates
outstandingaverage price
as of the paid
end of in
thethe local market
reporting by
period.
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Total agricultural yield of farmer client of the
organization during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Number of individuals
Agricultural Products with disabilities who sold goods
or services to
- Increasing the organization
Access during
to and Use of theAgricultural
Quality reporting
period.
Inputs
Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
- Increasing
Number Farm
of low Profitability
income individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
- Increasing Access to and Use of Products/Services for
Agricultural Risk Mitigation
Health:
- Increasing Access to Essential Medicines, Medical
Supplier Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
-excluded
- Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban
Angola
Pregnant women
Temporary Employee Wages Value of wages (including bonuses, excluding benefits)
-paid
-- Anguilla
Other at-risk populations
-during Verytopoor
all temporary employees of the organization
-- Antigua
Other &reporting
target
the Barbuda
populations
period.
Temporary Employees - Poor
NumberArgentinaof temporary employees paid by the
-- Low-income
Armenia during the reporting period.
organization
-- Middle-income
Australia
Temporary Employees: Female -Number
- Other
Austria(describe)
of female temporary employees paid by the
organization
- Azerbaijan during the reporting period.
- Bahamas
Units/Volume Produced Amount
- Bahrainof the product/service produced by the
organization
- Bangladesh during the reporting period.
Units/Volume Purchased at Price -Units/volume Barbados purchased from supplier individuals and
Premium - Belarus
organizations that sold to the organization that have
-received
Belgiuma price premium during the reporting period.
Units/Volume Purchased from - Belize units/volume purchased from individuals who
Certified
Supplier Individuals: Certified - Benin
sold to the reporting organization during the reporting
- Bermuda
period.
- Bhutan
- Bolivia
- Bosnia & Herzegovina
- Botswana
- Brazil
- Brunei Darussalam
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
After-sale Client Support
Average Client Agricultural Yield:
Total
Average Client Agriculture Yield:
Smallholder
Average Supplier Agricultural Yield: Average agricultural yield per hectare of smallholder
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Bulk Cargo Handled
Business Innovation
Child Stunting Prevalence
Client Complaint Tracking System
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Ratio
widelyofused
children
in thewithin the area
domestic served
sector bythe
during thereporting
organization
period. who experienced stunting as of the end of
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary for
Number more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
compared of thewithprice savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Climate Resilience Strategy Indicates
otherwisewhether paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Conservation Priority Describes the primary characteristics of hectares
Characteristics directly or indirectly controlled during the reporting
period that are desirable to maintain or enhance
Cost Transparency Indicates whether the
through protection, organization
restoration, fully discloses all
or sustainable
pricing
stewardship.and cost information
Select for its products and
all that apply:
services to its clients.
Crop Type Type
Ecology of crop(s)
and Habitatproduced by the organization during
the reporting period. Select from the options in the
Reference Listortab.
Distributor Individuals: Disabilities -Number
Wilderness, wilderness-quality
of individuals lands
with disabilities who served as
(biologically/ecologically intact ecosystems,
distributors of the organization's products/services free of
significant
during the human
reporting intervention),
period. such as High
Distributor Individuals: Female Conservation
Number Valueindividuals
of female Forests who served as
-distributors
Significant ofbiodiversity
the organization's products/services
- Criticalthe
during habitat for endangered
reporting period. or vulnerable species
Distributor Individuals: Low Income Number
- Wildlifeof low income individuals who served as
habitat
distributors
- Land with sharedof the organization's
boundaries to products/services
existing protected
during the reporting
land, to increase conservation period. assemblage or create
Distributor Individuals: Number
buffer areas of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and served as distributors
of the organization's
Public/Human Use products/services during the
Distributor Individuals: Peri-urban Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
-products/services
Park, land for community
during the recreation,
reporting and access to
period.
Distributor Individuals: Poor public lands
Number of poor individuals who served as distributors
- Natural
of or cultural features
the organization's of outstanding/unique
products/services during the
value, because
reporting period. of rarity, representativeness, aesthetic
Distributor Individuals: Rural Number
qualities ofor individuals residing in(e.g.,
cultural significance ruralwaterfalls,
areas who
served as distributors of the organization's
distinct scenic landscapes, geological features, cave
products/services during the reporting
dwellings, natural pilgrimage sites) period.
Distributor Individuals: Total Number
- Open spaceof individuals who served as distributors of the
organization's products/services during
- Working lands, specifically land for traditional the reporting
period.
activities related to theresiding
sustainable use of natural
Distributor Individuals: Urban Number of individuals in urban areas who
resources,
served as distributors of the organization's ranching
including agriculture, timber, and
-products/services
Scientific value (research
during thereserves,
reportingfield stations, etc.)
period.
Distributor Individuals: Very Poor Number of very poor individuals who served as
Ecosystem Services
distributors to sell the organization's products/services
during the reporting period.
Distributor Organizations: Number
- Land thatof provides
microenterprises that served
basic ecosystem as distributors
services in critical
Microenterprises of the organization's
situations (e.g., watershedproducts/services
function, flood during the
control)
reporting period.other ecosystem services (regulating
- Land providing
Distributor Organizations: SME Number of small-to-medium
values/services, enterprises (SMEs) that
supporting values/services,
served as distributors of the organization's
provisioning values/services, and/or cultural
products/services
values/services). during the reporting period.
Distributor Organizations: Total Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Ecological Restoration Area of land under ecological restoration management
Management Area during the reporting period. Include both land area
directly controlled and land area indirectly controlled
Ecosystem Services Provided Describes the ecosystem services provided by land
by the organization.
directly or indirectly controlled by the organization,
during the reporting period. Select all that apply:
Employees Promoted: Female Number of employees who are female and who were
promoted
Provisioning within the organization during the reporting
Values/Services
period.
Employees Promoted: Total Number
- Food of permanent employees who were promoted
within
- Biological the organization
raw materials during the reporting period.
Full-time Employees: Disabilities -Number Biomassoffuel
paid full-time employees at the organization
-with Freshwater
disabilities as of the end of the reporting period.
- Genetic resources
Full-time Employees: Female - Biochemicals,
Number of paidnatural
full-timemedicines, pharmaceuticals
female employees at the
organization as of the end of the reporting period.
Regulating Values/Services
Full-time Employees: Female Number of paid full-time female management
Managers employees
- Maintenance (managers) at the organization as of the
of air quality
end of the reporting
- Regulation of climateperiod.
Full-time Employees: Hired Number
- Regulation of paid full-time
of water employees
timing and flowshired by the
organization
- Erosion control during the reporting period.
Full-time Employees: Managers -Number
Water purification and waste
of paid full-time treatment
management employees
-(managers)
Disease mitigation
at the organization as of the end of the
- Maintenance
reporting period.of soil quality
Full-time Employees: Managers - Pest mitigation
Number of paid full-time management employees
with Disabilities -(managers)
Pollinationwith disabilities at the organization as of
- Natural
the end ofhazard mitigation
the reporting period.
Full-time Employees: Number of paid full-time employees at the organization
Minorities/Previously Excluded who belongValues/Services
Supporting to minority or previously excluded groups
as of the end of the reporting period.
Full-time Employees: Number
- Habitatof paid full-time management employees
Minorities/Previously Excluded (managers) at the organization who belong to minority
- Nutrient cycling
Managers or previously excluded groups as of the end of the
- Primaryofproduction
Full-time Employees: Total Number
reporting paid full-time employees at the organization
period.
-asWater
of thecycling
end of the reporting period.
Importance of Outcome to Cultural Values/Services
Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
- Recreation
the perspectiveandofecotourism
those affected during the reporting
Land Directly Controlled: Cultivated Area of Choose
- Ethical
period. land
and directly
spiritualcontrolled
apply: by the organization and
values
all that
under cultivation.
Educational
- Very Report directly
and inspirational
important controlled land area
values
cultivated during
- Somewhat important the reporting period.
Land Directly Controlled: Area of land directly
Organizations
- Neutral shouldcontrolled by the organization
footnote specific and
details around
Sustainably Managed under
-the sustainable
Notselections.
important cultivation or sustainable
stewardship.
- Do not know Report directly controlled land area
Land Directly Controlled: Total Area of land
sustainably directly controlled
managed during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated Area of land directly controlled by the organization and
with Pesticides treated with pesticides. Report directly controlled land
area treated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Cultivated and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
sustainably managed during the reporting period.
Land Indirectly Controlled: Total
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Operational Certifications
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Percent Smallholder Sourcing
Payments
Permanent Employees: Disabilities Number
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Pesticide Use
Poverty Assessment
Area of land indirectly controlled by the organization
during the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization additional
was not private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
at
Thisthe organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
government
Number of paid accreditation. Organizations
part-time employees hiredwishing
by theto
report product-level certifications
organization during the reporting period. should use the
metric Product/Service Certifications (PD2756).
Number of paid part-time employees at the
Since certifications
organization vary by
who belong tosector
minority(example:
or previously
construction,
excluded textiles
groups as ofor manufacturing,
the agribusiness,
end of the reporting period.
Number of paid
supply chain part-time employees
development), organizations at theshould
organization
disclose type asof of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Percentage of payments
recognized certifying made to smallholder farmer
authority.
suppliers compared to total payments made to all
suppliers of the organization during the reporting
period. of people with disabilities employed by the
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Amount of pesticides used during the reporting period
on land area directly controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Protected Land Area: Permanent
Protected Land Area: Total
Purchase Contracts
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Smallholder Agricultural Yield
Social Impact Objectives
Stakeholder Engagement
Supplier Individuals: Disabilities
Supplier Individuals: Female
Supplier Individuals: Low Income
Supplier Individuals:
Minorities/Previously Excluded
Supplier Individuals: Peri-urban
Supplier Individuals: Poor
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Area of land with a permanently protected land status
as of the end of the reporting period.
Area of land with a protected land status as of the end
of reporting period.
Number of contracts/purchase agreements that the
organization holds for purchase of its
products/services. Report contracts fulfilled and
Indicates
outstandingaverage price
as of the paid
end of in
thethe local market
reporting by
period.
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Total agricultural yield of farmer client of the
organization during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Accessand delivery.
to Better, Stable Pricing of
Number
Agricultural Products with disabilities who sold goods
of individuals
or services to
- Increasing the organization
Access to and Use ofduring theAgricultural
Quality reporting
period.
Inputs
Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
- Increasing
Number Farm
of low Profitability
income individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Number of individuals
- Increasing whoUse
Access to and belong to minority or for
of Products/Services
previously excluded groups
Agricultural Risk Mitigation and who sold goods or
services to the organization during the reporting
Number
Health: of individuals residing in peri-urban areas who
period.
sold goods or services to the organization during the
reporting
-Number period.
Increasing Access to Essential
of poor individuals whoMedicines,
sold goodsMedical
or services
Supplies, and Devices
to the organization during the reporting period.
- Increasing Access to Medical Diagnostics
- Improving Data for Health Systems Policy and
Decision-Making
- Increasing Consistent Supply of Essential Services and
Products
- Reducing Financial Barriers to Health Services
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the
- Adolescents organization,
(10 expressed
years of age byor
country, as of
older but the end of
younger
the
thanreporting 19) period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics -Describes
-excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant
Temporary Employees Number of women
temporary employees paid by the
-- Anguilla
organization Other at-risk populations
during the reporting period.
-- Very poor
-- Antigua Other & Barbuda
target populations
Temporary Employees: Female - Poor
Number Argentinaof female temporary employees paid by the
-- Low-incomeArmenia during the reporting period.
organization
-- Middle-income
Australia
Type of Land Area -- Other
Describes Austria(describe)
the type(s) of land present on hectares
directly
- Azerbaijanindirectly controlled by the organization.
or
Report
- Bahamas for hectares controlled at any point during the
Units/Volume Produced Amount
- Bahrainofperiod.
reporting the product/service
Choose all thatproduced
apply: by the
organization
- Bangladesh during the reporting period.
- Urban/Built-up Land
Units/Volume Purchased at Price -Units/volume - Belarus
Barbados purchased
Agricultural Land from supplier individuals and
Premium -
organizations that sold to the organization that have
-- Rangeland
Belgiuma price premium during the reporting period.
received
-Certified
Units/Volume Purchased from - ForestBelize Land
units/volume purchased from individuals who
Supplier Individuals: Certified -
- Water
sold Benin Areas
to the reporting organization during the reporting
-period.
- Wetland
Bermuda
Units/Volume Purchased from -- Barren
Bhutan Land purchased from female individuals who
Units/volume
Supplier Individuals: Female -- Tundra
sold to the organization during the reporting period.
Bolivia
-- Perennial Snow or Ice
Bosnia & Herzegovina
Units/Volume Purchased from Units/volume
- Botswana purchased from individuals belonging to
Supplier Individuals: minority
- Brazil or previously excluded groups who sold to the
Minorities/Previously Excluded organization
-Units/volume during the reporting period.
Brunei Darussalam
Units/Volume Purchased from purchased from smallholder farmers who
Supplier Individuals: Smallholder -sold
Bulgaria
to the organization during the reporting period.
- Burkina Faso
- Myanmar (Burma)
- Burundi
- Cambodia
- Cameroon
- Canada
- Cape Verde
Units/Volume Purchased from Units/volume purchased from individuals who sold to
Supplier Individuals: Total the organization during the reporting period.
Units/Volume Purchased from Certified units/volume purchased from organizations
Supplier Organizations: Certified who sold to the reporting organization during the
reporting period.
Units/Volume Purchased from Units/volume purchased from local organizations that
Supplier Organizations: Local sold to the reporting organization during the reporting
period.
Units/Volume Purchased from Units/volume purchased from small-to-medium
Supplier Organizations: SME enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/Volume Purchased from Units/volume purchased from organizations that sold
Supplier Organizations: Total to the reporting organization during the reporting
period.
Units/Volume Sold: Certified Amount of the product/service sold by the organization
as certified during the reporting period.
Units/Volume Sold: Free Amount of the product/service provided by the
organization for free during the reporting period.
Units/Volume Sold: No Direct Amount of the product/service sold during the
Payment reporting period where no direct payment was
provided to the organization at the time of service but
Units/Volume Sold: Total Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Biodiversity Assessment Indicates whether the organization has undertaken
biodiversity-related assessments to evaluate the
biological diversity present on the land that is directly
Conservation Priority Describes
or indirectly thecontrolled
primary characteristics of hectares
by the organization.
Characteristics directly or indirectly controlled during the reporting
period that are desirable to maintain or enhance
Ecosystem Services Provided Describes
through protection, the ecosystem services provided
restoration, by
or sustainable
land directly or indirectly
stewardship. Select all that controlled by
apply: the
organization, during the reporting period. Select all that
Environmental Impact Objectives Describes
apply:
Ecology and theHabitat
environmental impact objectives pursued
by the
- Wilderness, or wilderness-qualityorganization. Select all that apply:
lands
-Provisioning
(biologically/ecologically Biodiversity conservation
Values/Services intact ecosystems, freestatus
of
Protected Land Area: Permanent Area
--significant of
Energy
Food andland with a permanently
fuel efficiency protected land
as of the endhuman
of the intervention),
reporting such as High
period.
--Conservation Natural
Biological resources
raw conservation
materials
Value Forests
--- Pollution Biomass
Significant prevention
fuel
biodiversity & waste management
Protected Land Area: Total Area of land with a protected land status as of the end
--of
- Critical Sustainable
Freshwater
reporting
energy
habitat for endangered or vulnerable species
period.
--- Genetic Sustainable land use
resources
Wildlife habitat
Threatened Species Policy -Indicates
-- Water resources
Biochemicals,
whether
Land with shared management
natural
the medicines,
organization
boundaries pharmaceuticals
implements
to existing policies
protected
to protect the threatened
land, to increase conservation assemblage or createspecies that reside in
Regulating
habitats
buffer areas Values/Services
affected by the organization's operations.
Type of Land Area Describes
- Maintenance the type(s) of land present on hectares
of air quality
directly
-Public/Human or indirectly
Regulation of Use climate controlled by the organization.
Report
-- Regulation for hectares
Park, land for of water controlled
community at any point
timingrecreation,
and flows during to
and access the
reporting
-public Erosion
lands period.
control Select all that apply:
-Urban/Built-up
-- Water Naturalpurification Landand
or cultural waste
features oftreatment
outstanding/unique
-Agricultural
-value, Disease Land
mitigation
because of rarity, representativeness, aesthetic
-Rangeland
-qualitiesMaintenance of soilsignificance
or cultural quality (e.g., waterfalls,
-Forest
-distinct Land
Pest mitigation
scenic landscapes, geological features, cave
-Water
-dwellings, Areas
Pollination natural pilgrimage sites)
-Wetland
-- Natural
Open space hazard mitigation
-Barren
- Working Landlands, specifically land for traditional
-Tundra
Supporting
activities related Values/Services
to the sustainable use of natural
-Perennial
Habitat Snow
-resources, or Ice
including agriculture, timber, and ranching
-- Nutrient
Scientificcycling
value (research reserves, field stations, etc.)
- Primary production
-Ecosystem
Water cycling Services
- Land that provides basic ecosystem services in critical
Cultural
situations Values/Services
(e.g., watershed function, flood control)
-- Recreation
Land providing and other
ecotourismecosystem services (regulating
- Ethical and spiritual values
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Stunting Prevalence
Client Complaint Tracking System Indicates whether the organization has a system in
Client Dropout Reasons
Client Feedback System
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications
period. based on local requirements,
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were clients of the
client feedback.
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Client Individuals: Poor Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Client Spending: Health Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on health costs
in the local
during
market. the reporting period.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Employee Training Hours Number of training hours provided for employees (full-
time, part-time,
General: PrimaryorCare
temporary)
General:during
Acute the reporting
or Emergency
period.
Care Specific: Infectious and parasitic diseases Specific:
Employees Trained Number
Infectionsofand
employees
parasitic(full-time,
diseases: part-time,
Tuberculosisor Specific:
temporary) who were trained through programs
Infections and parasitic diseases: HIV/AIDS Specific:
provided
Infections by theparasitic
and organization (both
diseases: internally
Diarrheal and
Employment Benefits Describes
externally) the benefits
during the that are provided
reporting period. to diseases
full-time
Specific:
employees Infections and parasiticduring
of the organization diseases: Childhood
the reporting
cluster
period. diseases Specific: Infections and parasitic
Eviction Rate diseases: Malaria
Percentage Specific:
of tenants Infectionsremoved
involuntarily and parasitic
from the
diseases:unit
housing Tropical-cluster
and the totaldiseases
number Specific: Respiratory
of permanent
infections
tenants Specific:
during Maternal conditions
the reporting period. Specific:
Prenatal period Specific: Nutritional deficiencies
Specific: Malignant neoplasms (cancer) Specific: Other
neoplasms Specific: Diabetes mellitus Specific:
Endocrine disorders Specific: Neuropsychiatric
conditions Specific: Sense organ diseases Specific:
Cardiovascular diseases Specific: Respiratory diseases
Flexible Work Arrangements Indicates whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Green Building Practices Indicates whether the organization employs green
building practices.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s) during the reporting period.
combustion
Greenhouse Gas Emissions of Amount
- Greenhouse of greenhouse
gas emissiongases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other) of greenhouse gases (GHG) that would have
Product Replaced -been Greenhouse
emitted by gastheemission reductions
replaced from land
product during theuse,
land useof
lifetime change, and forestryproduct.
the organization's
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced -byGreenhouse gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount
- Greenhouseof greenhouse gas (GHG)
gas emissions avoidedemissions
from product
Sequestered sequestered
replacementsby the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy
- Greenhouseto reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gastheemissions sequestered
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Greenhouse Gas Emissions: Direct Amount gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
Capture
the and Storage
organization's operations from direct
- Direct Emissions (direct emissions from owned or emissions
-controlled
Other (describe)
sources during the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount of greenhouse gases (GHG)
- Indirect Emissions (emissions from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
Greenhouse Gas Emissions: Total -Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value chain
the organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Health Intervention Completion Percentage of the organization's clients, or patients,
Rate who successfully completed the course of a health
intervention during the reporting period.
Healthcare Benefits Participants Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Healthcare Benefits Premium Percentage of a full-time employee's healthcare
Covered premium that is covered. This should be based on
benefits available to full-time employees as of the end
of the reporting period.
Healthcare Facilities Number of healthcare units/facilities under the
organization's management as of the end of the
reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Total Number of individuals
period. Choose all thatwho received training offered by
apply:
the organization
- Very important during the reporting period.
- Somewhat important
Job Placements Number
- Neutralof the organization's clients who were placed
in part-time,
- Not important full-time, temporary, or permanent jobs
during
-Net the
Do number
not knowreporting period.
Jobs Created at Directly of new full-time equivalent employees
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization between the beginning and end of the
Jobs in Directly Number
reportingofperiod.
full-time equivalent employees working for
Supported/Financed Enterprises enterprises financed or supported by the organization
as of the
Many end of the reporting
organizations may choose period.
the beginning of the
Market Linkages Improved or Describes whether
reporting period to the organization
be the time whenimproved existing
the organization
Expanded market linkages or engaged
began its support/investment. new or additional forward
or backward market linkages, including through its own
Market Share Increased Describes
integration,whether
during thethe organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
New Firms Entered Describes
organizationwhether
was not additional
a dominantprivate sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of Insurance Policies Number of insurance policies managed by the
organization as of the end of the reporting period.
Occupational Fatalities Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Occupational Injuries Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Patients Completing Treatment Number of patients who successfully completed the
clinically
This metric recommended courseprocess-
describes business of a health
andintervention
practice-
during the reporting period.
related certifications. For example, organizations
Patients Screened Number
providingofhealthcare
patients screened for medical
delivery services, thisconditions,
might
illnesses, or risk factors during the reporting
include SafeCare certification, ISO 900 certification, period. and
Permanent Employee Wages: government
Value of wages accreditation. Organizations
(including bonuses, wishing
excluding to
benefits)
Female report product-level certifications should use
paid to all female full-time and part-time employees of the
metric Product/Service
the organization during Certifications
the reporting (PD2756).
period.
Permanent Employee Wages: Value of wages (including bonuses, excluding benefits)
Minorities/Previously Excluded Sincetocertifications
paid all full-time vary by sector employees
and part-time (example: of the
construction,who
organization textiles or manufacturing,
belong agribusiness,
to minority or previously
Poverty Assessment Indicates
supply chain
excluded whether the organization
development),
groups during assesses
organizations
the reporting the
should
period.
poverty
disclose levels
type ofofcertification
its intendedheld
stakeholders.
as well as whether
the certification is issued by an internationally-
Product/Service Certifications Describes
recognizedthird-party certifications for
certifying authority.
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record
- Peer review/supervision keeping, including whether it is paper-based or
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checkliststhe and social
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that
systemsapply:
Stakeholder Engagement -Describes Communication and education
the mechanisms in placestrategies
to gather input
Agriculture:
-from Guidelines, protocols, and registries
stakeholders on product/service design,
- Other
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Target Area Ecoregion Describes
Agricultural Products the ecoregions the organization seeks to
benefit
- Increasing Access to and Use as of the end of the reporting
of Quality period. Choose all
Agricultural
that
Inputs apply:
Target Area Protected Status Describes the protected status of the land the
- Increasing Access
organization seeks to to benefit
Agricultural
during Training and
the reporting
Terrestrial
Information Ecoregions
period.
-- Deserts Choose
andFarm all that apply:
xericProfitability
shrublands
Target Stakeholder Demographic Describes Increasing the demographic groups of stakeholders
-- Tropical Increasing and subtropical
Food Security moist
through broadleaf forests
Smallholder Farms
targeted
-- Strict Tropical by
Nature
andthe organization.
Reserve (IUCN
subtropical dry Select
Category
broadleafall that
1a) apply:
forests
-- Increasing Financial Health of Farmers
Target Stakeholder Geography - Wilderness
Indicates Tropical
Increasing and
the
Area (IUCN Category
subtropical
geography
Access to andof coniferous Ib) forests
stakeholders targeted byfor
--- Children National
Temperate (younger
Park (IUCN
broadleaf than 10Use
Category
and mixed
of
yearsII)Products/Services
old)
forests
the
-Agricultural organization,
Adolescents Risk expressed
(10Mitigation
years or of by country,
age or(IUCN but of
as
older Category theIII)
younger end of
--the Natural Monument
Temperate
reporting coniferous
period.
Feature
forest
Choose all that apply:
than
-Describes
-Health: 19)forests/Taiga
Habitat/Species
Boreal Management Areaof(IUCN Category IV)
Target Stakeholder Setting --- Adults the setting of the groups stakeholders
Protected Landscape/Seascape (IUCN Category V)
--- Tropical
targeted Afghanistanand
by
Elderly/older
Protected
the
Area
subtropical
organization.
adults
with
grasslands,
Sustainable
Select allsavannas
Use
and
that apply:
of Natural
shrublands
-Resources Albania
Increasing Access toVI)
Essential Medicines, Medical
Target Stakeholder Socioeconomics -Describes --excluded
Persons
Temperate
Rural
Algeria
with disabilities
(Category
the socioeconomic
grasslands, - Minority/previously
groups
savannas andofshrublands
stakeholders
Supplies,
-- No
targeted and
by Devices
populations
Current Protections
the organization as of the end of the
--- Urban Flooded
Andorra
Increasing grasslands toand
AccessChoose savannas
Medical Diagnostics
reporting Women
Other
Montane (describe)
period.
grasslands all that
and shrublands apply:
-- Peri-urban
Total Personal Connectivity Devices -Average --Decision-Making
Angola
Improving
Pregnant
Tundra
Data of
women
number forconnectivity
Health Systems Policy
devices and in each
utilized
--- Anguilla
client Other
Very at-risk
household
poor populations
during the reporting period.
-- Mediterranean Antigua
Increasing& Barbuda forests,
Consistent woodlands,
Supply and scrubs
of Essential Services and
-- Other
- Poor target
Mangroves
Argentina
populations
Units/Volume Produced Amount
-Products of the product/service produced by the
Low-income
-organization
-- Other Armenia
Reducingterrestrial
during
Financial ecoregion
the (describe)
reporting
Barriers period.
to Health Services
-- Middle-income Australia
Units/Volume Replaced -
Freshwater
Number
-Real Other
Austria (describe)
Ecoregionsproducts that were replaced by
of status-quo
Estate:
-- Azerbaijan
products Large river
soldecosystems
during the reporting period.
--- Bahamas Large river
Improving headwater
Housing ecosystems
Quality
Units/Volume Sold: Certified -Amount
-- Large Bahrain of the
river product/service
delta ecosystems sold by the organization
Increasing Residential Stability period.
-as certified
Small
-- Bangladesh river during the
ecosystems reporting
Increasing Housing Affordability
--- Large lake ecosystems
Barbados
Increasing Access to Supportive Services through
--Housing
Small
Belarus ecosystems
lake
-- Xeric
Belgiumbasin ecosystems
--Energy:
Other
Belize freshwater ecoregion (describe)
- Benin
-Marine
- Bermuda Ecoregions
Improving Lighting for Business
- Polar ecoregions
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Consumption of Product
Water Consumption of Product
Replaced
Water Provided for Sale: Potable Volume of potable water provided and delivered to
Water Provided for Sale: Total
Water Provision Capacity of
Product: Potable
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Worker Safety Policy
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
offtaker(s) during the reporting period.
Volume of water provided and delivered to offtaker(s)
during the reporting period.
Volume of potable water provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications based on local requirements,
period.
employed by the organization as of the end of the
reporting period.
Caregivers Employed: Responsive
Caregivers Employed: Total
Child Stunting Prevalence
Client Complaint Tracking System
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Urban
Number of caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Client Spending: Health Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on health costs
in the local
during
market. the reporting period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Health Intervention Completion Percentage of the organization's clients, or patients,
Rate who successfully
General: Primary completed
Care General: theAcute
courseorofEmergency
a health
intervention
Care Specific:during the reporting
Infectious period.
and parasitic diseases Specific:
Healthcare Benefits Participants Number
Infectionsofandfull-time employees
parasitic diseases:who received Specific:
Tuberculosis
healthcare benefits through the organization's
Infections and parasitic diseases: HIV/AIDS Specific:
programs
Infections during the reporting period.
Healthcare Benefits Premium Percentageand of aparasitic
full-timediseases:
employee'sDiarrheal diseases
healthcare
Covered Specific: Infections and parasitic diseases:
premium that is covered. This should be based on Childhood
cluster diseases
benefits available Specific: Infections
to full-time and parasitic
employees as of the end
Healthcare Facilities diseases:
Number Malaria
of Specific:
healthcare
of the reporting period. Infections and
units/facilities underparasitic
the
diseases: Tropical-cluster
organization's management diseases Specific:
as of the end ofRespiratory
the
infections period.
reporting Specific: Maternal conditions Specific:
Market Linkages Improved or Describes whether
Prenatal period the organization
Specific: Nutritional improved
deficiencies existing
Expanded market linkages or engaged new or additional
Specific: Malignant neoplasms (cancer) Specific: Other forward
or backwardSpecific:
neoplasms marketDiabetes
linkages, mellitus
includingSpecific:
through its own
Market Share Increased Describes
integration, whether
during the
the organization
reporting expanded
period.
Endocrine disorders Specific: Neuropsychiatric
operations and increased
conditions Specific: Sense market share during
organ diseases the
Specific:
reporting period
Cardiovascular in a
diseasesconcentrated
Specific: market
Respiratory in which the
diseases
New Firms Entered Describes
organization whether
was additional
not a dominant private sector firms
player.
Specific:
entered theDigestive
marketdiseases
in whichSpecific: Genitourinary
the organization operates
diseases Specific: Skin
during the reporting period. diseases Specific:
New Market Entered Musculoskeletal
Describes whether diseases Specific: Congenital
the organization entered a new
anomalies
market Specific:
during Oral conditions
the reporting period.Specific:
Unintentional injuries Specific: Unintentional injuries:
Number of Containers Handled Number twenty-foot
Traffic accidents equivalent
Specific: unitsinjuries
Intentional (TEUs) of cargo
containers transported by a road, railway, port, or
airport
Sources:during
Worldthe reporting
Health period. 2004 Global
Organization
Operational Certifications This
Burdenmetric is intended
of Disease Reportto describe the third-party
certifications that the organization holds during the
[http://www.who.int/topics/global\_burden\_of\
reporting period.
_disease/en/](http://www.who.int/topics/
Patients Completing Treatment Number of patients who successfully completed the
global_burden_of_disease/en/)
clinically recommended courseprocess-
of a health
This metric describes business andintervention
practice-
during
relatedthe reporting period.
certifications. For example, organizations
Patients Screened Number
providingofhealthcare
patients screened for medical
delivery services, thisconditions,
might
illnesses, or risk factors during the reporting
include SafeCare certification, ISO 900 certification, period. and
Poverty Assessment government
Indicates whetheraccreditation. Organizations
the organization wishing
assesses the to
report
poverty levels of its intended stakeholders. the
product-level certifications should use
metric Product/Service Certifications (PD2756).
Since certifications vary by sector (example:
construction, textiles or manufacturing, agribusiness,
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
Product/Service Certifications Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record keeping, including whether it is paper-based or
- Peer review/supervision
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checklists and the social
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that apply:
systems
Stakeholder Engagement -Describes Communication and education
the mechanisms in placestrategies
to gather input
Agriculture:
- Guidelines, protocols, and registries design,
from stakeholders on product/service
- Other
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural Products the demographic groups of stakeholders
targeted
- Increasing Access to and UseSelect
by the organization. all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children Increasing (younger
Access 10 groups of stakeholders
years old)
to Agricultural Training
targeted
-Information by the organization.
Adolescents (10 years of age or older Select thatand
all but apply:
younger
than
-- Increasing 19) Farm Profitability
Target Stakeholder Socioeconomics Describes
-- Rural Adults the socioeconomic groups of stakeholders
targeted
-- Urban Increasingby Food Security through
theadults
organization Smallholder
as of the end of the Farms
-- Elderly/older
Increasing
reporting
Peri-urban Financial
period. Health
Choose all of
thatFarmers
apply:
Units/Volume Produced -Amount
- Persons ofwith
Increasing the disabilities
to and-Use
product/service
Access Minority/previously
ofproduced by the for
Products/Services
excluded
organization populations
during the reporting period.
-Agricultural
- VeryWomen poor Risk Mitigation
-- Poor
Pregnant
Units/Volume Sold: Certified Amount
-Health: of women
the product/service sold by the organization
- Low-income
as Other at-risk
certified populations
during the reporting period.
-- Middle-income
Other target populations
Units/Volume Sold: Free Increasing
-Amount
Other Access
(describe)
of the to Essential Medicines,
product/service provided byMedical
the
Supplies, and Devices
organization for free during the reporting period.
- Increasing Access to Medical Diagnostics
Units/Volume Sold: No Direct - Improving
Amount Data
of the for Health Systems
product/service Policy and
sold during the
Payment Decision-Making
reporting period where no direct payment was
- Increasing
provided to Consistent Supplyatofthe
the organization Essential
time ofServices and
service but
Units/Volume Sold: Total Amount
whichofthe
Products
for theorganization
product/serviceexpectssoldtobybethe organization
reimbursed.
during the reporting
- Reducing period. to Health Services
Financial Barriers
Worker Safety Policy Indicates whether the organization has policies in place
Real Estate:
to monitor, evaluate, and ensure worker safety.
- Improving Housing Quality
- Increasing Residential Stability
- Increasing Housing Affordability
- Increasing Access to Supportive Services through
Housing
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Stunting Prevalence
Client Complaint Tracking System Indicates whether the organization has a system in
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications
period. based on local requirements,
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
unable to access prior to the reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Receiving Free Number of unique client individuals who received free
Products/Services products/services from the organization during the
reporting period.
Client Individuals: Referred Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Client Individuals: Rural Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Client Spending: Health Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on health costs
in the local
during
market.the reporting period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Health Intervention Completion Percentage of the organization's clients, or patients,
Rate who successfully
General: Primary completed
Care General: theAcute
courseorofEmergency
a health
intervention during the reporting period.
Care Specific: Infectious and parasitic diseases Specific:
Healthcare Facilities Number
Infectionsofandhealthcare
parasiticunits/facilities under theSpecific:
diseases: Tuberculosis
organization's management as of
Infections and parasitic diseases: HIV/AIDS the end ofSpecific:
the
reporting period.
Infections whether
and parasitic diseases: Diarrheal diseases
Market Linkages Improved or Describes the organization improved existing
Expanded Specific: Infections
market linkages and parasitic
or engaged new diseases: Childhood
or additional forward
cluster diseases
or backward Specific:
market Infections
linkages, and through
including parasiticits own
Market Share Increased diseases:
integration, during the reporting period. parasitic
Describes Malaria
whether Specific:
the Infections
organization and
expanded
diseases: Tropical-cluster
operations and increased diseases Specific:
market share Respiratory
during the
infections period
reporting Specific:in Maternal conditions
a concentrated marketSpecific:
in which the
New Firms Entered Describes
organization whether
Prenatal period additional
wasSpecific:
not private
Nutritional
a dominant sector firms
deficiencies
player.
entered the market in which the organization
Specific: Malignant neoplasms (cancer) Specific: operates
Other
during the reporting period.
neoplasms Specific: Diabetes mellitus Specific:
New Market Entered Describes
Endocrine whether
disordersthe organization
Specific: entered a new
Neuropsychiatric
market during the reporting period.
conditions Specific: Sense organ diseases Specific:
Number of Containers Handled Cardiovascular
Number twenty-foot diseases Specific:units
equivalent Respiratory diseases
(TEUs) of cargo
Specific: Digestive diseases Specific: Genitourinary
containers transported by a road, railway, port, or
diseases Specific:
airport during theSkin diseases
reporting Specific:
period.
Operational Certifications Musculoskeletal
This diseases
metric is intended to Specific:
describe Congenital
the third-party
anomalies Specific:
certifications that theOral conditions holds
organization Specific:
during the
Unintentional
reporting injuries Specific: Unintentional injuries:
period.
Patients Completing Treatment Number of patients
Traffic accidents who successfully
Specific: completed the
Intentional injuries
clinically
This metric recommended courseprocess-
describes business of a health
andintervention
practice-
during
Sources:
related the reporting
World Health
certifications. period.
Organization
For 2004 Global
example, organizations
Burden ofhealthcare
providing Disease Report delivery services, this might
[http://www.who.int/topics/global\_burden\_of\
include SafeCare certification, ISO 900 certification, and
_disease/en/](http://www.who.int/topics/
government accreditation. Organizations wishing to
global_burden_of_disease/en/)
report product-level certifications should use the
metric Product/Service Certifications (PD2756).
Patients Screened Number of patients screened for medical conditions,
illnesses, or risk factors during the reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Product/Service Certifications Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record keeping, including whether it is paper-based or
- Peer review/supervision
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checklists and the social
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that apply:
systems
Stakeholder Engagement - Communication
Describes and education
the mechanisms in placestrategies
to gather input
Agriculture:
- Guidelines, protocols, and registries design,
from stakeholders on product/service
-development, Other and delivery.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural Products the demographic groups of stakeholders
targeted
- Increasing Access to and UseSelect
by the organization. all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children Increasing (younger
Access 10 groups of stakeholders
years old)
to Agricultural Training
targeted
-Information by the organization.
Adolescents (10 years of age or older Select thatand
all but apply:
younger
than
-- Increasing 19) Farm Profitability
Target Stakeholder Socioeconomics Describes
-- Rural Adults the socioeconomic groups of stakeholders
targeted Increasingby Food Security through
theadults
organization Smallholder
as of the end of the Farms
--- Elderly/older
Urban
Increasing Financial Health of Farmers
reporting
-- Peri-urban period. Choose all that apply:
Units/Volume Produced - Persons
Amount ofwith
Increasing the disabilities
to and-Use
product/service
Access Minority/previously
ofproduced by the for
Products/Services
excluded
organization populations
during the reporting period.
-Agricultural
- VeryWomen poor Risk Mitigation
-- Poor
Pregnant
Units/Volume Sold: Certified Amount
-Health: of women
the product/service sold by the organization
- Low-income
as Other at-risk
certified populations
during the reporting period.
-- Middle-income
Other target populations
Units/Volume Sold: Free Increasing
-Amount
Other Access
(describe)
of the to Essential Medicines,
product/service provided byMedical
the
Supplies, and Devices
organization for free during the reporting period.
- Increasing Access to Medical Diagnostics
Units/Volume Sold: No Direct - Improving
Amount Data
of the for Health Systems
product/service Policy and
sold during the
Payment Decision-Making
reporting period where no direct payment was
- Increasing
provided to Consistent Supplyatofthe
the organization Essential
time ofServices and
service but
Products
for which the organization expects to be reimbursed.
- Reducing Financial Barriers to Health Services
Real Estate:

- Improving Housing Quality

Units/Volume Sold: Total
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Stunting Prevalence
Client Complaint Tracking System Indicates whether the organization has a system in
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Amount of the product/service sold by the organization
during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications
period. based on local requirements,
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Client Spending: Health Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on health costs
in the local
during
market.the reporting period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Health Intervention Completion Percentage of the organization's clients, or patients,
Rate who successfully
General: Primary completed
Care General: theAcute
courseorofEmergency
a health
intervention during the reporting period.
Care Specific: Infectious and parasitic diseases Specific:
Healthcare Benefits Participants Number
Infectionsofand
full-time employees
parasitic diseases:who received Specific:
Tuberculosis
healthcare benefits through the organization's
Infections and parasitic diseases: HIV/AIDS Specific:
programs
Infections during the reporting period.
Healthcare Benefits Premium Percentageand of aparasitic
full-timediseases:
employee'sDiarrheal diseases
healthcare
Covered Specific: Infections and parasitic diseases:
premium that is covered. This should be based on Childhood
cluster
benefitsdiseases
availableSpecific: Infections
to full-time and parasitic
employees as of the end
Healthcare Facilities diseases:
Number Malaria
of Specific:
healthcare
of the reporting period. Infections
units/facilities and
underparasitic
the
diseases: Tropical-cluster
organization's management diseases Specific:
as of the end ofRespiratory
the
infections period.
reporting Specific: Maternal conditions Specific:
Market Linkages Improved or Describes whether
Prenatal period the organization
Specific: Nutritional improved
deficienciesexisting
Expanded market linkages or engaged new or additional
Specific: Malignant neoplasms (cancer) Specific: Other forward
or backwardSpecific:
neoplasms marketDiabetes
linkages, mellitus
includingSpecific:
through its own
Market Share Increased Describes
Endocrine whether
integration, during the
disorders the organization
reporting
Specific: expanded
period.
Neuropsychiatric
operations and increased
conditions Specific: Sense market share during
organ diseases the
Specific:
reporting period
Cardiovascular in a
diseasesconcentrated
Specific: market
Respiratory in which the
diseases
New Firms Entered Describes
organization whether
was additional
not a dominant private sector firms
player.
Specific:
entered theDigestive
marketdiseases
in whichSpecific: Genitourinary
the organization operates
diseases Specific: Skin
during the reporting period.diseases Specific:
Musculoskeletal diseases Specific: Congenital
anomalies Specific: Oral conditions Specific:
Unintentional injuries Specific: Unintentional injuries:
Traffic accidents Specific: Intentional injuries
Sources: World Health Organization 2004 Global
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Patients Completing Treatment Number of patients who successfully completed the
clinically
This metricrecommended courseprocess-
describes business of a health
andintervention
practice-
during the reporting period.
related certifications. For example, organizations
Patients Screened Number
providingofhealthcare
patients screened for medical
delivery services, thisconditions,
might
illnesses, or risk factors during the reporting
include SafeCare certification, ISO 900 certification,period. and
Poverty Assessment government
Indicates whetheraccreditation. Organizations
the organization wishing
assesses the to
report
poverty levels of its intended stakeholders. the
product-level certifications should use
metric Product/Service Certifications (PD2756).
Product/Service Certifications Describes third-party certifications for
Since certificationssold
products/services varyby bythe
sector (example:that are
organization
construction,
valid as of thetextiles or manufacturing,
end of the agribusiness,
reporting period.
Product/Service Description Describes
supply chain (qualitatively)
development), the organizations
product or service
should
provided by the
disclose type organization.held as well as whether
of certification
the certification is issued by an internationally-
Product/Service Replaced Describes
recognizedthe productauthority.
certifying or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record keeping, including whether it is paper-based or
- Peer review/supervision
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checklists and the social
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that apply:
systems
Stakeholder Engagement -Describes Communication and education
the mechanisms in placestrategies
to gather input
Agriculture:
-from Guidelines, protocols, and registries
stakeholders on product/service design,
-development, Other and delivery.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children Increasing(younger
Access 10 groups of stakeholders
years old)
to Agricultural Training
targeted
-Information by the organization.
Adolescents (10 years of age or olderSelect thatand
all but apply:
younger
than
-- Increasing 19) Farm Profitability groups of stakeholders
Target Stakeholder Socioeconomics Describes
-- Adults Rural the socioeconomic
targeted
-- Urban Increasing
by Food
the Security through
organization Smallholder
as of the end of theFarms
Elderly/older adults Health of
--- Peri-urban
Increasing
reporting Financial
period. Choose all Farmers
that apply:
- Persons with
Increasing disabilities
Access to and-Use Minority/previously
of Products/Services for
excluded populations
-Agricultural
Very
- Women poor Risk Mitigation
-- Poor
Pregnant women
Health:
-- Low-income
Other at-risk populations
-- Middle-income
Other target populations
Increasing
- Other Access
(describe) to Essential Medicines, Medical
Units/Volume Produced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Worker Safety Policy
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Stunting Prevalence
Client Complaint Tracking System Indicates whether the organization has a system in
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Amount of the product/service produced by the
organization during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications based on local requirements,
period.
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Protection Policy
Client Retention Rate
Client Savings Premium
Client Spending: Health
Cost Transparency
Critical Equipment/Facility
Utilization Rate
Disease/Condition Addressed
Health Intervention Completion
Rate
Healthcare Benefits Participants
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on health costs
in the local
during
market. the reporting period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Utilization rate of identified critical equipment/facility
during the reporting period.
Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Percentage of the organization's clients, or patients,
who successfully
General: Primary completed theAcute
Care General: courseorofEmergency
a health
intervention
Care Specific:during the reporting
Infectious period.
and parasitic diseases Specific:
Number
Infectionsofand
full-time employees
parasitic diseases:who received Specific:
Tuberculosis
healthcare benefits through the organization's
Infections and parasitic diseases: HIV/AIDS Specific:
programs
Infections during the reporting
and parasitic period.
diseases: Diarrheal diseases
Specific: Infections and parasitic diseases: Childhood
cluster diseases Specific: Infections and parasitic
diseases: Malaria Specific: Infections and parasitic
diseases: Tropical-cluster diseases Specific: Respiratory
infections Specific: Maternal conditions Specific:
Healthcare Benefits Premium
Covered
Healthcare Facilities
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Occupational Fatalities
Occupational Injuries
Operational Certifications
Patients Completing Treatment
Patients Screened
Poverty Assessment
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
Number of healthcare
of the reporting period.units/facilities under the
organization's management as of the end of the
reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization additional
was not private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of patients who successfully completed the
clinically
This metric recommended courseprocess-
describes business of a health
andintervention
practice-
during
relatedthe reporting period.
certifications. For example, organizations
Number
providingofhealthcare
patients screened for medical
delivery services, thisconditions,
might
illnesses, or risk factors during the reporting
include SafeCare certification, ISO 900 certification, period. and
government
Indicates accreditation.
whether Organizations
the organization wishing
assesses the to
report product-level
poverty certifications
levels of its intended should use the
stakeholders.
metric Product/Service Certifications (PD2756).
Describes third-party certifications for
Since certificationssold
products/services varyby bythe
sector (example:that are
organization
construction,
valid as of thetextiles or manufacturing,
end of the agribusiness,
reporting period.
Describes
supply chain (qualitatively)
development), the organizations
product or service
should
provided
disclose typeby the organization.held as well as whether
of certification
the certification is issued by an internationally-
Describes
recognizedthe productauthority.
certifying or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record keeping, including whether it is paper-based or
- Peer review/supervision
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checklists and the social
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that apply:
systems
Stakeholder Engagement -Describes Communication and education
the mechanisms in place strategies
to gather input
Agriculture:
-from Guidelines, protocols, and registries
stakeholders on product/service design,
-development, Other and delivery.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children Increasing (younger
Access 10 groups
years old)
to Agricultural
of stakeholders
Training
targeted
-Information by the organization.
Adolescents (10 years of age or older Select thatand
all but apply:
younger
than
-- Increasing 19) Farm Profitability groups of stakeholders
Target Stakeholder Socioeconomics Describes
-- Adults Rural the socioeconomic
targeted Increasingby Food
the Security
organization through Smallholder
as of the end of the Farms
--- Elderly/older
Urban
Increasing adults Health of
Financial Farmers
reporting
-- Peri-urban period. Choose all that apply:
Units/Volume Produced - Persons
Amount ofwith
Increasing the disabilities
to and-Use
product/service
Access Minority/previously
ofproduced by the for
Products/Services
excluded populations
-organization
Agricultural
Very
- Women poor during
Risk the reporting period.
Mitigation
-- Poor
Pregnant
Units/Volume Sold: Certified Amount
-Health: of women
the product/service sold by the organization
- Low-income
as Other at-risk
certified populations
during the reporting period.
-- Middle-income
Other target populations
Units/Volume Sold: Free Increasing
-Amount
Other Access
(describe)
of the to Essential Medicines,
product/service provided byMedical
the
Supplies, and Devices
organization for free during the reporting period.
- Increasing Access to Medical Diagnostics
Units/Volume Sold: No Direct - Improving
Amount Data
of the for Health Systems
product/service Policy and
sold during the
Payment Decision-Making
reporting period where no direct payment was
- Increasing
provided to Consistent Supplyatofthe
the organization Essential
time ofServices and
service but
Units/Volume Sold: Total Amount
whichofthe
Products
for theorganization
product/service expectssoldtobybethe organization
reimbursed.
during the reporting
- Reducing period. to Health Services
Financial Barriers
Worker Safety Policy Indicates
Real Estate: whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
After-sale Client Support - Improving
Indicates Housing
whether Quality
the organization provides support to
-itsIncreasing Residential
clients after the sale Stability
of its product/service.
- Increasing Housing Affordability
Bulk Cargo Handled - Increasing
Volume Access
of bulk to transported
cargo Supportive Services
throughthrough
the road,
Housing port, or airport during the reporting period.
railway,
Business Innovation Describes
Energy: whether the organization adopted or
operationalized a product, internal process,
technology, or financing
- Improving Lighting structure that was new or not
for Business
Caregivers Employed: Professionals Number
widely
- Improving of caregiver
used professionals
in the domestic
Energy forwith
sector
Alternatives current
during
Cooking licenses
the reporting
or certifications
period. based on local requirements,
- Improving Energy Alternatives for Healthcare
employed byLighting
the organization as of the end of the
Caregivers Employed: Responsive -NumberImproving
reporting caregiversforwho
ofperiod. Homes
are responsive to children's
-needs
Improving
and whoEnergy
are for Connectivity
employed by the organization as of
-the
Reducing Harmful Emissions
end of the reporting period. from Small-Scale Energy
Caregivers Employed: Total Sources of caregivers with current licenses,
Number
certifications, or trainings based on local requirements,
Financial Services:
employed by the organization as of the end of the
Child Stunting Prevalence Ratio of children
reporting period.within the area served by the
organization who experienced
- Improving Access to and Use of stunting as of the
Responsible end of
Financial
the reporting
Services period. Underserved Populations
for Historically
Client Complaint Tracking System Indicates
- Improving whether theHealth
Financial organization has a system in
place
- Supporting the Decent Jobsclient
to receive and resolve complaints.
and Fostering Economic
Development
- Increasing Gender Equality through Financial Inclusion
- Improving Rural Economies through Access to
Financial Inclusion

Diversity and Inclusion:

Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Protection Policy
Client Retention Rate
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Client Spending: Health Amount
otherwiseofpaid
money
for spent by product/service
a similar the client on health costs
in the local
during
market.the reporting period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Health Intervention Completion Percentage of the organization's clients, or patients,
Rate who successfully
General: Primary completed
Care General: theAcute
courseorofEmergency
a health
intervention
Care Specific:during the reporting
Infectious period.
and parasitic diseases Specific:
Healthcare Benefits Participants Number
Infectionsofandfull-time employees
parasitic diseases:who received Specific:
Tuberculosis
healthcare benefits through the organization's
Infections and parasitic diseases: HIV/AIDS Specific:
programs
Infections during the reporting period.
Healthcare Benefits Premium Percentageand of aparasitic
full-timediseases:
employee'sDiarrheal diseases
healthcare
Covered Specific: Infections and parasitic diseases:
premium that is covered. This should be based on Childhood
cluster
benefitsdiseases
available Specific: Infections
to full-time and parasitic
employees as of the end
Healthcare Facilities diseases:
Number
of Malaria
of Specific:
healthcare
the reporting period. Infections and
units/facilities underparasitic
the
diseases: Tropical-cluster
organization's management diseases Specific:
as of the end ofRespiratory
the
infections Specific: Maternal conditions Specific:
reporting period.
Market Linkages Improved or Describes whether
Prenatal period the organization
Specific: Nutritional improved
deficiencies existing
Expanded market
Specific:linkages
Malignant or engaged
neoplasms new or additional
(cancer) Specific:forward
Other
or backwardSpecific:
neoplasms marketDiabetes
linkages, mellitus
includingSpecific:
through its own
Market Share Increased Describes
Endocrine whether
integration, during the
disorders the organization
reporting
Specific: expanded
period.
Neuropsychiatric
operations and increased market
conditions Specific: Sense organ diseases share during the
Specific:
reporting period
Cardiovascular in a
diseasesconcentrated
Specific: market
Respiratory in which the
diseases
New Firms Entered Describes whether
organization was additional
not a dominant private sector firms
player.
Specific: the
entered Digestive
marketdiseases
in whichSpecific: Genitourinary
the organization operates
diseases
during Specific:
the reporting Skinperiod.
diseases Specific:
New Market Entered Musculoskeletal
Describes whether diseases Specific: Congenital
the organization entered a new
anomalies
market Specific:
during Oral conditions
the reporting period.Specific:
Unintentional injuries Specific: Unintentional injuries:
Number of Containers Handled Number twenty-foot
Traffic accidents equivalent
Specific: unitsinjuries
Intentional (TEUs) of cargo
containers transported by a road, railway, port, or
airport
Sources:during
Worldthe reporting
Health period. 2004 Global
Organization
Occupational Fatalities Indicates the number
Burden of Disease Report of occupational fatalities of full-
time, part-time, and temporary employees
[http://www.who.int/topics/global\_burden\_of\ of the
organization during the reporting
_disease/en/](http://www.who.int/topics/ period.
Occupational Injuries Number of occupational injuries which affected any
global_burden_of_disease/en/)
full-time, part-time, and temporary employees of the
organization during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Patients Completing Treatment Number of patients who successfully completed the
clinically
This metricrecommended
describes businesscourseprocess-
of a health
andintervention
practice-
during the reporting period.
related certifications. For example, organizations
Patients Screened Number
providingofhealthcare
patients screened for medical
delivery services, thisconditions,
might
illnesses, or risk factors during the reporting
include SafeCare certification, ISO 900 certification, period. and
Poverty Assessment government
Indicates whetheraccreditation. Organizations
the organization wishing
assesses the to
report
poverty levels of its intended stakeholders. the
product-level certifications should use
metric Product/Service Certifications (PD2756).
Product/Service Certifications Describes third-party certifications for
Since certificationssold
products/services varyby bythesector (example:that are
organization
construction,
valid as of thetextiles
end of the or manufacturing,
reporting period. agribusiness,
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
recognized certifying authority.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record keeping, including whether it is paper-based or
- Peer review/supervision
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checkliststhe andsocial
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that apply:
systems
Stakeholder Engagement -Describes Communication and education
the mechanisms in place strategies
to gather input
Agriculture:
-from Guidelines, protocols, and registries
stakeholders on product/service design,
- Other
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural Products the demographic groups of stakeholders
targeted
- Increasing Access to and UseSelect
by the organization. all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children Increasing (younger
Access 10 groups
years old)
to Agricultural
of stakeholders
Training
targeted
-Information by the organization.
Adolescents (10 years of age or older Select thatand
all but apply:
younger
than
-- Increasing 19) Farm Profitability
Target Stakeholder Socioeconomics Describes
-- Rural Adults the socioeconomic groups of stakeholders
targeted
-- Urban Increasingby Food Security through
theadults
organization Smallholder
as of the end of the Farms
-- Elderly/older
Increasing
reporting Financial
period. Health
Choose all of Farmers
that apply:
Units/Volume Produced -- Peri-urban
Amount Persons ofwith
Increasing the disabilities
to and-Use
product/service
Access Minority/previously
ofproduced by the for
Products/Services
excluded
organization populations
during the reporting period.
-Agricultural
- VeryWomen poor Risk Mitigation
-- Poor
Pregnant
Units/Volume Sold: Certified Amount
-Health: of women
the product/service sold by the organization
- Low-income
as Other at-risk
certified populations
during the reporting period.
-- Middle-income
Other target populations
Units/Volume Sold: Free Increasing
-Amount
Other Access
(describe)
of the to Essential Medicines,
product/service provided byMedical
the
Supplies, and Devices
organization for free during the reporting period.
- Increasing Access to Medical Diagnostics
Units/Volume Sold: No Direct - Improving
Amount Data
of the for Health Systems
product/service Policy and
sold during the
Payment Decision-Making
reporting period where no direct payment was
- Increasing
provided to Consistent Supplyatofthe
the organization Essential
time ofServices and
service but
Units/Volume Sold: Total Amount
whichofthe
Products
for theorganization
product/serviceexpects soldtobybethe organization
reimbursed.
during the reporting
- Reducing period. to Health Services
Financial Barriers
Worker Safety Policy Indicates whether the organization has policies in place
Real Estate:
to monitor, evaluate, and ensure worker safety.
- Improving Housing Quality
- Increasing Residential Stability
- Increasing Housing Affordability
- Increasing Access to Supportive Services through
Housing
Energy:
- Improving Lighting for Business
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Stunting Prevalence
Client Complaint Tracking System Indicates whether the organization has a system in
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications
period. based on local requirements,
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
unable to access prior to the reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Receiving Free Number of unique client individuals who received free
Products/Services products/services from the organization during the
reporting period.
Client Individuals: Referred Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Client Individuals: Rural Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Client Spending: Health Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on health costs
in the local
during
market.the reporting period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Health Intervention Completion Percentage of the organization's clients, or patients,
Rate who successfully
General: Primary completed
Care General:theAcute
courseorofEmergency
a health
intervention during the reporting period.
Care Specific: Infectious and parasitic diseases Specific:
Healthcare Benefits Participants Number
Infectionsofand
full-time employees
parasitic diseases:who received Specific:
Tuberculosis
healthcare benefits through the organization's
Infections and parasitic diseases: HIV/AIDS Specific:
programs
Infections during the reporting period.
Healthcare Benefits Premium Percentageand of aparasitic
full-timediseases:
employee'sDiarrheal diseases
healthcare
Covered Specific: Infections and parasitic diseases:
premium that is covered. This should be based on Childhood
cluster
benefitsdiseases
available Specific: Infections
to full-time and parasitic
employees as of the end
Healthcare Facilities diseases:
Number Malaria
of Specific:
healthcare
of the reporting period. Infections
units/facilities and parasitic
under the
diseases: Tropical-cluster
organization's management diseases Specific:
as of the end ofRespiratory
the
infections period.
reporting Specific: Maternal conditions Specific:
Market Linkages Improved or Describes whether
Prenatal period the organization
Specific: Nutritional improved
deficienciesexisting
Expanded market linkages or engaged new or additional
Specific: Malignant neoplasms (cancer) Specific: Other forward
or backwardSpecific:
neoplasms marketDiabetes
linkages, mellitus
includingSpecific:
through its own
Market Share Increased Describes
Endocrine whether
integration, during the
disorders the organization
reporting
Specific: expanded
period.
Neuropsychiatric
operations and increased
conditions Specific: Sense market share during
organ diseases the
Specific:
reporting period
Cardiovascular in a
diseasesconcentrated
Specific: market
Respiratory in which the
diseases
New Firms Entered Describes
organization whether
was additional
not a dominantprivate sector firms
player.
Specific:
entered theDigestive
marketdiseases
in whichSpecific: Genitourinary
the organization operates
diseases Specific: Skin
during the reporting period. diseases Specific:
New Market Entered Musculoskeletal
Describes whether diseases Specific: Congenital
the organization entered a new
anomalies
market Specific:
during Oral conditions
the reporting period.Specific:
Unintentional injuries Specific: Unintentional injuries:
Traffic accidents Specific: Intentional injuries
Sources: World Health Organization 2004 Global
Burden of Disease Report
[http://www.who.int/topics/global\_burden\_of\
_disease/en/](http://www.who.int/topics/
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Occupational Fatalities Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Occupational Injuries Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Patients Completing Treatment Number of patients who successfully completed the
clinically
This metricrecommended courseprocess-
describes business of a health
andintervention
practice-
during the reporting period.
related certifications. For example, organizations
Patients Screened Number
providingofhealthcare
patients screened for medical
delivery services, thisconditions,
might
illnesses, or risk factors during the reporting
include SafeCare certification, ISO 900 certification,period. and
Poverty Assessment government
Indicates whetheraccreditation. Organizations
the organization wishing
assesses the to
report
poverty levels of its intended stakeholders. the
product-level certifications should use
metric Product/Service Certifications (PD2756).
Product/Service Certifications Describes third-party certifications for
Since certificationssold
products/services varyby bythe
sector (example:that are
organization
construction,
valid as of thetextiles or manufacturing,
end of the agribusiness,
reporting period.
Product/Service Description Describes
supply chain (qualitatively)
development), the organizations
product or service
should
provided by the
disclose type organization.held as well as whether
of certification
the certification is issued by an internationally-
Product/Service Replaced Describes
recognizedthe productauthority.
certifying or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record keeping, including whether it is paper-based or
- Peer review/supervision
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checklists and the social
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that apply:
systems
Stakeholder Engagement -Describes Communication and education
the mechanisms strategies
in place to gather input
Agriculture:
-from Guidelines, protocols, and registries
stakeholders on product/service design,
-development,
Other and delivery.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children (younger
Increasing 10 groups of stakeholders
years old)
targeted
-Information by Access
Adolescents the to Agricultural
(10organization.
years of ageSelect
Training
thatand
all but
or older apply:
younger
than 19)
--- Rural
Increasing Farm Profitability
Adults
--- Urban
Increasing Food Security through Smallholder Farms
-- Elderly/older adults Health of Farmers
Increasing Financial
-- Peri-urban
Persons
Increasing Access to and-Use
with disabilities Minority/previously
of Products/Services for
excluded populations
Agricultural Risk Mitigation
- Women
Target Stakeholder Socioeconomics Describes the socioeconomic groups of stakeholders
Units/Volume Produced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Worker Safety Policy
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Stunting Prevalence
Client Complaint Tracking System Indicates whether the organization has a system in
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
targeted by the organization as of the end of the
reporting period. Choose all that apply:
Amount of the product/service produced by the
organization
- Very poor during the reporting period.
- Poor
Amount of the product/service sold by the organization
- Low-income
as certified during the reporting period.
- Middle-income
-Amount
Other (describe)
of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications based on local requirements,
period.
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Protection Policy
Client Retention Rate
Client Savings Premium
Client Spending: Health
Cost Transparency
Critical Equipment/Facility
Utilization Rate
Disease/Condition Addressed
Health Intervention Completion
Rate
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on health costs
in the local
during
market. the reporting period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Utilization rate of identified critical equipment/facility
during the reporting period.
Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Percentage of the organization's clients, or patients,
who successfully
General: Primary completed theAcute
Care General: courseorofEmergency
a health
intervention
Care Specific:during the reporting
Infectious period.
and parasitic diseases Specific:
Infections and parasitic diseases: Tuberculosis Specific:
Infections and parasitic diseases: HIV/AIDS Specific:
Infections and parasitic diseases: Diarrheal diseases
Specific: Infections and parasitic diseases: Childhood
cluster diseases Specific: Infections and parasitic
Healthcare Benefits Participants
Healthcare Benefits Premium
Covered
Healthcare Facilities
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Number of Insurance Policies
Occupational Fatalities
Occupational Injuries
Operational Certifications
Patients Completing Treatment
Patients Screened
Poverty Assessment
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
Number of healthcare
of the reporting period.units/facilities under the
organization's management as of the end of the
reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization additional
was not private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of patients who successfully completed the
clinically
This metricrecommended courseprocess-
describes business of a health
andintervention
practice-
during the reporting period.
related certifications. For example, organizations
Number
providingofhealthcare
patients screened for medical
delivery services, thisconditions,
might
illnesses, or risk factors during the reporting
include SafeCare certification, ISO 900 certification,period. and
government
Indicates accreditation.
whether Organizations
the organization wishing
assesses the to
report
povertyproduct-level certifications
levels of its intended should use the
stakeholders.
metric Product/Service Certifications (PD2756).
Describes third-party certifications for
Since certificationssold
products/services varyby bythe
sector (example:that are
organization
construction,
valid as of thetextiles or manufacturing,
end of the agribusiness,
reporting period.
Describes
supply chain (qualitatively)
development), the organizations
product or service
should
provided by the
disclose type organization.held as well as whether
of certification
the certification is issued by an internationally-
Describes
recognizedthe productauthority.
certifying or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record
- Peer review/supervisionkeeping, including whether it is paper-based or
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checkliststhe andsocial
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that apply:
systems
Stakeholder Engagement -Describes Communication and education
the mechanisms in placestrategies
to gather input
Agriculture:
-from Guidelines, protocols, and registries
stakeholders on product/service design,
-development, Other and delivery.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children Increasing (younger 10 groups of stakeholders
years old)
targeted
-Information by Access
Adolescents the to Agricultural
(10organization.
years of ageSelect
Training
or older thatand
all but apply:
younger
than 19)
--- Rural
Target Stakeholder Socioeconomics Describes Increasing
Adults theFarm Profitability groups of stakeholders
socioeconomic
--- Urban
targeted Increasingby
Elderly/older
Food
the Security through
organization
adults Health of
Smallholder
as of the end of the Farms
-reporting
-- Increasing
Peri-urban Financial
period. Choose all Farmers
that apply:
Units/Volume Produced - Persons
Amount ofwith
Increasing the disabilities
to and-Use
product/service
Access Minority/previously
ofproduced by the for
Products/Services
excluded populations
-organization
Agricultural
Very
- Women poor during
Risk the reporting period.
Mitigation
-- Poor
Pregnant
Units/Volume Sold: Certified Amount
Health:
-- Low-income of women
the product/service sold by the organization
as Other at-risk
certified populations
during the reporting period.
-- Middle-income
Other target populations
Units/Volume Sold: Free Increasing
-Amount
Other Access
(describe)
of the to Essential Medicines,
product/service provided byMedical
the
Supplies, andfor
organization Devices
free during the reporting period.
- Increasing Access to Medical Diagnostics
Units/Volume Sold: No Direct - Improving
Amount Data
of the for Health Systems
product/service Policy and
sold during the
Payment Decision-Making
reporting period where no direct payment was
- Increasing
provided to Consistent Supplyatofthe
the organization Essential
time ofServices and
service but
Units/Volume Sold: Total Amount
whichofthe
Products
for theorganization
product/serviceexpects soldtobybethe organization
reimbursed.
during the reporting
- Reducing period. to Health Services
Financial Barriers
Worker Safety Policy Indicates
Real Estate: whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
After-sale Client Support -Indicates
Improving Housing
whether Quality
the organization provides support to
-itsIncreasing
clients after the sale Stability
Residential of its product/service.
- Increasing Housing Affordability
Bulk Cargo Handled - Increasing
Volume Access
of bulk to transported
cargo Supportive Services
throughthrough
the road,
Housing port, or airport during the reporting period.
railway,
Business Innovation Describes
Energy: whether the organization adopted or
operationalized a product, internal process,
technology, or financing
- Improving Lighting structure that was new or not
for Business
Caregivers Employed: Professionals Number
widely
- Improving of caregiver
used professionals
in the domestic
Energy forwith
sector
Alternatives current
during licenses
the reporting
Cooking
or certifications
period. based on local requirements,
- Improving Energy Alternatives for Healthcare
employed byLighting
the organization as of the end of the
Caregivers Employed: Responsive -NumberImproving
reporting caregiversforwho
ofperiod. Homes
are responsive to children's
-needs
Improving Energy
and who are for Connectivity
employed by the organization as of
-the
Reducing Harmful Emissions
end of the reporting period. from Small-Scale Energy
Caregivers Employed: Total Sources of caregivers with current licenses,
Number
certifications, or trainings based on local requirements,
Financial
employedServices:
by the organization as of the end of the
reporting period.
- Improving Access to and Use of Responsible Financial
Services for Historically Underserved Populations
- Improving Financial Health
- Supporting the Decent Jobs and Fostering Economic
Development
Child Stunting Prevalence
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Ratio of children within the area served by the
organization who experienced stunting as of the end of
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were clients of the
client feedback.
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Client Spending: Health Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on health costs
in the local
during
market. the reporting period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Eviction Rate Percentage of tenants involuntarily removed from the
housing
General:unit and the
Primary Caretotal number
General: of permanent
Acute or Emergency
tenants duringInfectious
Care Specific: the reporting period. diseases Specific:
and parasitic
Green Building Practices Indicates
Infectionswhether
and parasiticthe organization employs green
diseases: Tuberculosis Specific:
building practices.
Infections and parasitic diseases: HIV/AIDS Specific:
Infectionsofand
Greenhouse Gas Emissions Avoided Amount parasitic gas
greenhouse diseases:
(GHG)Diarrheal
emissionsdiseases
avoided by
Specific:
the Infections
organization and parasitic
during diseases:
the reporting period.Childhood
cluster diseases Specific: Infections and parasitic
diseases:ofMalaria
Greenhouse Gas Emissions Avoided Amount Specific:
greenhouse gasInfections and parasitic
(GHG) emissions avoided
diseases:carbon
Due to Carbon Offsets Purchased through Tropical-cluster diseases during
credits purchased Specific: theRespiratory
reporting
infections Specific: Maternal conditions Specific:
period.
Greenhouse Gas Emissions Avoided Amount
Prenatal of greenhouse
period Specific:gas (GHG) emissions
Nutritional deficienciesavoided
Due to Carbon Offsets Sold through carbon credits sold during the
Specific: Malignant neoplasms (cancer) Specific: Other reporting
period.
neoplasms Specific: Diabetes mellitus Specific:
Greenhouse Gas Emissions Amount
Endocrine ofdisorders
greenhouse gas (GHG)
Specific: emissions mitigated
Neuropsychiatric
Mitigated by
conditions Specific: Sense organ diseasesperiod.
the organization during the reporting This
Specific:
should include
Cardiovascular GHG
diseasesemissions reductions
Specific: Respiratory from direct
Greenhouse Gas Emissions Describes
and indirecttypes of greenhouse
sources. gas emissions diseases
mitigation
Mitigation Types Specific: Digestive diseases
applied by the organization during the Specific: Genitourinary
reporting period.
diseases
Choose all Specific: Skin diseases Specific:
that apply:
Greenhouse Gas Emissions of Musculoskeletal
Amount of greenhousediseases Specific:
gases (GHG) Congenital
emitted through
Energy Generated for Sale anomalies
production Specific:
of energy Oral
by conditions
the Specific:
organization
- Greenhouse emission reductions from fuel and delivered
Unintentional
to offtaker(s)
combustion injuries
during Specific:
the Unintentional
reporting period. injuries:
Greenhouse Gas Emissions of Amount
-Traffic of greenhouse
accidents
Greenhouse gasSpecific: gases
emission (GHG) emitted
Intentional
reductions injuries by the
from industrial
Product product
processes over its lifetime.
(non-combustion, chemical reaction,
Sources:
fugitive, World
other) Health Organization 2004 Global
Greenhouse Gas Emissions of Amount
Burden ofofDisease
greenhouse Reportgases (GHG) that would have
Product Replaced -been
Greenhouse
emitted gasthe
by emission
replacedreductions from land
product during theuse,
[http://www.who.int/topics/global\_burden\_of\
land use change, and forestry
lifetime of the organization's product.
_disease/en/](http://www.who.int/topics/
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced global_burden_of_disease/en/)
- Greenhouse
by the organizationgas emissions
during thefrom waste handling
reporting period. and
disposal
- Greenhouse gas emissions avoided from product
replacements
- Greenhouse gas emissions avoided due to carbon
offsets sold
- Greenhouse gas emissions avoided due to carbon
offsets purchased
Greenhouse Gas Emissions
Sequestered
Greenhouse Gas Emissions Strategy Indicates whether the organization implements a
Greenhouse Gas Emissions Types
Greenhouse Gas Emissions: Direct Amount of greenhouse gases (GHG) emitted through
Greenhouse Gas Emissions: Indirect Amount
Greenhouse Gas Emissions: Total -Amount
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold
Health Intervention Completion
Rate
Healthcare Benefits Participants
Healthcare Benefits Premium
Covered
Healthcare Facilities
Importance of Outcome to
Stakeholders
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Occupational Fatalities
Occupational Injuries
Operational Certifications
Patients Completing Treatment
Amount of greenhouse gas (GHG) emissions
sequestered by the organization during the reporting
period.
strategy to reduce greenhouse gas (GHG) emissions.
Describes applicable types of greenhouse gases (GHG)
emitted through the organization's operations during
the reporting period. Choose all that apply:
the organization's
- Direct operations
Emissions (direct from direct
emissions emissions
from owned or
sources during
controlled sources)the reporting period.
- IndirectofEmissions
greenhouse gases (GHG)
(emissions from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value chain
the organization's operations during the reporting
period.
emissions over the lifetime of products sold during the
reporting period.
Percentage of the organization's clients, or patients,
who successfully completed the course of a health
intervention during the reporting period.
Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
Number of healthcare
of the reporting period.units/facilities under the
organization's management as of the end of the
reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Describes
period. Choosewhether the organization
all that apply: improved existing
market linkages
- Very important or engaged new or additional forward
or backward market
- Somewhat important linkages, including through its own
Describes
integration,
- Neutral whether
during the
the organization
reporting expanded
period.
operations
- Not importantand increased market share during the
reporting
- Do not knowperiod in a concentrated market in which the
Describes
organization whether
was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of patients who successfully completed the
clinically
This metricrecommended courseprocess-
describes business of a health
andintervention
practice-
during
relatedthe reporting period.
certifications. For example, organizations
providing healthcare delivery services, this might
include SafeCare certification, ISO 900 certification, and
government accreditation. Organizations wishing to
report product-level certifications should use the
metric Product/Service Certifications (PD2756).
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Product/Service Certifications Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Records System Describes the system used by a facility or service for
record
- Peer review/supervision keeping, including whether it is paper-based or
electronic,
- Audit and as of the end of the reporting period.
feedback
Social Impact Objectives Describes
- Checklists and the social
logs impact objectives pursued by the
organization.
- Electronic monitoring Select all that
systemsapply:
Stakeholder Engagement -Describes Communication and education
the mechanisms in placestrategies
to gather input
Agriculture:
- Guidelines, protocols, and registries design,
from stakeholders on product/service
- Other
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Target Area Ecoregion Describes
Agricultural Products the ecoregions the organization seeks to
benefit
- Increasing Access to and Use as of the end of the reporting
of Quality period. Choose all
Agricultural
that
Inputs apply:
Target Area Protected Status Describes the protected status of the land the
- Increasing Access
organization seeks to to benefit
Agricultural
during Training and
the reporting
Terrestrial
Information Ecoregions
period.
-- Deserts Choose
andFarm all that apply:
xericProfitability
shrublands
Target Stakeholder Demographic Describes Increasing the demographic groups of stakeholders
-- Tropical Increasing and subtropical
Food Security moist
through broadleaf forests
Smallholder Farms
targeted
-- Strict Tropical by
Nature
andthe organization.
Reserve (IUCN
subtropical dry Select
Category
broadleafall that
1a) apply:
forests
-- Increasing Wilderness Financial
Area Health
(IUCN Category of Farmers
Ib) forests
Target Stakeholder Geography -Indicates Tropical
Increasing and
the subtropical
geography
Access to andof coniferous
stakeholders targeted byfor
--- Children National
Temperate (younger
Park (IUCN
broadleaf than 10Use
Category
and mixed
of
yearsII)Products/Services
old)
forests
the
-Agricultural organization,
Adolescents Risk expressed
(10Mitigation
years or of by country,
age or(IUCN but of
as
older Category theIII)
youngerend of
--the Natural Monument
Temperate
reporting coniferous
period.
Feature
forest
Choose all that apply:
than
-Describes
-Health: 19)forests/Taiga
Habitat/Species
Boreal Management Areaof(IUCN Category IV)
Target Stakeholder Setting --- Adults the setting of the groups stakeholders
targeted Protected
Tropical by Landscape/Seascape
andthesubtropical
organization. grasslands,(IUCN Category
Select allsavannas V)
and
that apply:
---shrublands Afghanistan
Elderly/older
Protected Area adults
with Sustainable Use of Natural
-Resources Albania
Increasing Access toVI)
Essential Medicines, Medical
Target Stakeholder Socioeconomics -Describes --excluded
Persons
Temperate
Rural
Algeria
with disabilities
(Category
the socioeconomic
grasslands, - Minority/previously
groups
savannas andofshrublands
stakeholders
Supplies,
-- No
targeted and
by Devices
populations
Current Protections
the organization as of the end of the
--- Urban Flooded
Andorra
Increasing grasslands toand
AccessChoose savannas
Medical Diagnostics
-- Women
reporting Other
Montane (describe)
period.
grasslands and all that
shrublandsapply:
Total Personal Connectivity Devices Average -- Peri-urban Angola
Improving
Pregnant
Tundra
Data of
women
number forconnectivity
Health Systems Policy
devices and in each
utilized
-client
-Decision-Making Anguilla
Other at-risk
household populations
during the reporting period.
--- Very poor
Mediterranean
Antigua & Barbuda forests, woodlands, and scrubs
---- Poor Increasing
Other targetConsistent
populations Supply of Essential Services and
Units/Volume Produced Amount
Products Mangroves
Argentinaof the product/service produced by the
--- Low-income
-- Other
organization Armenia
Reducingterrestrial
during
Financial
Middle-income
ecoregion
the (describe)
reporting
Barriers period.
to Health Services
- Australia
Units/Volume Replaced -Number
- Other
Freshwater Austria (describe)
Ecoregionsproducts that were replaced by
of status-quo
Real Estate:
-- Azerbaijan
products Large river
soldecosystems
during the reporting period.
--- Bahamas Large river headwater
Improving Housing Quality ecosystems
--- Large Bahrainriver delta ecosystems
Increasing Residential Stability
--- Small river Housing
Bangladesh
Increasing ecosystems Affordability
--- Large lake
Barbados ecosystems
Increasing Access to Supportive Services through
--Housing
Small
Belaruslake ecosystems
-- Xeric
Belgium ecosystems
basin
- Other freshwater ecoregion (describe)
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Consumption of Product
Water Consumption of Product
Replaced
Water Provided for Sale: Potable Volume of potable water provided and delivered to
Water Provided for Sale: Total
Water Provision Capacity of
Product: Potable
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Worker Safety Policy
Job Placements
Bulk Cargo Handled
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
offtaker(s) during the reporting period.
Volume of water provided and delivered to offtaker(s)
during the reporting period.
Volume of potable water provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Number of the organization's clients who were placed
in part-time, full-time, temporary, or permanent jobs
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Business Innovation
Caregivers Employed: Professionals Number
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Client Individuals: Provided New
Access
Communities Served
Employee Training Hours
Employees Trained
Employment Benefits
Flexible Work Arrangements
Health Intervention Completion
Rate
Individuals Trained: Total
Jobs Created at Directly
Supported/Financed Enterprises:
Total
Jobs in Directly
Supported/Financed Enterprises
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Permanent Employee Wages:
Female
Permanent Employee Wages:
Minorities/Previously Excluded
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
of caregiver
widely used professionals
in the domestic sector with current
during licenses
the reporting
or certifications
period. based on local requirements,
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Number
reportingofperiod.
unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
communities
prior to where the organization's
the reporting period.
products/services were available during the reporting
period.
Organizations should reference New Access to Water,
Number
New Accessof training hours
to Energy, Newprovided
Access for employeesNew
to Education, (full-
time, part-time, or temporary) during the reporting
Access to Finance, or New Access to Healthcare in the
period.
glossary
Number for more clarification.
of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Describes
externally)the benefits
during that are provided
the reporting period. to full-time
employees of the organization during the reporting
period.
Indicates whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Percentage of the organization's clients, or patients,
who successfully completed the course of a health
intervention during the reporting period.
Number of individuals who received training offered by
the organization during the reporting period.
Net number of new full-time equivalent employees
working for enterprises financed or supported by the
organization between the beginning and end of the
Number
reportingofperiod.
full-time equivalent employees working for
enterprises financed or supported by the organization
as of the
Many end of the reporting
organizations may chooseperiod.
the beginning of the
Describes
reporting period to be the time whenimproved
whether the organization existing
the organization
market linkages or engaged
began its support/investment. new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
excluded groups during the reporting period.
Average Student Test Score
Bulk Cargo Handled
Business Innovation
Child Developmental Assessment
Child Stunting Prevalence
Classroom Area per Student
Classroom Space New/Improved
Client Dropout Reasons
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Average test score (as a percent of a perfect score)
earned by students served by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used whether the organization
in the domestic has undertaken
sector during the reporting
assessments
period. to screen children using the organization's
products/services for developmental progress and
Ratio
delaysofaschildren within
of the end thereporting
of the area served by the
period.
organization who experienced stunting as of the end of
the reporting period.
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Spending: Connectivity Amount
compared ofwith
money spent
those whobyare
theunlikely
client on
toconnectivity
recommend
costs
it. during the reporting period.
Client Spending: Total Amount of money spent by the client during the
reporting period.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Days of School Offered per Year Number
during the ofreporting
days of school offered
period. Choose byall
thethat
organization
apply:
per year.
- Childcare
Developmental Status Describes
- Educationthe developmental status of children served
by the organization as of the end of the reporting
- Healthcare
period.
- Other Choose all that apply:
Educational Resource to Student Number of textbooks
- Developmentally on or digital
track educational resources
overall
Ratio per
- Developmentally on track in language during the
student provided by the organization
reporting period. on track in executive function
- Developmentally
Employee Training Costs Value of the costs incurred
- Developmentally on track by the organization as a
in health
result of training provided to employees (full-time,
- Developmentally on track in social and behavioral
part-time,
skills or temporary) during the reporting period.
Employee Training Hours Number of training hours provided for employees (full-
-time,
Developmentally
part-time, or delayed
temporary) during the reporting
-period.
Other (describe)
Employees Trained Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Extracurricular Programs Offered Describes
externally)the extracurricular
during the reporting activities
period.that the
educational organization offers to its students.
Hours of School Offered per Week Number of classroom hours taught to a representative
student per week during the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Group-Based Number of individuals
period. Choose all thatwho received group-based
apply:
Training training from the organization during the reporting
- Very important
period.
- Somewhat important
- Neutral
- Not important
- Do not know
Individuals Trained: Technical
Assistance
Individuals Trained: Total
Job Placement Rate
Job Placements
Jobs Created at Directly
Supported/Financed Enterprises:
Low-Income Areas
Jobs Created at Directly
Supported/Financed Enterprises:
Total
Jobs in Directly
Supported/Financed Enterprises
Jobs Maintained at Directly
Supported/Financed Enterprises:
Low-Income Areas
Jobs Maintained at Directly
Supported/Financed Enterprises:
Total
Learning Environment Quality
Assessment
Learning Hours
Learning Hours Provided: Type
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Organizations Trained
Parent/Community-Teacher
Engagement
Percent Students Receiving Free
and Subsidized School Meals
Poverty Assessment
Number of individuals who received one-on-one
technical assistance from the organization during the
reporting period.
Number of individuals who received training offered by
the organization during the reporting period.
Percentage of the organization's clients who were
placed in part-time, full-time, temporary, or permanent
jobs during the reporting period.
Number of the organization's clients who were placed
in part-time, full-time, temporary, or permanent jobs
during the reporting period.
Net number of new full-time equivalent employees
living in low income areas working for enterprises
financed or supported by the organization between the
Net number
beginning andofend
newoffull-time equivalent
the reporting period.employees
working for enterprises financed or supported by the
organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Number
reportingofperiod.
reporting full-time
period equivalent
to be the time employees working for
when the organization
enterprises financed or supported by the organization
began its support/investment.
as
Manyof the end of the reporting
organizations may choose period.
the beginning of the
Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
in low income areas and
began its support/investment. work for enterprises financed
or supported by the organization at the beginning of
Number
the of full-time
reporting periodequivalent
who remain employees working for
at the organization as
enterprises
of the end offinanced or supported
the reporting period. by the organization
as of the end of the reporting period.
Describes whether the
Many organizations may organization
choose thehas undertaken
beginning of the
assessments to evaluate the quality of the learning
reporting period to be the time when the organization
environment
began for children or learners who used the
itsofsupport/investment.
Number
organization's learning hours provided
products/services to the
as of students
end ofduring
the
the reporting
reporting period.
period.
The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Describes whether the organization improved existing
definitions):
market
- School time or engaged new or additional forward
linkages
or backward market
- Instructional time linkages, including through its own
Describes
integration,whether
during the
the organization
- Engaged time/time-on-task expanded
reporting period.
operations and increased
- Supportive learning time market share during the
reporting period
- Other (describe) in a concentrated market in which the
Describes
organizationwhether
was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of organizations that received training from
the organization during the reporting period.
NOTE: this metric has been discontinued
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Product Hours of Light Available
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
School Enrollment: Rural
School Enrollment: Total
School Enrollment: Urban
School Enrollment: Very Poor
School Fees
School Meals
Schooling Status
Social Impact Objectives
Stakeholder Engagement
Student Attendance Rate
Number of hours of light available from the product
during the reporting period.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled asof
regardless ofnumber
the endofofcourses.
the reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Average
number ofschool fee per student per month during the
courses.
reporting period.
Number of free or subsidized meals provided by the
organization during the reporting period.
Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Describes
- Enrolled the social impact objectives pursued by the
organization. Select allyear
- Completed previous thatof
apply:
schooling
- Promoted to next year of schooling
Describes
- Repeatedthe
Agriculture: mechanisms
year of schoolingin place to gather input
from stakeholders
- Dropped out on product/service design,
development,
-- Increasing
Graduated and
Access delivery.
to Better, Stable Pricing of
Rate of student
Agricultural attendance during the reporting
Products
-period.
Graduated and transitioned to employment
-- Increasing Access to and Use of Quality Agricultural
Other (describe)
Inputs
- Increasing Access to Agricultural Training and
Information
- Increasing Farm Profitability
- Increasing Food Security through Smallholder Farms
- Increasing Financial Health of Farmers
Student Dropout Rate Percentage of students that were attending school at
the beginning of the reporting period but dropped out
during the reporting period.
Student Tests Pass Rate Percentage of school students passing standardized
tests set by a regional governance body during the
reporting period.
Student to Classroom Ratio Number of students per classroom during the reporting
period.
Student to Teacher Ratio Number of students per teacher during the reporting
period.
Student to Toilet Ratio Number of students per functioning toilet during the
reporting period.
Student Transition Rate Percentage of students advancing from one level of
schooling to the next during the reporting period.
Student Transportation Indicates if the organization provided transportation to
students that needed/requested it during the reporting
period.
Students Provided Full Scholarship Number of students receiving full scholarships during
the reporting period.
Students Provided Partial Number of students receiving partial scholarships
Scholarship during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the
- Adolescents organization,
(10 expressed
years of age byor
country, as of
older but the end of
younger
the
thanreporting 19) period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban
Angola
Pregnant women
Teacher Attendance Rate Rate of teacher attendance during the reporting period.
-- Anguilla
-- Other at-risk populations
Very poor
-- Antigua
Other & Barbuda
target populations
Teachers Employed - Poor
NumberArgentinaof full-time and part-time teachers employed
-- Low-income
Armenia
by the organization
-- Middle-income as of the end of the reporting
Australia
period.
Teachers Qualified -Number
- Other
Austria(describe)
of teachers as of the end of the reporting
period
- Azerbaijan have obtained training or have
who
qualifications
- Bahamas that meet or exceed minimum
Teaching Experience Average
- Bahrainnumber
requirements of years
of the local of formal education for
area.
teachers/instructors
- Bangladesh as of the end of the reporting
period.
Total Personal Connectivity Devices -Average Barbados number of connectivity devices utilized in each
-client
Belarus
household during the reporting period.
- Belgium
Value of New Education Facility - Belizeof new educational facility materials provided to
Value
Materials - Benin by the organization during the reporting
students
- Bermuda
period.
Value of New Education Value
- Bhutanof new educational instructional materials
Instructional Materials provided
- Bolivia to students by the organization during the
reporting
- Bosnia &period.
Herzegovina
Vocational/Technical Training Number
- Botswana of students receiving vocational or technical
training
- Brazil during the reporting period.
- Brunei Darussalam
- Bulgaria
- Burkina Faso
- Myanmar (Burma)
- Burundi
- Cambodia
Average Student Test Score
Bulk Cargo Handled
Business Innovation
Child Developmental Assessment
Child Stunting Prevalence
Classroom Area per Student
Classroom Space New/Improved
Client Dropout Reasons
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Average test score (as a percent of a perfect score)
earned by students served by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used whether the organization
in the domestic has undertaken
sector during the reporting
assessments
period. to screen children using the organization's
products/services for developmental progress and
Ratio
delaysofaschildren within
of the end thereporting
of the area served by the
period.
organization who experienced stunting as of the end of
the reporting period.
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals who
the reporting received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Satisfaction Ratio
Client Spending: Connectivity
Client Spending: Total
Community Facilities Type
Days of School Offered per Year Number
Developmental Status
Educational Resource to Student
Ratio
Extracurricular Programs Offered Describes
Hours of School Offered per Week Number
Importance of Outcome to
Stakeholders
Job Placements
Learning Environment Quality
Assessment
Learning Hours
Learning Hours Provided: Type
Market Linkages Improved or
Expanded
Market Share Increased
Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Amount
compared ofwith
money spent
those whobyare
theunlikely
client on
toconnectivity
recommend
costs
it. during the reporting period.
Amount of money spent by the client during the
reporting period.
Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
during the ofreporting
days of school offered
period. byall
Choose thethat
organization
apply:
per year.
- Childcare
Describes
- Educationthe developmental status of children served
by the organization as of the end of the reporting
- Healthcare
period.
Other Choose
-Number all that apply:
of textbooks
- Developmentally on or digital
track educational resources
overall
per student provided
- Developmentally on by theinorganization
track language during the
reporting period. on track in executive function
- Developmentally
the extracurricular
- Developmentally on track inactivities
health that the
educational organization offers
- Developmentally on track in social to itsand
students.
behavioral
skills
of classroom hours taught to a representative
- Developmentally
student delayed
per week during the reporting period.
- Other (describe)
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of the organization's
period. Choose all that apply: clients who were placed
in part-time, full-time,
- Very important temporary, or permanent jobs
during the reporting
- Somewhat important period.
Describes
- Neutral whether the organization has undertaken
assessments
- Not importantto evaluate the quality of the learning
environment
-Number
Do not know for children or learners who used the
of learning
organization's hours provided
products/services to the
as of students
end ofduring
the
the reporting period.
reporting period.
The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Describes whether the organization improved existing
definitions):
market
- School time or engaged new or additional forward
linkages
or backward market
- Instructional time linkages, including through its own
Describes
- Engaged whether
integration, during the
the organization expanded
reporting period.
time/time-on-task
operations and increased
- Supportive learning time market share during the
reporting period
- Other (describe) in a concentrated market in which the
organization was not a dominant player.
New Firms Entered
New Market Entered
Number of Containers Handled
Parent/Community-Teacher
Engagement
Percent Students Receiving Free
and Subsidized School Meals
Poverty Assessment
Product Hours of Light Available
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
School Enrollment: Rural
School Enrollment: Total
School Enrollment: Urban
School Enrollment: Very Poor
Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
NOTE: this metric has been discontinued
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Number of hours of light available from the product
during the reporting period.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
number of courses.
School Fees Average school fee per student per month during the
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Social Impact Objectives Describes
- Enrolled the social impact objectives pursued by the
organization.
- Completed previousSelect allyear
thatofapply:
schooling
- Promoted to next year of schooling
Stakeholder Engagement Describes
- Repeatedthe
Agriculture: yearmechanisms
of schooling in place to gather input
from stakeholders
- Dropped out on product/service design,
development,
-- Increasing
Graduated and delivery.
Access to Better, Stable Pricing of
Student Attendance Rate Rate of student attendance during the reporting
Agricultural
Graduated Products
-period. and transitioned to employment
-- Increasing Access to and Use of Quality Agricultural
Other (describe)
Student Dropout Rate Inputs
Percentage of students that were attending school at
-the
Increasing
beginningAccess
of thetoreporting
Agricultural Training
period and
but dropped out
Information
during the reporting period.
Student Tests Pass Rate - Increasing of
Percentage Farm Profitability
school students passing standardized
- Increasing
tests set by aFood Security
regional through body
governance Smallholder Farms
during the
- Increasing
reporting Financial Health of Farmers
period.
Student to Classroom Ratio Number of students
- Increasing Access toper andclassroom during the reporting
Use of Products/Services for
period.
Agricultural Risk Mitigation
Student to Teacher Ratio Number
Health: of students per teacher during the reporting
period.
Student to Toilet Ratio -Number
Increasing Access toper
of students Essential Medicines,
functioning Medical
toilet during the
Supplies, and
reporting period. Devices
- Increasing Access to Medical Diagnostics
Student Transition Rate -Percentage
Improving ofData for Health
students Systems
advancing Policy
from oneand
level of
Decision-Making
schooling to the next during the reporting period.
- Increasing Consistent Supply of Essential Services and
Student Transportation Indicates
Products if the organization provided transportation to
students
- Reducing that needed/requested
Financial it during
Barriers to Health the reporting
Services
period.
Students Provided Full Scholarship Number of students receiving full scholarships during
Real Estate:
the reporting period.
Students Provided Partial -Number
Improving Housing receiving
of students Quality partial scholarships
Scholarship - Increasing Residential Stability
during the reporting period.
- Increasing Housing Affordability
- Increasing
Target Stakeholder Demographic Describes Access
the to Supportive
demographic Services
groups through
of stakeholders
Housing by the organization. Select all that apply:
targeted
Target Stakeholder Geography Indicates
-Energy: Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country,
older butas of the end of
younger
the
- Improving
than reporting period. Choose
19) Lighting for Business all that apply:
Target Stakeholder Setting Describes
- Improving Adults the setting
Energy of the groups
Alternatives for of stakeholders
Cooking
targeted
-- Afghanistan by the
Improving Energy
Elderly/older organization. Select all that apply:
Alternatives for Healthcare
adults
- Albania Improving Lighting for Homes
Target Stakeholder Socioeconomics -Describes
--excluded
Persons
Rural
Algeria
with
the disabilities
socioeconomic - Minority/previously
groups of stakeholders
targeted Improvingby Energy
populations
the for Connectivity
organization as of the end of the
--- Urban Andorra
Reducingperiod.
Women Harmful Emissions from Small-Scale Energy
reporting
---Sources Peri-urban
Angola Choose all that apply:
Teacher Attendance Rate Rate Pregnant women
of teacher attendance during the reporting period.
-- Anguilla
-- Other Very at-risk populations
poor
Antigua & Barbuda
--Financial
Poor
- Argentina
Services:
Other target populations
Teachers Employed Number
-- Low-income of full-time and part-time teachers employed
-- Armenia
by the organization
Improving Access to
Middle-income asand
of the
Useend of the reporting
of Responsible Financial
-Services
Australia
period. for Historically Underserved Populations
-- Other
Austria(describe)
Improving Financial Health
- Azerbaijan
Supporting the Decent Jobs and Fostering Economic
-Development
Bahamas
-- Bahrain
Increasing Gender Equality through Financial Inclusion
- Bangladesh
Improving Rural Economies through Access to
-Financial
Barbados Inclusion
Teachers Qualified
Teaching Experience
Total Personal Connectivity Devices Average number of connectivity devices utilized in each
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Average Student Test Score
Bulk Cargo Handled
Business Innovation
Child Developmental Assessment
Classroom Area per Student
Classroom Space New/Improved
Client Dropout Reasons
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Number of teachers as of the end of the reporting
period who have obtained training or have
qualifications that meet or exceed minimum
Average number
requirements of years
of the local of formal education for
area.
teachers/instructors as of the end of the reporting
period.
client household during the reporting period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Average test score (as a percent of a perfect score)
earned by students served by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used whether the organization
in the domestic has undertaken
sector during the reporting
assessments
period. to screen children using the organization's
products/services for developmental progress and
Area
delaysofasclassroom
of the endspace per
of the student period.
reporting during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Satisfaction Ratio
Client Spending: Connectivity
Client Spending: Total
Community Facilities Type
Days of School Offered per Year Number
Developmental Status
Educational Resource to Student
Ratio
Extracurricular Programs Offered Describes
Hours of School Offered per Week Number of classroom hours taught to a representative
Importance of Outcome to
Stakeholders
Job Placements
Learning Environment Quality
Assessment
Number of unique individuals residing in peri-urban
areas and were clients of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Amount
compared ofwith
money spent
those whobyare
theunlikely
client on
toconnectivity
recommend
costs
it. during the reporting period.
Amount of money spent by the client during the
reporting period.
Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
during the ofreporting
days of school offered
period. Choose byall
thethat
organization
apply:
per year.
- Childcare
Describes
- Educationthe developmental status of children served
by the organization as of the end of the reporting
- Healthcare
period.
Other Choose
-Number all that apply:
of textbooks
- Developmentally on or digital
track educational resources
overall
per
- Developmentally on track in language during the
student provided by the organization
reporting period. on track in executive function
- Developmentally
the extracurricular
- Developmentally on track inactivities
health that the
educational organization offers
- Developmentally on track in social to itsand
students.
behavioral
skills
-student
Developmentally delayed
per week during the reporting period.
- Other (describe)
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of the organization's
period. Choose all that apply: clients who were placed
in part-time, full-time,
- Very important temporary, or permanent jobs
during the reporting
- Somewhat important period.
Describes
- Neutral whether the organization has undertaken
assessments
- Not importantto evaluate the quality of the learning
environment
- Do not knowfor children or learners who used the
organization's products/services as of the end of the
reporting period.
Learning Hours
Learning Hours Provided: Type
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Parent/Community-Teacher
Engagement
Percent Students Receiving Free
and Subsidized School Meals
Poverty Assessment
Product Hours of Light Available
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
Number of learning hours provided to students during
the reporting period.
The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Describes whether the organization improved existing
definitions):
market
- School time or engaged new or additional forward
linkages
or backward market
- Instructional time linkages, including through its own
Describes
integration,whether
during the
the organization
- Engaged time/time-on-task expanded
reporting period.
operations and increased
- Supportive learning time market share during the
reporting
-Describes period
Other (describe) in a concentrated market in which the
whether
organization was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
NOTE: this metric has been discontinued
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Number of hours of light available from the product
during the reporting period.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
of courses.
School Enrollment: Rural Number of students residing in rural areas enrolled as
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Total Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
School Enrollment: Urban Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Very Poor Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average
number ofschool fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Social Impact Objectives Describes
- Enrolled the social impact objectives pursued by the
organization.
- Completed previousSelect allyear
thatof
apply:
schooling
- Promoted to next year of schooling
Student Attendance Rate Rate of student
Agriculture:
- Repeated year attendance
of schoolingduring the reporting
period.
- Dropped out
-- Increasing
Graduatedof Access to Better, Stable Pricing of
Student Dropout Rate Percentage
Agricultural students that were attending school at
Products
-the Graduated
beginningand
of transitioned
thetoreporting toperiod
employment
butAgricultural
dropped out
-- Increasing
Otherthe Access
(describe) and Use of Quality
during
Inputs reporting period.
Student Tests Pass Rate Percentage of school students passing standardized
-tests
Increasing
set by aAccess to Agricultural
regional governance Training and the
body during
Information
reporting period.
Student to Classroom Ratio -Number
Increasing Farm Profitability
of students per classroom during the reporting
- Increasing Food Security through Smallholder Farms
period.
- Increasing Financial Health of Farmers
Student to Teacher Ratio Number of students
- Increasing Access toper
andteacher
Use of during the reporting
Products/Services for
period.
Agricultural Risk Mitigation
Student to Toilet Ratio Number
Health: of students per functioning toilet during the
reporting period.
Student Transition Rate - Increasing of
Percentage Access to Essential
students Medicines,
advancing from oneMedical
level of
Supplies,
schoolingand Devices
to the next during the reporting period.
- Increasing Access to Medical Diagnostics
Student Transportation - Improving
Indicates Data
if the for Health Systems
organization providedPolicy and
transportation to
Decision-Making
students that needed/requested it during the reporting
- Increasing Consistent Supply of Essential Services and
period.
Students Provided Full Scholarship Number
Productsof students receiving full scholarships during
the reporting
- Reducing period.Barriers to Health Services
Financial
Students Provided Partial Number
Real Estate: of students receiving partial scholarships
Scholarship during the reporting period.
Target Stakeholder Demographic -Describes Improving Housing
the Qualitygroups of stakeholders
demographic
-targeted Increasing Residential Stability
by the organization. Select all that apply:
- Increasing Housing Affordability
Target Stakeholder Geography -- Increasing
Indicates Childrenthe Access to
geography
(younger Supportive
than of years Services
10stakeholders throughby
old) targeted
Housing
the
- Adolescents (10 years of age or older but of
organization, expressed by country, as the end of
younger
the
thanreporting 19) period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
Energy:
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Improving Lighting for Business
Persons with disabilities - Minority/previously
--excludedRural
Improving
Algeria Energy
populationsAlternatives for Cooking
--- Urban
Improving
Andorra
Women Energy Alternatives for Healthcare
--- Peri-urban
Improving
Angola Lighting
Pregnant women for Homes
Improving
-- Anguilla Energy
Other at-risk for Connectivity
populations
Reducing
-- Antigua
Other &Harmful
Barbuda
target Emissions from Small-Scale Energy
populations
Sources
Target Stakeholder Socioeconomics Describes the socioeconomic groups of stakeholders
Teacher Attendance Rate
Teachers Employed
Teachers Qualified
Teaching Experience
Total Personal Connectivity Devices Average number of connectivity devices utilized in each
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Average Student Test Score
Bulk Cargo Handled
Business Innovation
Child Developmental Assessment
Classroom Area per Student
Classroom Space New/Improved
Client Dropout Reasons
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
targeted by the organization as of the end of the
reporting period. Choose all that apply:
Rate of teacher attendance during the reporting period.
- Very poor
- Poor
Number of full-time and part-time teachers employed
- Low-income
by
- Middle-income as of the end of the reporting
the organization
period.
-Number
Other (describe)
of teachers as of the end of the reporting
period who have obtained training or have
qualifications that meet or exceed minimum
Average number
requirements of years
of the local of formal education for
area.
teachers/instructors as of the end of the reporting
period.
client household during the reporting period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Average test score (as a percent of a perfect score)
earned by students served by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used whether the organization
in the domestic has undertaken
sector during the reporting
assessments
period. to screen children using the organization's
products/services for developmental progress and
Area
delaysofasclassroom
of the endspace per
of the student period.
reporting during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Client Individuals: Number of unique individuals who belong to minority
Minorities/Previously Excluded or previously excluded groups and were clients of the
organization during the reporting period.
Client Individuals: New Number of unique individuals who were first-time
clients of the organization during the reporting period.
Client Individuals: No Direct Number of unique client individuals who received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Individuals: Peri-urban Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Client Individuals: Poor Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Spending: Connectivity Amount
compared ofwith
money spent
those whobyare
theunlikely
client on
toconnectivity
recommend
costs
it. during the reporting period.
Client Spending: Total Amount of money spent by the client during the
reporting period.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Days of School Offered per Year Number
during the ofreporting
days of school offered
period. Choose byall
thethat
organization
apply:
per year.
- Childcare
Developmental Status Describes
- Educationthe developmental status of children served
by the organization as of the end of the reporting
- Healthcare
period.
Other Choose
-Number all that apply:
Educational Resource to Student of textbooks
- Developmentally on or digital
track educational resources
overall
Ratio per
- Developmentally on track in language during the
student provided by the organization
reporting period. on track in executive function
- Developmentally
Employee Training Costs Value of the costs incurred
- Developmentally on track by the organization as a
in health
result of training provided to employees (full-time,
- Developmentally on track in social and behavioral
part-time,
skills or temporary) during the reporting period.
Employee Training Hours Number of training hours provided for employees (full-
-time,
Developmentally
part-time, or delayed
temporary) during the reporting
-period.
Other (describe)
Employees Trained
Extracurricular Programs Offered
Hours of School Offered per Week Number of classroom hours taught to a representative
student per week during the reporting period.
Importance of Outcome to
Stakeholders
Individuals Trained: Group-Based
Training
Individuals Trained: Technical
Assistance
Individuals Trained: Total
Learning Environment Quality
Assessment
Learning Hours
Learning Hours Provided: Type
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Organizations Trained
Parent/Community-Teacher
Engagement
Percent Students Receiving Free
and Subsidized School Meals
Poverty Assessment
Product Hours of Light Available
Product/Service Certifications
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Describes
externally)the extracurricular
during activities
the reporting period.that the
educational organization offers to its students.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatwho received group-based
apply:
training from the
- Very important organization during the reporting
period.
- Somewhat important
Number
- Neutralof individuals who received one-on-one
technical assistance from the organization during the
- Not important
reporting
-Number period.
Do not know
of individuals who received training offered by
the organization during the reporting period.
Describes whether the organization has undertaken
assessments to evaluate the quality of the learning
environment for children or learners who used the
Number of learning
organization's hours provided
products/services to the
as of students
end ofduring
the
the reporting
reporting period.
period.
The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Describes whether the organization improved existing
definitions):
market
- Schoollinkages
time or engaged new or additional forward
or backward market
- Instructional time linkages, including through its own
Describes whether
integration, during the
the organization
- Engaged time/time-on-task expanded
reporting period.
operations and increased
- Supportive learning time market share during the
reporting period
- Other (describe) in a concentrated market in which the
Describes whether
organization was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of organizations that received training from
the organization during the reporting period.
NOTE: this metric has been discontinued
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Number of hours of light available from the product
during the reporting period.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
School Enrollment: Disabilities Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
School Enrollment: Female Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Enrollment: Low Income Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Enrollment: Number
number ofof courses.
students who belong to minority or
Minorities/Previously Excluded previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
School Enrollment: Peri-urban Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled asof
regardless ofnumber
the endofofcourses.
the reporting period, both full-
time and part-time, where each discrete student is
School Enrollment: Poor Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
School Enrollment: Rural Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Total Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
School Enrollment: Urban Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Very Poor Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average
number ofschool fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Social Impact Objectives Describes
- Enrolled the social impact objectives pursued by the
organization. Select allyear
- Completed previous thatof
apply:
schooling
- Promoted to next year of schooling
Student Attendance Rate Rate of student
Agriculture:
- Repeated year attendance
of schoolingduring the reporting
period.
- Dropped out
-- Increasing
Graduatedof Access to Better, Stable Pricing of
Student Dropout Rate Percentage
Agricultural students that were attending school at
Products
-the Graduated
beginningand
of transitioned
thetoreporting toperiod
employment
butAgricultural
dropped out
-- Increasing
Other Access
(describe) and Use of Quality
during
Inputs the reporting period.
Student Tests Pass Rate Percentage of school students passing standardized
-tests
Increasing
set by aAccess to Agricultural
regional governance Training and the
body during
Information
reporting period.
Student to Classroom Ratio - Increasing
Number Farm Profitability
of students per classroom during the reporting
- Increasing Food Security through Smallholder Farms
period.
- Increasing Financial Health of Farmers
- Increasing Access to and Use of Products/Services for
Agricultural Risk Mitigation
Health:
- Increasing Access to Essential Medicines, Medical
Student to Teacher Ratio Number of students per teacher during the reporting
period.
Student to Toilet Ratio Number of students per functioning toilet during the
reporting period.
Student Transition Rate Percentage of students advancing from one level of
schooling to the next during the reporting period.
Student Transportation Indicates if the organization provided transportation to
students that needed/requested it during the reporting
period.
Students Provided Full Scholarship Number of students receiving full scholarships during
the reporting period.
Students Provided Partial Number of students receiving partial scholarships
Scholarship during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the
- Adolescents organization,(10 expressed
years of age byor
country, as of
older but the end of
younger
the
thanreporting 19) period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics -Describes
-excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant women
Teacher Attendance Rate Rate of teacher attendance during the reporting period.
-- Anguilla
-- Other Very at-risk populations
poor
Antigua & Barbuda
-- Other Poor target populations
Teachers Employed -Number Argentina
of full-time and part-time teachers employed
-- Low-income
Armenia
by the organization
-- Middle-income as of the end of the reporting
period.Australia
Teachers Qualified -- Other
NumberAustria(describe)
of teachers as of the end of the reporting
period
- Azerbaijan have obtained training or have
who
qualifications
- Bahamas that meet or exceed minimum
Teaching Experience Average
- Bahrainnumber
requirements of years
of the local of formal education for
area.
teachers/instructors
- Bangladesh as of the end of the reporting
period.
- Barbados
Total Personal Connectivity Devices Average number of connectivity devices utilized in each
-client
Belarus
household during the reporting period.
- Belgium
Value of New Education Facility - Belizeof new educational facility materials provided to
Value
Materials - Benin by the organization during the reporting
students
- Bermuda
period.
Value of New Education Value
- Bhutan of new educational instructional materials
Instructional Materials provided
- Bolivia to students by the organization during the
reporting
- Bosnia &period.Herzegovina
Vocational/Technical Training Number
- Botswana of students receiving vocational or technical
training
- Brazil during the reporting period.
Average Student Test Score -Average
Brunei Darussalam
test score (as a percent of a perfect score)
-earned
Bulgaria
by students served by the organization during
-the
Burkina Fasoperiod.
reporting
Bulk Cargo Handled - Myanmar
Volume (Burma)
of bulk cargo transported through the road,
- Burundiport, or airport during the reporting period.
railway,
- Cambodia
Business Innovation Describes
- Cameroon whether the organization adopted or
operationalized
- Canada a product, internal process,
technology,
- Cape Verdeor financing structure that was new or not
widely
- Caymanused in the domestic sector during the reporting
Islands
period.
- Central African Republic
- Chad
- Chile
- China
- Colombia
Child Developmental Assessment
Classroom Area per Student
Classroom Space New/Improved
Client Dropout Reasons
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Describes whether the organization has undertaken
assessments to screen children using the organization's
products/services for developmental progress and
Area
delaysofasclassroom space
of the end per
of the student period.
reporting during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Spending: Connectivity Amount
compared ofwith
money spent
those whobyare
theunlikely
client on
toconnectivity
recommend
costs
it. during the reporting period.
Client Spending: Total Amount of money spent by the client during the
reporting period.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Days of School Offered per Year Number
during the ofreporting
days of school offered
period. Choose byall
thethat
organization
apply:
per year.
- Childcare
Developmental Status Describes
- Educationthe developmental status of children served
by the organization as of the end of the reporting
- Healthcare
period.
Other Choose
-Number all that apply:
Educational Resource to Student of textbooks
- Developmentally on or digital
track educational resources
overall
Ratio per student provided
- Developmentally on by theinorganization
track language during the
reporting period. on track in executive function
- Developmentally
Employee Training Costs Value of the costs incurred
- Developmentally on track by the organization as a
in health
result of training provided to employees (full-time,
- Developmentally on track in social and behavioral
part-time,
skills or temporary) during the reporting period.
Employee Training Hours Number of training hours provided for employees (full-
-time,
Developmentally
part-time, or delayed
temporary) during the reporting
- Other (describe)
period.
Employees Trained Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Extracurricular Programs Offered Describes
externally)the extracurricular
during the reporting activities
period.that the
educational organization offers to its students.
Hours of School Offered per Week Number of classroom hours taught to a representative
student per week during the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Group-Based Number of individuals
period. Choose all thatwho received group-based
apply:
Training training from the
- Very important organization during the reporting
period.
- Somewhat important
Individuals Trained: Technical Number
- Neutralof individuals who received one-on-one
Assistance technical assistance from the organization during the
- Not important
reporting
-Number period.
Do not know
Individuals Trained: Total of individuals who received training offered by
the organization during the reporting period.
Job Placement Rate Percentage of the organization's clients who were
placed in part-time, full-time, temporary, or permanent
jobs during the reporting period.
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning andofend
newoffull-time equivalent
the reporting employees
period.
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization between
Many organizations maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reportingofperiod.
reporting full-time
period equivalent
to be the time employees working for
when the organization
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as
Manyof the end of the reporting
organizations may choose period.
the beginning of the
reporting period to be the time when the organization
began its support/investment.
Jobs Maintained at Directly
Supported/Financed Enterprises:
Low-Income Areas
Jobs Maintained at Directly
Supported/Financed Enterprises:
Total
Learning Environment Quality
Assessment
Learning Hours
Learning Hours Provided: Type
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Organizations Trained
Parent/Community-Teacher
Engagement
Percent Students Receiving Free
and Subsidized School Meals
Poverty Assessment
Product Hours of Light Available
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
School Enrollment: Disabilities
School Enrollment: Female
Number of full-time equivalent employees who reside
in low income areas and work for enterprises financed
or supported by the organization at the beginning of
Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
enterprises financed or supported
of the end of the reporting period. by the organization
as of the end of the reporting period.
Describes whether the
Many organizations mayorganization
choose thehas undertaken
beginning of the
assessments to evaluate the quality of the learning
reporting period to be the time when the organization
environment
began for children or learners who used the
itsofsupport/investment.
Number
organization's learning hours provided
products/services to the
as of students
end ofduring
the
the reporting
reporting period. period.
The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Describes whether the organization improved existing
definitions):
market
- School time or engaged new or additional forward
linkages
or backward market
- Instructional time linkages, including through its own
Describes
- Engaged whether
integration, during the
the organization expanded
reporting period.
time/time-on-task
operations and increased
- Supportive learning time market share during the
reporting
-Describes period
Other (describe) in a concentrated market in which the
whether
organization was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of organizations that received training from
the organization during the reporting period.
NOTE: this metric has been discontinued
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Number of hours of light available from the product
during the reporting period.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
number of courses.
School Enrollment: Low Income Number of low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Enrollment: Number
number ofof courses.
students who belong to minority or
Minorities/Previously Excluded previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
School Enrollment: Peri-urban Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the reporting
regardless of number of courses. period, both full-
time and part-time, where each discrete student is
School Enrollment: Poor Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
School Enrollment: Rural Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Total Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
School Enrollment: Urban Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Very Poor Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average
number ofschool fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Social Impact Objectives Describes
- Enrolled the social impact objectives pursued by the
organization. Select allyear
- Completed previous thatofapply:
schooling
- Promoted to next year of schooling
Stakeholder Engagement Describes
- Repeatedthe
Agriculture: yearmechanisms
of schooling in place to gather input
from stakeholders
- Dropped out on product/service design,
development,
-- Increasing
Graduated and delivery.
Access to Better, Stable Pricing of
Student Attendance Rate Rate of student
Agricultural attendance during the reporting
- Graduated Products
period. and transitioned to employment
-- Other
Increasing Access to and Use of Quality Agricultural
(describe)
Student Dropout Rate Inputs
Percentage of students that were attending school at
-the
Increasing
beginningAccess
of thetoreporting
Agricultural Training
period and
but dropped out
Information
during the reporting period.
Student Tests Pass Rate - Increasing of
Percentage Farm Profitability
school students passing standardized
- Increasing
tests set by aFood Security
regional through body
governance Smallholder Farms
during the
- Increasing
reporting Financial Health of Farmers
period.
Student to Classroom Ratio Number of students
- Increasing Access toper andclassroom during the reporting
Use of Products/Services for
period.
Agricultural Risk Mitigation
Student to Teacher Ratio Number
Health: of students per teacher during the reporting
period.
Student to Toilet Ratio -Number
Increasing Access toper
of students Essential Medicines,
functioning Medical
toilet during the
Supplies, and Devices
reporting period.
- Increasing Access to Medical Diagnostics
Student Transition Rate - Improving of
Percentage Data for Health
students Systems
advancing Policy
from oneand
level of
Decision-Making
schooling to the next during the reporting period.
- Increasing Consistent Supply of Essential Services and
Student Transportation Indicates
Products if the organization provided transportation to
students
- Reducingthat needed/requested
Financial it during
Barriers to Health the reporting
Services
period.
Real Estate:
- Improving Housing Quality
- Increasing Residential Stability
- Increasing Housing Affordability
- Increasing Access to Supportive Services through
Students Provided Full Scholarship Number of students receiving full scholarships during
the reporting period.
Students Provided Partial Number of students receiving partial scholarships
Scholarship during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byorcountry, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Rural
disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant women
Teacher Attendance Rate Rate of teacher attendance during the reporting period.
-- Anguilla Other at-risk populations
-- Very poor
Antigua & Barbuda
--- Poor Other target
Argentina
populations
Teachers Employed Number
-- Low-income of full-time and part-time teachers employed
by Armenia
the organization as of the end of the reporting
-- Middle-income
Australia
period.
-Number
Teachers Qualified - Other Austria(describe)
of teachers as of the end of the reporting
period
- Azerbaijan who have obtained training or have
qualifications
- Bahamas that meet or exceed minimum
Teaching Experience Average
- Bahrainnumber
requirements of years
of the local of formal education for
area.
teachers/instructors
- Bangladesh as of the end of the reporting
period.
Total Personal Connectivity Devices -Average Barbados number of connectivity devices utilized in each
-client Belarus
household during the reporting period.
- Belgium
Value of New Education Facility -Value Belizeof new educational facility materials provided to
Materials - Benin by the organization during the reporting
students
- Bermuda
period.
Value of New Education Value
- Bhutan of new educational instructional materials
Instructional Materials provided
- Bolivia to students by the organization during the
reporting
- Bosnia &period. Herzegovina
Vocational/Technical Training Number
- Botswana of students receiving vocational or technical
training
- Brazil during the reporting period.
Average Student Test Score -Average
Brunei Darussalam
test score (as a percent of a perfect score)
-earned
Bulgariaby students served by the organization during
-the Burkina Fasoperiod.
reporting
Bulk Cargo Handled - Myanmar
Volume (Burma)
of bulk cargo transported through the road,
- Burundiport, or airport during the reporting period.
railway,
- Cambodia
Business Innovation Describes
- Cameroon whether the organization adopted or
operationalized
- Canada a product, internal process,
technology,
- Cape Verde or financing structure that was new or not
Child Developmental Assessment Describes widely
- Cayman usedwhether the organization
in the domestic
Islands has undertaken
sector during the reporting
assessments
period. to screen
- Central African Republic children using the organization's
products/services
Chadof classroom for
-Area developmental progress and
Classroom Area per Student delays as of the endspace
of per
the student period.
reporting during the
-reporting
Chile period.
- China
Classroom Space New/Improved - Colombia
Area of classroom space that was built, converted, or
- Comoros for use within educational facilities. Report
expanded
- Costa
only Ricacompleted during the reporting period.
space
Client Dropout Reasons Describes
- Croatia main reasons for client dropout of service or
program
- Cuba (e.g. time constraints, financial contraints,
disinterest,
- Cyprus etc.)
- Czech Republic
- Democratic Republic of the Congo
- Denmark
- Djibouti
- Dominica
- Dominican Republic
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Satisfaction Ratio
Community Facilities Type
Days of School Offered per Year
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Describes
comparedthe withtype of community
those development
who are unlikely to recommend
facilities
it. projected to be built, renovated, or purchased
as a result of investments made by the organization
Number
during the ofreporting
days of school offered
period. Choosebyall
thethat
organization
apply:
per year.
- Childcare
- Education
- Healthcare
- Other
Developmental Status Describes the developmental status of children served
by the organization as of the end of the reporting
period. Choose all that apply:
Educational Resource to Student Number of textbooks
- Developmentally on or digital
track educational resources
overall
Ratio per
- Developmentally on track in language during the
student provided by the organization
reporting period. on track in executive function
- Developmentally
Employee Training Costs Value of the costs incurred
- Developmentally on track by the organization as a
in health
result of training provided to employees (full-time,
- Developmentally on track in social and behavioral
part-time,
skills or temporary) during the reporting period.
Employee Training Hours Number of training hours provided for employees (full-
-time,
Developmentally
part-time, or delayed
temporary) during the reporting
-period.
Other (describe)
Employees Trained Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Extracurricular Programs Offered Describes
externally)the extracurricular
during activities
the reporting period.that the
educational organization offers to its students.
Hours of School Offered per Week Number of classroom hours taught to a representative
student per week during the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Group-Based Number of individuals
period. Choose all thatwho received group-based
apply:
Training training from the organization during the reporting
- Very important
period.
- Somewhat important
Individuals Trained: Technical Number
- Neutralof individuals who received one-on-one
Assistance technical assistance from the organization during the
- Not important
reporting
-Number period.
Do not know
Individuals Trained: Total of individuals who received training offered by
the organization during the reporting period.
Job Placement Rate Percentage of the organization's clients who were
placed in part-time, full-time, temporary, or permanent
jobs during the reporting period.
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning andofend
newoffull-time equivalent
the reporting period.employees
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reporting of full-time
period. equivalent employees working for
reporting period to be the time when the organization
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as of the end
Many organizations of the reporting
may choose period.
the beginning of the
Jobs Maintained at Directly Number
reporting period to be the time employees
of full-time equivalent who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises financed or supported
of the end of the reporting period. by the organization
Total as of the end of the reporting period.
Learning Environment Quality Describes whether the
Many organizations may organization
choose thehas undertaken
beginning of the
Assessment assessments to evaluate the quality of the learning
reporting period to be the time when the organization
environment
began for children or learners who used the
itsofsupport/investment.
Learning Hours Number
organization's learning hours provided
products/services to the
as of students
end ofduring
the
the reporting
reporting period. period.
Learning Hours Provided: Type The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Market Linkages Improved or Describes whether the organization improved existing
definitions):
Expanded market
- Schoollinkages
time or engaged new or additional forward
or backward market
- Instructional time linkages, including through its own
integration, during the reporting period.
- Engaged time/time-on-task
- Supportive learning time
- Other (describe)
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Organizations Trained
Parent/Community-Teacher
Engagement
Percent Students Receiving Free
and Subsidized School Meals
Poverty Assessment
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
School Enrollment: Rural
School Enrollment: Total
School Enrollment: Urban
Describes whether the organization expanded
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization was notadditional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of organizations that received training from
the organization during the reporting period.
NOTE: this metric has been discontinued
Percentage of students receiving free and subsidized
school meals as of the end the reporting period.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
regardless of number of courses.
School Enrollment: Very Poor Number of very poor students enrolled as of the end of
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average school
number of fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Social Impact Objectives Describes
- Enrolled the social impact objectives pursued by the
organization. Select allyear
- Completed previous thatof
apply:
schooling
- Promoted to next year of schooling
Student Attendance Rate Rate of student
Agriculture:
- Repeated year attendance
of schoolingduring the reporting
period.
- Dropped out
-- Increasing
Graduatedof Access to Better, Stable Pricing of
Student Dropout Rate Percentage
Agricultural students that were attending school at
Products
-the Graduated
beginningand
of transitioned
thetoreporting toperiod
employment
butAgricultural
dropped out
-- Increasing
Other Access
(describe) and Use of Quality
during
Inputs the reporting period.
Student Tests Pass Rate Percentage of school students passing standardized
-tests
Increasing
set by aAccess to Agricultural
regional governance Training and the
body during
Information
reporting period.
Student to Classroom Ratio - Increasing
Number Farm Profitability
of students per classroom during the reporting
- Increasing Food Security through Smallholder Farms
period.
- Increasing Financial Health of Farmers
Student to Teacher Ratio Number of students
- Increasing Access toper
andteacher
Use of during the reporting
Products/Services for
period.
Agricultural Risk Mitigation
Student to Toilet Ratio Number
Health: of students per functioning toilet during the
reporting period.
Student Transition Rate -Percentage
Increasing of
Access to Essential
students Medicines,
advancing from oneMedical
level of
Supplies, and
schooling Devices
to the next during the reporting period.
- Increasing Access to Medical Diagnostics
Student Transportation - Improving
Indicates Data
if the for Health Systems
organization providedPolicy and
transportation to
Decision-Making
students that needed/requested it during the reporting
- Increasing Consistent Supply of Essential Services and
period.
Students Provided Full Scholarship Number
Productsof students receiving full scholarships during
the reporting
- Reducing period.Barriers to Health Services
Financial
Students Provided Partial Number
Real Estate: of students receiving partial scholarships
Scholarship during the reporting period.
Target Stakeholder Demographic -Describes Improving Housing
the Qualitygroups of stakeholders
demographic
-targeted Increasing Residential Stability
by the organization. Select all that apply:
- Increasing Housing Affordability
Target Stakeholder Geography -- Increasing
Indicates Childrenthe Access to
geography
(younger Supportive
than of years Services
10stakeholders throughby
old) targeted
Housing
the
- Adolescents (10 years of age or older but of
organization, expressed by country, as the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
Energy:
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Improving Albania
Persons withLighting for Business
disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural
Improving
Algeria the socioeconomic
Energy Alternatives groups of stakeholders
for Cooking
targeted populations
by the organization as of the end of the
--- Urban Improving
Andorra Energy Alternatives for Healthcare
Women period.
reporting
--- Peri-urban
Improving
Angola Choose
Lighting all
for Homes that apply:
Teacher Attendance Rate Rate Pregnant women
of teacher attendance during the reporting period.
-- AnguillaImproving
Other Energy
at-risk for
populationsConnectivity
-- Very poor
Reducing
Antigua &Harmful
Barbuda Emissions from Small-Scale Energy
---Sources
Other target
Poor
Argentina
populations
Teachers Employed Number
-- Low-income of full-time and part-time teachers employed
by Armenia
the organization as of the end of the reporting
-Financial
- Middle-income
AustraliaServices:
period.
-- Other
Austria(describe)
Improving Access to and Use of Responsible Financial
- Azerbaijan
-Services
Bahamas for Historically Underserved Populations
Improving Financial Health
- Bahrain
Supporting the Decent Jobs and Fostering Economic
- Bangladesh
-Development
Barbados
Teachers Qualified
Teaching Experience
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Vocational/Technical Training
Bulk Cargo Handled
Business Innovation
Classroom Area per Student
Classroom Space New/Improved
Client Dropout Reasons
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Number of teachers as of the end of the reporting
period who have obtained training or have
qualifications that meet or exceed minimum
Average number
requirements of years
of the local of formal education for
area.
teachers/instructors as of the end of the reporting
period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Number of students receiving vocational or technical
training during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Area ofused
widely classroom
in the space per sector
domestic student during
during the
the reporting
reporting
period. period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Individuals: Peri-urban Number of unique individuals residing in peri-urban
areas and were clients of the organization during the
reporting period.
Client Individuals: Poor Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Community Facilities Type Describes
comparedthe withtype of community
those development
who are unlikely to recommend
facilities
it. projected to be built, renovated, or purchased
as a result of investments made by the organization
Educational Resource to Student Number
during the ofreporting
textbooksperiod.
or digital educational
Choose all that resources
apply:
Ratio per student provided by the organization during the
reporting
- Childcareperiod.
Importance of Outcome to Describes
- Educationthe value or importance of the outcome
Stakeholders being sought by the intervention or investment from
- Healthcare
the perspective
- Other whether of those affected during the reporting
Market Linkages Improved or Describes
period. Choose all that the organization
apply: improved existing
Expanded market linkages
- Very important or engaged new or additional forward
or backward market
- Somewhat important linkages, including through its own
Market Share Increased Describes
integration,
- Neutral whether
during the
the organization
reporting expanded
period.
operations
- Not importantand increased market share during the
reporting
-Describes
Do not knowperiod in a concentrated market in which the
New Firms Entered organizationwhether
was notadditional
a dominantprivate sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Percent Students Receiving Free Percentage of students receiving free and subsidized
and Subsidized School Meals school meals as of the end the reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Product/Service Certifications Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
School Enrollment: Rural
School Enrollment: Total
School Enrollment: Urban
School Enrollment: Very Poor
School Fees
School Meals
Social Impact Objectives
Stakeholder Engagement
Student Attendance Rate
Student Dropout Rate
Student to Classroom Ratio
Student to Toilet Ratio
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled asof
regardless ofnumber
the endofofcourses.
the reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Average
number ofschool fee per student per month during the
courses.
reporting period.
Number of free or subsidized meals provided by the
organization during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Rate of student attendance during the reporting
Agricultural Products
period.
- Increasing Access to and Use of Quality Agricultural
Inputs
Percentage of students that were attending school at
-the
Increasing
beginningAccess
of thetoreporting
Agricultural Training
period and
but dropped out
Information
during the reporting period.
- Increasing
Number Farm Profitability
of students per classroom during the reporting
- Increasing Food Security through Smallholder Farms
period.
- Increasing Financial Health of Farmers
Number of students
- Increasing Access toper
andfunctioning toilet during thefor
Use of Products/Services
reporting period.
Agricultural Risk Mitigation
Health:
- Increasing Access to Essential Medicines, Medical
Supplies, and Devices
- Increasing Access to Medical Diagnostics
Student Transportation Indicates if the organization provided transportation to
students that needed/requested it during the reporting
period.
Students Provided Full Scholarship Number of students receiving full scholarships during
the reporting period.
Students Provided Partial Number of students receiving partial scholarships
Scholarship during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant women
Teacher Attendance Rate Rate of teacher attendance during the reporting period.
-- Anguilla Otherpoor
at-risk populations
-- Very Antigua & Barbuda
--- Poor Other target
Argentina
populations
Teachers Employed Number
-- Low-income of full-time and part-time teachers employed
by Armenia
the organization as of the end of the reporting
-- Middle-income
Australia
period.
-Value
Value of New Education Facility - Other of(describe)
Austria new educational facility materials provided to
Materials students
- Azerbaijan by the organization during the reporting
period.
- Bahamas
- Bahrain
- Bangladesh
- Barbados
- Belarus
- Belgium
- Belize
- Benin
Active Borrowers per Loan Officer Number - Bermuda of active borrowers (clients) per loan officer at
the
- Bhutan organization as of the end of the reporting period.
After-sale Client Support -Indicates Bolivia whether the organization provides support to
-itsBosnia clients&after
Herzegovina
the sale of its product/service.
- Botswana
Anti-Discrimination Policy - Brazil whether the organization has specific, written
Indicates
-anti-discrimination
Brunei Darussalampolicy in place for its employees and
-a Bulgaria
system to monitor compliance of this policy.
Average Insurance Premium Average
- Burkinaamount Faso of annualized insurance premium
charged
- Myanmar for(Burma)
a particular insurance product provided by
the
- Burundi organization during the reporting period.
Average Loan Size Disbursed Average
- Cambodia loan size disbursed by the organization during
the
- Cameroon period.
reporting
Board of Directors: Female -NumberCanadaof female members of the organization's
-boardCape ofVerde
directors or other governing body as of the
-end Cayman
of theIslands
reporting period.
Bulk Cargo Handled -Volume
Centralof African Republic
bulk cargo transported through the road,
-railway,
Chad port, or airport during the reporting period.
- Chile
Business Innovation Describes
- China whether the organization adopted or
operationalized
- Colombia a product, internal process,
technology,
- Comoros or financing structure that was new or not
widely
- Costa used
Rica in the domestic sector during the reporting
period.
- Croatia
- Cuba
- Cyprus
- Czech Republic
- Democratic Republic of the Congo
- Denmark
Caregivers Employed: Professionals Number of caregiver professionals with current licenses
Caregivers Employed: Responsive Number
Caregivers Employed: Total
Child Stunting Prevalence
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Female
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
or certifications based on local requirements,
employed by the organization as of the end of the
reportingofperiod.
caregivers who are responsive to children's
needs and who are employed by the organization as of
the end of the reporting period.
Number of caregivers with current licenses,
certifications, or trainings based on local requirements,
employed by the organization as of the end of the
Ratio of children
reporting period.within the area served by the
organization who experienced stunting as of the end of
the reporting period.
Number of claims that were submitted to the
organization but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but client individuals
for which who wereexpects
the organization served
by the organization
to be reimbursed. and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe reporting period.
Indicatesfor more clarification.
whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
compared with those who are unlikely to recommend
it.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Community Facilities Type Describes
otherwise thepaidtype
for aofsimilar
community development
product/service in the local
facilities
market. projected to be built, renovated, or purchased
as a result of investments made by the organization
Complaints Ratio Percentage of complaints
during the reporting registered
period. by that
Choose all clients of the
apply:
reporting organization relative to the number of clients
during the reporting period.
- Childcare
Compulsory Deposits Indicates
- Education whether the organization requires clients to
establish savings
- Healthcare accounts.
Cost Transparency -Indicates
Other whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
Utilization Rate during the reporting period.
Disease/Condition Addressed Describes the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Distributor Individuals: Female Number of female individuals who served as
distributors of theCare
General: Primary organization's
General: Acuteproducts/services
or Emergency
during the reporting
Care Specific: Infectiousperiod.
and parasitic diseases Specific:
Diverse Representation Policy Indicates
Infectionswhether the company
and parasitic diseases:has a written policy
Tuberculosis on
Specific:
diverse representation and a system to monitor
Infections and parasitic diseases: HIV/AIDS Specific:
complianceand with this policy.
Earnings of Distributor Individuals: Infections
Earnings generated parasitic diseases:
by female Diarrheal
individual diseases
distributors
Female Specific: Infections and parasitic diseases: Childhood
from selling the organization's products/services during
cluster
the diseases
reporting Specific: Infections and parasitic
period.
Effective Interest Rate (EIR) diseases: interest
Effective Malaria rateSpecific:
(EIR)Infections
for the most andrepresentative
parasitic
diseases: Tropical-cluster
loan product diseasesduring
of the organization Specific:
the Respiratory
reporting
infections Specific: Maternal conditions Specific:
period.
Employees Promoted: Female Number
Prenatal of employees
period who
Specific: are female
Nutritional and who were
deficiencies
promoted within the
Specific: Malignant organization
neoplasms during
(cancer) the reporting
Specific: Other
period.
neoplasms Specific: Diabetes mellitus Specific:
Fair Career Advancement Policy Indicates
Endocrinewhether
disorders the organization
Specific: has a written policy
Neuropsychiatric
to support progression/promotion
conditions Specific: Sense organ diseases of employees
Specific:fairly
and equitably
Cardiovascular and a system
diseases to monitor compliance
Specific: Respiratory with
diseases
Fair Compensation Policy Indicates
this whether
policy. the organization has a written policy
Specific: Digestive
to compensate diseases fairly
employees Specific:
andGenitourinary
equitably and a
diseases Specific: Skin diseases Specific:
system to monitor compliance with this policy.
Fair Dismissal Policy Musculoskeletal
Indicates whether diseases Specific: Congenital
the organization has a written policy
anomalies
and practiceSpecific: Oral conditions
of ensuring fair dismissalSpecific:
of employees
Unintentional
and a system to injuries
monitorSpecific: Unintentional
compliance with thisinjuries:
policy.
Fair Hiring/Recruiting Policy Indicates whetherSpecific:
Traffic accidents the organization
Intentionalhas a written
injuries
employment policy to recruit employees fairly and
equally
Sources:and
Worlda system
HealthtoOrganization
monitor compliance with this
2004 Global
Forced Labor Policy Indicates
policy. whether
Burden of Disease Reportthe organization has a written policy
against forced labor and a system to
[http://www.who.int/topics/global\_burden\_of\ monitor
compliance of this policy.
_disease/en/](http://www.who.int/topics/
Forced Labor Policy: Child Labor Indicates whether the organization has a written policy
global_burden_of_disease/en/)
against child labor and a system to monitor compliance
of this policy.
Founders: Female Number of the organization's founders who are female
and retain an active role in the company as of the end
of the reporting period.
Founders: Total Number of the organization's founders who retain an
active role in the company as of the end of the
reporting period.
Full-time Employees: Female Number of paid full-time female employees at the
organization as of the end of the reporting period.
Full-time Employees: Female
Managers
Full-time Wages: Female
Full-time Wages: Female
Management
Gender Ratio of Promotions
Gender Wage Equity
Health Intervention Completion
Rate
Healthcare Benefits Participants
Healthcare Benefits Premium
Covered
Healthcare Facilities
Importance of Outcome to
Stakeholders
Interest Rate Method
Investment Committee Members:
Female
Investment Committee Members:
Total
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Microfinance Delivery Methodology Describes thewas
Minimum Insurance Premium
New Firms Entered
New Market Entered
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Ratio
period. of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Ratio
promoted.of the average wage paid during the reporting
period to female employees of the organization for a
specified position, compared to the average wage paid
Percentage of the organization's
to male employees clients,for
of the organization orthe
patients,
same
who successfully
position. completed the course of a health
intervention during the reporting period.
Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
Number of healthcare
of the reporting period.units/facilities under the
organization's management as of the end of the
reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Describes
period. Choosethe method(s) used by the organization to
all that apply:
state
- Verythe interest rate of its products. Select all that
important
apply:
- Somewhat important
Number
- Neutralof female members of the organization's
investment
-- Declining committee
balance
Not important as of the end of the reporting
method
period.
-- Flat interest
Do not know method
Number of members of the organization's investment
committee as of the end of the reporting period.
Value of wages (including bonuses) paid to loan officers
during the reporting period.
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
organization financial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance product
- Solidarity group provided by the organization
lending
during the reporting
- Village/self-help period.
group lending
Describes whether
- Digital financial additional private sector firms
services
entered
- Agencythe market in which the organization operates
banking
during the
-Describes reporting
Licensed whether period.
agents working on behalf entered
of the financial
the organization a new
service provider
market during the reporting period.
- Roving staff/mobile branches
- ATMs
- Mobile banking
- Internet based services
- Merchant POS or a networked merchant
- Other
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Operational Certifications
Other Financial Services Offered
Part-time Employees: Female
Part-time Wages: Female
Payments to Supplier Individuals:
Female
Percent Female Ownership
Permanent Employee Wages:
Female
Permanent Employees: Female
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products.
related certifications. For example, organizations
Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
government
Value of wagesaccreditation. Organizations
(including bonuses, wishing
excluding to
benefits)
report product-level certifications should
paid to all female part-time employees of the use the
metric Product/Service
organization during the Certifications (PD2756).
reporting period.
Value of payments made by the organization to female
Since certifications
individuals who soldvary by sector
goods (example:
or services to the
construction,during
organization textilesthe
or reporting
manufacturing,
period.agribusiness,
Percentage
supply chainofdevelopment),
the organization that is female-owned,
organizations should
as of the end of the reporting period.
disclose type of certification held as well as whether
the certification is issued by an internationally-
Value of wages
recognized (including
certifying bonuses, excluding benefits)
authority.
paid to all female full-time and part-time employees of
the organization during the reporting period.
Number of females employed by the organization as of
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Poverty Assessment
Product Targeted to Women
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Quality Assurance Mechanism
Renewal Ratio
Repayment Capacity Analysis
Savings Account Incentives
School Enrollment: Female
Sexual Harassment Policy
Social Impact Objectives
Social Responsibility Client Policies Indicates whether the organization implements policies
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Indicates whether the organization offers a product or
service that disproportionately benefits women.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured
during theincident occurred
reporting and when the stakeholder
period.
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident
the reporting occurred and when the stakeholder
period.
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
- Peer review/supervision
coverage term expires, during the reporting period.
- Audit and feedback
Indicates whether
- Checklists and logs the organization conducts
repayment capacity
- Electronic monitoring analyses for its clients.
systems
-Describes
Communication and
the types ofeducation
incentivesstrategies
the organization
-offers
Guidelines, protocols, and registries
to clients to establish savings accounts.
- Other
Number of female students enrolled as of the end of
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Indicates
number ofwhether
courses.the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Describes
this policy.the social impact objectives pursued by the
organization. Select all that apply:
Agriculture:
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Agricultural Products
- Increasing Access to and Use of Quality Agricultural
Inputs
- Increasing Access to Agricultural Training and
Information
Supplier Individuals: Female Number of female individuals who sold goods or
services to the organization during the reporting
period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country,
older butas of the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Rural
disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant
Temporary Employees: Female Number of women
female temporary employees paid by the
-organization
-- Anguilla Other at-risk populations
during the reporting period.
-- Very poor
Antigua & Barbuda
Other target populations
-- Poor Argentina
Total Deposits Value
-- Low-income of the organization's customer deposits, whether
voluntary, Armenia compulsory, demand, or term, as well as all
-- Middle-income
Australia
other
-Amount liabilities from customers at the end of the
Units/Volume Produced - Other
reporting Austria(describe)
ofperiod.
the product/service produced by the
organization
- Azerbaijan during the reporting period.
- Bahamas
Units/Volume Purchased from Units/volume
- Bahrain purchased from female individuals who
Supplier Individuals: Female sold
- Bangladesh to the organization during the reporting period.
Units/Volume Sold: Certified -Amount Barbados of the product/service sold by the organization
-asBelaruscertified during the reporting period.
- Belgium
Units/Volume Sold: Free - Belize of the product/service provided by the
Amount
-organization
Benin for free during the reporting period.
- Bermuda
Units/Volume Sold: No Direct Amount
- Bhutan of the product/service sold during the
Payment reporting
- Bolivia period where no direct payment was
provided
- Bosnia &toHerzegovina
the organization at the time of service but
Units/Volume Sold: Total Amount
for of the
- Botswana organization
which the product/service soldtobybethe
expects organization
reimbursed.
during
- Brazil the reporting period.
Value of Loans Disbursed - Brunei
Value of Darussalam
loans disbursed by the organization during the
-reporting
Bulgaria period.
- Burkina Faso
Value of Loans Fully Repaid on Time Value - Myanmar of all (Burma)
the organization's loans due for pay back
- Burundi
during the reporting period (but disbursed at any time)
- Cambodia
that have been paid no later than their due date.
Value of Loans Outstanding Value
- Cameroon of disbursed loans remaining on the
organization's
- Canada balance sheet at the end of the reporting
period.
- Cape Verde
Value of Voluntary Savings Value
- Cayman of voluntary
Islands savings accounts managed by the
Accounts organization,
- Central African including demand deposits and time
Republic
deposits, as of the end of the reporting period.
Weighted Average Tenor of Loans -Weighted Chad average tenor of loans outstanding on the
Outstanding -organization's
Chile balance sheet at the end of the reporting
-period.
China
Women's Career Advancement - Colombiawhether the organization has an initiative in
Indicates
Initiative -Organizations
Comoros
place to advance women
should in their
report workforce.
average tenor in months.
- Costa Rica
Working Hour Policy Indicates
- Croatia whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
- Cuba
hours
- Cyprus of employees, as well as a system to monitor
Anti-Discrimination Policy Indicates
compliance. whether the organization has specific, written
- Czech Republic
anti-discrimination
- Democratic Republic policy in place
of the Congo for its employees and
a- Denmark
system to monitor compliance of this policy.
- Djibouti
- Dominica
- Dominican Republic
- Ecuador
- Egypt
Board of Directors: Female Number of female members of the organization's
board of directors or other governing body as of the
end of the reporting period.
Bulk Cargo Handled Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Business Innovation Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Client Dropout Reasons Describes
widely used main reasons
in the for client
domestic sectordropout of service
during the or
reporting
program
period. (e.g. time constraints, financial contraints,
disinterest, etc.)
Client Individuals: Active Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Client Individuals: Number of unique children and adolescents who were
Children/Adolescents clients of the organization during the reporting period.
Client Individuals: Female Number of unique women who were clients of the
organization during the reporting period.
Client Individuals: New Number of unique individuals who were first-time
clients of the organization during the reporting period.
Client Individuals: No Direct Number of unique client individuals who received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Individuals: Provided New Number of unique
time of service but client individuals
for which who wereexpects
the organization served
Access by thereimbursed.
to be organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of
Access to Finance, or New Access to Healthcarethe organization
in the
during
glossarythe
forreporting
more period.
clarification.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Distributor Individuals: Female Number
compared ofwith
female individuals
those who arewho served
unlikely as
to recommend
distributors
it. of the organization's products/services
during the reporting period.
Diverse Representation Policy Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Earnings of Distributor Individuals: Earnings generated by female individual distributors
Female from selling the organization's products/services during
the reporting period.
Employees Promoted: Female Number of employees who are female and who were
promoted within the organization during the reporting
period.
Fair Career Advancement Policy Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Fair Compensation Policy Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Fair Dismissal Policy Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Fair Hiring/Recruiting Policy Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
policy.
Forced Labor Policy
Forced Labor Policy: Child Labor
Founders: Female
Founders: Total
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Wages: Female
Full-time Wages: Female
Management
Gender Ratio of Promotions
Gender Wage Equity
Importance of Outcome to
Stakeholders
Investment Committee Members:
Female
Investment Committee Members:
Total
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Non-financial Support Offered
Number of Containers Handled
Part-time Employees: Female
Part-time Wages: Female
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of the organization's founders who are female
and retain an active role in the company as of the end
of the reporting period.
Number of the organization's founders who retain an
active role in the company as of the end of the
reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Ratio of the number of the organization's female
period.
employees promoted during the reporting period
compared to the number of other employees
Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
Describes the value of
to male employees orthe
importance of the
organization foroutcome
the same
being sought by the intervention or investment from
position.
the perspective of those affected during the reporting
Number of female
period. Choose members
all that apply:of the organization's
investment committee as of the end of the reporting
- Very important
period.
- Somewhat important
Number
- Neutralof members of the organization's investment
committee as of the end of the reporting period.
- Not important
- Do not know
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes
integration,whether
during thethe organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes
organizationwhether
was not additional
a dominantprivate sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Describes the type of non-financial support the
organization offers to clients, if applicable.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to female
Female individuals who sold goods or services to the
organization during the reporting period.
Percent Female Ownership Percentage of the organization that is female-owned,
as of the end of the reporting period.
Permanent Employee Wages: Value of wages (including bonuses, excluding benefits)
Female paid to all female full-time and part-time employees of
the organization during the reporting period.
Permanent Employees: Female Number of females employed by the organization as of
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
School Enrollment: Female Number of female students enrolled as of the end of
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Sexual Harassment Policy Indicates
number ofwhether
courses.the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Social Impact Objectives Describes
this policy.the social impact objectives pursued by the
organization. Select all that apply:
Supplier Individuals: Female Number
Agriculture: of female individuals who sold goods or
services to the organization during the reporting
period.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing Access by the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs
-Indicates
-the Children
Increasing
the geography
(younger than
Accessexpressed
to
of
10stakeholders
years old)
Agricultural Training
targeted by
andthe end of
-Information organization,
Adolescents (10 years of age byorcountry,
older butas of
younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting -Describes Increasing Farm
the Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through Smallholder Farms
targeted
-- Afghanistan by the adults Health ofSelect
organization. all that apply:
-- Elderly/older Increasing Financial Farmers
- Albania
Target Stakeholder Socioeconomics Describes Persons
Increasing with
the disabilities
to and-Use
socioeconomic
Access Minority/previously
groups of stakeholdersfor
of Products/Services
--excluded Rural
Algeria populations
targeted
-Agricultural
-- Urban Andorra by the organization
Risk Mitigation as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola of women
Pregnant
Temporary Employees: Female Number
Health: female temporary employees paid by the
--- Other
organization Anguillaat-risk populations
during the reporting period.
-- Very Antigua
Other
poor& Barbuda
target populations
--- Poor Increasing Access
Argentina to Essential Medicines, Medical
Units/Volume Purchased from Units/volume
-Supplies, purchased from female individuals who
Supplier Individuals: Female - Low-income
sold Armenia
to and
the Devices during the reporting period.
organization
--- Middle-income Increasing
Australia Access to Medical Diagnostics
Women's Career Advancement -Indicates
-- Other Austria(describe)
Improving Data for
whether theHealth Systemshas
organization Policy and
an initiative in
Initiative Decision-Making
place
- Azerbaijan to advance women in their workforce.
-- Increasing Bahamas Consistent Supply of Essential Services and
Working Hour Policy Indicates
- Bahrain whether the organization has policies in place
Products
to
-- Bangladesh monitor,Financial
Reducing evaluate,Barriers
and ensure appropriate
to Health Servicesworking
hours
-Indicates of employees, as well as a system
Barbadoswhether the organization has specific, to monitor
Anti-Discrimination Policy compliance.
Real Estate: written
-anti-discrimination
Belarus policy in place for its employees and
-a Belgium system to Housing
monitor Quality
compliance of this policy.
Board of Directors: Female -Number
- Improving Belize of female members of the organization's
-board
- Increasing Residential
Beninof directors Stability
or other governing body as of the
-end
- Bermuda Increasing Housing Affordability
of the reporting period.
Bulk Cargo Handled -- Increasing
Volume Bhutanof bulk Access
cargoto transported
Supportive Services
throughthrough
the road,
-Housing
railway, Bolivia port, or airport during the reporting period.
- Bosnia & Herzegovina
Business Innovation Describes
- Botswanawhether the organization adopted or
Energy:
operationalized
- Brazil a product, internal process,
technology,
-- Improving or financing
Brunei Darussalam for Business
Lighting structure that was new or not
widely
-- Improving used
Bulgaria in the
Energy domestic
Alternativessector
for during
Cooking the reporting
period.
-- Improving
Burkina Faso Energy Alternatives for Healthcare
-- Improving Lighting for Homes
Myanmar (Burma)
-- Burundi
Improving Energy for Connectivity
-- Cambodia
Reducing Harmful Emissions from Small-Scale Energy
Sources
Client Dropout Reasons Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Client Individuals: Active Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Client Individuals: Number of unique children and adolescents who were
Children/Adolescents clients of the organization during the reporting period.
Client Individuals: Female Number of unique women who were clients of the
organization during the reporting period.
Client Individuals: New Number of unique individuals who were first-time
clients of the organization during the reporting period.
Client Individuals: No Direct Number of unique client individuals who received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Individuals: Provided New Number of unique
time of service but client individuals
for which who wereexpects
the organization served
Access by the organization
to be reimbursed. and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number
New Accessof unique individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of
Access to Finance, or New Access to Healthcarethe organization
in the
during
glossarythe
forreporting
more period.
clarification.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Distributor Individuals: Female Number
compared ofwith
female individuals
those who arewho served
unlikely as
to recommend
distributors
it. of the organization's products/services
during the reporting period.
Diverse Representation Policy Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Employees Promoted: Female Number of employees who are female and who were
promoted within the organization during the reporting
period.
Fair Career Advancement Policy Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Fair Compensation Policy Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Fair Dismissal Policy Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Fair Hiring/Recruiting Policy Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Forced Labor Policy Indicates
policy. whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Forced Labor Policy: Child Labor Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Full-time Employees: Female Number of paid full-time female employees at the
organization as of the end of the reporting period.
Full-time Employees: Female Number of paid full-time female management
Managers employees (managers) at the organization as of the
end of the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Market Linkages Improved or Describes whether
period. Choose the organization
all that apply: improved existing
Expanded market linkages
- Very important or engaged new or additional forward
or backward market
- Somewhat important linkages, including through its own
Market Share Increased Describes
integration,
- Neutral whether
during the
the organization
reporting expanded
period.
operations and increased market share during the
- Not important
reporting
-Describes period
Do not know in a concentrated market in which the
New Firms Entered whether
organization was notadditional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Non-financial Support Offered Describes the type of non-financial support the
organization offers to clients, if applicable.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Part-time Employees: Female Number of paid female part-time employees at the
organization as of the end of the reporting period.
Permanent Employees: Female Number of females employed by the organization as of
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Sexual Harassment Policy Indicates whether the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Social Impact Objectives Describes
this policy.the social impact objectives pursued by the
organization. Select all that apply:
Supplier Individuals: Female Number
Agriculture: of female individuals who sold goods or
services to the organization during the reporting
period.
- Increasing Access to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing Access by the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs the geography of stakeholders targeted by
Indicates
-- Children Increasing(younger than
Accessexpressed
to 10 years old)
Agricultural Training andthe end of
the
-Information organization,
Adolescents (10 years of age byor
country, as of
older but younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting - Increasing
Describes Farm
the Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through Smallholder Farms
targeted
-- Afghanistan by the adults Health ofSelect
organization. all that apply:
-- Elderly/older Increasing
Albania Financial Farmers
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Increasing
Rural the disabilities
Access
Algeria populations to and-Use
socioeconomic Minority/previously
groups of stakeholdersfor
of Products/Services
targeted
--Agricultural Urban
Andorra by the organization
Risk Mitigation as of the end of the
-reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant
Temporary Employees: Female Number
Health: of women
female temporary employees paid by the
-organization
-- Anguilla Other at-risk populations
during the reporting period.
-- Very Other
poor
Antigua & Barbuda
target populations
--- Poor Increasing
Argentina Accesstheto Essential Medicines, Medical
Working Hour Policy Indicates
-Supplies, whether
Low-income organization has policies in place
- Armenia
to and
monitor, Devices
evaluate, and ensure appropriate working
--- Middle-income
Increasing Access toasMedical
hours
--- Other
Australia
of(describe)
employees, well as Diagnostics
a system to monitor
Improving
Austria
compliance. Data for Health Systems Policy and
-Decision-Making
Azerbaijan
-- Bahamas
Increasing Consistent Supply of Essential Services and
Products
- Bahrain
-- Reducing
Bangladesh Financial Barriers to Health Services
- Barbados
Real
- BelarusEstate:
- Belgium
-- Improving
Belize Housing Quality
-- Benin
Increasing Residential Stability
-- Bermuda
Increasing Housing Affordability
- Increasing Access to Supportive Services through
Active Borrowers per Loan Officer
Anti-Discrimination Policy
Average Insurance Premium
Average Loan Size Disbursed
Board of Directors: Female
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Dropout Reasons
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Female
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Satisfaction Ratio
Complaints Ratio
Number of active borrowers (clients) per loan officer at
the organization as of the end of the reporting period.
Indicates whether the organization has specific, written
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Number of female members of the organization's
board of directors or other governing body as of the
end of the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but client individuals
for which who wereexpects
the organization served
by the organization
to be reimbursed. and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting
more period.
clarification.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Percentage
compared with of complaints
those whoregistered byto
are unlikely clients of the
recommend
reporting
it. organization relative to the number of clients
during the reporting period.
Compulsory Deposits
Distributor Individuals: Female
Diverse Representation Policy
Earnings of Distributor Individuals: Earnings generated by female individual distributors
Female
Effective Interest Rate (EIR)
Employees Promoted: Female
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Forced Labor Policy
Forced Labor Policy: Child Labor
Founders: Female
Founders: Total
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Wages: Female
Full-time Wages: Female
Management
Gender Ratio of Promotions
Gender Wage Equity
Importance of Outcome to
Stakeholders
Indicates whether the organization requires clients to
establish savings accounts.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
from selling the organization's products/services during
the reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates whether the organization has a written policy
policy.
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of the organization's founders who are female
and retain an active role in the company as of the end
of the reporting period.
Number of the organization's founders who retain an
active role in the company as of the end of the
reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Ratio of the number of the organization's female
period.
employees promoted during the reporting period
compared to the number of other employees
Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
Describes the value of
to male employees orthe
importance of the
organization foroutcome
the same
being sought by the intervention or investment from
position.
the perspective of those affected during the reporting
period. Choose all that apply:
- Very important
- Somewhat important
- Neutral
- Not important
- Do not know
Interest Rate Method
Investment Committee Members:
Female
Investment Committee Members:
Total
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Microfinance Delivery Methodology Describes thewas
Minimum Insurance Premium
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at -Value
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
Number of female members of the organization's
investment committee
- Declining balance as of the end of the reporting
method
period.
- Flat interest method
Number of members of the organization's investment
committee as of the end of the reporting period.
Value of wages (including bonuses) paid to loan officers
during the reporting period.
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
organization financial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity product
group provided by the organization
lending
during the reporting
- Village/self-help period.
group lending
Describes whether
- Digital financial additional private sector firms
services
entered
- Agencythe market in which the organization operates
banking
during the
-Describes reporting
Licensed whether period.
agents working on behalf entered
of the financial
the organization a new
service provider
market during the reporting period.
- Roving staff/mobile branches
ATMsof all of the organization's loans outstanding at
- Mobile
the banking
end of the reporting period that have one or more
- Internet based
installments services past due for more than 30
of principal
of all of
- Merchant
days. POStheororganization's loans outstanding at
a networked merchant
the end
- Other of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of Renewals
Number of Voluntary Savings
Accounts
Other Financial Services Offered
Part-time Employees: Female
Part-time Wages: Female
Payments to Supplier Individuals:
Female
Percent Female Ownership
Permanent Employee Wages:
Female
Permanent Employees: Female
Poverty Assessment
Product Targeted to Women
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Renewal Ratio
Repayment Capacity Analysis
Savings Account Incentives
School Enrollment: Female
Sexual Harassment Policy
Social Impact Objectives
Social Responsibility Client Policies Indicates whether the organization implements policies
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Describes the types of financial services offered by the
organization in addition to core credit, savings, and
insurance products.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Percentage of the organization that is female-owned,
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
Number of females employed by the organization as of
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Indicates whether the organization offers a product or
service that disproportionately benefits women.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Percentage
for all claimsofsettled
the policies
duringbelonging to the
the reporting period.
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Number of female students enrolled as of the end of
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Indicates
number ofwhether
courses.the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Describes
this policy.the social impact objectives pursued by the
organization. Select all that apply:
Agriculture:
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Agricultural Products
- Increasing Access to and Use of Quality Agricultural
Inputs
- Increasing Access to Agricultural Training and
Information
Supplier Individuals: Female Number of female individuals who sold goods or
services to the organization during the reporting
period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Rural
disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant
Temporary Employees: Female Number of women
female temporary employees paid by the
-organization
-- Anguilla Other at-risk populations
during the reporting period.
-- Very Antiguapoor& Barbuda
Other target populations
-- Poor Argentina
Total Deposits Value
-- Low-income of the organization's customer deposits, whether
voluntary, Armenia compulsory, demand, or term, as well as all
-- Middle-income
Australia
other
-Units/volume liabilities from customers at the end of the
Units/Volume Purchased from - Other
reporting Austria(describe) purchased from female individuals who
period.
Supplier Individuals: Female sold
- Azerbaijan to the organization during the reporting period.
- Bahamas
Value of Loans Disbursed Value
- Bahrain of loans disbursed by the organization during the
reporting
- Bangladesh period.
Value of Loans Fully Repaid on Time -Value Barbados
of all the organization's loans due for pay back
-during Belarus the reporting period (but disbursed at any time)
- Belgium
that have been paid no later than their due date.
Value of Loans Outstanding - Belizeof disbursed loans remaining on the
Value
-organization's
Benin balance sheet at the end of the reporting
- Bermuda
period.
Value of Voluntary Savings Value
- Bhutan of voluntary savings accounts managed by the
Accounts organization,
- Bolivia including demand deposits and time
deposits, as
- Bosnia & Herzegovina of the end of the reporting period.
Weighted Average Tenor of Loans Weighted - Botswana average tenor of loans outstanding on the
Outstanding organization's
- Brazil balance sheet at the end of the reporting
period.
- Brunei Darussalam
Women's Career Advancement Indicates whether the organization has an initiative in
Initiative -place Bulgaria
to advance women in their workforce.
Organizations
- Burkina Faso should report average tenor in months.
Working Hour Policy - Myanmar
Indicates (Burma)the organization has policies in place
whether
- Burundi
to monitor, evaluate, and ensure appropriate working
- Cambodia
hours of employees, as well as a system to monitor
After-sale Client Support Indicates
- Cameroon
compliance. whether the organization provides support to
its
- Canada after the sale of its product/service.
clients
- Cape Verde
Bulk Cargo Handled Volume
- CaymanofIslands bulk cargo transported through the road,
railway,
- Central African port, or airport
Republicduring the reporting period.
Business Innovation -Describes
Chad whether the organization adopted or
-operationalized
Chile a product, internal process,
-technology,
China or financing structure that was new or not
Caregivers Employed: Professionals Number -widely
Colombia of caregiver
used professionals
in the domestic sector with current
during licenses
the reporting
-period.
or Comoros
certifications based on local requirements,
- Costa Ricaby the organization as of the end of the
employed
Caregivers Employed: Responsive Number Croatia ofperiod.
-reporting caregivers who are responsive to children's
needs
- Cuba and who are employed by the organization as of
the end of the reporting period.
- Cyprus
Caregivers Employed: Total Number of caregivers with current licenses,
- Czech Republic
certifications, or trainings
- Democratic Republic based
of the on local requirements,
Congo
employed
- Denmark by the organization as of the end of the
reporting
- Djibouti period.
- Dominica
- Dominican Republic
- Ecuador
- Egypt
Child Stunting Prevalence Ratio of children within the area served by the
organization who experienced stunting as of the end of
the reporting period.
Client Complaint Tracking System Indicates whether the organization has a system in
place to receive and resolve client complaints.
Client Dropout Reasons Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Client Feedback System Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Client Individuals: Active Number
and handleof unique individuals who were active clients
client feedback.
of the organization as of the end of the reporting
period.
Client Individuals: Number of unique children and adolescents who were
Children/Adolescents clients of the organization during the reporting period.
Client Individuals: Female Number of unique women who were clients of the
organization during the reporting period.
Client Individuals: New Number of unique individuals who were first-time
clients of the organization during the reporting period.
Client Individuals: No Direct Number of unique client individuals who received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Individuals: Provided New Number of unique
time of service but client individuals
for which who wereexpects
the organization served
Access by thereimbursed.
to be organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting
Organizationsperiod.
should reference New Access to Water,
Client Individuals: Referred Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of
Access to Finance, or New Access to Healthcare the organization
in the
during
glossarytheforreporting period.
more clarification.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
comparedof thewith
price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Community Facilities Type Describes
otherwise the paidtype
for aofsimilar
community development
product/service in the local
facilities
market. projected to be built, renovated, or purchased
as a result of investments made by the organization
Cost Transparency Indicates
during thewhether
reporting theperiod.
organization
Choosefully discloses
all that apply:all
pricing and cost information for its products and
services
- Childcareto its clients.
Critical Equipment/Facility Utilization
- Educationrate of identified critical equipment/facility
Utilization Rate during the reporting period.
- Healthcare
Disease/Condition Addressed -Describes
Other the diseases/conditions addressed by the
organization's products or services provided during the
reporting period. Select all that apply:
Health Intervention Completion Percentage of the organization's clients, or patients,
Rate who successfully
General: Primary completed
Care General: theAcute
courseorofEmergency
a health
intervention
Care Specific:during the reporting
Infectious period.
and parasitic diseases Specific:
Infections and parasitic diseases: Tuberculosis Specific:
Infections and parasitic diseases: HIV/AIDS Specific:
Infections and parasitic diseases: Diarrheal diseases
Specific: Infections and parasitic diseases: Childhood
cluster diseases Specific: Infections and parasitic
Healthcare Benefits Participants Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Healthcare Benefits Premium Percentage of a full-time employee's healthcare
Covered premium that is covered. This should be based on
benefits available to full-time employees as of the end
Healthcare Facilities Number of healthcare
of the reporting period.units/facilities under the
organization's management as of the end of the
reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Market Linkages Improved or Describes whether
period. Choose the organization
all that apply: improved existing
Expanded market linkages
- Very important or engaged new or additional forward
or backward market
- Somewhat important linkages, including through its own
Market Share Increased Describes
- Neutral whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
- Not important
reporting
-Describes period
Do not know in a concentrated market in which the
New Firms Entered whether
organization was notadditional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Non-financial Support Offered Describes the type of non-financial support the
organization offers to clients, if applicable.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of Insurance Policies Number of insurance policies managed by the
organization as of the end of the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Product/Service Certifications Describes third-party delivery
providing healthcare certifications for this might
services,
products/services sold by the organization that are and
include SafeCare certification, ISO 900 certification,
valid as
governmentof the end of the
accreditation. reporting period.
Product/Service Description Describes (qualitatively) theOrganizations wishing to
product or service
report
provided product-level certifications should use the
by the organization.
metric Product/Service Certifications (PD2756).
Product/Service Replaced Describes the product or service replaced at client,
Description Since certifications
household, varylevel
or business by sector (example:
by products or services
construction,
provided textiles
by the or manufacturing, agribusiness,
organization.
Product/Service Type Describes
supply chain thedevelopment),
economic activities categories
organizations that define
should
the organization's economic activity/operations.
disclose type of certification held as well as whether Select
from the options in the Reference List tab.
the certification is issued by an internationally-
Product/Service Warranty Indicates
recognized whether theauthority.
certifying organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Quality Assurance Mechanism Describes the quality assurance mechanisms that were
in place at the organization during the reporting period.
Select all that apply:
Social Impact Objectives Describes the social impact objectives pursued by the
organization.
- Peer review/supervision Select all that apply:
- Audit and feedback
Target Stakeholder Demographic Describes
- Checkliststhe
Agriculture: anddemographic
logs groups of stakeholders
targeted
- Electronic monitoring systems by the organization. Select all that apply:
-- Increasing CommunicationAccessandto Better,
education Stable Pricing of
strategies
Target Stakeholder Geography Indicates
--Agricultural Children the geography
(younger
Products thanandof
10stakeholders
years old) targeted by
the Guidelines, protocols,
organization, registries
--- Adolescents Increasing
Other (10 expressed
Access years
to and of age
Usebyorcountry,
of older
Quality asAgricultural
but of the end of
younger
the
than
Inputs reporting
19) period. Choose all that apply:
Target Stakeholder Setting Describes
-- Adults the setting of the groups of stakeholders
targeted Increasingby Access
theadultsto Agricultural
organization. SelectTraining
all thatand
apply:
--Information Afghanistan
Elderly/older
-- Albania
Target Stakeholder Socioeconomics -Describes --excluded
Persons
Increasingwith
Farm
the
Rural populations
Algeria
disabilities - Minority/previously
Profitability
socioeconomic groups of stakeholders
-- Increasing
targeted by Food
the Security
organization through
as Smallholder
of the end of the Farms
--- Urban Andorra
Women
Increasing Financial Health of Farmers
-reporting
-Amount
-- Angola Peri-urban
Pregnant
period. Choose all that apply:
Units/Volume Produced of women
Increasing the product/service
Access to and Use ofproduced by the for
Products/Services
-organization
-Agricultural Anguilla
Other at-risk populations
during
Risk the reporting
Mitigation period.
-- Very poor
Antigua & Barbuda
--- Poor Other target
Argentina
populations
Units/Volume Sold: Certified Amount
Health:
-- Low-income of the product/service sold by the organization
as Armenia
certified during the reporting period.
-- Middle-income Australia
--Amount Increasing
Other Access to Essential Medicines,
provided byMedical
Units/Volume Sold: Free
Supplies, Austria(describe)
of the
and
product/service
Devices
the
-organization Azerbaijan
- Increasing Access to Medical Diagnostics
for free during the reporting period.
-- Bahamas Improving Data for Health Systems Policy and
Units/Volume Sold: No Direct Amount
-Decision-Making Bahrainof the product/service sold during the
Payment reporting
-- Bangladesh period where no direct payment was
provided Increasingto Consistent
the Supplyatofthe
organization Essential
time ofServices and
service but
Units/Volume Sold: Total -Amount
Products Barbados ofthe
theorganization
product/service soldtobybethe organization
for
-during which expects reimbursed.
- Belarus the reporting
Reducing period. to Health Services
Financial Barriers
- Belgium
-Real Belize
Estate:
- Benin
-- Bermuda Improving Housing Quality
-- Bhutan Increasing Residential Stability
-- Bolivia Increasing Housing Affordability
-- Bosnia & Herzegovina
Increasing Access to Supportive Services through
-Housing Botswana
- Brazil
-Energy: Brunei Darussalam
- Bulgaria
After-sale Client Support -Indicates whether the organization provides support to
-itsBurkina Improving Faso
Lighting
clients after for of
the sale Business
its product/service.
-- Myanmar Improving (Burma)
Energy Alternatives for Cooking
-- Burundi Improving EnergylandAlternatives foraHealthcare
Area of Adjacent Protected Land Area
-- Cambodia of protected that shares boundary with the
organization's Improving Lighting for
protected Homes
land as of the end of the
-- Cameroon Improving Energy for Connectivity
reporting period.
Area of Fresh Water Bodies Present -Surface - Canada Reducingarea of freshwater
Harmful Emissions bodies
frompresent during
Small-Scale the
Energy
-reporting
Sources Cape Verde period on protected land, land under
-sustainable Cayman Islands
stewardship, or land under sustainable
Area of Land Deforested -
Area
cultivation.
Financial Central African
of land thatRepublic
Services: has been deforested by the
-organization Chad during the reporting period.
-- Chile Improving
Area of Land Reforested -Area Chinaof landAccess
that hastobeen
and Use of Responsible
reforested by the Financial
Services for Historically Underserved Populations
-organization
- Colombia
during the reporting period.
Improving Financial Health
-- ComorosSupporting thewhich
Decent Jobs species
and Fostering
Area of Trees Planted: Native Area
-Development
Costaof Rica
land on native of treesEconomic
were
Species planted
-- Croatia by the organization during the reporting
period.Increasing Gender Equality through Financial Inclusion
-- CubaImproving Rural Economies through Access to
-Financial
Cyprus Inclusion
- Czech Republic
-Diversity
Democraticand Republic
Inclusion:of the Congo
- Denmark
-- Djibouti
Reducing Gender Inequities in Workplace Conditions
-- Dominica
Reducing Gender Inequities in Pay
- Dominican Republic
Area of Trees Planted: Total
Biodiversity Assessment
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Area of land on which trees were planted by the
organization during the reporting period.
Indicates whether the organization has undertaken
biodiversity-related assessments to evaluate the
biological diversity present on the land that is directly
Volume of bulk
or indirectly cargo transported
controlled through the road,
by the organization.
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Organizations: Provided New Number of enterprise clients that were served by the
Access organization and provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
compared of thewith price savings
those whoobtained
are unlikelyby the client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities
for a similar where the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Conservation Priority Describes
Choose allthe thatprimary
apply: characteristics of hectares
Characteristics directly
- Piped water or indirectly controlled during the reporting
period
- Sewerthat are desirable to maintain or enhance
Cost Transparency Indicates
through
- Grid electricity whether the
protection, organization
restoration, fully discloses all
or sustainable
pricing
stewardship.
- Off-grid electricity and cost information
Select all that for
apply: its products and
services
-Area Internet to its clients.
Ecological Restoration Ecology of land
and under ecological restoration management
Habitat
Management Area - Phone:
during the Mobile
reporting period. Include both land area
- Phone:controlled
directly Landline and land area indirectly controlled
Ecosystem Services Provided --byOther
Describes Wilderness,
the theor
(describe) wilderness-quality
ecosystem
organization.
lands by land
services provided
(biologically/ecologically
directly or indirectly controlled intact ecosystems, free of
by the organization,
significant
during the human reporting intervention),
period. Select such
all as
thatHigh
apply:
Conservation
Environmental Impact Objectives Describes the Value Forests impact objectives pursued
environmental
-Provisioning
by Significant biodiversity
the organization. Select all that apply:
Values/Services
- Critical habitat for endangered or vulnerable species
Environmental Management Indicates
-- Biodiversity Wildlife
Food habitatwhether the organization has an
conservation
System environmental
-- Energy Land with
Biologicalandraw management
shared boundariessystem
fuelmaterials
efficiency in place.
to existing protected
--land, to increase
Natural
Biomass resources
fuel conservation
conservation assemblage or create
Eviction Rate Percentage of tenants & involuntarily removed from the
--buffer
housing
areas
Pollution
Freshwaterunit
prevention
and the total
waste management
number of permanent
--tenants Sustainable
Genetic energy
resources
during the reporting period.
Forest Management Plan -Public/Human
- Sustainable
Indicates Biochemicals,
whether Use
land use
natural medicines, pharmaceuticals
the organization implements a forest
-management Water resources plan.management
-Regulating Park, landValues/Services
for community recreation, and access to
Green Building Practices public lands
Indicates whether the organization employs green
-- Natural
building or cultural
practices.
Maintenance of airfeatures
quality of outstanding/unique
-value, because
Regulation of rarity, representativeness, aesthetic
of climate
Hazardous Waste Avoided Amount
-qualities Regulationof
or hazardous
cultural waste and
of watersignificance
timing avoided
flowsbased
(e.g., on
waterfalls,
refurbishing/reusing/recycling
-distinct Erosionscenic
control landscapes, geological features, caveor
as part of delivering
developing
dwellings,
-Describes the
natural
Water purification organization's
pilgrimage products/services
wastesites)
andimportance treatment during
Importance of Outcome to the
-- Open reporting
spacethe period.
value or of the outcome
Stakeholders being Disease
soughtmitigation
by the intervention or investment
-- WorkingMaintenance lands, specifically
ofof soil quality land for traditional from
the perspective those affected during ofthe reporting
Land Directly Controlled: Cultivated activities -period.
Area related
Pestofmitigation
land
Choose
to the
directly
all that
sustainable
controlled
apply: by theuseorganization
natural and
resources,
- Very Pollination including agriculture,
directlytimber, and land
ranching
-under
-cultivated
cultivation.
important
Scientific
Report
value mitigation
(research reserves,
controlled area
field stations, etc.)
-- Somewhat
Natural hazard
during the reporting
important period.
-Ecosystem
Neutral Services
Supporting
- Not important Values/Services
-- Do not know
- Land
Habitatthat provides basic ecosystem services in critical
situations (e.g.,
- Nutrient cycling watershed function, flood control)
-- Land providing
Primary production other ecosystem services (regulating
Land Directly Controlled: Area of land directly controlled by the organization that
Impervious Surfaces is impervious to water during the reporting period.
Land Directly Controlled: Area of land directly controlled by the organization and
Sustainably Managed under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Land Directly Controlled: Total Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated Area of land directly controlled by the organization and
with Pesticides treated with pesticides. Report directly controlled land
area treated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Cultivated and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Length of Coastline Present Length of marine or freshwater coastline present
during the reporting period on protected land, land
under sustainable stewardship, or land under
Length of Coastline Restored Length
sustainable of marine or freshwater coastline under
cultivation.
ecological restoration management on protected land,
land under sustainable stewardship, or land under
Length of Streams Present Length
sustainable of freshwater
cultivationstreams present
during the duringperiod.
reporting the
reporting period on protected land, land under
sustainable stewardship, or land under sustainable
Length of Streams Restored Length of freshwater streams under ecological
cultivation.
restoration management on protected land, land under
sustainable stewardship, or land under sustainable
Level of Stream Connectivity Describes
cultivationthe levelthe
during of fragmentation
reporting period. of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectareswater stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the reporting
- Very low fragmentationperiod. Choose all that apply:
Market Linkages Improved or Describes
-- Low Low (<10%)whether the organization improved existing
fragmentation
Expanded market
-- Low-medium linkages or engaged new or additional forward
(10–19.9%)
Moderate fragmentation
or backward
-- Medium-high market linkages, including through its own
(20–39.9%)
High fragmentation
Market Share Increased Describes
integration, whether
during the
the organization expanded
reporting period.
--operations
High (40–80%)
Very high fragmentation
and increased market share during the
--reporting
Extremely
No high (>80%)
data period in a concentrated market in which the
New Firms Entered -Describes
Arid and whether
low wateradditional
use private sector firms
organization
-entered was not a dominant player.
No datathe market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Non-hazardous Waste Avoided Amount of non-hazardous waste disposal avoided
based on the organization's
refurbishing/reusing/recycling as part of delivering or
Number of Containers Handled Number
developing twenty-foot equivalent
the organization's units (TEUs) of cargo
products/services during
containers transported
the reporting period. by a road, railway, port, or
airport during the reporting period.
Number of Household and Business Number of residential and commercial connections to
Connections utilities and services provided by the organization as of
the end of the reporting period.
Number of Individual Connections Number of connections to utilities and services
Operational Certifications
Peak Flow Rate
Percent Recycled Materials
Pesticide Use
Poverty Assessment
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Protected Land Area: Permanent
Protected Land Area: Total
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Renewable Energy Expenditures
Social Impact Objectives
Stakeholder Engagement
provided to individuals by the organization as of the
end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the end of the reporting
related certifications. For example, organizations period.
Percentage of recycled
providing healthcare materials
delivery used to
services, thismanufacture
might
the organization's product (including
include SafeCare certification, ISO 900 certification, and
packaging)/services
government during the
accreditation. reporting period.
Organizations wishingperiod
to
Amount of pesticides used during the reporting
report product-level certifications should use
on land area directly controlled by the organization. the
metric Product/Service Certifications (PD2756).
Indicates whether the organization assesses the
Since certifications
poverty levels of itsvary by sector
intended (example:
stakeholders.
construction, textiles or manufacturing, agribusiness,
Lifetime of the
supply chain product provided
development), by the organization
organizations should
(based
discloseon reasonable
type use). held as well as whether
of certification
the certification is issued by an internationally-
Describes
recognizedthird-party
Organizations certifications
should authority.
certifying report product forlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Area of land with a permanently protected land status
as of the end of the reporting period.
Area of land with a protected land status as of the end
of reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Describes the mechanisms in place to gather input
Agriculture:
from stakeholders on product/service design,
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Agricultural Products
- Increasing Access to and Use of Quality Agricultural
Inputs
- Increasing Access to Agricultural Training and
Information
Stormwater Runoff Volume of water generated from rain and snowmelt
flowing over (without soaking into the ground of) land
indirectly or directly controlled by the organization
Stream Nutrient Levels Assessment Describes
during thewhether reportingthe organization has assessed
period.
nitrogen and phosphorus levels in streams on directly
or indirectly controlled land as of the end of the
Stream Turbidity Level Level
reporting of turbidity
period. (in Nephelometric Turbidity Units, or
NTU) observed in streams or rivers on land directly or
indirectly managed by the organization as of the end of
Streamflow Rate Rate
the reporting of flowing water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the reporting period.
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- DesertsChoose and xericall that apply:
shrublands
Target Stakeholder Demographic Describes
- Tropical and the demographic
subtropical moist groups of stakeholders
broadleaf forests
targeted
-- Strict by
Nature
Tropical the organization.
Reserve (IUCN
and subtropical Select
dry Category
broadleafall that
1a) apply:
forests
-- Wilderness Tropical the Area
andgeography(IUCN Category
subtropicalofconiferous Ib) forests
Target Stakeholder Geography Indicates
--- Children National (younger
Park (IUCN than 10stakeholders
Category yearsII) old) targeted by
the Temperate broadleaf
organization, and
expressed mixed
by forests
country, as of theIII)
end of
--- Adolescents Natural
Temperate (10
Monument years
coniferous of age
or Feature or older
forestall (IUCN but younger
Category
the
than
-Describes reporting
19) period. Choose that apply:
Target Stakeholder Setting - Habitat/Species Boreal forests/Taiga
the settingManagement
of the groups Areaof(IUCN Category IV)
stakeholders
--- Adults Protected
Tropicalby andLandscape/Seascape
subtropical grasslands,(IUCN Category V)
targeted
--- Afghanistan Elderly/older the organization.
adults Select allsavannas
that apply:and
shrublands Protected Area with Sustainable Use of Natural
-Resources Albania
Target Stakeholder Socioeconomics --Describes -excluded
Persons
Temperate
Rural
Algeria
with disabilities
(Category
the socioeconomic
grasslands, - Minority/previously
VI) savannasgroups andofshrublands
stakeholders
populations
---- Urban
targeted No Current
Flooded by Protections
the organization
grasslands and as
savannas of the end of the
-- Andorra
reporting Women
Other
Montane (describe)
Peri-urban period. Choose
grasslands and all that
shrublandsapply:
Threatened Species Policy -Indicates
-- Angola Pregnantwhether
women the organization implements policies
--toTundra Anguilla
--- Other protect
Very at-risk
poor the
Mediterranean
Antigua
populations
threatened
& Barbuda
species thatand
forests, woodlands, reside in
scrubs
--- Other
habitats Poor target
Mangrovesaffectedpopulations
by the organization's operations.
Total Personal Connectivity Devices -Average --- Low-income
Argentinanumber of connectivity devices utilized in each
client Otherhousehold
Armenia terrestrialduring
ecoregion (describe)period.
the reporting
-- Middle-income Australia
Toxic Materials -Freshwater
- Other
Amount Austria(describe)
Ecoregions
of toxic materials used in the organization's
-- Large
manufacturing river
Azerbaijan ecosystems
processes during the reporting period.
-- Large Bahamasriver headwater ecosystems
Type of Land Area Describes
-- Large Bahrain thedelta
river type(s) of land present on hectares
ecosystems
directly
-- Small or indirectly
river ecosystems
Bangladesh controlled by the organization.
Report
-- Large for hectares
lake ecosystems
Barbados controlled at any point during the
Units/Volume Produced Amount
reporting of the
period. product/service
Choose all that produced
apply: by the
--organization Small lake ecosystems
Belarus during the reporting period.
-- Belgium Xeric basin ecosystems
--- Urban/Built-up Other
Belize freshwater Land
ecoregion (describe)
Units/Volume Replaced Number
-- Agricultural of status-quo
Land products that were replaced by
products Benin sold during the reporting period.
-- Rangeland
Marine Bermuda Ecoregions
Units/Volume Sold: Certified -Amount
-- Forest BhutanLand
Polar ecoregions
of the product/service sold by the organization
-as
-- Water TemperateAreas
Bolivia during
certified shelf and seas ecoregions
the reporting period.
--- Wetland Temperate upwellings
Bosnia & Herzegovina
Units/Volume Sold: Free --- Barren
Amount TropicalLand
Botswana ofupwellings
the product/service provided by the
--- Tundra
organization
Tropical coral
Brazil for free during the reporting period.
--- Perennial
Other Snow
marine
Brunei Darussalam or Ice (describe)
ecoregion
Units/Volume Sold: No Direct Amount of the product/service sold during the
Payment -reporting
Bulgaria period where no direct payment was
-provided
Burkina toFasothe organization at the time of service but
Units/Volume Sold: Total -for
Myanmar
Amount of
which the (Burma)
the product/service
organization expectssoldtobybethe organization
reimbursed.
- Burundi
during the reporting period.
- Cambodia
Waste Disposed: Composted Amount
- Cameroon of waste disposed by the organization through
composting
- Canada during the reporting period.
- Cape Verde
- Cayman Islands
- Central African Republic
- Chad
- Chile
- China
- Colombia
Waste Disposed: Incinerated
Waste Disposed: Landfill
Waste Disposed: Other
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
Waste Disposed: Total
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Amount of waste disposed by the organization through
incineration during the reporting period.
Amount of waste disposed by the organization through
landfills during the reporting period.
Amount of waste disposed by the organization through
other means during the reporting period.
reuse and recycling during the reporting period.
Amount of waste disposed by the organization during
the reporting period.
organization's operations during the reporting period.
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Provided for Sale: Potable
Water Provided for Sale: Total
Water Provision Capacity of
Product: Potable
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
Water Type
Water Withdrawn
After-sale Client Support
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Volume of potable
use, during water period.
the reporting provided and delivered to
offtaker(s) during the reporting period.
Volume of water provided and delivered to offtaker(s)
during the reporting period.
Volume of potable water provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Indicates whether the organization employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization during the reporting period. Choose all
- Tertiary treatment
Volume
that of all water drawn from surface water,
- No apply:
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
Indicates whether the organization provides support to
- Groundwater
its clientsWater
- Surface after the sale of its product/service.
- Seawater
- Third Party: Municipal
- Third Party: Wastewater
- Other (describe)
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: SME Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Eviction Rate Percentage of tenants involuntarily removed from the
housing unit and the total number of permanent
tenants during the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Market Linkages Improved or Describes whether
period. Choose the organization
all that apply: improved existing
Expanded market linkages or engaged new or additional forward
- Very important
or backward important
- Somewhat market linkages, including through its own
Market Share Increased Describes
integration,
- Neutral whether
during the
the organization expanded
reporting period.
operations and
- Not important increased market share during the
reporting
-Describes period
Do not know in a concentrated market in which the
New Firms Entered whether
organization was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Product/Service Certifications Describes third-party delivery
providing healthcare certifications for this might
services,
products/services sold by the organization that are and
include SafeCare certification, ISO 900 certification,
valid as
governmentof the end of the
accreditation. reporting period.
Product/Service Description Describes (qualitatively) theOrganizations wishing to
product or service
report product-level certifications
provided by the organization. should use the
metric Product/Service Certifications (PD2756).
Product/Service Replaced Describes the product or service replaced at client,
Description Since certifications
household, varylevel
or business by sector (example:
by products or services
construction,
provided textiles
by the or manufacturing, agribusiness,
organization.
Product/Service Type Describes
supply chain thedevelopment),
economic activities categories
organizations that define
should
the organization's
disclose economic held
type of certification activity/operations. Select
as well as whether
from the optionsisinissued
the certification the Reference List tab.
by an internationally-
Product/Service Warranty Indicates
recognized whether theauthority.
certifying organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs
Indicates the geography of
-- Children Increasing (younger than
Accessexpressed
to 10stakeholders
years old)
Agricultural Training
targeted by
andthe end of
the
-Information Adolescents (10 years of age or older but of
organization, by country, as younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting - Increasing
Describes the Farm Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through Smallholder Farms
targeted
-- Afghanistan by
Elderly/older the adults Health ofSelect
organization. all that apply:
--- Albania Increasing Financial
Persons with disabilities
Farmers
Target Stakeholder Socioeconomics Describes--excluded Increasing
Rural the Access
Algeria populations to and-Use
socioeconomic Minority/previously
groups of stakeholdersfor
of Products/Services
targeted
-Agricultural
-- Andorra Urban by the
Risk organization
Mitigation as of the end of the
Women period. Choose all that apply:
-reporting Peri-urban
Total Personal Connectivity Devices -Average -Health: Angola
Pregnant women
number of connectivity devices utilized in each
-client Anguilla
--- Very Otherhousehold
at-risk populations
poor
Antigua & Barbuda
during the reporting period.
--- Other target populations
Units/Volume Produced - Poor
Amount Increasing
Argentinaof Access
the to Essential Medicines,
product/service produced by Medical
the
--Supplies, Low-income
Armenia and Devices
organization
--- Middle-income during the reporting period.
Increasing Access to Medical Diagnostics
Australia
Units/Volume Replaced --Number
- Other Austria(describe)
Improving Data for Health
of status-quo Systems
products that Policy and
were replaced by
Decision-Making
products
- Azerbaijan sold during the reporting period.
-- Increasing Bahamas Consistent Supply of Essential Services and
Units/Volume Sold: Certified Amount
- Bahrainof the product/service sold by the organization
Products
as
-- Reducing certifiedFinancial
Bangladesh during the reporting
Barriers period.Services
to Health
Units/Volume Sold: Free - Barbados
Amount of the product/service provided by the
-Real
organization
Estate:
Belarus for free during the reporting period.
- Belgium
Units/Volume Sold: No Direct -Amount
- Improving Belize of the Housing Quality
product/service sold during the
Payment -
- Benin period where Stability
reporting Increasing Residential no direct payment was
-provided
- Increasing Bermudato Housing Affordability
the organization at the time of service but
Units/Volume Sold: Total -for
Amount
- Bhutan Increasing
of Access
the to Supportive
product/service
which the organization Services
sold
expects tobybethe through
organization
reimbursed.
Housing
during
- Bolivia the reporting period.
- Bosnia & Herzegovina
Water Provided for Sale: Potable Volume Energy:
- Botswana of potable water provided and delivered to
offtaker(s)
- Brazil during the reporting period.
Water Provision Capacity of --Volume Improving
Brunei Lighting for Business
Darussalam
of potable
-- ImprovingBulgaria Energy water provided
Alternatives for over
Cookingthe lifetime of
Product: Potable the
-- Improving product Energy Alternatives for Healthcare capacity
based on the planned operational
of Burkina
the Faso
product/system.
Water Provision Capacity of -Volume
- Improving
Myanmar Lighting for
(Burma)
of potential Homes
potable water provided over the
Products Sold: Potable -
lifetime Improving Energy for Connectivity
- Burundiof the product, for all products sold during the
-reporting
- Reducing
Cambodia Harmful Emissions from Small-Scale Energy
period.
Water Treatment Capacity of Sources
Volume
- Cameroon of water treated to become potable over the
Product: Potable lifetime
- Canadaof the product based on the planned
-Financial
operational
Cape VerdeServices:
capacity of the product/system.
After-sale Client Support Indicates
- Cayman whether Islands the organization provides support to
its clientsAfrican
-- Improving
Central after the
Access sale
to and
Republic of Use
its product/service.
of Responsible Financial
Services
- Chad for Historically Underserved Populations
-- Improving
Chile Financial Health
-- Supporting
China the Decent Jobs and Fostering Economic
Development
- Colombia
-- Comoros
Increasing Gender Equality through Financial Inclusion
-- Costa
Improving
Rica Rural Economies through Access to
Financial Inclusion
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: SME Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Eviction Rate Percentage of tenants involuntarily removed from the
housing unit and the total number of permanent
tenants during the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Market Linkages Improved or Describes whether
period. Choose the organization
all that apply: improved existing
Expanded market linkages or engaged new or additional forward
- Very important
or backward important
- Somewhat market linkages, including through its own
Market Share Increased Describes
integration,
- Neutral whether
during the
the organization expanded
reporting period.
operations and
- Not important increased market share during the
reporting
-Describes period
Do not know in a concentrated market in which the
New Firms Entered whether
organization was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Product/Service Certifications Describes third-party delivery
providing healthcare certifications for this might
services,
products/services sold by the organization that are and
include SafeCare certification, ISO 900 certification,
valid as
governmentof the end of the
accreditation. reporting period.
Product/Service Description Describes (qualitatively) theOrganizations wishing to
product or service
report product-level certifications
provided by the organization. should use the
metric Product/Service Certifications (PD2756).
Product/Service Replaced Describes the product or service replaced at client,
Description Since certifications
household, varylevel
or business by sector (example:
by products or services
construction,
provided textiles
by the or manufacturing, agribusiness,
organization.
Product/Service Type Describes
supply chain thedevelopment),
economic activities categories
organizations that define
should
the organization's
disclose economic held
type of certification activity/operations. Select
as well as whether
from the optionsisinissued
the certification the Reference List tab.
by an internationally-
Product/Service Warranty Indicates
recognized whether theauthority.
certifying organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs
Indicates the geography of
-- Children Increasing (younger than
Accessexpressed
to 10stakeholders
years old)
Agricultural Training
targeted by
andthe end of
the
-Information Adolescents (10 years of age or older but of
organization, by country, as younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting - Increasing
Describes theFarm Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through Smallholder Farms
targeted
-- Afghanistan by
Elderly/older the adults Health ofSelect
organization. all that apply:
--- Albania Increasing Financial
Persons with disabilities
Farmers
Target Stakeholder Socioeconomics Describes--excluded Increasing
Rural theAccess
Algeria populations to and-Use
socioeconomic Minority/previously
groups of stakeholdersfor
of Products/Services
targeted
-Agricultural
-- Andorra Urban by the
Risk organization
Mitigation as of the end of the
Women period. Choose all that apply:
-reporting Peri-urban
Total Personal Connectivity Devices -Average -Health: Angola
Pregnant women
number of connectivity devices utilized in each
-client Anguilla
--- Very Otherhousehold
Antigua
at-risk populations
poor
& Barbuda
during the reporting period.
--- Other target populations
Units/Volume Produced - Poor
Amount Increasing
Argentinaof Access
the to Essential Medicines,
product/service produced by Medical
the
--Supplies, Low-income
Armenia and Devices
organization
--- Middle-income during the reporting period.
Increasing Access to Medical Diagnostics
Australia
Units/Volume Replaced --Number
- Other Austria(describe)
Improving Data for Health
of status-quo Systems
products that Policy and
were replaced by
Decision-Making
products
- Azerbaijan sold during the reporting period.
-- Increasing Bahamas Consistent Supply of Essential Services and
Units/Volume Sold: Certified Amount
- Bahrainof the product/service sold by the organization
Products
as
-- Reducing certifiedFinancial
Bangladesh during the reporting
Barriers period.Services
to Health
Units/Volume Sold: Free - Barbados
Amount of the product/service provided by the
-Real
organization
Estate:
Belarus for free during the reporting period.
- Belgium
Units/Volume Sold: No Direct -Amount
- Improving Belize of the Housing Quality
product/service sold during the
Payment -
- Benin period where Stability
reporting Increasing Residential no direct payment was
-provided
- Increasing Bermudato Housing Affordability
the organization at the time of service but
Units/Volume Sold: Total -for
Amount
- Bhutan Increasing
of Access
the to Supportive
product/service
which the organization Services
sold
expects tobybethe through
organization
reimbursed.
Housing
during
- Bolivia the reporting period.
- Bosnia & Herzegovina
Water Consumption of Product Average
Energy:
- Botswana volume of water utilization/consumption over
the
- Brazil lifetime of the product based on the planned
operation
--Average Improving
Brunei of the product/system.
Lighting
Darussalam for Business
Water Consumption of Product -- Improving volume
Energyof water that would
Alternatives have been
for Cooking
Replaced consumed Bulgaria by the replaced product during the lifetime
-- Improving
Burkina FasoEnergy Alternatives for Healthcare
of the organization's product.
Water Provided for Sale: Potable -Volume - Improving
Myanmar Lightingwater
(Burma)
of potable for Homes
provided and delivered to
-offtaker(s)
Improving Energy
- Burundi during the reporting for Connectivity
period.
-- Reducing
CambodiaHarmful Emissions from Small-Scale Energy
Water Provided for Sale: Total Sources
Volume
- Cameroon of water provided and delivered to offtaker(s)
during
- Canada the reporting period.
-Financial
Cape VerdeServices:
Water Provision Capacity of Volume
- CaymanofIslands potable water provided over the lifetime of
Product: Potable the product
-- Improving based
Access
Central African on the planned
to and
Republic operationalFinancial
Use of Responsible capacity
of
Services
- Chad the product/system.
for Historically Underserved Populations
-- Improving
Chile Financial Health
-- Supporting
China the Decent Jobs and Fostering Economic
Development
- Colombia
-- Comoros
Increasing Gender Equality through Financial Inclusion
-- Costa
Improving
Rica Rural Economies through Access to
Financial Inclusion
Water Provision Capacity of Volume of water provided over the lifetime of the
Product: Total product based on the planned operational capacity of
the product/system.
Water Provision Capacity of Volume of potential potable water provided over the
Products Sold: Potable lifetime of the product, for all products sold during the
reporting period.
Water Provision Capacity of Volume of potential water provided over the lifetime of
Products Sold: Total the product for all products sold during the reporting
period.
Water Savings from Products Sold Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Water Savings from Services Sold Volume of water savings during the reporting period
due to the organization's services sold.
Water Treatment Capacity of Volume of water treated to become potable over the
Product: Potable lifetime of the product based on the planned
operational capacity of the product/system.
Water Treatment Capacity of Volume of water treated over the lifetime of the
Product: Total product based on the planned operational capacity of
the product/system.
Water Treatment Capacity of Volume of potential water treated over the lifetime of
Products Sold the product for all products sold during the reporting
period.
After-sale Client Support Indicates whether the organization provides support to
its clients after the sale of its product/service.
Client Complaint Tracking System Indicates whether the organization has a system in
place to receive and resolve client complaints.
Client Feedback System Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Client Protection Policy Indicates
and handle whether the organization has a written policy
client feedback.
for client protection and a system to monitor
compliance with this policy.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Connection Type Describes
otherwise the paidtypefor aofsimilar
connection provided toin the local
product/service
households
market. or individuals as a result of the
organization's activities during the reporting period.
Cost Transparency Indicates
Choose allwhether that apply:the organization fully discloses all
pricing
- Piped water and cost information for its products and
services
- Sewer to its clients.
Environmental Impact Objectives Describes
- Grid electricity the environmental impact objectives pursued
by
- Off-grid electricity Select all that apply:
the organization.
Hazardous Waste Avoided -Amount Internetof hazardous waste avoided based on
-- Biodiversity
Phone: Mobile conservation
refurbishing/reusing/recycling
-- Energy and fuel efficiency as part of delivering or
developingPhone: Landline
the organization's products/services during
-- NaturalOther resources conservation
(describe)
Land Directly Controlled: Area
the of land
reporting directly
period. controlled
- Pollution prevention & waste management by the organization that
Impervious Surfaces is impervious
- Sustainable energy to water during the reporting period.
Level of Stream Connectivity -Describes
Sustainabletheland
leveluseof fragmentation of streams
-presentWater resources
on hectares management
directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectares water stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the
- Very reporting period. Choose all that apply:
low fragmentation
Non-hazardous Waste Avoided Amount
-- Low of non-hazardous waste disposal avoided
Low (<10%)
fragmentation
based on
-- Low-medium
Moderate thefragmentation
organization's
(10–19.9%)
refurbishing/reusing/recycling
-- Medium-high
High fragmentation (20–39.9%) as part of delivering or
developing
-- High the
(40–80%) organization's
Very high fragmentation products/services during
the reporting
-- Extremely period.
No data high (>80%)
- Arid and low water use
- No data
Number of Household and Business Number of residential and commercial connections to
Connections
Number of Individual Connections Number of connections to utilities and services
Operational Certifications
Peak Flow Rate
Percent Recycled Materials
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Stakeholder Engagement
Stormwater Runoff
Stream Nutrient Levels Assessment Describes
Stream Turbidity Level
Streamflow Rate
Target Area Ecoregion
utilities and services provided by the organization as of
the end of the reporting period.
provided to individuals by the organization as of the
end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the end of the reporting
related certifications. For example, organizations period.
Percentage of recycled
providing healthcare materials
delivery used to
services, thismanufacture
might
the organization's product (including
include SafeCare certification, ISO 900 certification, and
packaging)/services
government during the
accreditation. reporting period.
Organizations wishing to
Lifetime of the product provided by the organization
report product-level certifications
(based on reasonable use). should use the
metric Product/Service Certifications (PD2756).
Describes
Organizationsthird-party certifications
should report product forlifetime in number
Since certifications
products/services
of years. vary
sold by
by sector
the (example:
organization that are
construction,
valid as of thetextiles or manufacturing,
end of the reporting period. agribusiness,
Describes
supply chain (qualitatively)
development), the organizations
product or serviceshould
provided by the
disclose type organization.held as well as whether
of certification
the certification is issued by an internationally-
Describes
recognizedthe productauthority.
certifying or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Describes the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
Volume of water generated from rain and snowmelt
flowing over (without soaking into the ground of) land
indirectly or directly controlled by the organization
during thewhether
reportingthe organization has assessed
period.
nitrogen and phosphorus levels in streams on directly
or indirectly controlled land as of the end of the
Level of turbidity
reporting period. (in Nephelometric Turbidity Units, or
NTU) observed in streams or rivers on land directly or
indirectly managed by the organization as of the end of
Rate of flowing
the reporting water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the reporting period.
Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Terrestrial Ecoregions
- Deserts and xeric shrublands
- Tropical and subtropical moist broadleaf forests
- Tropical and subtropical dry broadleaf forests
- Tropical and subtropical coniferous forests
Target Area Protected Status Describes the protected status of the land the
organization seeks to benefit during the reporting
period. Choose all that apply:
Toxic Materials Amount of toxic materials used in the organization's
manufacturing processes
- Strict Nature Reserve during
(IUCN the reporting
Category 1a) period.
- Wilderness Area (IUCN Category Ib)
Units/Volume Produced Amount
- NationalofPark
the product/service
(IUCN Category II) produced by the
organization during the reporting
- Natural Monument or Feature (IUCN period.Category III)
Units/Volume Sold: Certified -Amount
Habitat/Species Management sold
of the product/service Areaby (IUCN Category IV)
the organization
-asProtected Landscape/Seascape (IUCN
certified during the reporting period. Category V)
- Protected Area with Sustainable Use of Natural
Units/Volume Sold: Free Resources
Amount of(Category VI)
the product/service provided by the
- No Current Protections
organization for free during the reporting period.
- Other (describe)
Units/Volume Sold: No Direct Amount of the product/service sold during the
Payment reporting period where no direct payment was
provided to the organization at the time of service but
Units/Volume Sold: Total Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Waste Disposed: Composted Amount of waste disposed by the organization through
composting during the reporting period.
Waste Disposed: Incinerated Amount of waste disposed by the organization through
incineration during the reporting period.
Waste Disposed: Landfill Amount of waste disposed by the organization through
landfills during the reporting period.
Waste Disposed: Other Amount of waste disposed by the organization through
other means during the reporting period.
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
reuse and recycling during the reporting period.
Waste Disposed: Total Amount of waste disposed by the organization during
the reporting period.
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
organization's operations during the reporting period.
Waste Produced: Non-Hazardous Amount of non-hazardous waste created by the
Waste organization's operations during the reporting period.
Waste Produced: Total Amount of waste created by the organization's
operations during the reporting period.
Waste Reduced Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Waste Reductions from Products Amount of reductions in waste over the lifetime of
Sold products sold by the organization during the reporting
period.
Waste Reductions from Services Amount of reductions in waste during the reporting
Sold period due to the organization's services sold.
Wastewater Treated Volume of wastewater treated by the organization
during the reporting period.
Wastewater Treatment Compliance Indicates whether the organization's practices related
to discharge of wastewater comply with local legal
requirements.
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
Water Type
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates
use, duringwhether the organization
the reporting period. employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization during the reporting period. Choose all
- Tertiary treatment
that
- No apply:
treatment
- Rainwater
- Recycled Water
- Groundwater
- Surface Water
- Seawater
Water Withdrawn
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Volume of all water drawn from surface water,
groundwater, seawater, or a third party for any use by
the organization during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Organizations: Provided New Number of enterprise clients that were served by the
Access organization and provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
compared of thewithprice savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities
for a similar where the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Cost Transparency Indicates
Choose allwhether that apply:the organization fully discloses all
pricing
- Piped and water cost information for its products and
services
- Sewer to its clients.
Environmental Impact Objectives Describes
- Grid electricity the environmental impact objectives pursued
by
- Off-grid electricity Select all that apply:
the organization.
Eviction Rate -Percentage Internet of tenants involuntarily removed from the
-- Biodiversity
Phone:unitMobile conservation
housing
-- Energy and and
fuel the total number of permanent
efficiency
tenants Phone:during
Landlinethe reporting period.
-- Natural resources conservation
Other (describe)
Green Building Practices Indicates whether the organization
- Pollution prevention & waste management employs green
building practices.
- Sustainable energy
Importance of Outcome to - Sustainable
Describes theland
value useor importance of the outcome
Stakeholders - Water
being resources
sought by the management
intervention or investment from
the perspective of those affected during the reporting
Land Directly Controlled: Area
period. of Choose
land directly
all that controlled
apply: by the organization that
Impervious Surfaces is impervious
- Very important to water during the reporting period.
- Somewhat important
Level of Stream Connectivity Describes
- Neutral the level of fragmentation of streams
present
- Not important on hectares directly or indirectly controlled by
the
-Level organization
know as
Do not baseline of the end of the reporting period.
Level of Water Stress Reportoffor hectares water stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the reporting
- Very low fragmentation period. Choose all that apply:
Market Linkages Improved or Describes
-- Low Low (<10%) whether the organization improved existing
fragmentation
Expanded market
-- Low-medium linkages or engaged new or additional forward
(10–19.9%)
Moderate fragmentation
or backward
-- Medium-high market
High fragmentation linkages, including through its own
(20–39.9%)
Market Share Increased Describes
integration,
-- High whether
(40–80%) during the
the organization expanded
reporting period.
Very high fragmentation
operations and increased market share during the
-- Extremely
No data period high (>80%)
reporting
-Describes
Arid and whether in a concentrated
low wateradditional
use market in which the
New Firms Entered organization was not a private
dominant sector firms
player.
-entered
No datathe market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of Household and Business Number of residential and commercial connections to
Connections utilities and services provided by the organization as of
the end of the reporting period.
Number of Individual Connections Number of connections to utilities and services
provided to individuals by the organization as of the
end of the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Peak Flow Rate Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the end of the reporting
related certifications. For example, organizations period.
Poverty Assessment Indicates
providing whether
healthcare thedelivery
organization assesses
services, the
this might
poverty levels of its intended stakeholders.
include SafeCare certification, ISO 900 certification, and
Product/Service Certifications government accreditation.
Describes third-party Organizations
certifications for wishing to
report
products/services sold by the organizationuse
product-level certifications should the
that are
metric Product/Service Certifications
valid as of the end of the reporting period. (PD2756).
Product/Service Description Describes (qualitatively) the product or service
Since certifications
provided vary by sector (example:
by the organization.
construction, textiles or manufacturing, agribusiness,
Product/Service Replaced Describes
supply chain thedevelopment),
product or service replaced at
organizations client,
should
Description household,
disclose type orofbusiness level held
certification by products or whether
as well as services
provided by the organization.
the certification is issued by an internationally-
Product/Service Type Describes
recognizedthe economic
certifying activities categories that define
authority.
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Stormwater Runoff Volume of water
Agricultural Products generated from rain and snowmelt
flowing
- Increasing overAccess
(without soaking
to and Use into the ground
of Quality of) land
Agricultural
indirectly or directly controlled by the organization
Stream Nutrient Levels Assessment Inputs
Describes
during thewhether
reportingthe organization has assessed
-nitrogen
Increasing
andAccess toperiod.
phosphorus Agricultural
levels in Training
streams and
on directly
Information
or indirectly controlled land as of the end of the
Stream Turbidity Level -reporting
LevelIncreasing Farm (in
of turbidity
period. Profitability
Nephelometric Turbidity Units, or
- Increasing
NTU) observedFoodin Security
streams through
or rivers Smallholder Farms
on land directly or
- Increasing
indirectly FinancialbyHealth
managed of Farmers as of the end of
the organization
Streamflow Rate Rate of flowing
- Increasing
the reporting water
Access
period. in a stream
to and or river on land for
Use of Products/Services
directly
Agricultural or indirectly managed by the organization as of
Risk Mitigation
the end of the reporting period.
Target Area Ecoregion Describes
Health: the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply: Access to Essential Medicines, Medical
- Increasing
Supplies, and Devices
Terrestrial
- IncreasingEcoregions
Access to Medical Diagnostics
-- Deserts
ImprovingandData
xericforshrublands
Health Systems Policy and
-Decision-Making
Tropical and subtropical moist broadleaf forests
-- Tropical
Increasingand subtropical
Consistent dry broadleaf
Supply forests
of Essential Services and
- Tropical and subtropical coniferous forests
Target Area Protected Status Describes the protected status of the land the
organization seeks to benefit during the reporting
period. Choose all that apply:
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted
- Strict Nature by theReserve
organization. Select all that
(IUCN Category 1a) apply:
- Wilderness Area (IUCN Category Ib)
Target Stakeholder Geography Indicates
-- Children Nationalthe geography
(younger
Park (IUCN than of
10stakeholders
Category II) old) targeted by
years
the
-- Adolescents organization,
Natural Monument expressed
(10 years
or of by country,
age or(IUCN
Feature as of
older Category
but theIII)
younger end of
the
than
-Describes reporting
19)
Habitat/Species period. Choose
Management all that apply:
Areaof(IUCN Category IV)
Target Stakeholder Setting Adults the setting of the groups stakeholders
--targeted Protected Landscape/Seascape
organization. Select all that apply:V)
by theadults (IUCN Category
--- Afghanistan Elderly/older
Protected Area with Sustainable Use of Natural
-Resources Albania
Target Stakeholder Socioeconomics -Describes --excluded
Persons with
Rural
Algeria the disabilities
(Category VI) - Minority/previously
socioeconomic groups of stakeholders
-- No
targeted populations
Current
by Protections
the organization as of the end of the
--- Urban Andorra
Women
Other (describe)
reporting
-- Peri-urban period. Choose all that apply:
Total Personal Connectivity Devices -Average Angola
Pregnant women
number of connectivity devices utilized in each
-client
-- Anguilla Otherhousehold
at-risk populations
during the reporting period.
-- Very poor
Antigua & Barbuda
Other target populations
-- Poor Argentina
Units/Volume Produced Amount
-- Low-income of the product/service produced by the
organizationArmenia during the reporting period.
-- Middle-income
Australia
Units/Volume Replaced -Number
- Other Austria(describe)
of status-quo products that were replaced by
products
- Azerbaijan sold during the reporting period.
- Bahamas
Units/Volume Sold: Certified Amount
- Bahrainof the product/service sold by the organization
as certified during the reporting period.
- Bangladesh
Units/Volume Sold: Free -Amount Barbados of the product/service provided by the
-organization
Belarus for free during the reporting period.
- Belgium
Units/Volume Sold: No Direct - Belize of the product/service sold during the
Amount
Payment -reporting
Benin period where no direct payment was
- Bermudato the organization at the time of service but
provided
Units/Volume Sold: Total Amount
- Bhutan
for whichofthe theorganization
product/serviceexpectssoldtobybethe organization
reimbursed.
during
- Boliviathe reporting period.
- Bosnia & Herzegovina
Wastewater Treated Volume
- Botswana of wastewater treated by the organization
during
- Brazil the reporting period.
Wastewater Treatment Compliance Indicates - Brunei Darussalam
whether the organization's practices related
-toBulgaria
discharge of wastewater comply with local legal
-requirements.
Burkina Faso
Water Conservation Strategy - Myanmar
Indicates (Burma)the organization implements a water
whether
- Burundi
conservation strategy to reduce its water usage.
- Cambodia
Water Conserved Volume
- Cameroon of reduced water usage achieved as a result of
the
- Canadaorganization's water conservation efforts during
the reporting
- Cape Verde period.
Water Consumed: Groundwater Volume
- CaymanofIslandsgroundwater used for the organization's
operations during
- Central African Republicthe reporting period.
Water Consumed: Municipal -Volume
Chad of water drawn from municipal water sources
-used
Chilefor the organization's operations during the
-reporting
China period.
Water Consumed: Rainwater - Colombia
Volume of rainwater used for the organization's
- Comoros during the reporting period.
operations
- Costa Rica
Water Consumed: Recycled Volume
- Croatiaof recycled water used for the organization's
operations
- Cuba during the reporting period.
- Cyprus
Water Consumed: Regions with Volume of water used from regions with high or
- Czech Republic
High Water Stress extremely
- Democratic high baseline
Republic ofwater stress during the
the Congo
reporting
- Denmark period.
- Djibouti
- Dominica
- Dominican Republic
- Ecuador
- Egypt
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Provided for Sale: Potable
Water Provided for Sale: Total
Water Provision Capacity of
Product: Potable
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
Water Type
Water Withdrawn
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Volume of potable
use, during water period.
the reporting provided and delivered to
offtaker(s) during the reporting period.
Volume of water provided and delivered to offtaker(s)
during the reporting period.
Volume of potable water provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Indicates whether the organization employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization during the reporting period. Choose all
- Tertiary treatment
Volume
that of all water drawn from surface water,
- No apply:
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
- Groundwater
- Surface Water
- Seawater
- Third Party: Municipal
- Third Party: Wastewater
Area of Adjacent Protected Land Area of protected land that shares a boundary with the
organization's protected land as of the end of the
reporting period.
Area of Fresh Water Bodies Present Surface area of freshwater bodies present during the
reporting period on protected land, land under
sustainable stewardship, or land under sustainable
Area of Land Deforested Area of land that has been deforested by the
cultivation.
organization during the reporting period.
Area of Land Reforested Area of land that has been reforested by the
organization during the reporting period.
Area of Trees Planted: Native Area of land on which native species of trees were
Species planted by the organization during the reporting
period.
Area of Trees Planted: Total Area of land on which trees were planted by the
organization during the reporting period.
Biodiversity Assessment Indicates whether the organization has undertaken
biodiversity-related assessments to evaluate the
biological diversity present on the land that is directly
Conservation Priority Describes
or indirectly thecontrolled
primary characteristics
by the organization.of hectares
Characteristics directly or indirectly controlled during the reporting
period that are desirable to maintain or enhance
Ecological Restoration Area
through of land under ecological
protection, restoration, restoration management
or sustainable
Management Area during
stewardship. the reporting
Select all period. Include both land area
that apply:
directly controlled and land area indirectly controlled
Ecosystem Services Provided Describes
by
Ecology theHabitat
ecosystem services provided by land
the organization.
and
directly or indirectly controlled by the organization,
during the reporting period. Select all that apply:
Environmental Impact Objectives -Describes Wilderness, theor wilderness-quality
environmental impactlandsobjectives pursued
(biologically/ecologically
by the organization. Select intact ecosystems,
all that apply: free of
Provisioning
significant human Values/Services
intervention), such as High
Environmental Management Conservation
Indicates
-- Biodiversity whetherValuetheForests
conservationorganization has an
System -- Food
environmental Significant biodiversity
management
efficiency system in place.
-- Energy Biological
Critical
andraw
habitat
fuelmaterials
for endangered or vulnerable species
-- Natural resources conservation
Forest Management Plan -- Biomass
Indicates Wildlife fuel
whether
habitat the organization implements a forest
-- Pollution
management Freshwater
Land
prevention &
with shared plan.
waste management
--land, Sustainable
Genetic energyboundaries to existing protected
resources
-- Sustainable to increaseland conservation
use assemblage or create
Green Building Practices Indicates Biochemicals,
whether natural medicines, pharmaceuticals
the organization employs green
-buffer Water
building practices.
areas
resources management
Regulating Values/Services
Land Directly Controlled: Cultivated Public/Human
Area of land directly Use controlled by the organization and
under
-- Maintenance cultivation. Report directly controlled land area
cultivated for of
Park, landduring air
the
quality
community recreation,
reporting period. and access to
-public Regulation
lands of climate
Land Directly Controlled: Area
-- Regulation of land directly controlled
of waterfeatures
timing and byflows
the organization and
Sustainably Managed under Natural or cultural
sustainable cultivation of
or outstanding/unique
sustainable
-value, Erosion control
because of rarity, representativeness, aesthetic
stewardship.
- Water Report
purification directly
and waste controlled
treatment land area
Land Directly Controlled: Total Area
qualities
sustainably of land directlysignificance
or cultural
managed controlled
during the by thewaterfalls,
(e.g.,
reportingorganization
period.
-during
distinct Diseasethe mitigation
reporting
scenic period.geological features, cave
landscapes,
-dwellings,
Maintenance naturalof soil quality sites)
pilgrimage
Land Directly Controlled: Treated Area -- Pest mitigation
of land
Open space directly controlled by the organization and
with Pesticides -- Pollination
treated with pesticides. Report directly
Working lands, specifically land for traditional controlled land
-activities
area Natural
treatedhazard mitigation
during
related the reporting
to thecontrolled
sustainable period.
Land Indirectly Controlled: Area of land indirectly byuse
theof natural
organization
Cultivated resources,
and including
under cultivation. agriculture, timber, and
Report indirectly controlled ranching
land
Supporting
-area Scientific Values/Services
value (research reserves, field stations, etc.)
cultivated during the reporting period.
Land Indirectly Controlled: Area
-Ecosystemof land indirectly controlled by the organization
Habitat
Sustainably Managed and under Services cultivation or sustainable
sustainable
- Nutrient cycling
stewardship.
-- Primary Report indirectly controlled land area
Land thatproduction
sustainably provides
managed basic
duringecosystem
the reporting services in critical
period.
-situations
Water cycling
(e.g., watershed function, flood control)
- Land providing other ecosystem services (regulating
Cultural Values/Services
values/services, supporting values/services,
provisioning values/services, and/or cultural
-values/services).
Recreation and ecotourism
Land Indirectly Controlled: Total Area of land indirectly controlled by the organization
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Length of Coastline Present Length of marine or freshwater coastline present
during the reporting period on protected land, land
under sustainable stewardship, or land under
Length of Coastline Restored Length of marine
sustainable or freshwater coastline under
cultivation.
ecological restoration management on protected land,
land under sustainable stewardship, or land under
Length of Streams Present Length of freshwater
sustainable cultivationstreams present
during the duringperiod.
reporting the
reporting period on protected land, land under
sustainable stewardship, or land under sustainable
Length of Streams Restored Length of freshwater streams under ecological
cultivation.
restoration management on protected land, land under
sustainable stewardship, or land under sustainable
Pesticide Use Amount of during
cultivation pesticides
the used during
reporting the reporting period
period.
on land area directly controlled by the organization.
Protected Land Area: Permanent Area of land with a permanently protected land status
as of the end of the reporting period.
Protected Land Area: Total Area of land with a protected land status as of the end
of reporting period.
Renewable Energy Expenditures Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Target Area Ecoregion Describes
during thethe ecoregions
reporting period.the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- Deserts and xeric Choose all that apply:
shrublands
Threatened Species Policy Indicates whether
- Tropical and subtropical moist broadleaf the organization implements
forestspolicies
to
-- Strict protect the
Nature
Tropical threatened
Reserve (IUCN
and subtropical species that
dry Category
broadleaf1a)reside in
forests
habitats
-- Wilderness affected
Tropical and Area by the organization's
(IUCN Category
subtropical coniferous operations.
Ib) forests
Type of Land Area Describes
-- National the
Park type(s)
(IUCN of land
Category present
II) on hectares
directly Temperate
or broadleaf
indirectly and mixed
controlled by forests
the organization.
--Report Natural Monument
Temperate
for coniferous
hectares
or Feature
forest at(IUCN
controlled any
Category III)
point during theIV)
-- Habitat/SpeciesBoreal forests/TaigaManagement Area (IUCN Category
reporting
-- Protected period. Choose
Landscape/Seascape all that apply:
(IUCN CategoryandV)
Tropical and subtropical grasslands, savannas
-shrublands Protected Area with Sustainable Use of Natural
-Resources Urban/Built-up
(CategoryLandVI)
-- Temperate Agricultural grasslands,
Land savannas and shrublands
-- No Current
Flooded Protections
grasslands and savannas
-- RangelandOther (describe)
-- Forest Montane Landgrasslands and shrublands
-- Water TundraAreas
After-sale Client Support -Indicates
- Mediterranean
Wetlandwhetherforests, woodlands,provides
the organization and scrubs
support to
-its Mangroves
- Barren clientsLand
after the sale of its product/service.
-- Other
Tundraterrestrial ecoregion (describe)
Building Area of Energy Efficiency Area
- Perennialof buildings
Snow or projected
Ice to receive energy efficiency
Improvements improvements
Freshwater Ecoregions as a result of investments made by the
organization during the reporting period.
- Large river ecosystems
Bulk Cargo Handled Volume of bulk
- Large river headwater cargo transported
ecosystemsthrough the road,
railway, port, or airport
- Large river delta ecosystems during the reporting period.
Business Innovation -Describes
Small river ecosystems
whether the organization adopted or
-operationalized
Large lake ecosystems
a product, internal process,
-technology,
Small lake ecosystems
or financing structure that was new or not
-widely
Xeric basin
used in ecosystems
the domestic sector during the reporting
-period.
Other freshwater ecoregion (describe)
Marine Ecoregions
- Polar ecoregions
- Temperate shelf and seas ecoregions
- Temperate upwellings
Client Complaint Tracking System
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary for
Number more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Savings Premium
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
otherwise paid for a similar product/service in the local
market.
Client Spending: Connectivity
Client Spending: Energy
Client Spending: Total
Communities Served
Cost Transparency
Energy Capacity of Product
Energy Capacity of Products Sold
Energy Conservation Strategy
Energy Conserved
Energy Consumption of Product
Energy Consumption of Product
Replaced
Energy Generated for Sale: Non-
Renewable
Energy Generated for Sale:
Renewable
Energy Generated for Sale: Total
Energy Generated for Use: Non-
renewable
Energy Generated for Use:
Renewable
Energy Generated for Use: Total
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
Energy Purchased: Renewable
Energy Purchased: Total
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
Amount of money spent by the client on connectivity
costs during the reporting period.
Amount of money spent by the client on sources of
energy during the reporting period.
Amount of money spent by the client during the
reporting period.
Number of communities where the organization's
products/services were available during the reporting
period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Amount of potential energy generation over the
lifetime of the product based on the planned operation
of the product/system.
Amount of potential energy generation over the
lifetime of the product for all products sold by the
organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
Amount of energy that would have been used by the
replaced product during the lifetime of the
organization's product.
Amount of non-renewable energy generated and sold
to offtaker(s) during the reporting period.
Amount of renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and sold to offtaker(s)
during the reporting period.
Amount of energy generated and consumed by the
organization from non-renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization during the reporting period.
organization from non-renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization during the reporting period.
product for those products that were sold by the
organization during the reporting period.
Energy Savings from Services Sold Amount of energy savings due to the organization's
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates
- Biodiversity whether the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Importance of Outcome to Describes
- Pollutionthe value or &
prevention importance of the outcome
waste management
Stakeholders being sought
- Sustainable energyby the intervention or investment from
the
-Numberperspective
Sustainable landof those
use affected during the reporting
Job Placements period. of the
Choose organization's
all that apply: clients who were placed
-inWater resources
part-time, management
full-time, temporary, or permanent jobs
- Very important
during the reporting
- Somewhat important period.
Market Linkages Improved or Describes
- Neutral whether the organization improved existing
Expanded market linkages or engaged new or additional forward
- Not important
or backward
-Describes
Do not know market linkages, including through its own
Market Share Increased integration,whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
New Firms Entered Describes
organizationwhether
was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Product Hours of Light Available Number
providingofhealthcare
hours of light available
delivery fromthis
services, themight
product
during the reporting period.
include SafeCare certification, ISO 900 certification, and
Product/Service Certifications government
Describes accreditation.
third-party Organizations
certifications for wishing to
report product-level
products/services certifications
sold should use
by the organization the
that are
metric
valid asProduct/Service
of the end of theCertifications (PD2756).
reporting period.
Product/Service Description Describes (qualitatively) the product or service
Since certifications
provided vary by sector (example:
by the organization.
construction, textiles or manufacturing, agribusiness,
Product/Service Replaced Describes
supply chain thedevelopment),
product or service replaced at
organizations client,
should
Description household, or business level by products or services
disclose type of certification held as well as whether
provided by the organization.
the certification is issued by an internationally-
Product/Service Type Describes
recognizedthe economic
certifying activities categories that define
authority.
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Renewable Energy Expenditures Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural Products the demographic groups of stakeholders
targeted
- Increasing Access to and UseSelect by the organization. all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs
Indicates the geography of
-- Children Increasing (younger than
Accessexpressed
to 10stakeholders
years old)
Agricultural Training
targeted by
andthe end of
the
-Information Adolescents (10 years of age or older but of
organization, by country, as younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting - Increasing
Describes the Farm Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through
targeted
--- Elderly/older by the
Afghanistan adults organization. SelectSmallholder
all that apply:Farms
-- Albania Increasing Financial Health of Farmers
Target Stakeholder Socioeconomics Describes Persons
Increasingwith
the disabilities
to and-Use
socioeconomic
Access Minority/previously
groups of stakeholdersfor
of Products/Services
--excluded Rural
Algeria populations
targeted
Agricultural
--- Urban Andorra by the
Risk organization
Mitigation as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant women
Total Personal Connectivity Devices Average Health: number of connectivity devices utilized in each
-client Anguilla
--- Very Otherhousehold
Antigua
at-risk populations
poor
& Barbuda
during the reporting period.
---- Poor Other target
Increasing
Argentina
populations
Access to Essential Medicines, Medical
Units/Volume Produced Amount
-Supplies, of
Low-income the product/service produced by the
- Armenia during the reporting period.
organization and Devices
--- Middle-income Increasing Access to Medical Diagnostics
Australia
Units/Volume Replaced -Number
-- Other Austria (describe)
Improving Data for Health
of status-quo Systems
products that Policy and
were replaced by
-Decision-Making
products Azerbaijansold during the reporting period.
-- Increasing Bahamas Consistent Supply of Essential Services and
Units/Volume Sold: Certified Amount
- Bahrainof the product/service sold by the organization
Products
as
-- Reducing certifiedFinancial
Bangladesh during the reporting
Barriers period.Services
to Health
Units/Volume Sold: Free -Amount Barbados of the product/service provided by the
Real
- Belarus Estate:
organization for free during the reporting period.
- Belgium
Units/Volume Sold: No Direct -- Belize
Amount Improvingof theHousing Quality
product/service sold during the
Payment -- Benin
reporting Increasing Residential
period where Stability
no direct payment was
-provided
- Increasing Bermudato Housing Affordability
the organization at the time of service but
Units/Volume Sold: Total -for
Amount
- Bhutan Increasing
of Access
the to Supportive
product/service
which the organization expects Services
soldtobybethe through
organization
reimbursed.
Housing
during
- Bolivia the reporting period.
- Bosnia & Herzegovina
After-sale Client Support Indicates
Energy:
- Botswana whether the organization provides support to
its
- Brazil after the sale of its product/service.
clients
Bulk Cargo Handled --Volume Improving
Brunei of
Lighting for Business
Darussalam
bulk cargo transported
--railway, Improving
Bulgaria Energy Alternatives forthrough
Cookingthe road,
-- Improving port, or airport during the reporting
Energy Alternatives for Healthcare period.
Burkina Faso
Business Innovation -Describes
- Improving Myanmarwhether Lightingthe
(Burma) fororganization
Homes adopted or
-operationalized
- Burundi Improving Energy for Connectivity
a product, internal process,
-technology,
- Reducing CambodiaHarmful Emissions
or financing fromthat
structure Small-Scale
was newEnergy
or not
Client Complaint Tracking System Indicates Sources
- Cameroon
widely whether the organization
used in the domestic sector during has a system in
the reporting
place
- Canada
period. to receive and resolve client complaints.
-Financial Cape VerdeServices:
Client Feedback System Indicates
- Cayman whether Islands the organization implements a
feedback
-- Improving system
Central AfricanAccess toto solicit
Republic client
and Use offeedback
Responsible andFinancial
has an
established
Services
-Average for procedure
Historically and/or committee
Underserved
Chad household size of clients of the organization to
Populationsreceive
Client Household Size and
-- Improving handle client feedback.
Financial Health
during Chile the reporting period,
-- Supporting
China the Decent Jobsmeasured
and Fostering withEconomic
number of
individuals.
Development
Client Households: Low Income - Colombia
Number of unique low income households that were
-clients
- Increasing
Comorosof theGender Equality
organization through
during the Financial
reportingInclusion
period.
-- Costa
Improving
Rica Rural Economies through Access to
-Financial
Croatia Inclusion
- Cuba
Diversity
- Cyprus and Inclusion:
- Czech Republic
-- Reducing
Democratic Gender
RepublicInequities in Workplace Conditions
of the Congo
-- Reducing
Denmark Gender Inequities in Pay
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Savings Premium
Client Spending: Connectivity
Client Spending: Energy
Client Spending: Total
Communities Served
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary for more clarification.
Number of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on connectivity
in the local
costs
market.during the reporting period.
Amount of money spent by the client on sources of
energy during the reporting period.
Amount of money spent by the client during the
reporting period.
Number of communities where the organization's
products/services were available during the reporting
period.
Cost Transparency
Energy Capacity of Product
Energy Capacity of Products Sold
Energy Conservation Strategy
Energy Conserved
Energy Consumption of Product
Energy Consumption of Product
Replaced
Energy Generated for Sale: Non-
Renewable
Energy Generated for Sale:
Renewable
Energy Generated for Sale: Total
Energy Generated for Use: Non-
renewable
Energy Generated for Use:
Renewable
Energy Generated for Use: Total
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
Energy Purchased: Renewable
Energy Purchased: Total
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
Energy Savings from Services Sold Amount of energy savings due to the organization's
Environmental Management
System
Importance of Outcome to
Stakeholders
Market Linkages Improved or
Expanded
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Amount of potential energy generation over the
lifetime of the product based on the planned operation
of the product/system.
Amount of potential energy generation over the
lifetime of the product for all products sold by the
organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
Amount of energy that would have been used by the
replaced product during the lifetime of the
organization's product.
Amount of non-renewable energy generated and sold
to offtaker(s) during the reporting period.
Amount of renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and sold to offtaker(s)
during the reporting period.
Amount of energy generated and consumed by the
organization from non-renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization during the reporting period.
organization from non-renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization during the reporting period.
product for those products that were sold by the
organization during the reporting period.
services that were sold during the reporting period.
Indicates whether the organization has an
environmental management system in place.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Describes whether
period. Choose the organization
all that apply: improved existing
market linkages or engaged new or additional forward
- Very important
or backward important
- Somewhat market linkages, including through its own
integration,
- Neutral during the reporting period.
- Not important
- Do not know
Market Share Increased Describes whether the organization expanded
operations and increased market share during the
reporting period in a concentrated market in which the
New Firms Entered Describes whether
organization was notadditional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Product Hours of Light Available Number
providingofhealthcare
hours of light available
delivery fromthis
services, themight
product
during the reporting period.
include SafeCare certification, ISO 900 certification, and
Product/Service Certifications government accreditation.
Describes third-party Organizations
certifications for wishing to
report
products/services sold by the organizationuse
product-level certifications should the
that are
metric Product/Service Certifications
valid as of the end of the reporting period. (PD2756).
Product/Service Description Describes (qualitatively) the product or service
Since certifications
provided vary by sector (example:
by the organization.
construction, textiles or manufacturing, agribusiness,
Product/Service Replaced Describes
supply chain thedevelopment),
product or service replaced at
organizations client,
should
Description household,
disclose type orofbusiness level held
certification by products or whether
as well as services
provided by the organization.
the certification is issued by an internationally-
Product/Service Type Describes
recognizedthe economic
certifying activities categories that define
authority.
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Renewable Energy Expenditures Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs
Indicates the geography of
-- Children Increasing(younger than
Accessexpressed
to 10stakeholders
years old)
Agricultural Training
targeted by
andthe end of
the
-Information Adolescents (10 years of age or older but of
organization, by country, as younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting - Increasing
Describes Farm
the Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through Smallholder Farms
targeted
-- Afghanistan by the
Elderly/older adults Health ofSelect
organization. all that apply:
--- Albania Increasing Financial
Persons with disabilities
Farmers
--excluded Increasing
Rural Access
Algeria populations to and-UseMinority/previously
of Products/Services for
-Agricultural
Urban
-- Andorra
Women
Risk Mitigation
--- Peri-urban
Angola
Pregnant women
Health:
-- Anguilla
Other at-risk populations
--- Other
Antigua & Barbuda
target
Increasing populations
Access to Essential Medicines, Medical
Target Stakeholder Socioeconomics Describes the socioeconomic groups of stakeholders
Total Personal Connectivity Devices Average number of connectivity devices utilized in each
Units/Volume Produced
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
After-sale Client Support
Client Complaint Tracking System
Client Feedback System
Client Protection Policy
Client Savings Premium
Client Spending: Energy
Cost Transparency
Energy Conservation Strategy
Energy Generated for Sale:
Renewable
Energy Generated for Use:
Renewable
Energy Purchased: Renewable
Environmental Impact Objectives
Environmental Management
System
targeted by the organization as of the end of the
reporting period. Choose all that apply:
client
- Very household
poor during the reporting period.
- Poor
Amount of the product/service produced by the
- Low-income
organization during the reporting period.
- Middle-income
-Number
Other (describe)
of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Indicates
and handle whether the organization has a written policy
client feedback.
for client protection and a system to monitor
compliance with this policy.
Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on sources
in theoflocal
energy
market. during the reporting period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Amount of renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Indicates whether
- Biodiversity the organization has an
conservation
environmental management
- Energy and fuel efficiency system in place.
- Natural resources conservation
- Pollution prevention & waste management
- Sustainable energy
- Sustainable land use
- Water resources management
Operational Certifications
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Renewable Energy Expenditures
Stakeholder Engagement
Units/Volume Produced
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
After-sale Client Support
Building Area of Energy Efficiency
Improvements
Client Complaint Tracking System
Client Feedback System
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Describes third-party certifications for
products/services
This metric describes soldbusiness
by the organization
process- andthat are
practice-
valid as of the end of the reporting period.
related certifications. For example, organizations
Describes (qualitatively)
providing healthcare the product
delivery services,orthis
service
might
provided by the organization.
include SafeCare certification, ISO 900 certification, and
government
Describes theaccreditation. Organizations
product or service replacedwishing
at client,to
report product-level certifications should use
household, or business level by products or services the
metric Product/Service Certifications
provided by the organization. (PD2756).
Describes the economic activities categories that define
Since
the certificationseconomic
organization's vary by sector (example:
activity/operations. Select
construction,
from textiles
the options orReference
in the manufacturing, agribusiness,
List tab.
Indicates
supply chainwhether the organization
development), provides
organizations a warranty
should
for its product/service.
disclose type of certification held as well as whether
the certification is issued by an internationally-
Number
recognized of recalls of the
certifying organization's products during
authority.
the last reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Describes
during thethe mechanisms
reporting period.in place to gather input
from stakeholders on product/service design,
development, and delivery.
Amount of the product/service produced by the
organization during the reporting period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Area of buildings projected to receive energy efficiency
improvements as a result of investments made by the
organization during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
and handle client feedback.
Client Protection Policy
Client Savings Premium
Client Spending: Connectivity
Client Spending: Energy
Client Spending: Total
Cost Transparency
Energy Capacity of Product
Energy Capacity of Products Sold
Energy Conservation Strategy
Energy Conserved
Energy Consumption of Product
Energy Consumption of Product
Replaced
Energy Generated for Sale: Non-
Renewable
Energy Generated for Sale:
Renewable
Energy Generated for Sale: Total
Energy Generated for Use: Non-
renewable
Energy Generated for Use:
Renewable
Energy Generated for Use: Total
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
Energy Purchased: Renewable
Energy Purchased: Total
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on connectivity
in the local
costs
market.during the reporting period.
Amount of money spent by the client on sources of
energy during the reporting period.
Amount of money spent by the client during the
reporting period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Amount of potential energy generation over the
lifetime of the product based on the planned operation
of the product/system.
Amount of potential energy generation over the
lifetime of the product for all products sold by the
organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
Amount of energy that would have been used by the
replaced product during the lifetime of the
organization's product.
Amount of non-renewable energy generated and sold
to offtaker(s) during the reporting period.
Amount of renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and sold to offtaker(s)
during the reporting period.
Amount of energy generated and consumed by the
organization from non-renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization during the reporting period.
organization from non-renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization during the reporting period.
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
product for those products that were sold by the
organization during the reporting period.
Energy Savings from Services Sold Amount of energy savings due to the organization's
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates
- Biodiversitywhether the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Job Placements Number
- Pollution ofprevention
the organization's
& wasteclients who were placed
management
in part-time, full-time,
- Sustainable energy temporary, or permanent jobs
during
-This the
Sustainable reporting period.
Operational Certifications metric is land use to describe the third-party
intended
-certifications
Water resources management
that the organization holds during the
reporting period.
Product Hours of Light Available Number of hours of light available from the product
during the reporting
This metric describesperiod.
business process- and practice-
related certifications. For example, organizations
Product/Service Certifications Describes third-party delivery
providing healthcare certifications for this might
services,
products/services sold by the organization that are and
include SafeCare certification, ISO 900 certification,
valid as
governmentof the end of the
accreditation. reporting period.
Product/Service Description Describes (qualitatively) theOrganizations wishing to
product or service
report product-level certifications
provided by the organization. should use the
metric Product/Service Certifications (PD2756).
Product/Service Replaced Describes the product or service replaced at client,
Description Since certifications
household, varylevel
or business by sector (example:
by products or services
construction,
provided by thetextiles or manufacturing, agribusiness,
organization.
Product/Service Type Describes
supply chain thedevelopment),
economic activities categories
organizations that define
should
the organization's
disclose economic held
type of certification activity/operations.
as well as whetherSelect
from the optionsisinissued
the certification the Reference List tab.
by an internationally-
Product/Service Warranty Indicates
recognized whether theauthority.
certifying organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Stakeholder Engagement Describes the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
Total Personal Connectivity Devices Average number of connectivity devices utilized in each
client household during the reporting period.
Units/Volume Produced Amount of the product/service produced by the
organization during the reporting period.
Units/Volume Replaced Number of status-quo products that were replaced by
products sold during the reporting period.
Units/Volume Sold: Certified Amount of the product/service sold by the organization
as certified during the reporting period.
Units/Volume Sold: Free Amount of the product/service provided by the
organization for free during the reporting period.
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Active Borrowers per Loan Officer
After-sale Client Support
Anti-Discrimination Policy
Average Client Agricultural Yield:
Total
Average Client Agriculture Yield:
Smallholder
Average Employee Tenure
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Supplier Agricultural Yield: Average agricultural
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Biodegradable Materials
Biodiversity Assessment
Board of Directors: Female
Building Area of Energy Efficiency Area of buildings projected to receive energy efficiency
Improvements
Bulk Cargo Handled
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Number of active borrowers (clients) per loan officer at
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Indicates whether the organization has specific, written
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average tenure of employees of the organization as of
the end of the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included yield
in this per hectare of smallholder
calculation.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Amount of biodegradable materials used in the
organization's products (including packaging) during
the reporting period.
Indicates whether the organization has undertaken
biodiversity-related assessments to evaluate the
biological diversity present on the land that is directly
Number of female
or indirectly members
controlled by theoforganization.
the organization's
board of directors or other governing body as of the
end of the reporting period.
improvements as a result of investments made by the
organization during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Client Spending: Energy Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on sources
in theoflocal
energy
market.during the reporting period.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Complaints Ratio Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Compulsory Deposits Indicates whether the organization requires clients to
establish savings accounts.
Compulsory Insurance Products Describes compulsory insurance products required by
the organization.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Cost Transparency Indicates
Choose allwhether
that apply:the organization fully discloses all
pricing and
- Piped water cost information for its products and
services
- Sewer to its clients.
Crop Type Type
- Gridof crop(s) produced by the organization during
electricity
the reporting period. Select from the options in the
- Off-grid electricity
Reference
-Number List tab.
Internetof full-time
Departed Permanent Employees: employees that departed the
Full-time -organization
Phone: Mobile(for any reason) during the reporting
-period.
Phone: Landline
Departed Permanent Employees: - Other (describe)
Number of full-time and part-time employees that
Involuntary departed the organization involuntarily during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Total departed the organization (for any reason) during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Voluntary departed the organization voluntarily during the
reporting period.
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Female Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Low Income Number of low income individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and served as distributors
of the organization's products/services during the
Distributor Individuals: Peri-urban Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Poor Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Total Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Distributor Individuals: Urban Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Very Poor Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Distributor Organizations: Number of microenterprises that served as distributors
Microenterprises of the organization's products/services during the
reporting period.
Distributor Organizations: SME Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Distributor Organizations: Total Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Diverse Representation Policy Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Earnings of Distributor Individuals: Earnings generated by individual distributors with
Disabilities disabilities from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by female individual distributors
Female from selling the organization's products/services during
the reporting period.
Earnings of Distributor Individuals: Earnings generated by low income individual
Low Income distributors from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individuals who belong to
Minorities/Previously Excluded minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings of Distributor Individuals: Earnings
period. generated by individuals distributors residing
Peri-urban in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by poor individual distributors from
Poor selling the organization's products/services during the
reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Rural rural areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors from
Total
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Urban
Earnings of Distributor Individuals: Earnings generated by very poor individual distributors
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Effective Interest Rate (EIR)
Employee Feedback System
Employee Involuntary Turnover
Rate
Employee Policy Documentation
Employee Training Costs
Employee Training Hours
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
Employees Promoted: Female
Employees Promoted: Total
Employees Trained
Employees: Minimum Wage
Employment Benefits
Energy Capacity of Product
Energy Capacity of Products Sold
Energy Conservation Strategy
selling the organization's products/services during the
reporting period.
urban areas from selling the organization's
products/services, during the reporting period.
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Ratio of theemployee
and handle number offeedback.
involuntarily departing
permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided
during thetoreporting
employees of the organization.
period.
Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Number
part-time)ofemployees
employeesatwho
theare female andduring
organization who were
the
promoted within
reporting period. the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Number of during
externally) full-time,
thepart-time,
reporting and temporary
period.
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes
period. the benefits that are provided to full-time
employees of the organization during the reporting
period.
Amount of potential energy generation over the
lifetime of the product based on the planned operation
of the product/system.
Amount of potential energy generation over the
lifetime of the product for all products sold by the
organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Energy Conserved
Energy Consumption of Product
Energy Consumption of Product
Replaced
Energy Generated for Sale: Non-
Renewable
Energy Generated for Sale:
Renewable
Energy Generated for Sale: Total
Energy Generated for Use: Non-
renewable
Energy Generated for Use:
Renewable
Energy Generated for Use: Total
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
Energy Purchased: Renewable
Energy Purchased: Total
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
Energy Savings from Services Sold Amount of energy savings due to the organization's
Environmental Impact Objectives
Environmental Management
System
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
Amount of energy that would have been used by the
replaced product during the lifetime of the
organization's product.
Amount of non-renewable energy generated and sold
to offtaker(s) during the reporting period.
Amount of renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and sold to offtaker(s)
during the reporting period.
Amount of energy generated and consumed by the
organization from non-renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization during the reporting period.
organization from non-renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization during the reporting period.
product for those products that were sold by the
organization during the reporting period.
services that were sold during the reporting period.
Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Indicates whether
- Biodiversity the organization has an
conservation
environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Indicates
- Pollutionwhether the &
prevention organization has a written policy
waste management
to support progression/promotion
- Sustainable energy of employees fairly
and equitably
-Indicates
Sustainable and a
land usesystem to monitor compliance with
this whether
policy. the organization has a written policy
-toWater resources
compensate management
employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates
policy. whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Forced Labor Policy
Forced Labor Policy: Child Labor
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Gender Ratio of Promotions
Gender Wage Equity
Green Building Practices
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to
period. all full-time employees of the organization
during the reporting period.
Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
Indicates whether the
to male employees organization
of the employs
organization green
for the same
building
position. practices.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s)
combustion during the reporting period.
Greenhouse Gas Emissions of Amount
- Greenhouse of greenhouse
gas emissiongases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other) of greenhouse gases (GHG) that would have
Product Replaced -beenGreenhouse
emitted by gastheemission reductions
replaced from land
product during theuse,
land use change, and forestry
lifetime of the organization's product.
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced - Greenhouse
by gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse gas (GHG)
gas emissions avoidedemissions
from product
Sequestered sequestered
replacementsby the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy
- Greenhouse to reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gastheemissions sequestered
organization's from land
operations use,
during
landreporting
the use change, and Choose
period. forestryall that apply:
Greenhouse Gas Emissions: Direct -AmountGreenhouse gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
Capture
the and Storage
organization's operations from direct
- Direct Emissions (direct emissions from owned or emissions
-controlled
Other (describe)
sources during the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount of greenhouse
- Indirect Emissions (emissionsgases (GHG)
from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
- Indirectduring the reporting period.
Greenhouse Gas Emissions: Total Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value
the chain
organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Healthcare Benefits Participants Number of full-time
the reporting period.employees who received
healthcare benefits through the organization's
programs during the reporting period.
Healthcare Benefits Premium Percentage of a full-time employee's healthcare
Covered premium that is covered. This should be based on
benefits available to full-time employees as of the end
Importance of Outcome to Describes the value
of the reporting or importance of the outcome
period.
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Group-Based Number of individuals
period. Choose all thatwho received group-based
apply:
Training training from
- Very important the organization during the reporting
period.
- Somewhat important
Individuals Trained: Technical Number
- Neutralof individuals who received one-on-one
Assistance technical assistance from the organization during the
- Not important
reporting
- Do not knowperiod.
Individuals Trained: Total Number of individuals who received training offered by
the organization during the reporting period.
Interest Rate Method Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
Job Placement Rate Percentage of the organization's clients who were
placed in part-time,
- Declining full-time, temporary, or permanent
balance method
jobs
- Flat interest method period.
during the reporting
Job Placements Number of the organization's clients who were placed
in part-time, full-time, temporary, or permanent jobs
during the reporting period.
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning andofend
newoffull-time equivalent
the reporting employees
period.
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reportingofperiod.
reporting full-time
period equivalent
to be the time employees working for
when the organization
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as
Many of the end of the reporting
organizations may choose period.
the beginning of the
Jobs Maintained at Directly Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number
the of full-time
reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises
of the end offinanced or supported
the reporting period. by the organization
Total as of the end of the reporting period.
Land Directly Controlled: Cultivated Area
Manyoforganizations
land directlymaycontrolled
chooseby the
the organization
beginning and
of the
under cultivation. Report directly controlled
reporting period to be the time when the organizationland area
cultivated
began during the reporting period.
Land Directly Controlled: Area ofitsland
support/investment.
directly controlled by the organization that
Impervious Surfaces is impervious to water during the reporting period.
Land Directly Controlled: Area of land directly controlled by the organization and
Sustainably Managed under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Land Directly Controlled: Total Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated Area of land directly controlled by the organization and
with Pesticides treated with pesticides. Report directly controlled land
area treated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Cultivated and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectareswater stress on
controlled at land directly
any point or the
during
indirectly managed by
reporting period. Choose one: the organization as of the end of
the
- Very reporting period. Choose all that apply:
low fragmentation
Loan Officer Wages Value
-- Low of wages (including bonuses) paid to loan officers
Low (<10%)
fragmentation
during
-- Low-mediumthe reporting
Moderate period.
(10–19.9%)
fragmentation
-- Medium-high (20–39.9%)
High fragmentation
Loan Officers Employed Number
-- High of loan officers employed by the organization
(40–80%)
as Very
of high
the endfragmentation
of the reporting period.
-- Extremely
No data high (>80%)
- Arid and low water use
- No data
Market Linkages Improved or
Expanded
Market Share Increased
Median Non-Salaried Wage
Microfinance Delivery Methodology Describes the financial
Minimum Insurance Premium
Minimum Wage Multiple
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Non-hazardous Waste Avoided
Number of Complaints Registered
Number of Containers Handled
Number of Household and Business Number of residential and commercial connections to
Connections
Number of Individual Connections Number of connections to utilities and services
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity group product provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Ratio
- Digitalof financial
the average wage of non-salaried permanent
services
(full-time and
- Agency banking part-time) employees of the organization
during
-Describesthe reporting
Licensed whether period,
agents working oncompared
behalf to the
ofsector
the local
financial
minimum wage as additional
of the end private
of the reporting firms
period.
service
enteredprovider
the market in which the organization operates
-during
Rovingthestaff/mobile branches
reporting period.
- ATMs whether the organization entered a new
Describes
- Mobileduring
market bankingthe reporting period.
- Internet based services
of all of
- Merchant POStheororganization's loans outstanding at
a networked merchant
the end of the reporting period that have one or more
- Other
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes the type of non-financial support the
days.
organization offers to clients, if applicable.
Amount of non-hazardous waste disposal avoided
based on the organization's
refurbishing/reusing/recycling as part of delivering or
Number of complaints
developing registered
the organization's by clients of the
products/services during
reporting organization
the reporting period. during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
utilities and services provided by the organization as of
the end of the reporting period.
provided to individuals by the organization as of the
end of the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Organizations Trained
Other Financial Services Offered Describes
Part-time Employee Hours Worked government
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of organizations that received training from
the
Thisorganization during
metric describes the reporting
business process-period.
and practice-
related certifications. For example, organizations
the types ofdelivery
providing healthcare financial servicesthis
services, offered
mightby the
organization in addition to core credit, savings,
include SafeCare certification, ISO 900 certification, and and
insurance products.
Number of paidaccreditation.
hours worked Organizations
by part-timewishing to
employees
report product-level certifications should
of the organization during the reporting period. use the
metric Product/Service Certifications (PD2756).
Since
at thecertifications
organization vary
as ofbythesector
end of(example:
the reporting
construction, textiles or manufacturing, agribusiness,
period.
Number of paid
supply chain female part-time
development), employees
organizations at the
should
organization
disclose type asof of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Number
recognizedof paid part-time
certifying employees hired by the
authority.
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Payments to Supplier Individuals:
Urban
Payments to Supplier Individuals:
Very Poor
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Peak Flow Rate
Percent Female Ownership
Percent Recycled Materials
Percent Smallholder Sourcing
Payments
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Value of payments made by the organization to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
Value
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Rate of maximum flow of water through a stream or
river on land directly or indirectly managed by the
organization as of the end of the reporting period.
Percentage of the organization that is female-owned,
as of the end of the reporting period.
Percentage of recycled materials used to manufacture
the organization's product (including
packaging)/services during the reporting period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the excluding
reporting period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded belong to minority or previously excluded groups as of
Permanent Employees: Total
Pesticide Use
Poverty Assessment
Producer Price Premium
Product Hours of Light Available
Product Lifecycle Management
Practices
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Contracts
Purchase Price of Product or
Service Replaced
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Amount of pesticides used during the reporting period
on land area directly controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Number
reportingofperiod.
hours of light available from the product
during the reporting period.
Indicates whether the organization has practices in
place to manage the product life beyond the point of
sale.
Lifetime of the product provided by the organization
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed
settled (orbetween when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Number of contracts/purchase
for all claims settled during the agreements that the
reporting period.
organization holds for purchase of its
products/services. Report contracts fulfilled and
Indicates
outstanding average price
as of the paid
end of in
thethe local market
reporting by
period.
clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Recycled Materials Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Recycling Policy Indicates whether the organization implements a
recycling policy in its operating facilities.
Renewable Energy Expenditures Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Renewal Ratio Percentage of the policies
during the reporting belonging to the
period.
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Repayment Capacity Analysis Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue Generated at Directly Revenue generated by enterprises financed or
Supported/Financed Enterprises supported by the organization during the reporting
period.
Savings Account Incentives Describes the types of incentives the organization
offers to clients to establish savings accounts.
Sexual Harassment Policy Indicates whether the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Smallholder Agricultural Yield Total agricultural yield of farmer client of the
this policy.
organization during the reporting period.
Social and Environmental Board Indicates whether there is a formal board of directors
Committee or governing body committee dedicated to social and
environmental performance.
Social and Environmental Indicates whether the organization reports its social
Performance Reporting and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture: whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development,
Inputs and delivery.
Stormwater Runoff Volume of water generated from rain and snowmelt
-flowing
Increasing
overAccess
(without to Agricultural
soaking intoTraining andof) land
the ground
Information
indirectly or directly controlled by the organization
-during
Stream Nutrient Levels Assessment DescribesIncreasing Farm Profitability
thewhether
reporting the organization has assessed
period.
- Increasing
nitrogen andFood Security levels
phosphorus through Smallholder
in streams Farms
on directly
- Increasing
or indirectlyFinancial
controlled Health of of
land as Farmers
the end of the
Stream Turbidity Level Level of turbidity
- Increasing
reporting Access
period. (intoNephelometric Turbidity Units, for
and Use of Products/Services or
NTU) observed in streams
Agricultural Risk Mitigation or rivers on land directly or
indirectly managed by the organization as of the end of
Streamflow Rate Rate
the of flowing
reporting
Health: water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the
-Number
Increasing reporting
Access period.Medicines, Medical
to Essential
Strikes and Lockouts of employees' strikes and lockouts at the
Supplies,
organizationandduring
Devices the reporting period.
- Increasing Access to Medical Diagnostics
- Improving Data for Health Systems Policy and
Decision-Making
- Increasing Consistent Supply of Essential Services and
Products
- Reducing Financial Barriers to Health Services
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
or services to the organization during the reporting
period.
Supplier Individuals: Female Number of female individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Low Income Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
-excluded
- Rural
Persons with disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban
Angola
Pregnant women
Temporary Employee Wages Value of wages (including bonuses, excluding benefits)
-paid
-- Anguilla
Other
to at-risk
all populations
temporary employees of the organization
-during Very poor
Antigua &reporting
Barbuda
--- Poor
Otherthe
target
Argentina
populations
period.
Temporary Employees Number
-- Low-incomeof temporary employees paid by the
Armenia during the reporting period.
organization
-- Middle-income
Australia
Temporary Employees Hours -Number
- Other
Austria(describe)
of paid hours worked by temporary employees
Worked of the organization during the reporting period.
- Azerbaijan
- Bahamas
- Bahrain
- Bangladesh
- Barbados
- Belarus
- Belgium
Temporary Employees: Female
Threatened Species Policy
Total Deposits
Toxic Materials
Units/Volume Produced
Units/Volume Purchased at Price
Premium
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Indicates whether the organization implements policies
to protect the threatened species that reside in
habitats affected by the organization's operations.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
Amount
reportingofperiod.
toxic materials used in the organization's
manufacturing processes during the reporting period.
Amount of the product/service produced by the
organization during the reporting period.
Units/volume purchased from supplier individuals and
organizations that sold to the organization that have
received a price premium during the reporting period.
Certified units/volume purchased from individuals who
sold to the reporting organization during the reporting
period.
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of Loans Disbursed Value of loans disbursed by the organization during the
reporting period.
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of Loans Outstanding Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of Voluntary Savings Value of voluntary savings accounts managed by the
Accounts organization, including demand deposits and time
deposits, as of the end of the reporting period.
Vocational/Technical Training Number of students receiving vocational or technical
training during the reporting period.
Wage Equity Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Wage Premium Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Waste Disposed: Composted Amount
the local of waste at
market, disposed
the endbyofthe
theorganization through
reporting period.
composting during the reporting period.
Waste Disposed: Incinerated Amount of waste disposed by the organization through
incineration during the reporting period.
Waste Disposed: Landfill Amount of waste disposed by the organization through
landfills during the reporting period.
Waste Disposed: Other Amount of waste disposed by the organization through
other means during the reporting period.
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
reuse and recycling during the reporting period.
Waste Disposed: Total Amount of waste disposed by the organization during
the reporting period.
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
organization's operations during the reporting period.
Waste Produced: Non-Hazardous Amount of non-hazardous waste created by the
Waste organization's operations during the reporting period.
Waste Produced: Total Amount of waste created by the organization's
operations during the reporting period.
Waste Reduced Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Waste Reductions from Products Amount of reductions in waste over the lifetime of
Sold products sold by the organization during the reporting
period.
Waste Reductions from Services Amount of reductions in waste during the reporting
Sold period due to the organization's services sold.
Wastewater Treated Volume of wastewater treated by the organization
during the reporting period.
Wastewater Treatment Compliance Indicates whether the organization's practices related
to discharge of wastewater comply with local legal
requirements.
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Discharged
Water Quality Practices
Water Treatment Level
Water Type
Water Withdrawn
Weighted Average Tenor of Loans
Outstanding
Women's Career Advancement
Initiative
Worker Freedom of Association
Policy
Worker Safety Policy
Working Hour Policy
Active Borrowers per Loan Officer
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates whether
use, during the organization
the reporting period. employs
management practices for water quality protection.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization
- Tertiary treatment the reporting period. Choose all
during
Volume
that
- No apply: of all water drawn from surface water,
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
Weighted
- Groundwater average tenor of loans outstanding on the
organization's
- Surface Water balance sheet at the end of the reporting
period.
-Indicates
Seawaterwhether the organization has an initiative in
-place
ThirdtoParty:
advanceMunicipal
women in their workforce.
Organizations should
- Third Party: Wastewaterreport average tenor in months.
- Other (describe)
Indicates whether the organization has a written policy
to monitor, evaluate, and ensure its workers' freedom
of association.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Number of active borrowers (clients) per loan officer at
compliance.
the organization as of the end of the reporting period.
After-sale Client Support
Average Client Agricultural Yield:
Total
Average Client Agriculture Yield:
Smallholder
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Supplier Agricultural Yield: Average agricultural
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included yield
in this per hectare of smallholder
calculation.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Number of unique households in peri-urban areas that
were clients of the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
unable to access prior to the reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Complaints Ratio
Compulsory Deposits
Number of unique client individuals who received free
products/services from the organization during the
reporting period.
Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary for more clarification.
Number of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Compulsory Insurance Products
Cost Transparency
Crop Type
Distributor Individuals: Disabilities
Distributor Individuals: Female
Distributor Individuals: Low Income
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Type of crop(s) produced by the organization during
the reporting period. Select from the options in the
Reference List tab.
Number of individuals with disabilities who served as
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
Number of low income individuals who served as
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by poor individual distributors from
Poor
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Rural
Earnings of Distributor Individuals: Earnings generated by individual distributors from
Total
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Urban
Earnings of Distributor Individuals: Earnings generated by very poor individual distributors
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Effective Interest Rate (EIR)
Employees Promoted: Female
Employees Promoted: Total
Employees: Minimum Wage
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
selling the organization's products/services during the
reporting period.
rural areas from selling the organization's
products/services, during the reporting period.
selling the organization's products/services during the
reporting period.
urban areas from selling the organization's
products/services, during the reporting period.
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of full-time, part-time, and temporary
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Number
period. of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Full-time Wages: Female Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Full-time Wages: Female Value of wages (including bonuses, excluding benefits)
Management paid to all full-time female management employees
(managers) of the organization during the reporting
Full-time Wages: Management Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Full-time Wages: Value
period.of wages (including bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Full-time Wages: Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
Minorities/Previously Excluded paid to all full-time management employees
Management (managers) of the organization who belong to minority
Full-time Wages: Total Value of wages
or previously (including
excluded bonuses,
groups duringexcluding benefits)
the reporting
paid
period. to all full-time employees of the organization
during the reporting period.
Gender Ratio of Promotions Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Importance of Outcome to Describes
promoted.the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Interest Rate Method Describes
period. Choose the method(s) used by the organization to
all that apply:
state
- Verythe interest rate of its products. Select all that
important
apply:
- Somewhat important
Jobs Created at Directly Net number of new full-time equivalent employees
- Neutral
Supported/Financed Enterprises: living in lowbalance
-- Declining
Not important incomemethod
areas working for enterprises
Low-Income Areas financed
-- Flat or
interest
Do number
not know supported
method by the organization between the
Jobs Created at Directly Net
beginning and ofend
newoffull-time equivalent
the reporting employees
period.
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizations between thechoose
may beginning and end ofofthe
the beginning the
Jobs in Directly Number
reporting of full-time
period. equivalent employees
reporting period to be the time when the organization working for
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as of the end
Many organizations of the reporting
may choose period.
the beginning of the
Jobs Maintained at Directly Number
reporting period to be the time employees
of full-time equivalent who reside
when the organization
Supported/Financed Enterprises: in low income areas
began its support/investment. and work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number
the reportingof full-time
periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises financed or supported
of the end of the reporting period. by the organization
Total as of the end of the reporting period.
Land Directly Controlled: Cultivated Area
Manyoforganizations
land directlymay controlled
chooseby the
the organization
beginning and
of the
under cultivation. Report directly controlled
reporting period to be the time when the organization land area
cultivated
began during the reporting period.
Land Directly Controlled: Area ofitsland support/investment.
directly controlled by the organization and
Sustainably Managed under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Land Directly Controlled: Total Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated Area of land directly controlled by the organization and
with Pesticides treated with pesticides. Report directly controlled land
area treated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Cultivated and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Median Non-Salaried Wage
Minimum Insurance Premium
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Value of wages (including bonuses) paid to loan officers
during the reporting period.
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Minimum annualized
not be included in thisinsurance premium offered for
calculation.
the insurance product provided by the organization
during the reporting period.
Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes the type of non-financial support the
days.
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Operational Certifications
Other Financial Services Offered Describes the types of financial services offered by the
Part-time Employee Hours Worked Number
Part-time Employees: Disabilities government
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Payments to Supplier Individuals:
Urban
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products.
related certifications. For example, organizations
providingofhealthcare
paid hoursdelivery
workedservices,
by part-time employees
this might
of the organization during the reporting period.
include SafeCare certification, ISO 900 certification, and
Number of paidaccreditation. Organizations
part-time employees withwishing to
disabilities
report product-level certifications should use
at the organization as of the end of the reporting the
metric
period.Product/Service Certifications (PD2756).
Number of paid female part-time employees at the
Since certifications
organization vary
as of the byof
end sector (example:period.
the reporting
construction, textiles or manufacturing, agribusiness,
Number of paid
supply chain part-time employees
development), hiredshould
organizations by the
organization during the reporting period.
disclose type of certification held as well as whether
the certification is issued by an internationally-
Number
recognizedof paid part-time
certifying employees at the
authority.
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
period.
Payments to Supplier Individuals: Value of payments made by the organization to very
Very Poor
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Smallholder Sourcing
Payments
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Pesticide Use
Poverty Assessment
Producer Price Premium
Product/Service Certifications
Product/Service Description
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Amount of pesticides used during the reporting period
on land area directly controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Promptness of Claims Processing Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Promptness of Claims Settlement Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Promptness of Claims Submission Average number
claim denial for allofclaims
days elapsed
settled (orbetween when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Purchase Contracts Number of contracts/purchase
for all claims settled during the agreements that the
reporting period.
organization holds for purchase of its
products/services. Report contracts fulfilled and
Purchase Price of Product or Indicates
outstanding average price
as of the paid
end of in
thethe local market
reporting by
period.
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Renewal Ratio Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Repayment Capacity Analysis Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue Generated at Directly Revenue generated by enterprises financed or
Supported/Financed Enterprises supported by the organization during the reporting
period.
Savings Account Incentives Describes the types of incentives the organization
offers to clients to establish savings accounts.
Smallholder Agricultural Yield Total agricultural yield of farmer client of the
organization during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture:whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Qualitydesign,
Agricultural
development,
Inputs and delivery.
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
-orIncreasing Access
services to to Agricultural
the organization Training
during and
the reporting
Information
period.
Supplier Individuals: Female - Increasing
Number Farm Profitability
of female individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Low Income Number of low
- Increasing income
Access individuals
to and who sold goods or
Use of Products/Services for
services to the
Agricultural Riskorganization
Mitigation during the reporting
period.
Supplier Individuals: Number
Health: of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the
- Increasing organization
Access during
to Essential the reporting
Medicines, Medical
period.
Supplies, and Devices
- Increasing Access to Medical Diagnostics
- Improving Data for Health Systems Policy and
Decision-Making
- Increasing Consistent Supply of Essential Services and
Supplier Individuals: Peri-urban Number of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the
- Adolescents organization,(10 expressed
years of age byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant women
Temporary Employee Wages Value of wages (including bonuses, excluding benefits)
-paid
-- Anguilla Other at-risk populations
-during Verytopoor
all temporary employees of the organization
-- AntiguaOther &reporting
target
the Barbuda
populations
period.
Temporary Employees - Poor
Number Argentinaof temporary employees paid by the
-- Low-income
Armenia during the reporting period.
organization
-- Middle-income
Australia
Temporary Employees Hours -Number
- Other
Austria(describe)
of paid hours worked by temporary employees
Worked of the
- Azerbaijanorganization during the reporting period.
- Bahamas
Temporary Employees: Female Number
- Bahrainof female temporary employees paid by the
organization
- Bangladesh during the reporting period.
Total Deposits -ValueBarbados
of the organization's customer deposits, whether
-voluntary,
Belarus compulsory, demand, or term, as well as all
-other
Belgium
liabilities from customers at the end of the
Units/Volume Produced -reporting
Belize ofperiod.
Amount the product/service produced by the
- Benin
organization during the reporting period.
- Bermuda
Units/Volume Purchased at Price Units/volume - Bhutan purchased from supplier individuals and
Premium organizations
- Bolivia that sold to the organization that have
received
- Bosnia &a Herzegovina
price premium during the reporting period.
- Botswana
- Brazil
- Brunei Darussalam
- Bulgaria
- Burkina Faso
- Myanmar (Burma)
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of Voluntary Savings
Accounts
Weighted Average Tenor of Loans Weighted average tenor of loans outstanding on the
Outstanding
Active Borrowers per Loan Officer Number of active borrowers (clients) per loan officer at
After-sale Client Support
Average Client Agricultural Yield:
Total
Certified units/volume purchased from individuals who
sold to the reporting organization during the reporting
period.
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
organization's balance sheet at the end of the reporting
period.
the organization
Organizations as ofreport
should the end of the tenor
average reporting period.
in months.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average Client Agriculture Yield:
Smallholder
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Supplier Agricultural Yield: Average agricultural
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included yield
in this per hectare of smallholder
calculation.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Complaints Ratio
Compulsory Deposits
Compulsory Insurance Products
Cost Transparency
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Crop Type
Distributor Individuals: Disabilities
Distributor Individuals: Female
Distributor Individuals: Low Income
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Type of crop(s) produced by the organization during
the reporting period. Select from the options in the
Reference List tab.
Number of individuals with disabilities who served as
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
Number of low income individuals who served as
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors from
Total
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Urban
Earnings of Distributor Individuals: Earnings generated by very poor individual distributors
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Effective Interest Rate (EIR)
Employees Promoted: Female
Employees Promoted: Total
Employees: Minimum Wage
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
selling the organization's products/services during the
reporting period.
urban areas from selling the organization's
products/services, during the reporting period.
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of full-time, part-time, and temporary
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Number of paid full-time employees at the organization
period.
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
period.
Full-time Wages: Management Value of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Full-time Wages: Value
period.of wages (including bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Full-time Wages: Value
duringof wages
the (including
reporting period.bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time management employees
Management (managers) of the organization who belong to minority
Full-time Wages: Total Value of wages
or previously (including
excluded bonuses,
groups duringexcluding benefits)
the reporting
paid
period. to all full-time employees of the organization
during the reporting period.
Gender Ratio of Promotions Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Importance of Outcome to Describes
promoted.the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Interest Rate Method Describes
period. Choose the method(s) used by the organization to
all that apply:
state the interest
- Very important rate of its products. Select all that
apply:
- Somewhat important
Job Placements Number
- Neutralof the organization's clients who were placed
in part-time,
-- Declining
Not full-time,
balance
important temporary, or permanent jobs
method
during
-- Flat the
interest
Do number
not know reporting
method period.
Jobs Created at Directly Net of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning and ofend
newoffull-time equivalent
the reporting employees
period.
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizations between thechoose
may beginning and end ofofthe
the beginning the
Jobs in Directly Number
reporting of full-time
period. equivalent employees
reporting period to be the time when the organization working for
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as
Manyof the end of the reporting
organizations may choose period.
the beginning of the
Jobs Maintained at Directly Number
reporting period to be the time employees
of full-time equivalent who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises financed or supported
of the end of the reporting period. by the organization
Total as of the end of the reporting period.
Land Directly Controlled: Cultivated Area
Manyoforganizations
land directlymay controlled
chooseby the
the organization
beginning and
of the
under cultivation. Report directly controlled
reporting period to be the time when the organization land area
cultivated
beganofitslandduring the reporting period.
support/investment.
Land Directly Controlled: Area directly controlled by the organization and
Sustainably Managed under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Land Directly Controlled: Total Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated Area of land directly controlled by the organization and
with Pesticides treated with pesticides. Report directly controlled land
area treated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Cultivated and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Loan Officer Wages Value of wages (including bonuses) paid to loan officers
during the reporting period.
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Median Non-Salaried Wage
Minimum Insurance Premium
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Operational Certifications
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Minimum annualized
not be included in thisinsurance premium offered for
calculation.
the insurance product provided by the organization
during the reporting period.
Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes the type of non-financial support the
days.
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
This metric describes business process- and practice-
related certifications. For example, organizations
providing healthcare delivery services, this might
include SafeCare certification, ISO 900 certification, and
government accreditation. Organizations wishing to
Other Financial Services OfferedDescribes the types of financial services offered by the
organization in addition to core credit, savings, and
insurance products.
Part-time Employee Hours Worked Number of paid hours worked by part-time employees
of the organization during the reporting period.
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Payments to Supplier Individuals:
Urban
Payments to Supplier Individuals:
Very Poor
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
Value
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Smallholder Sourcing
Payments
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Pesticide Use
Poverty Assessment
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Amount of pesticides used during the reporting period
on land area directly controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Promptness of Claims Processing Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Promptness of Claims Settlement Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Promptness of Claims Submission Average number
claim denial for allofclaims
days elapsed
settled (orbetween when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Purchase Contracts Number of contracts/purchase
for all claims settled during the agreements that the
reporting period.
organization holds for purchase of its
products/services. Report contracts fulfilled and
Purchase Price of Product or Indicates
outstanding average price
as of the paid
end of in
thethe local market
reporting by
period.
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Renewal Ratio Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Repayment Capacity Analysis Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue Generated at Directly Revenue generated by enterprises financed or
Supported/Financed Enterprises supported by the organization during the reporting
period.
Savings Account Incentives Describes the types of incentives the organization
offers to clients to establish savings accounts.
Smallholder Agricultural Yield Total agricultural yield of farmer client of the
organization during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture: whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Qualitydesign,
Agricultural
development,
Inputs and delivery.
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
-orIncreasing Access
services to to Agricultural
the organization Training
during and
the reporting
Information
period.
Supplier Individuals: Female - Increasing
Number Farm Profitability
of female individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Low Income Number- Increasingof low income
Access individuals
to and who sold goods or
Use of Products/Services for
services to the organization
Agricultural Risk Mitigation during the reporting
period.
Supplier Individuals: Number
Health: of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services
-Number to the
Increasing organization
Access during
to Essential the reporting
Medicines, Medical
Supplier Individuals: Peri-urban period. of individuals residing in peri-urban areas who
Supplies, and Devices
sold goods or services to the organization during the
-reporting
Increasing Access to Medical Diagnostics
period.
- Improving Data for Health Systems Policy and
Decision-Making
- Increasing Consistent Supply of Essential Services and
Products
- Reducing Financial Barriers to Health Services
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number of smallholder farmers who sold to the
organization during the reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the
- Adolescents organization, (10 expressed
years of age byor
country, as of
older but the end of
younger
the
thanreporting 19) period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urbanAngola
Pregnant women
Temporary Employee Wages Value of wages (including bonuses, excluding benefits)
-- Anguilla
-- Other
paid at-risk
Verytopoor
all populations
temporary employees of the organization
-- Antigua
during Other &reporting
target
the Barbuda
populations
period.
Temporary Employees - Poor
Number Argentina of temporary employees paid by the
-- Low-income
Armenia during the reporting period.
organization
-- Middle-income
Australia
Temporary Employees Hours -Number
- Other
Austria(describe)
of paid hours worked by temporary employees
Worked of the
- Azerbaijan organization during the reporting period.
- Bahamas
Temporary Employees: Female Number
- Bahrainof female temporary employees paid by the
organization
- Bangladesh during the reporting period.
Total Deposits -ValueBarbados
of the organization's customer deposits, whether
-voluntary,
Belarus compulsory, demand, or term, as well as all
-other
Belgium
liabilities from customers at the end of the
Units/Volume Produced -reporting
Belize ofperiod.
Amount the product/service produced by the
- Benin
organization during the reporting period.
- Bermuda
Units/Volume Purchased at Price Units/volume - Bhutan purchased from supplier individuals and
Premium organizations
- Bolivia that sold to the organization that have
received
- Bosnia &a Herzegovina
price premium during the reporting period.
Units/Volume Purchased from Certified
- Botswana units/volume purchased from individuals who
Supplier Individuals: Certified sold to the reporting organization during the reporting
- Brazil
period.
- Brunei Darussalam
- Bulgaria
- Burkina Faso
- Myanmar (Burma)
- Burundi
- Cambodia
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of Voluntary Savings
Accounts
Weighted Average Tenor of Loans Weighted average tenor of loans outstanding on the
Outstanding
Active Borrowers per Loan Officer Number of active borrowers (clients) per loan officer at
After-sale Client Support
Average Insurance Premium
Average Loan Size Disbursed
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
organization's balance sheet at the end of the reporting
period.
the organization
Organizations as ofreport
should the end of the tenor
average reporting period.
in months.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average Non-Salaried Wage
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Volume of bulk cargo
not be included in thistransported
calculation. through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Complaints Ratio
Compulsory Deposits
Compulsory Insurance Products
Cost Transparency
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Earnings of Distributor Individuals:
Total
Earnings of Distributor Individuals:
Urban
Earnings of Distributor Individuals:
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Effective Interest Rate (EIR)
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings generated by individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by very poor individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Employees Promoted: Female
Employees Promoted: Total
Employees: Minimum Wage
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Gender Ratio of Promotions
Importance of Outcome to
Stakeholders
Interest Rate Method
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of full-time, part-time, and temporary
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Number
period. of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid
period. to all full-time employees of the organization
during the reporting period.
Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Describes
promoted.the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Describes
period. Choose the method(s) used by the organization to
all that apply:
state
- Verythe interest rate of its products. Select all that
important
apply:
- Somewhat important
- Neutral
-- Declining
Not importantbalance method
-- Flat
Do not knowmethod
interest
Job Placements
Jobs Created at Directly
Supported/Financed Enterprises:
Low-Income Areas
Jobs Created at Directly
Supported/Financed Enterprises:
Total
Jobs in Directly
Supported/Financed Enterprises
Jobs Maintained at Directly
Supported/Financed Enterprises:
Low-Income Areas
Jobs Maintained at Directly
Supported/Financed Enterprises:
Total
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Median Non-Salaried Wage
Microfinance Delivery Methodology Describes the financial
Minimum Insurance Premium
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of the organization's clients who were placed
in part-time, full-time, temporary, or permanent jobs
during the reporting period.
Net number of new full-time equivalent employees
living in low income areas working for enterprises
financed or supported by the organization between the
Net number
beginning andofend
newoffull-time equivalent
the reporting employees
period.
working for enterprises financed or supported by the
organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Number
reporting of full-time
period. equivalent employees working for
reporting period to be the time when the organization
enterprises financed or supported by the organization
began its support/investment.
as of the end
Many organizationsof the reporting
may choose period.
the beginning of the
Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
in low income areas and
began its support/investment. work for enterprises financed
or supported by the organization at the beginning of
Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
enterprises financed or supported
of the end of the reporting period. by the organization
as of the end of the reporting period.
Value
Many of wages (including
organizations bonuses)
may choose thepaid to loanofofficers
beginning the
during the reporting period.
reporting period to be the time when the organization
began
Number itsofsupport/investment.
loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity groupproduct provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Describes whether
- Digital financial additional private sector firms
services
entered
- Agency banking in which the organization operates
the market
during the agents
- Licensed reporting period.
Describes whetherworking on behalf entered
the organization of the financial
a new
service
market provider
during the reporting period.
- Roving staff/mobile branches
- ATMsof all of the organization's loans outstanding at
- Mobile
the end ofbanking
the reporting period that have one or more
- Internet based
installments services past due for more than 30
of principal
of all of
- Merchant
days. POStheororganization's loans outstanding at
a networked merchant
the end
- Other of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Operational Certifications
Other Financial Services Offered Describes the types of financial services offered by the
Part-time Employee Hours Worked Number
Part-time Employees: Disabilities government
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products. For example, organizations
related certifications.
providingofhealthcare
paid hoursdelivery
workedservices,
by part-time employees
this might
of the organization during the reporting period.
include SafeCare certification, ISO 900 certification, and
Number of paidaccreditation. Organizations
part-time employees withwishing to
disabilities
report product-level certifications should use
at the organization as of the end of the reporting the
metric Product/Service Certifications (PD2756).
period.
Number of paid female part-time employees at the
Since certifications
organization vary
as of the byof
end sector (example:period.
the reporting
construction, textiles or manufacturing, agribusiness,
Number of paid
supply chain part-time employees
development), hiredshould
organizations by the
organization during the reporting period.
disclose type of certification held as well as whether
the certification is issued by an internationally-
Number
recognizedof paid part-time
certifying employees at the
authority.
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Minorities/Previously Excluded individuals belonging to minority or previously
excluded groups who sold goods or services to the
Payments to Supplier Individuals: Value of payments
organization duringmade by the organization
the reporting period. to
Peri-Urban individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made by the organization to poor
Poor individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Rural individuals residing in rural areas who sold goods or
services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made by the organization to
Total individuals who sold to the organization during the
reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Urban individuals residing in urban areas who sold goods or
services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made by the organization to very
Very Poor poor individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Value of payments made to local enterprises that sold
Organizations: Local goods or services to the organization during the
reporting period.
Payments to Supplier Value of payments to small-to-medium enterprises
Organizations: SME (SMEs) that sold goods or services to the organization
during the reporting period.
Payments to Supplier Value of payments made to enterprises that sold goods
Organizations: Total or services to the organization during the reporting
period.
Permanent Employee Wages: Value of wages (including bonuses, excluding benefits)
Disabilities paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Permanent Employee Wages: Value
period.of wages (including bonuses, excluding benefits)
Female paid to all female full-time and part-time employees of
the organization during the reporting period.
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Permanent Employee Wages: Value of wages
reporting period.(including bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time and part-time employees of the
organization who belong to minority or previously
Permanent Employee Wages: Total Value of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
Permanent Employees: Disabilities Number of people with disabilities employed by the
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Permanent Employees: Female Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
Permanent Employees: Low Income Number of people employed by the organization who
Areas reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Permanent Employees: Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
Minorities/Previously Excluded belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Permanent Employees: Total Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end ofemployees.
excluded the reporting period. This is the sum of all
paid full-time and part-time employees.
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Product/Service Certifications Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Promptness of Claims Processing Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Promptness of Claims Settlement Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured
during theincident occurred
reporting and when the stakeholder
period.
(client of the organization) received the payment or
Promptness of Claims Submission Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident
the reporting occurred and when the stakeholder
period.
(client of the organization) submits a complete claim,
Purchase Price of Product or Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Renewal Ratio Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Repayment Capacity Analysis Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue Generated at Directly Revenue generated by enterprises financed or
Supported/Financed Enterprises supported by the organization during the reporting
period.
Savings Account Incentives Describes the types of incentives the organization
offers to clients to establish savings accounts.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture:whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Qualitydesign,
Agricultural
development,
Inputs and delivery.
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
-orIncreasing Access
services to to Agricultural
the organization Training
during and
the reporting
Information
period.
Supplier Individuals: Female - Increasing
Number Farm Profitability
of female individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Low Income Number of low
- Increasing income
Access individuals
to and who sold goods or
Use of Products/Services for
services to the
Agricultural Riskorganization
Mitigation during the reporting
period.
Health:
- Increasing Access to Essential Medicines, Medical
Supplies, and Devices
- Increasing Access to Medical Diagnostics
Supplier Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the
- Adolescents organization,(10 expressed
years of age byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics Describes
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant women
Temporary Employee Wages Value of wages (including bonuses, excluding benefits)
-paid
-- Anguilla Other at-risk populations
-during Verytopoor
all temporary employees of the organization
-- AntiguaOther &reporting
target
the Barbuda
populations
period.
Temporary Employees - Poor
Number Argentinaof temporary employees paid by the
-- Low-income
Armenia during the reporting period.
organization
-- Middle-income
Australia
Temporary Employees Hours -Number
- Other
Austria(describe)
of paid hours worked by temporary employees
Worked of the
- Azerbaijanorganization during the reporting period.
- Bahamas
Temporary Employees: Female Number
- Bahrainof female temporary employees paid by the
organization
- Bangladesh during the reporting period.
Total Deposits -ValueBarbados
of the organization's customer deposits, whether
-voluntary,
Belarus compulsory, demand, or term, as well as all
-other
Belgium
liabilities from customers at the end of the
Units/Volume Produced -reporting
Belize ofperiod.
Amount the product/service produced by the
- Benin
organization during the reporting period.
- Bermuda
Units/Volume Purchased from Units/volume
- Bhutan purchased from local organizations that
Supplier Organizations: Local sold to the reporting organization during the reporting
- Bolivia
period.
- Bosnia & Herzegovina
- Botswana
- Brazil
- Brunei Darussalam
- Bulgaria
- Burkina Faso
- Myanmar (Burma)
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of Voluntary Savings
Accounts
Weighted Average Tenor of Loans Weighted average tenor of loans outstanding on the
Outstanding
After-sale Client Support
Biodegradable Materials
Biodiversity Assessment
Building Area of Energy Efficiency
Improvements
Client Complaint Tracking System
Client Feedback System
Client Protection Policy
Client Savings Premium
Client Spending: Energy
Connection Type
Cost Transparency
Energy Capacity of Product
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization provides support to
its clients aftershould
Organizations the sale of itsaverage
report product/service.
tenor in months.
Amount of biodegradable materials used in the
organization's products (including packaging) during
the reporting period.
Indicates whether the organization has undertaken
biodiversity-related assessments to evaluate the
biological diversity present on the land that is directly
Area of buildings
or indirectly projected
controlled to receive
by the energy efficiency
organization.
improvements as a result of investments made by the
organization during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Indicates
and handle whether the organization has a written policy
client feedback.
for client protection and a system to monitor
compliance with this policy.
Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
money
for spent by product/service
a similar the client on sources
in theoflocal
energy
market. during the reporting period.
Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Indicates
Choose allwhether the organization fully discloses all
that apply:
pricing and
- Piped water cost information for its products and
services
- Sewer to its clients.
Amount of potential energy generation over the
- Grid electricity
lifetime of the product based on the planned operation
- Off-grid electricity
of the product/system.
- Internet
- Phone: Mobile
- Phone: Landline
- Other (describe)
Energy Capacity of Products Sold Amount of potential energy generation over the
lifetime of the product for all products sold by the
organization during the reporting period.
Energy Conservation Strategy Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Energy Conserved Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Energy Consumption of Product Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
Energy Consumption of Product Amount of energy that would have been used by the
Replaced replaced product during the lifetime of the
organization's product.
Energy Generated for Sale: Non- Amount of non-renewable energy generated and sold
Renewable to offtaker(s) during the reporting period.
Energy Generated for Sale: Amount of renewable energy generated and sold to
Renewable offtaker(s) during the reporting period.
Energy Generated for Sale: Total Amount of energy generated and sold to offtaker(s)
during the reporting period.
Energy Generated for Use: Non- Amount of energy generated and consumed by the
renewable organization from non-renewable sources during the
reporting period.
Energy Generated for Use: Amount of energy generated and consumed by the
Renewable organization from renewable sources during the
reporting period.
Energy Generated for Use: Total Amount of energy generated and consumed by the
organization during the reporting period.
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
organization from non-renewable sources during the
reporting period.
Energy Purchased: Renewable Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Energy Purchased: Total Amount of purchased energy consumed by the
organization during the reporting period.
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
product for those products that were sold by the
organization during the reporting period.
Energy Savings from Services Sold Amount of energy savings due to the organization's
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates whether
- Biodiversity the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Green Building Practices Indicates
- Pollutionwhether the &
prevention organization employs green
waste management
building practices.
- Sustainable energy
Greenhouse Gas Emissions Avoided -Amount
Sustainable land use gas (GHG) emissions avoided by
of greenhouse
-the
Water resources management
organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s)
combustion during the reporting period.
Greenhouse Gas Emissions of Amount
- Greenhouse of greenhouse
gas emissiongases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other) of greenhouse gases (GHG) that would have
Product Replaced -beenGreenhouse
emitted by gastheemission reductions
replaced from land
product during theuse,
land use change, and forestry
lifetime of the organization's product.
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced - Greenhouse
by gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse gas (GHG)
gas emissions avoidedemissions
from product
Sequestered sequestered
replacementsby the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy
- Greenhouse to reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gastheemissions sequestered
organization's from land
operations use,
during
landreporting
the use change, and Choose
period. forestryall that apply:
- Greenhouse
Greenhouse Gas Emissions: Direct Amount gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
Capture
the
- Direct and Storage
organization's
Emissions operations
(direct from direct
emissions emissions
from owned or
-controlled
Other (describe)
sources during the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount
- IndirectofEmissions
greenhouse gases (GHG)
(emissions from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
- Indirectduring the reporting period.
Greenhouse Gas Emissions: Total Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value
the chain
organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Land Directly Controlled: Area of land directly
the reporting period.controlled by the organization that
Impervious Surfaces is impervious to water during the reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectares water stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one:by the organization as of the end of
the reporting period.
- Very low fragmentation Choose all that apply:
Non-hazardous Waste Avoided Amount
-- Low of non-hazardous waste disposal avoided
Low (<10%)
fragmentation
based on
-- Low-medium
Moderate thefragmentation
organization's
(10–19.9%)
refurbishing/reusing/recycling
-- Medium-high
High (20–39.9%)
fragmentation as part of delivering or
Number of Household and Business Number
developing
-- High of residential
the
(40–80%) and commercial
organization's connections
products/services to
during
Connections Very high
utilities and fragmentation
services provided by the organization as of
theNoreporting
-- Extremely period.
high
dataof the (>80%)
the end reporting period.
Number of Individual Connections -Number Arid andoflow water useto utilities and services
connections
-provided
No data to individuals by the organization as of the
end of the reporting period.
Operational Certifications
Peak Flow Rate
Percent Recycled Materials
Product Hours of Light Available
Product Lifecycle Management
Practices
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Recycling Policy
Renewable Energy Expenditures
Social and Environmental Board
Committee
Social and Environmental
Performance Reporting
Social and Environmental
Performance Risk Assessment
Stakeholder Engagement
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the end of the reporting
related certifications. For example, organizations period.
Percentage of recycled
providing healthcare materials
delivery used to
services, thismanufacture
might
the organization's product (including
include SafeCare certification, ISO 900 certification, and
packaging)/services
government during the
accreditation. reporting period.
Organizations wishing to
Number of hours of light available from the product
report product-level certifications
during the reporting period. should use the
metric Product/Service Certifications (PD2756).
Indicates whether the organization has practices in
Since certifications
place to manage thevary by sector
product (example:
life beyond the point of
construction, textiles or manufacturing, agribusiness,
sale.
Lifetime of the
supply chain product provided
development), by the organization
organizations should
(based on reasonable use).
disclose type of certification held as well as whether
the certification is issued by an internationally-
Describes
recognizedthird-party
Organizations certifications
should authority.
certifying report product forlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Indicates
during thewhether there
reporting is a formal board of directors
period.
or governing body committee dedicated to social and
environmental performance.
Indicates whether the organization reports its social
and environmental performance to relevant
stakeholders.
Indicates whether the organization assessed social and
environmental risks during the reporting period.
Describes the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
Stormwater Runoff Volume of water generated from rain and snowmelt
flowing over (without soaking into the ground of) land
indirectly or directly controlled by the organization
Stream Nutrient Levels Assessment Describes
during thewhether
reportingthe organization has assessed
period.
nitrogen and phosphorus levels in streams on directly
or indirectly controlled land as of the end of the
Stream Turbidity Level Level of turbidity
reporting period. (in Nephelometric Turbidity Units, or
NTU) observed in streams or rivers on land directly or
indirectly managed by the organization as of the end of
Streamflow Rate Rate of flowing
the reporting water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the reporting period.
Threatened Species Policy Indicates whether the organization implements policies
to protect the threatened species that reside in
habitats affected by the organization's operations.
Toxic Materials Amount of toxic materials used in the organization's
manufacturing processes during the reporting period.
Units/Volume Produced Amount of the product/service produced by the
organization during the reporting period.
Units/Volume Replaced Number of status-quo products that were replaced by
products sold during the reporting period.
Units/Volume Sold: Certified Amount of the product/service sold by the organization
as certified during the reporting period.
Units/Volume Sold: Free Amount of the product/service provided by the
organization for free during the reporting period.
Units/Volume Sold: No Direct Amount of the product/service sold during the
Payment reporting period where no direct payment was
provided to the organization at the time of service but
Units/Volume Sold: Total Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
during the reporting period.
Waste Disposed: Composted Amount of waste disposed by the organization through
composting during the reporting period.
Waste Disposed: Incinerated Amount of waste disposed by the organization through
incineration during the reporting period.
Waste Disposed: Landfill Amount of waste disposed by the organization through
landfills during the reporting period.
Waste Disposed: Other Amount of waste disposed by the organization through
other means during the reporting period.
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
reuse and recycling during the reporting period.
Waste Disposed: Total Amount of waste disposed by the organization during
the reporting period.
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
organization's operations during the reporting period.
Waste Produced: Non-Hazardous Amount of non-hazardous waste created by the
Waste organization's operations during the reporting period.
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Discharged
Water Quality Practices
Water Treatment Level
Water Type
Water Withdrawn
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates whether
use, during the organization
the reporting period. employs
management practices for water quality protection.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization during the reporting period. Choose all
- Tertiary treatment
Volume
that of all water drawn from surface water,
- No apply:
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
- Groundwater
- Surface Water
- Seawater
- Third Party: Municipal
- Third Party: Wastewater
Anti-Discrimination Policy
Average Employee Tenure
Average Non-Salaried Wage
Bulk Cargo Handled
Business Innovation
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Indicates whether the organization has specific, written
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average tenure of employees of the organization as of
the end of the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Volume of bulk cargo
not be included in thistransported
calculation. through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Average household
widely used size of clients
in the domestic sectorofduring
the organization
the reporting
during
period. the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: SME Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Departed Permanent Employees: Number of full-time employees that departed the
Full-time organization (for any reason) during the reporting
period.
Departed Permanent Employees: Number of full-time and part-time employees that
Involuntary departed the organization involuntarily during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Total departed the organization (for any reason) during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Voluntary departed the organization voluntarily during the
reporting period.
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Female Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Low Income Number of low income individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and served as distributors
of the organization's products/services during the
Distributor Individuals: Peri-urban Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Poor Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Total Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Distributor Individuals: Urban Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Very Poor Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Distributor Organizations: Number of microenterprises that served as distributors
Microenterprises of the organization's products/services during the
reporting period.
Distributor Organizations: SME Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Distributor Organizations: Total Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Diverse Representation Policy Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Earnings of Distributor Individuals: Earnings generated by individual distributors with
Disabilities disabilities from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by female individual distributors
Female from selling the organization's products/services during
the reporting period.
Earnings of Distributor Individuals: Earnings generated by low income individual
Low Income distributors from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individuals who belong to
Minorities/Previously Excluded minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings of Distributor Individuals: Earnings
period. generated by individuals distributors residing
Peri-urban in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by poor individual distributors from
Poor selling the organization's products/services during the
reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Rural rural areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors from
Total selling the organization's products/services during the
reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Urban urban areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by very poor individual distributors
Very Poor from selling the organization's products/services during
the reporting period.
Earnings of Distributor Earnings generated by microenterprise distributors
Organizations: Microenterprises from selling the organization's products/services,
during the reporting period.
Earnings of Distributor Earnings generated by small-to-medium enterprise
Organizations: SME (SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Earnings generated by distributor enterprises from
Organizations: Total selling the organization's products/services during the
reporting period.
Employee Feedback System Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Employee Involuntary Turnover Ratio of theemployee
and handle number offeedback.
involuntarily departing
Rate permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Employee Policy Documentation Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided to employees of
during the reporting period. the organization.
Employee Training Costs Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Employee Training Hours Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Employees Promoted: Female Number
part-time)ofemployees
employeesatwho
theare female andduring
organization who were
the
promoted within
reporting period. the organization during the reporting
period.
Employees Promoted: Total Number of permanent employees who were promoted
within the organization during the reporting period.
Employees Trained
Employees: Minimum Wage
Employment Benefits
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Forced Labor Policy
Forced Labor Policy: Child Labor
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Number of during
externally) full-time,
thepart-time,
reporting and temporary
period.
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes
period. the benefits that are provided to full-time
employees of the organization during the reporting
period.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates
policy. whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
period.
Full-time Wages: Management Value of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Full-time Wages: Value
period.of wages (including bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Full-time Wages: Value
duringofthewages (including
reporting bonuses, excluding benefits)
period.
Minorities/Previously Excluded paid to all full-time management employees
Management (managers) of the organization who belong to minority
Full-time Wages: Total Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to
period. all full-time employees of the organization
during the reporting period.
Gender Ratio of Promotions Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Gender Wage Equity Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
Healthcare Benefits Participants Number of full-timeof
to male employees employees who received
the organization for the same
healthcare
position. benefits through the organization's
programs during the reporting period.
Healthcare Benefits Premium Percentage of a full-time employee's healthcare
Covered premium that is covered. This should be based on
benefits available to full-time employees as of the end
Importance of Outcome to Describes the value
of the reporting or importance of the outcome
period.
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Group-Based Number of individuals
period. Choose all thatwho received group-based
apply:
Training training from the organization during the reporting
- Very important
period.
- Somewhat important
Individuals Trained: Technical Number
- Neutralof individuals who received one-on-one
Assistance technical assistance from the organization during the
- Not important
reporting
-Number
Do not knowperiod.
Individuals Trained: Total of individuals who received training offered by
the organization during the reporting period.
Job Placement Rate Percentage of the organization's clients who were
placed in part-time, full-time, temporary, or permanent
jobs during the reporting period.
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning andofend
newoffull-time equivalent
the reporting employees
period.
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reporting of full-time
period. equivalent employees working for
reporting period to be the time when the organization
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as of the end
Many organizationsof the reporting
may choose period.
the beginning of the
Jobs Maintained at Directly Number
reporting period to be the time employees
of full-time equivalent who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises financed or supported
of the end of the reporting period. by the organization
Total as of the end of the reporting period.
Loan Officer Wages Value
Many of wages (including
organizations bonuses)
may choose thepaid to loanofofficers
beginning the
during the reporting period.
reporting period to be the time when the organization
Loan Officers Employed began
Number itsofsupport/investment.
loan officers employed by the organization
as of the end of the reporting period.
Market Linkages Improved or Describes whether the organization improved existing
Expanded market linkages or engaged new or additional forward
or backward market linkages, including through its own
integration, during the reporting period.
Market Share Increased
Median Non-Salaried Wage
Minimum Wage Multiple
New Firms Entered
New Market Entered
Non-financial Support Offered
Number of Containers Handled
Occupational Fatalities
Occupational Injuries
Organizations Trained
Part-time Employee Hours Worked Number of paid hours worked by part-time employees
of the organization during the reporting period.
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Describes whether the organization expanded
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Ratio
not beofincluded
the average wage
in this of non-salaried permanent
calculation.
(full-time and part-time) employees of the organization
during the reporting period, compared to the local
Describes
minimum wagewhether additional
as of private
the end of sector firms
the reporting period.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Describes the type of non-financial support the
organization offers to clients, if applicable.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Number of organizations that received training from
the organization during the reporting period.
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to low
Low Income income individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Minorities/Previously Excluded individuals belonging to minority or previously
excluded groups who sold goods or services to the
Payments to Supplier Individuals: Value of payments
organization duringmade by the organization
the reporting period. to
Peri-Urban individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made by the organization to poor
Poor individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Rural individuals residing in rural areas who sold goods or
services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made by the organization to
Total individuals who sold to the organization during the
reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Urban individuals residing in urban areas who sold goods or
services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made by the organization to very
Very Poor poor individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Value of payments made to local enterprises that sold
Organizations: Local goods or services to the organization during the
reporting period.
Payments to Supplier Value of payments to small-to-medium enterprises
Organizations: SME (SMEs) that sold goods or services to the organization
during the reporting period.
Payments to Supplier Value of payments made to enterprises that sold goods
Organizations: Total or services to the organization during the reporting
period.
Permanent Employee Wages: Value of wages (including bonuses, excluding benefits)
Disabilities paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Permanent Employee Wages: Value
period.of wages (including bonuses, excluding benefits)
Female paid to all female full-time and part-time employees of
the organization during the reporting period.
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Permanent Employee Wages: Value of wages
reporting period.(including bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time and part-time employees of the
organization who belong to minority or previously
Permanent Employee Wages: Total Value of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
Permanent Employees: Disabilities Number of people with disabilities employed by the
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Permanent Employees: Female Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
Permanent Employees: Low Income Number of people employed by the organization who
Areas reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Permanent Employees: Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
Minorities/Previously Excluded belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
paid full-time and part-time minority or previously
excluded employees.
Permanent Employees: Total Number of people employed by the organization as of
the end of the reporting period. This is the sum of all
paid full-time and part-time employees.
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Product/Service Certifications Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description Describes (qualitatively) the product or service
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Revenue Generated at Directly Revenue generated by enterprises financed or
Supported/Financed Enterprises supported by the organization during the reporting
period.
Sexual Harassment Policy Indicates whether the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Social Impact Objectives Describes
this policy.the social impact objectives pursued by the
organization. Select all that apply:
Strikes and Lockouts Number of employees' strikes and lockouts at the
Agriculture:
organization during the reporting period.
- Increasing Access to Better, Stable Pricing of
Supplier Individuals: Disabilities Number of individuals
Agricultural Products with disabilities who sold goods
or services to the organization
- Increasing Access to and Use of during theAgricultural
Quality reporting
period.
Inputs
Supplier Individuals: Female Number of female individuals who sold goods or
- Increasing
services Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
Supplier Individuals: Low Income - Increasing
Number Farm
of low Profitability
income individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Number of individuals
- Increasing whoUse
Access to and belong to minority or for
of Products/Services
Minorities/Previously Excluded previously excluded groups
Agricultural Risk Mitigation and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
Health: of individuals residing in peri-urban areas who
period.
sold goods or services to the organization during the
reporting
-Number
Increasingperiod.
Access to Essential
Supplier Individuals: Poor of poor individuals whoMedicines,
sold goodsMedical
or services
Supplies, and Devices
to the organization during the reporting period.
- Increasing Access to Medical Diagnostics
Supplier Individuals: Rural - Improving
Number Data for Health
of individuals Systems
residing Policy
in rural areasand
who sold
Decision-Making
goods or services to the organization during the
- Increasing
reporting Consistent Supply of Essential Services and
period.
Supplier Individuals: Total Number
Productsof individuals who sold goods or services to
the organization
- Reducing during
Financial the reporting
Barriers to Healthperiod.
Services
Supplier Individuals: Urban Number
Real Estate: of individuals residing in urban areas who sold
goods or services to the organization during the
reporting
-Number
Improvingperiod.
Housing
Supplier Individuals: Very Poor of very poorQuality
individuals who sold goods or
-services
Increasing Residential Stability
to the organization during the reporting
-period.
Increasing Housing Affordability
Supplier Organizations: Local - Increasing
Number Access
of local to Supportive
enterprises Services
that sold goodsthrough
or services
Housing
to the organization during the reporting period.
Energy:

- Improving Lighting for Business

- Improving Energy Alternatives for Cooking
- Improving Energy Alternatives for Healthcare
- Improving Lighting for Homes
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the
- Adolescents (10 years of ageorganization, expressed byor
country,
older butas of the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Rural
Algeria populations
disabilities - Minority/previously
the socioeconomic groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant women
Temporary Employee Wages Value of wages (including bonuses, excluding benefits)
-paid
-- Anguilla Other
to at-risk
all populations
temporary employees of the organization
-during Very poor
Antigua &reporting
Barbuda
--- Poor Otherthetarget
Argentina
populations
period.
Temporary Employees Number
-- Low-income of temporary employees paid by the
organization Armenia during the reporting period.
-- Middle-income
Australia
Temporary Employees Hours -Number
- Other Austria(describe)
of paid hours worked by temporary employees
Worked of
- Azerbaijan the organization during the reporting period.
- Bahamas
Temporary Employees: Female Number
- Bahrainof female temporary employees paid by the
organization
- Bangladesh during the reporting period.
Units/Volume Produced -Amount Barbados of the product/service produced by the
-organization
Belarus during the reporting period.
- Belgium
Units/Volume Purchased from -Units/volume
Belize purchased from local organizations that
Supplier Organizations: Local - Benin
sold to the reporting organization during the reporting
- Bermuda
period.
Units/Volume Sold: Certified Amount
- Bhutan of the product/service sold by the organization
as
- Bolivia certified during the reporting period.
- Bosnia & Herzegovina
Units/Volume Sold: Free Amount
- Botswana of the product/service provided by the
organization
- Brazil for free during the reporting period.
Units/Volume Sold: No Direct -Amount Brunei Darussalam
of the product/service sold during the
Payment - Bulgaria period where no direct payment was
reporting
-provided
Burkina toFaso the organization at the time of service but
Units/Volume Sold: Total -for
AmountMyanmar of
which the (Burma)
the product/service
organization soldtobybethe
expects organization
reimbursed.
- Burundi
during the reporting period.
- Cambodia
Vocational/Technical Training Number
- Cameroon of students receiving vocational or technical
training
- Canada during the reporting period.
- Cape Verde
Wage Equity Ratio
- Cayman of the wages paid during the reporting period to
Islands
the
- Central African Republic full-time employee (inclusive
highest compensated
of
-Ratio bonus, excluding benefits), compared to the lowest
Chad
Wage Premium paid that compares
full-time the additional average wage paid
employee.
-toChile
employees of the organization, to the average wage
-paid
China
for a similar job in a similar industry/category in
Worker Freedom of Association -the
Colombia
Indicates whetheratthe
local market, theorganization has a written
end of the reporting policy
period.
Policy - Comoros
to monitor, evaluate, and ensure its workers' freedom
- Costa
of Rica
association.
Worker Safety Policy Indicates
- Croatia whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
- Cuba
- Cyprus
- Czech Republic
- Democratic Republic of the Congo
- Denmark
- Djibouti
- Dominica
- Dominican Republic
Working Hour Policy
Anti-Discrimination Policy
Average Employee Tenure
Bulk Cargo Handled
Business Innovation
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Indicates whether the organization has specific, written
compliance.
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average tenure of employees of the organization as of
the end of the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Average household
widely used size of clients
in the domestic sectorofduring
the organization
the reporting
during
period. the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: SME Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Departed Permanent Employees: Number of full-time employees that departed the
Full-time organization (for any reason) during the reporting
period.
Departed Permanent Employees: Number of full-time and part-time employees that
Involuntary departed the organization involuntarily during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Total departed the organization (for any reason) during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Voluntary departed the organization voluntarily during the
reporting period.
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Female Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Low Income Number of low income individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and served as distributors
of the organization's products/services during the
Distributor Individuals: Peri-urban Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Poor Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Total Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Distributor Individuals: Urban Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Very Poor Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Distributor Organizations: Number of microenterprises that served as distributors
Microenterprises of the organization's products/services during the
reporting period.
Distributor Organizations: SME Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Distributor Organizations: Total Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Diverse Representation Policy Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Employee Feedback System
Employee Involuntary Turnover
Rate
Employee Policy Documentation
Employee Training Costs
Employee Training Hours
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
Employees Promoted: Female
Employees Promoted: Total
Employees Trained
Employment Benefits
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Forced Labor Policy
Forced Labor Policy: Child Labor
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Ratio of theemployee
and handle number offeedback.
involuntarily departing
permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided to employees of
during the reporting period.the organization.
Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Number
part-time)ofemployees
employeesatwho
theare female andduring
organization who were
the
promoted within
reporting period. the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Describes
externally)the benefits
during that are provided
the reporting period. to full-time
employees of the organization during the reporting
period.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates
policy. whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Gender Wage Equity
Healthcare Benefits Participants
Healthcare Benefits Premium
Covered
Importance of Outcome to
Stakeholders
Individuals Trained: Group-Based
Training
Individuals Trained: Technical
Assistance
Individuals Trained: Total
Job Placement Rate
Jobs Created at Directly
Supported/Financed Enterprises:
Low-Income Areas
Jobs Created at Directly
Supported/Financed Enterprises:
Total
Jobs in Directly
Supported/Financed Enterprises
Jobs Maintained at Directly
Supported/Financed Enterprises:
Low-Income Areas
Jobs Maintained at Directly
Supported/Financed Enterprises:
Total
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Ratio of the average wage paid during the reporting
period to female employees of the organization for a
specified position, compared to the average wage paid
Number of full-timeof
to male employees employees who received
the organization for the same
healthcare
position. benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
Describes the value
of the reporting or importance of the outcome
period.
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatwho received group-based
apply:
training from the organization during the reporting
- Very important
period.
- Somewhat important
Number
- Neutralof individuals who received one-on-one
technical assistance from the organization during the
- Not important
reporting
-Number period.
Do not know
of individuals who received training offered by
the organization during the reporting period.
Percentage of the organization's clients who were
placed in part-time, full-time, temporary, or permanent
jobs during the reporting period.
Net number of new full-time equivalent employees
living in low income areas working for enterprises
financed or supported by the organization between the
Net number
beginning andofend
newoffull-time equivalent
the reporting employees
period.
working for enterprises financed or supported by the
organization between
Many organizations maythechoose
beginning and end ofofthe
the beginning the
Number
reporting of full-time
period. equivalent employees working for
reporting period to be the time when the organization
enterprises financed or supported by the organization
began its support/investment.
as of the end of the reporting
Many organizations may choose period.
the beginning of the
Number
reporting period to be the time employees
of full-time equivalent who reside
when the organization
in low income areas and
began its support/investment. work for enterprises financed
or supported by the organization at the beginning of
Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
enterprises financed or supported
of the end of the reporting period. by the organization
as of the end of the reporting period.
Number of loan officers
Many organizations mayemployed
choose thebybeginning
the organization
of the
as of the end of the reporting period.
reporting period to be the time when the organization
began its support/investment.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes
integration, whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
organization was not a dominant player.
Minimum Wage Multiple
New Firms Entered
New Market Entered
Non-financial Support Offered
Number of Containers Handled
Occupational Fatalities
Occupational Injuries
Organizations Trained
Part-time Employee Hours Worked Number of paid hours worked by part-time employees
of the organization during the reporting period.
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Ratio of the average wage of non-salaried permanent
(full-time and part-time) employees of the organization
during the reporting period, compared to the local
Describes whether
minimum wage additional
as of private
the end of sector firms
the reporting period.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Describes the type of non-financial support the
organization offers to clients, if applicable.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Number of organizations that received training from
the organization during the reporting period.
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Sexual Harassment Policy Indicates whether the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Social Impact Objectives Describes
this policy.the social impact objectives pursued by the
organization. Select all that apply:
Strikes and Lockouts Number
Agriculture:of employees' strikes and lockouts at the
organization during the reporting period.
- Increasing Access to Better, Stable Pricing of
Supplier Individuals: Disabilities Number
Agriculturalof individuals
Products with disabilities who sold goods
or services to the organization
- Increasing Access to and Use of during theAgricultural
Quality reporting
period.
Inputs
Supplier Individuals: Female Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
Supplier Individuals: Low Income - Increasing
Number Farm
of low Profitability
income individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Number of individuals
- Increasing whoUse
Access to and belong to minority or for
of Products/Services
Minorities/Previously Excluded previously
Agriculturalexcluded groups and who sold goods or
Risk Mitigation
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
Health: of individuals residing in peri-urban areas who
period.
sold goods or services to the organization during the
reporting
-Number
Increasingperiod.
Access to Essential
Supplier Individuals: Poor of poor individuals whoMedicines,
sold goodsMedical
or services
Supplies, and Devices
to the organization during the reporting period.
- Increasing Access to Medical Diagnostics
Supplier Individuals: Rural - Improving
Number Data for Health
of individuals Systems
residing Policy
in rural areasand
who sold
Decision-Making
goods or services to the organization during the
- Increasing
reporting Consistent Supply of Essential Services and
period.
Supplier Individuals: Total Number
Productsof individuals who sold goods or services to
the organization
- Reducing during
Financial the reporting
Barriers to Healthperiod.
Services
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
Real Estate:
goods or services to the organization during the
reporting
- Improving period.
Housing
Supplier Individuals: Very Poor Number of very poorQuality
individuals who sold goods or
- Increasing
services Residential
to the Stability
organization during the reporting
-period.
Increasing Housing Affordability
Supplier Organizations: Local - Increasing
Number Access
of local to Supportive
enterprises Services
that sold goodsthrough
or services
Housing
to the organization during the reporting period.
Supplier Organizations: SME Number
Energy: of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting
- Improving period.
Lighting for Business
Supplier Organizations: Total Number
- Improvingenterprises of that soldfor
Energy Alternatives goods or services to
Cooking
the organization during
- Improving Energy Alternatives for Healthcare the reporting period.
Target Stakeholder Demographic -Describes Improving Lighting
the for Homes
demographic groups of stakeholders
-targeted Improving Energy for Connectivity
by the organization. Select all that apply:
- Reducing Harmful Emissions from Small-Scale Energy
Target Stakeholder Geography Sources
Indicates
- Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byorcountry, as of
older but the end of
younger
Financial
the
than 19) Services:
reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Improving by Access
Afghanistan theadults
Elderly/older organization.
to and UseSelect all that apply:
of Responsible Financial
-Services Albania for Historically Underserved Populations
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Rural
Improving
Algeria the disabilities - Minority/previously
socioeconomic
Financial Health groups of stakeholders
targeted populations
by the
--- Urban Supporting
Andorra
Women period.the Decent Jobs as
organization andofFostering
the end ofEconomic
the
reporting
--Development Peri-urban Choose all that apply:
Temporary Employees - Angola
Number Pregnantof women
temporary employees paid by the
Increasing
-organization
Anguilla Gender Equality through Financial Inclusion
--- Very Otherpoor
at-risk
Improving
Antigua &
populations
during
Rural
Barbuda
the reporting
Economies
period.
through Access to
---Financial
Other target populations
Poor
ArgentinaInclusion
-- Low-income
Armenia
--Diversity
Middle-income
Australiaand Inclusion:
-- Other
Austria(describe)
Reducing Gender Inequities in Workplace Conditions
- Azerbaijan
Reducing Gender Inequities in Pay
- Bahamas
Temporary Employees Hours
Worked
Temporary Employees: Female
Vocational/Technical Training
Wage Equity
Wage Premium
Worker Freedom of Association
Policy
Worker Safety Policy
Working Hour Policy
Diverse Representation Policy
Employees Promoted: Female
Employees Promoted: Total
Fair Compensation Policy
Forced Labor Policy
Forced Labor Policy: Child Labor
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Number of paid hours worked by temporary employees
of the organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Number of students receiving vocational or technical
training during the reporting period.
Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Indicates whetheratthe
the local market, theorganization has a written
end of the reporting policy
period.
to monitor, evaluate, and ensure its workers' freedom
of association.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Indicates whether the company has a written policy on
compliance.
diverse representation and a system to monitor
compliance with this policy.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Indicates whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Full-time Employees: Number of paid full-time management employees
Minorities/Previously Excluded (managers) at the organization who belong to minority
Managers or previously excluded groups as of the end of the
Full-time Employees: Total Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Gender Wage Equity Ratio of the average wage paid during the reporting
period to female employees of the organization for a
specified position, compared to the average wage paid
Minimum Wage Multiple Ratio
to male of employees
the averageofwage of non-salaried
the organization for permanent
the same
(full-time
position. and part-time) employees of the organization
during the reporting period, compared to the local
Operational Certifications This metricwage
minimum is intended
as of thetoend
describe
of thethe third-party
reporting period.
certifications that the organization holds during the
reporting period.
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
at
Thisthe organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Part-time Employees: Female Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
Part-time Employees: Hired government
Number of paid accreditation. Organizations
part-time employees hiredwishing
by theto
report product-level certifications
organization during the reporting period. should use the
metric Product/Service Certifications (PD2756).
Part-time Employees: Number of paid part-time employees at the
Minorities/Previously Excluded Since certifications
organization vary by
who belong tosector
minority(example:
or previously
construction,
excluded groups textiles
as ofor manufacturing,
the agribusiness,
end of the reporting period.
Part-time Employees: Total Number of paid
supply chain part-time employees
development), organizations at theshould
organization
disclose type as of of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Permanent Employees: Disabilities Number
recognized of people
certifyingwith disabilities employed by the
authority.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Permanent Employees: Female Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
Permanent Employees: Low Income Number of people employed by the organization who
Areas reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Permanent Employees: Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
Minorities/Previously Excluded belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Permanent Employees: Total Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the
excluded employees. reporting period. This is the sum of all
paid full-time and part-time employees.
Sexual Harassment Policy Indicates whether the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Social Impact Objectives Describes
this policy.the social impact objectives pursued by the
organization. Select all that apply:
Temporary Employees Number
Agriculture:of temporary employees paid by the
organization during the reporting period.
- Increasing Access to Better, Stable Pricing of
Temporary Employees: Female Number
Agriculturalof female temporary employees paid by the
Products
organization during
- Increasing Access to the
andreporting period.Agricultural
Use of Quality
Wage Equity Inputs
Ratio of the wages paid during the reporting period to
-the
Increasing Access to Agricultural
highest compensated full-timeTraining
employeeand(inclusive
Information
of bonus, excluding benefits), compared to the lowest
- Increasing
paid full-timeFarm Profitability
employee.
- Increasing Food Security through Smallholder Farms
- Increasing Financial Health of Farmers
- Increasing Access to and Use of Products/Services for
Agricultural Risk Mitigation
Wage Premium
Working Hour Policy
Anti-Discrimination Policy
Average Employee Tenure
Board of Directors: Female
Bulk Cargo Handled
Business Innovation
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Ratio that compares the additional average wage paid
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Indicates whetheratthe
the local market, theorganization has policies
end of the reporting in place
period.
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Indicates whether the organization has specific, written
compliance.
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average tenure of employees of the organization as of
the end of the reporting period.
Number of female members of the organization's
board of directors or other governing body as of the
end of the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of unique
widely used individualssector
in the domestic who were
duringactive clients
the reporting
of the organization as of the end of the reporting
period.
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Departed Permanent Employees:
Full-time
Departed Permanent Employees:
Involuntary
Departed Permanent Employees:
Total
Departed Permanent Employees:
Voluntary
Diverse Representation Policy
Employee Feedback System
Employee Involuntary Turnover
Rate
Employee Policy Documentation
Employee Training Costs
Employee Training Hours
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Number of full-time employees that departed the
organization (for any reason) during the reporting
period.
Number of full-time and part-time employees that
departed the organization involuntarily during the
reporting period.
Number of full-time and part-time employees that
departed the organization (for any reason) during the
reporting period.
Number of full-time and part-time employees that
departed the organization voluntarily during the
reporting period.
Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Ratio of theemployee
and handle number offeedback.
involuntarily departing
permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided to employees of
during the reporting period.the organization.
Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
Employees Promoted: Female
Employees Promoted: Total
Employees Trained
Employment Benefits
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Forced Labor Policy
Forced Labor Policy: Child Labor
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Number ofemployees
part-time) employeesatwho
theare female andduring
organization who were
the
promoted within
reporting period. the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Describes
externally)the benefits
during that are provided
the reporting period. to full-time
employees of the organization during the reporting
period.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates whether the organization offers flexible work
policy.
arrangements to full-time, part-time, or temporary
employees of the organization.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Full-time Wages: Female Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Full-time Wages: Female Value of wages (including bonuses, excluding benefits)
Management paid to all full-time female management employees
(managers) of the organization during the reporting
Gender Ratio of Promotions Ratio
period. of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Gender Wage Equity Ratio
promoted.of the average wage paid during the reporting
period to female employees of the organization for a
specified position, compared to the average wage paid
Healthcare Benefits Participants Number of full-timeof
to male employees employees who received
the organization for the same
healthcare
position. benefits through the organization's
programs during the reporting period.
Healthcare Benefits Premium Percentage of a full-time employee's healthcare
Covered premium that is covered. This should be based on
benefits available to full-time employees as of the end
Importance of Outcome to Describes the value
of the reporting or importance of the outcome
period.
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Market Linkages Improved or Describes
period. Choosewhether the organization
all that apply: improved existing
Expanded market linkages or engaged new or additional forward
- Very important
or backward important
- Somewhat market linkages, including through its own
Market Share Increased Describes
- Neutral whether
integration, during thethe organization expanded
reporting period.
operations
- Not important and increased market share during the
reporting
-Ratio
Do not period
know in a concentrated market in which the
Minimum Wage Multiple of the
organization average
was notwage of non-salaried
a dominant player. permanent
(full-time and part-time) employees of the organization
during the reporting period, compared to the local
New Firms Entered Describes
minimum wage whether additional
as of private
the end of sector firms
the reporting period.
entered the market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Non-financial Support Offered Describes the type of non-financial support the
organization offers to clients, if applicable.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Occupational Fatalities Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Occupational Injuries Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
at the
This organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Part-time Employees: Female Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
Part-time Employees: Hired government
Number of paidaccreditation. Organizations
part-time employees hiredwishing
by theto
report product-level certifications should
organization during the reporting period. use the
metric Product/Service Certifications (PD2756).
Part-time Employees: Number of paid part-time employees at the
Minorities/Previously Excluded Since certifications
organization vary by
who belong tosector (example:
minority or previously
construction,
excluded textiles
groups as ofor manufacturing,
the agribusiness,
end of the reporting period.
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
recognized certifying authority.
Part-time Employees: Total Number of paid part-time employees at the
organization as of the end of the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to female
Female individuals who sold goods or services to the
organization during the reporting period.
Percent Female Ownership Percentage of the organization that is female-owned,
as of the end of the reporting period.
Permanent Employees: Disabilities Number of people with disabilities employed by the
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Permanent Employees: Female Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
Permanent Employees: Low Income Number of people employed by the organization who
Areas reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Permanent Employees: Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
Minorities/Previously Excluded belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Permanent Employees: Total Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end ofemployees.
excluded the reporting period. This is the sum of all
paid full-time and part-time employees.
Poverty Assessment Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Sexual Harassment Policy Indicates whether the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Strikes and Lockouts Number of employees' strikes and lockouts at the
this policy.
organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
-excluded
- Rural
Persons with disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban
Angola
Pregnant
Temporary Employees Number of women
temporary employees paid by the
-organization
-- Anguilla
Otherpoor
at-riskduring
populations
the reporting period.
-- Very Antigua
Other & Barbuda
target populations
-- Poor Argentina
Temporary Employees: Female Number
-- Low-income of female temporary employees paid by the
Armenia during the reporting period.
organization
-- Middle-income
Australia
Wage Equity -Ratio
- Other of(describe)
Austria the wages paid during the reporting period to
the
- Azerbaijancompensated full-time employee (inclusive
highest
of bonus, excluding benefits), compared to the lowest
- Bahamas
Wage Premium Ratio
paid that compares
full-time
- Bahrain the additional average wage paid
employee.
to employees
- Bangladesh of the organization, to the average wage
paidBarbadoswhether the organization has an initiativeinin
for
-Indicates a similar job in a similar industry/category
Women's Career Advancement the local market, at the end of the reporting period.
Initiative -place
Belarus
to advance women in their workforce.
- Belgium
- Belize
- Benin
- Bermuda
- Bhutan
- Bolivia
- Bosnia & Herzegovina
Worker Freedom of Association
Policy
Worker Safety Policy
Working Hour Policy
Active Borrowers per Loan Officer
After-sale Client Support
Average Insurance Premium
Average Loan Size Disbursed
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Indicates whether the organization has a written policy
to monitor, evaluate, and ensure its workers' freedom
of association.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
compliance.
Number of active borrowers (clients) per loan officer at
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Number of unique households in peri-urban areas that
were clients of the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals who
the reporting received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Complaints Ratio
Compulsory Deposits
Compulsory Insurance Products
Cost Transparency
Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Effective Interest Rate (EIR)
Importance of Outcome to
Stakeholders
Interest Rate Method
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Microfinance Delivery Methodology Describes thewas
Minimum Insurance Premium
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at -Value
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Describes
period. Choose the method(s) used by the organization to
all that apply:
state the interest
- Very important rate of its products. Select all that
apply:
- Somewhat important
Value
- Neutral of wages (including bonuses) paid to loan officers
during the reporting
-- Declining period.
balance method
Not important
-- Flat interest
Do not know method
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
organization financial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity product
group provided by the organization
lending
during the reporting
- Village/self-help period.
group lending
Describes whether
- Digital financial additional private sector firms
services
entered
- Agencythe market in which the organization operates
banking
during the
-Describes reporting
Licensed whether period.
agents working on behalf entered
of the financial
the organization a new
service provider
market during the reporting period.
- Roving staff/mobile branches
ATMsof all of the organization's loans outstanding at
- Mobile
the banking
end of the reporting period that have one or more
- Internet based
installments services past due for more than 30
of principal
of all of
- Merchant
days. POStheororganization's loans outstanding at
a networked merchant
the end
- Other of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of Potential Renewals Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of Renewals Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of Voluntary Savings Number of voluntary savings accounts managed by the
Accounts organization, including demand deposits and time
deposits, as of the end of the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Other Financial Services Offered Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products.
related certifications. For example, organizations
Poverty Assessment Indicates
providing whether
healthcare thedelivery
organization assesses
services, the
this might
poverty levels of its intended stakeholders.
include SafeCare certification, ISO 900 certification, and
Product/Service Certifications government accreditation.
Describes third-party Organizations
certifications for wishing to
report
products/services sold by the organizationuse
product-level certifications should the
that are
metric Product/Service Certifications
valid as of the end of the reporting period. (PD2756).
Product/Service Description Describes (qualitatively) the product or service
Since certifications
provided vary by sector (example:
by the organization.
construction, textiles or manufacturing, agribusiness,
Product/Service Replaced Describes
supply chain thedevelopment),
product or service replaced at
organizations client,
should
Description household,
disclose type orofbusiness level held
certification by products or whether
as well as services
provided by the organization.
the certification is issued by an internationally-
Product/Service Type Describes
recognizedthe economic
certifying activities categories that define
authority.
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Promptness of Claims Processing Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Promptness of Claims Settlement Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Promptness of Claims Submission Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Purchase Price of Product or Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Renewal Ratio Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Repayment Capacity Analysis Indicates whether the organization conducts
repayment capacity analyses for its clients.
Savings Account Incentives Describes the types of incentives the organization
offers to clients to establish savings accounts.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates whether the organization implements policies
Agriculture:
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Agricultural Products
- Increasing Access to and Use of Quality Agricultural
Inputs
- Increasing Access to Agricultural Training and
Information
Stakeholder Engagement Describes the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
than 19) reporting period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics -Describes
--excluded
Persons with
Rural
disabilities - Minority/previously
the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant
Total Deposits Value of thewomen
organization's customer deposits, whether
-voluntary,
-- Anguilla Other at-risk populations
compulsory, demand, or term, as well as all
-other Very poor
Antigua & Barbuda
--- Poor Otherliabilities
target
Argentina
populations
from customers at the end of the
Value of Loans Disbursed Value
-reporting of loans
period.disbursed by the organization during the
- Low-income
reporting Armenia period.
-- Middle-income
Australia
Value of Loans Fully Repaid on Time -Value - Other of(describe)
Austria all the organization's loans due for pay back
during
- Azerbaijan the reporting period (but disbursed at any time)
that
- Bahamas have been paid no later than their due date.
Value of Loans Outstanding Value
- Bahrain of disbursed loans remaining on the
organization's
- Bangladesh balance sheet at the end of the reporting
period.
-Value Barbados
Value of Voluntary Savings of voluntary savings accounts managed by the
Accounts - Belarus
organization, including demand deposits and time
- Belgium as of the end of the reporting period.
deposits,
Weighted Average Tenor of Loans Weighted - Belize average tenor of loans outstanding on the
Outstanding -organization's
Benin balance sheet at the end of the reporting
- Bermuda
period.
- Bhutan
- Bolivia
Organizations should report average tenor in months.
- Bosnia & Herzegovina
- Botswana
- Brazil
- Brunei Darussalam
- Bulgaria
Active Borrowers per Loan Officer Number - Burkinaof Fasoactive borrowers (clients) per loan officer at
the
- Myanmar organization
(Burma)as of the end of the reporting period.
- Burundi
After-sale Client Support Indicates
- Cambodia whether the organization provides support to
its
- Cameroon clients after the sale of its product/service.
Average Client Agriculture Yield: -Average Canadaagricultural yield per hectare, of clients (who
Smallholder -
were Capesmallholder
Verde farmers) of the organization during
-the Cayman Islands
reporting period.
Average Insurance Premium -Average
Central amount
African Republic
of annualized insurance premium
-charged
Chad for a particular insurance product provided by
-the Chile
organization during the reporting period.
Average Loan Size Disbursed Average
- China loan size disbursed by the organization during
the reporting period.
- Colombia
- Comoros
Biodegradable Materials Amount
- Costa Rica of biodegradable materials used in the
organization's
- Croatia products (including packaging) during
the
- reporting period.
Cuba
Building Area of Energy Efficiency Area of buildings projected to receive energy efficiency
Improvements -improvements
Cyprus as a result of investments made by the
-organization
Czech Republic during the reporting period.
- Democratic Republic of the Congo
- Denmark
- Djibouti
- Dominica
- Dominican Republic
- Ecuador
- Egypt
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Client Spending: Connectivity
Client Spending: Energy
Client Spending: Total
Climate Resilience Strategy
Communities Served
Community Engagement Strategy
Community Service Policy
Complaints Ratio
Compulsory Deposits
Compulsory Insurance Products
Connection Type
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on connectivity
in the local
costs
market.during the reporting period.
Amount of money spent by the client on sources of
energy during the reporting period.
Amount of money spent by the client during the
reporting period.
Indicates whether the organization implements a
strategy to address the effects of climate change on the
organization's operations.
Number of communities where the organization's
products/services were available during the reporting
period.
Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Indicates whether the organization implements a
community service policy.
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Describes compulsory insurance products required by
the organization.
Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Choose all that apply:
- Piped water
- Sewer
- Grid electricity
- Off-grid electricity
- Internet
Cost Transparency
Crop Type
Effective Interest Rate (EIR)
Energy Capacity of Product
Energy Capacity of Products Sold
Energy Conservation Strategy
Energy Conserved
Energy Consumption of Product
Energy Consumption of Product
Replaced
Energy Generated for Sale: Non-
Renewable
Energy Generated for Sale:
Renewable
Energy Generated for Sale: Total
Energy Generated for Use: Non-
renewable
Energy Generated for Use:
Renewable
Energy Generated for Use: Total
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
Energy Purchased: Renewable
Energy Purchased: Total
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
Energy Savings from Services Sold Amount of energy savings due to the organization's
Environmental Impact Objectives
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Type of crop(s) produced by the organization during
the reporting period. Select from the options in the
Reference List tab.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Amount of potential energy generation over the
lifetime of the product based on the planned operation
of the product/system.
Amount of potential energy generation over the
lifetime of the product for all products sold by the
organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
Amount of energy that would have been used by the
replaced product during the lifetime of the
organization's product.
Amount of non-renewable energy generated and sold
to offtaker(s) during the reporting period.
Amount of renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and sold to offtaker(s)
during the reporting period.
Amount of energy generated and consumed by the
organization from non-renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization during the reporting period.
organization from non-renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization during the reporting period.
product for those products that were sold by the
organization during the reporting period.
services that were sold during the reporting period.
Describes the environmental impact objectives pursued
by the organization. Select all that apply:
- Biodiversity conservation
- Energy and fuel efficiency
- Natural resources conservation
- Pollution prevention & waste management
- Sustainable energy
- Sustainable land use
Environmental Management Indicates whether the organization has an
System environmental management system in place.
Green Building Practices Indicates whether the organization employs green
building practices.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s) during the reporting period.
combustion
Greenhouse Gas Emissions of Amount
- Greenhouse of greenhouse
gas emissiongases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other) of greenhouse gases (GHG) that would have
Product Replaced -been Greenhouse
emitted by gastheemission reductions
replaced from land
product during theuse,
land useof
lifetime change, and forestryproduct.
the organization's
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced -byGreenhouse gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse gas (GHG)
gas emissions avoidedemissions
from product
Sequestered sequestered
replacementsby the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy
- Greenhouse to reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gastheemissions sequestered
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Greenhouse Gas Emissions: Direct Amount gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
Capture
the and Storage
organization's operations from direct
- Direct Emissions (direct emissions from owned or emissions
-controlled
Other (describe)
sources during the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount of greenhouse
- Indirect Emissions (emissionsgases (GHG)
from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
Greenhouse Gas Emissions: Total -Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value chain
the organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Importance of Outcome to Describes
the reporting the period.
value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Total Number of individuals
period. Choose all thatwho received training offered by
apply:
the organization
- Very important during the reporting period.
- Somewhat important
- Neutral
- Not important
- Do not know
Interest Rate Method Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
Job Placements Number of the organization's clients who were placed
in part-time,
- Declining full-time,
balance temporary, or permanent jobs
method
during the reporting
- Flat interest method period.
Land Directly Controlled: Area of land directly controlled by the organization that
Impervious Surfaces is impervious to water during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Level of Stream Connectivity Describes
sustainablythe level of during
managed fragmentation of streams
the reporting period.
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectares water stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the
- Very reporting period. Choose all that apply:
low fragmentation
Loan Officer Wages Value
-- Low of wages (including bonuses) paid to loan officers
Low (<10%)
fragmentation
during
-- Low-medium the reporting
Moderate period.
(10–19.9%)
fragmentation
-- Medium-high
High fragmentation(20–39.9%)
Loan Officers Employed Number
-- High of loan officers employed by the organization
(40–80%)
as Very
of high
the endfragmentation
of the reporting period.
-- Extremely
No data high (>80%)
Market Linkages Improved or -Describes
Arid and whether
low waterthe useorganization improved existing
Expanded - No data
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Market Share Increased Describes
integration,whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Microfinance Delivery Methodology Describes
organizationthewasfinancial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
Minimum Insurance Premium Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity product
group provided by the organization
lending
during the reporting period.
- Village/self-help group lending
New Businesses Created: Low Number of new businesses
- Digital financial services created in low income areas
Income Areas as a result of
- Agency banking investments made during the reporting
period.
- Licensedofagents working on behalfas
ofathe financial
New Businesses Created: Total Number new businesses created result of
service provider
investments made by the organization during the
-reporting
Roving staff/mobile
period. branches
New Firms Entered - ATMs whether additional private sector firms
Describes
- Mobile the
entered banking
market in which the organization operates
- Internet
during thebased services
reporting period.
New Market Entered Describes
- Merchantwhether
POS or athe organization
networked entered a new
merchant
market
- Other during the reporting period.
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days the end of the reporting period that have one or more
installments of principal past due for more than 30
Non Performing Loans (Portfolio at Value
days. of all of the organization's loans outstanding at
Risk)- 60 Days the end of the reporting period that have one or more
installments of principal past due for more than 60
Non Performing Loans (Portfolio at Value
days. of all of the organization's loans outstanding at
Risk)- 90 Days the end of the reporting period that have one or more
installments of principal past due for more than 90
Non-financial Support Offered Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Non-hazardous Waste Avoided Amount of non-hazardous waste disposal avoided
based on the organization's
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
the reporting period.
Number of Complaints Registered
Number of Containers Handled
Number of Household and Business Number of residential and commercial connections to
Connections
Number of Individual Connections Number of connections to utilities and services
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Operational Certifications
Other Financial Services Offered
Peak Flow Rate
Percent Recycled Materials
Permanent Employees: Total
Poverty Assessment
Producer Price Premium
Product Lifecycle Management
Practices
Product Lifetime
Product/Service Certifications
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
utilities and services provided by the organization as of
the end of the reporting period.
provided to individuals by the organization as of the
end of the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products.
related certifications. For example, organizations
Rate of maximum
providing healthcareflow of water
delivery through
services, a stream
this might or
river on land directly or indirectly managed
include SafeCare certification, ISO 900 certification, by the and
organization as of the
governmentofaccreditation. end of the reporting
Organizations period.
wishing to
Percentage recycled materials used to manufacture
report product-level
the organization's certifications
product should use the
(including
metric Product/Service
packaging)/services Certifications
during (PD2756).
the reporting period.
Number of people employed by the organization as of
Since
the certifications
end vary by
of the reporting sectorThis
period. (example:
is the sum of all
construction,
paid full-time textiles or manufacturing,
and part-time employees. agribusiness,
Indicates
supply chainwhether the organization
development), assesses
organizations the
should
poverty levels of its intended stakeholders.
disclose type of certification held as well as whether
the certification is issued by an internationally-
Price premium
recognized percentage
certifying that the producer (supplier)
authority.
selling to the organization obtains from the
organization for its goods or services during the
Indicates
reporting whether
period. the organization has practices in
place to manage the product life beyond the point of
sale.
Lifetime of the product provided by the organization
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Recycling Policy
Renewable Energy Expenditures
Renewal Ratio
Repayment Capacity Analysis
Sales Revenue
Savings Account Incentives
Social and Environmental Board
Committee
Social and Environmental
Performance Reporting
Social and Environmental
Performance Risk Assessment
Social Impact Objectives
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident
the reporting occurred and when the stakeholder
period.
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Percentage of the policies
during the reporting belonging to the
period.
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Value of the revenue from sales of the organization's
products/services during the reporting period.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Indicates whether there is a formal board of directors
or governing body committee dedicated to social and
environmental performance.
Indicates whether the organization reports its social
and environmental performance to relevant
stakeholders.
Indicates whether the organization assessed social and
environmental risks during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Agriculture:
- Increasing Access to Better, Stable Pricing of
Agricultural Products
- Increasing Access to and Use of Quality Agricultural
Inputs
Social Responsibility Client Policies Indicates whether the organization implements policies
to protect its clients.
Stakeholder Engagement Describes the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
Stormwater Runoff Volume of water generated from rain and snowmelt
flowing over (without soaking into the ground of) land
indirectly or directly controlled by the organization
Stream Nutrient Levels Assessment Describes
during thewhether
reportingthe organization has assessed
period.
nitrogen and phosphorus levels in streams on directly
or indirectly controlled land as of the end of the
Stream Turbidity Level Level of turbidity
reporting period. (in Nephelometric Turbidity Units, or
NTU) observed in streams or rivers on land directly or
indirectly managed by the organization as of the end of
Streamflow Rate Rate of flowing
the reporting water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the reporting period.
Supplier Individuals: Female Number of female individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Geography Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the
- Adolescents organization,(10 expressed
years of agebyor
country,
older butas of the end of
younger
the
thanreporting 19) period. Choose all that apply:
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
Target Stakeholder Socioeconomics -Describes
-excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnant
Total Deposits Value of thewomen
organization's customer deposits, whether
-- Anguilla
voluntary, Other at-risk populations
compulsory, demand, or term, as well as all
-- Very poor
-- Antigua
other Other
Poor
& Barbuda
target
liabilities populations
from customers at the end of the
Toxic Materials -reporting
Amount Argentinaof toxic
period. materials used in the organization's
-- Low-income
Armenia
manufacturing
-- Middle-income processes during the reporting period.
Australia
Traceability System -- Other
Austria(describe)
Indicates whether the organization implements a
traceability
- Azerbaijansystem for its raw materials.
- Bahamas
Units/Volume Produced Amount
- Bahrainof the product/service produced by the
organization
- Bangladesh during the reporting period.
Units/Volume Replaced -Number
Barbados of status-quo products that were replaced by
-products
Belarus sold during the reporting period.
- Belgium
Units/Volume Sold: Certified - Belize of the product/service sold by the organization
Amount
- Benin
as certified during the reporting period.
- Bermuda
Units/Volume Sold: Free Amount
- Bhutan of the product/service provided by the
organization
- Bolivia for free during the reporting period.
- Bosnia & Herzegovina
Units/Volume Sold: No Direct Amount
- Botswana of the product/service sold during the
Payment reporting
- Brazil period where no direct payment was
provided
-Amount to the organization at the time of service but
Brunei Darussalam
Units/Volume Sold: Total for which ofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
-during
Bulgaria
the reporting period.
- Burkina Faso
- Myanmar (Burma)
- Burundi
- Cambodia
- Cameroon
- Canada
- Cape Verde
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
during the reporting period.
Value of Community Development Value of payments made by the organization during the
Contributions reporting period towards activities that benefit local
communities.
Value of Loans Disbursed Value of loans disbursed by the organization during the
reporting period.
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of Loans Outstanding Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of Voluntary Savings Value of voluntary savings accounts managed by the
Accounts organization, including demand deposits and time
deposits, as of the end of the reporting period.
Waste Disposed: Composted Amount of waste disposed by the organization through
composting during the reporting period.
Waste Disposed: Incinerated Amount of waste disposed by the organization through
incineration during the reporting period.
Waste Disposed: Landfill Amount of waste disposed by the organization through
landfills during the reporting period.
Waste Disposed: Other Amount of waste disposed by the organization through
other means during the reporting period.
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
reuse and recycling during the reporting period.
Waste Disposed: Total Amount of waste disposed by the organization during
the reporting period.
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
organization's operations during the reporting period.
Waste Produced: Non-Hazardous Amount of non-hazardous waste created by the
Waste organization's operations during the reporting period.
Waste Produced: Total Amount of waste created by the organization's
operations during the reporting period.
Waste Reduced Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Waste Reductions from Products Amount of reductions in waste over the lifetime of
Sold products sold by the organization during the reporting
period.
Waste Reductions from Services Amount of reductions in waste during the reporting
Sold period due to the organization's services sold.
Wastewater Treated Volume of wastewater treated by the organization
during the reporting period.
Wastewater Treatment Compliance Indicates whether the organization's practices related
to discharge of wastewater comply with local legal
requirements.
Water Conservation Strategy Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Discharged
Water Quality Practices
Water Treatment Level
Water Type
Water Withdrawn
Weighted Average Tenor of Loans
Outstanding
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Feedback System
Client Household Size
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates whether
use, during the organization
the reporting period. employs
management practices for water quality protection.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization
- Tertiary treatment the reporting period. Choose all
during
Volume
that
- No apply: of all water drawn from surface water,
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
Weighted
- Groundwater average tenor of loans outstanding on the
organization's
- Surface Water balance sheet at the end of the reporting
period.
-Indicates
Seawaterwhether the organization provides support to
-itsThird Party:
clients afterMunicipal
the sale of itsaverage
product/service.
Organizations should
- Third Party: Wastewaterreport tenor in months.
- Other (describe)
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average household
and handle size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Individuals: Peri-urban Number of unique individuals residing in peri-urban
areas and were clients of the organization during the
reporting period.
Client Individuals: Poor Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Organizations: Number of microenterprises that were clients of the
Microenterprises organization during the reporting period.
Client Organizations: New Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Climate Resilience Strategy Indicates
otherwisewhether
paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Community Engagement Strategy Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Community Service Policy
Cost Transparency
Energy Conservation Strategy
Environmental Management
System
Green Building Practices
Importance of Outcome to
Stakeholders
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Operational Certifications
Poverty Assessment
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Price of Product or
Service Replaced
Indicates whether the organization implements a
community service policy.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Indicates whether the organization has an
environmental management system in place.
Indicates whether the organization employs green
building practices.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Describes whether
period. Choose the organization
all that apply: improved existing
market linkages
- Very important or engaged new or additional forward
or backward important
- Somewhat market linkages, including through its own
Describes
- Neutral whether
integration, during the
the organization expanded
reporting period.
operations and
- Not important increased market share during the
reporting
-Describes period
Do not know in a concentrated market in which the
whether
organization was notadditional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Lifetime
providingofhealthcare
the product provided
delivery by thethis
services, organization
might
(based on reasonable use).
include SafeCare certification, ISO 900 certification, and
government
Describes accreditation.
third-party Organizations
certifications wishing to
forlifetime
Organizations
report shouldcertifications
product-level report product should use in
thenumber
products/services
of years. sold by the organization that are
metric
valid asProduct/Service
of the end of theCertifications (PD2756).
reporting period.
Describes (qualitatively) the product or service
Since certifications
provided vary by sector (example:
by the organization.
construction, textiles or manufacturing, agribusiness,
Describes
supply chain thedevelopment),
product or service replaced at
organizations client,
should
household, or business level by products or
disclose type of certification held as well as whether services
provided by the organization.
the certification is issued by an internationally-
Describes
recognizedthe economic
certifying activities categories that define
authority.
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Recycling Policy Indicates whether the organization implements a
recycling policy in its operating facilities.
Social and Environmental Board Indicates whether there is a formal board of directors
Committee or governing body committee dedicated to social and
environmental performance.
Social and Environmental Indicates whether the organization reports its social
Performance Reporting and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Geography Inputs
-Indicates
-the Children
Increasing
the geography
(younger than
Accessexpressed
to
of
10stakeholders
years old)
Agricultural Training
targeted by
andthe end of
-Information organization,
Adolescents (10 years of age byorcountry,
older butas of
younger
the
than reporting
19) period. Choose all that apply:
Target Stakeholder Setting - Increasing
Describes theFarm Profitability
setting of the groups of stakeholders
-- Adults Increasing Food Security through Smallholder Farms
targeted
-- Afghanistan by the adults Health ofSelect
organization. all that apply:
-- Elderly/older Increasing
Albania Financial Farmers
Target Stakeholder Socioeconomics -Describes
--excluded
Persons
Increasing
Rural
with
the disabilities
Access
Algeria populations to and-Use
socioeconomic Minority/previously
groups of stakeholdersfor
of Products/Services
targeted
-Agricultural
-- Andorra Urban by the
Risk organization
Mitigation as of the end of the
reporting Women period. Choose all that apply:
--- Peri-urban Angola
Pregnantwhether
women the organization implements a
Traceability System Indicates
Health:
--- Other
traceability Anguilla
Very at-risk
poor populations
system for its raw materials.
---- Other Antigua & Barbuda
target populations
Units/Volume Produced - Poor
Amount Increasing
Argentina Access
of the to Essential Medicines,
product/service produced by Medical
the
--Supplies, Low-income
ArmeniaandduringDevices
organization the reporting period.
--- Increasing Middle-income
Australia Access to Medical Diagnostics
Units/Volume Sold: Certified --- Other
Amount Austria(describe)
Improving Data
of the for Health Systems
product/service Policy
sold by the and
organization
Decision-Making
as
- Azerbaijan certified during the reporting period.
-- Increasing Bahamas Consistent Supply of Essential Services and
Units/Volume Sold: Free Amount
- Bahrainof the product/service provided by the
Products
organization
-- Reducing Bangladesh for freeBarriers
Financial during the reporting
to Health period.
Services
Units/Volume Sold: No Direct -Amount Barbados of the product/service sold during the
Real
- Estate:
Belarus
Payment reporting period where no direct payment was
-provided Belgiumto the organization at the time of service but
Units/Volume Sold: Total -Amount
-for Improving
Belize Housing Quality
-during whichofthe
Increasing
the product/service
organization
Residential
soldtobybethe
expects
Stability
organization
reimbursed.
- Beninthe reporting period.
-- Increasing
Bermuda Housing Affordability
Value of Community Development Value -- Increasing
Bhutan Access made
of payments to Supportive Services through
by the organization during the
Contributions Housing
reporting
- Bolivia period towards activities that benefit local
communities.
- Bosnia & Herzegovina
Water Conservation Strategy Indicates
-Energy: Botswana whether the organization implements a water
conservation
- Brazil strategy to reduce its water usage.
-- Improving
Brunei Darussalam for Business
Lighting
-- Improving
Bulgaria Energy Alternatives for Cooking
-- Improving
Burkina Faso Energy Alternatives for Healthcare
Active Borrowers per Loan Officer Number - Improving
- Myanmar Lighting
(Burma)
of active for Homes
borrowers (clients) per loan officer at
-the Improving
- Burundi Energy for
organization as of the Connectivity
end of the reporting period.
-- Cambodia
Reducing Harmful Emissions from Small-Scale Energy
-Sources
Cameroon
- Canada
Financial
- Cape Verde Services:
- Cayman Islands
-- Improving Access
Central African to and Use of Responsible Financial
Republic
Services
- Chad for Historically Underserved Populations
After-sale Client Support
Average Client Agriculture Yield:
Smallholder
Average Insurance Premium
Average Loan Size Disbursed
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Income
Client Individuals: Female
Client Individuals: Provided New
Access
Client Individuals: Smallholder
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Number of unique
and handle individuals who were clients of the
client feedback.
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique smallholder
prior farmer individuals
to the reporting period. who
were clients during the reporting period.
Organizations should reference New Access to Water,
Number of microenterprises
New Access that were
to Energy, New Access clients of the
to Education, New
organization during the reporting period.
Access to Finance, or New Access to Healthcare in the
glossary
Number for more clarification.
of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Complaints Ratio
Compulsory Deposits
Compulsory Insurance Products
Cost Transparency
Crop Type
Effective Interest Rate (EIR)
Importance of Outcome to
Stakeholders
Individuals Trained: Total
Interest Rate Method
Land Indirectly Controlled:
Sustainably Managed
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Microfinance Delivery Methodology Describes thewas
Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Number of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Percentage
otherwise paidof complaints registered
for a similar by clients
product/service of the
in the local
reporting
market. organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Type of crop(s) produced by the organization during
the reporting period. Select from the options in the
Reference List tab.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatwho received training offered by
apply:
the organization
- Very important during the reporting period.
- Somewhat important
Describes
- Neutral the method(s) used by the organization to
state the interest rate of its products. Select all that
- Not important
apply:
-Area
Do not know
of land indirectly controlled by the organization
and under sustainable
- Declining balance method cultivation or sustainable
stewardship. Report
- Flat interest method indirectly controlled land area
Value of wages
sustainably (including
managed bonuses)
during paid toperiod.
the reporting loan officers
during the reporting period.
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
organization financial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
- Individual lending
- Solidarity group lending
- Village/self-help group lending
- Digital financial services
- Agency banking
- Licensed agents working on behalf of the financial
Minimum Insurance Premium
New Businesses Created: Low
Income Areas
New Businesses Created: Total
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Operational Certifications
Other Financial Services Offered
Permanent Employees: Total
Minimum annualized insurance premium offered for
the insurance product provided by the organization
during the reporting period.
Number of new businesses created in low income areas
as a result of investments made during the reporting
period.
Number of new businesses created as a result of
investments made by the organization during the
reporting period.
Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes the type of non-financial support the
days.
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products. For example, organizations
related certifications.
Number
providingofhealthcare
people employed
delivery by the organization
services, this might as of
the end of the reporting period. This is the sum of alland
include SafeCare certification, ISO 900 certification,
paid full-time and part-time employees.
government accreditation. Organizations wishing to
report product-level certifications should use the
metric Product/Service Certifications (PD2756).
Since certifications vary by sector (example:
construction, textiles or manufacturing, agribusiness,
Poverty Assessment
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Renewal Ratio
Repayment Capacity Analysis
Sales Revenue
Savings Account Incentives
Social Impact Objectives
Social Responsibility Client Policies Indicates
Stakeholder Engagement
Supplier Individuals: Female
Supplier Individuals: Total
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured
during theincident occurred
reporting and when the stakeholder
period.
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident
the reporting occurred and when the stakeholder
period.
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Value of the revenue from sales of the organization's
products/services during the reporting period.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Agriculture:whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Describes
Agriculturalthe mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service design,
and Use of Quality Agricultural
development,
Inputs and delivery.
Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
- Increasing
Number Farm Profitability
of individuals who sold goods or services to
- Increasing
the Foodduring
organization Security
thethrough Smallholder
reporting period. Farms
- Increasing Financial Health of Farmers
- Increasing Access to and Use of Products/Services for
Agricultural Risk Mitigation
Health:
- Increasing Access to Essential Medicines, Medical
Target Stakeholder Geography Indicates the geography of stakeholders targeted by
the organization, expressed by country, as of the end of
the reporting period. Choose all that apply:
Target Stakeholder Setting Describes the setting of the groups of stakeholders
targeted
- Afghanistan by the organization. Select all that apply:
- Albania
Target Stakeholder Socioeconomics Describes
-- Rural Algeria the socioeconomic groups of stakeholders
targeted
-- Urban Andorraby the organization as of the end of the
reporting
-- Peri-urban Angola period. Choose all that apply:
Total Deposits Value of the organization's customer deposits, whether
-voluntary, Anguilla compulsory, demand, or term, as well as all
-- Very Antigua poor& Barbuda
other
-- Poor liabilities from customers at the end of the
Units/Volume Sold: Total Amount Argentina of the product/service sold by the organization
-reporting
- Armenia Low-income period.
during
-- Middle-income the reporting period.
Australia
Value of Loans Disbursed -Value
- Other Austriaof(describe)
loans disbursed by the organization during the
reporting
- Azerbaijan period.
- Bahamas
Value of Loans Fully Repaid on Time Value - Bahrain of all the organization's loans due for pay back
during
- Bangladesh the reporting period (but disbursed at any time)
that
-Value have
Barbados been paid no later than their due date.
Value of Loans Outstanding of disbursed loans remaining on the
-organization's
Belarus balance sheet at the end of the reporting
-period. Belgium
Value of Voluntary Savings - Belizeof voluntary savings accounts managed by the
Value
Accounts - Benin
organization, including demand deposits and time
-deposits, Bermudaas of the end of the reporting period.
Weighted Average Tenor of Loans Weighted - Bhutan average tenor of loans outstanding on the
Outstanding organization's
- Bolivia balance sheet at the end of the reporting
period.
- Bosnia & Herzegovina
After-sale Client Support Indicates
- Botswana whether the organization provides support to
its
- Brazil aftershould
clients
Organizations the sale of itsaverage
report product/service.
tenor in months.
Biodegradable Materials -Amount Brunei Darussalam
of biodegradable materials used in the
- Bulgaria
organization's products (including packaging) during
-the Burkina Fasoperiod.
reporting
Building Area of Energy Efficiency Area - Myanmar (Burma)
of buildings projected to receive energy efficiency
Improvements - Burundi
improvements as a result of investments made by the
- Cambodia during the reporting period.
organization
Client Complaint Tracking System Indicates - Cameroon whether the organization has a system in
place
- Canada to receive and resolve client complaints.
- Cape Verde
Client Feedback System Indicates
- Cayman whether Islands the organization implements a
feedback system
- Central African Republic to solicit client feedback and has an
established
-Indicates procedure and/or committee to receive
Chad whether the organization
Client Protection Policy and handle client feedback. has a written policy
-for Chile
client protection and a system to monitor
-compliance
China with this policy.
Client Savings Premium - Colombia
Ratio of the price savings obtained by the client from
- Comoros a product/service from the organization
purchasing
- Costa Ricato the average price that would be
compared
Client Spending: Connectivity Amount
- Croatia ofpaid
otherwise moneyfor spent by product/service
a similar the client on connectivity
in the local
costsCubaduring the reporting period.
-market.
- Cyprus
Client Spending: Energy Amount of money spent by the client on sources of
- Czech Republic
energy during
- Democratic Republic the reporting
of theperiod.
Congo
Client Spending: Total - Denmark
Amount of money spent by the client during the
-reporting
Djibouti period.
- Dominica
Climate Resilience Strategy - Dominican
Indicates Republic
whether the organization implements a
- Ecuadorto address the effects of climate change on the
strategy
-organization's
Egypt operations.
- El Salvador
- Equatorial Guinea
- Eritrea
- Estonia
- Ethiopia
- Fiji
Community Engagement Strategy
Community Service Policy
Connection Type
Cost Transparency
Energy Capacity of Product
Energy Capacity of Products Sold
Energy Conservation Strategy
Energy Conserved
Energy Consumption of Product
Energy Consumption of Product
Replaced
Energy Generated for Sale: Non-
Renewable
Energy Generated for Sale:
Renewable
Energy Generated for Sale: Total
Energy Generated for Use: Non-
renewable
Energy Generated for Use:
Renewable
Energy Generated for Use: Total
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
Energy Purchased: Renewable
Energy Purchased: Total
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
Energy Savings from Services Sold Amount of energy savings due to the organization's
Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Indicates whether the organization implements a
community service policy.
Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Indicates
Choose allwhether the organization fully discloses all
that apply:
pricing and
- Piped water cost information for its products and
services
- Sewer to its clients.
Amount of potential energy generation over the
- Grid electricity
lifetime of the product based on the planned operation
- Off-grid electricity
of
-Amountthe product/system.
Internetof potential energy generation over the
-lifetime
Phone:of Mobile
the product for all products sold by the
-organization
Phone: Landline
during the reporting period.
- Other (describe)
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
Amount of energy that would have been used by the
replaced product during the lifetime of the
organization's product.
Amount of non-renewable energy generated and sold
to offtaker(s) during the reporting period.
Amount of renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and sold to offtaker(s)
during the reporting period.
Amount of energy generated and consumed by the
organization from non-renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization during the reporting period.
organization from non-renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Amount of purchased energy consumed by the
organization during the reporting period.
product for those products that were sold by the
organization during the reporting period.
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates whether
- Biodiversity the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Green Building Practices Indicates
- Pollutionwhether the &
prevention organization employs green
waste management
building practices.
- Sustainable energy
Greenhouse Gas Emissions Avoided -Amount
Sustainable land use gas (GHG) emissions avoided by
of greenhouse
-the
Water resources management
organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s) during the reporting period.
combustion
Greenhouse Gas Emissions of Amount
- Greenhouse of greenhouse
gas emission gases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other) of greenhouse gases (GHG) that would have
Product Replaced -been Greenhouse
emitted by gasthe emission reductions
replaced from land
product during theuse,
land useof
lifetime change, and forestryproduct.
the organization's
Greenhouse Gas Emissions -Amount
Greenhouse gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced - Greenhouse
by gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse
gas emissionsgas (GHG)
avoidedemissions
from product
Sequestered sequestered
replacements by the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy
- Greenhouse to reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gasthe emissions sequestered
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Greenhouse Gas Emissions: Direct Amount gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
Capture
the and Storage
organization's operations from direct
- Direct Emissions (direct emissions from owned or emissions
-controlled
Other (describe)
sources during the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount of greenhouse
- Indirect Emissions (emissions gases (GHG)
from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
Greenhouse Gas Emissions: Total -Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value chain
the organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Land Directly Controlled: Area of land directly
the reporting period.controlled by the organization that
Impervious Surfaces is impervious to water during the reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectares water stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the reporting
- Very low fragmentation period. Choose all that apply:
Non-hazardous Waste Avoided Amount
-- Low of non-hazardous waste disposal avoided
Low (<10%)
fragmentation
based
-- Low-medium on
Moderate thefragmentation
organization's
(10–19.9%)
refurbishing/reusing/recycling
-- Medium-high
High (20–39.9%)
fragmentation as part of delivering or
Number of Household and Business Number
developing of residential
the and
organization'scommercial connections
products/services to
during
Connections --utilities
High (40–80%)
Very high
and fragmentation
services provided by the organization as of
the Noreporting
-- Extremely period.
high
dataof the (>80%)
the end reporting period.
Number of Individual Connections -Number Arid andoflow water useto utilities and services
connections
-provided
No data to individuals by the organization as of the
end of the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Peak Flow Rate Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the For
related certifications. endexample,
of the reporting period.
organizations
Percent Recycled Materials Percentage of recycled
providing healthcare materials
delivery used to
services, thismanufacture
might
the organization's product (including
include SafeCare certification, ISO 900 certification, and
packaging)/services
government during the
accreditation. reporting period.
Organizations wishinginto
Product Lifecycle Management Indicates whether the organization has practices
Practices report product-level certifications should
place to manage the product life beyond the point of use the
metric
sale. Product/Service Certifications (PD2756).
Product Lifetime Lifetime of the product provided by the organization
Since certifications
(based on reasonable vary by sector (example:
use).
construction, textiles or manufacturing, agribusiness,
Product/Service Certifications Describes
supply chain
Organizationsthird-party certifications
development),
should report forlifetime
organizations
product should
in number
products/services
disclose
of sold by theheld
years.type of certification organization
as well asthat are
whether
valid as of the end
the certification of the reporting
is issued period.
by an internationally-
Product/Service Description Describes
recognized(qualitatively) the product or service
certifying authority.
provided by the organization.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Recycled Materials Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Recycling Policy Indicates whether the organization implements a
recycling policy in its operating facilities.
Renewable Energy Expenditures Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
during the reporting period.
Social and Environmental Board
Committee
Social and Environmental
Performance Reporting
Social and Environmental
Performance Risk Assessment
Stakeholder Engagement
Stormwater Runoff
Stream Nutrient Levels Assessment Describes
Stream Turbidity Level
Streamflow Rate
Toxic Materials
Traceability System
Units/Volume Produced
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
Value of Community Development Value of payments made by the organization during the
Contributions
Waste Disposed: Composted
Waste Disposed: Incinerated
Waste Disposed: Landfill
Indicates whether there is a formal board of directors
or governing body committee dedicated to social and
environmental performance.
Indicates whether the organization reports its social
and environmental performance to relevant
stakeholders.
Indicates whether the organization assessed social and
environmental risks during the reporting period.
Describes the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
Volume of water generated from rain and snowmelt
flowing over (without soaking into the ground of) land
indirectly or directly controlled by the organization
during thewhether
reportingthe organization has assessed
period.
nitrogen and phosphorus levels in streams on directly
or indirectly controlled land as of the end of the
Level of turbidity
reporting period. (in Nephelometric Turbidity Units, or
NTU) observed in streams or rivers on land directly or
indirectly managed by the organization as of the end of
Rate of flowing
the reporting water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the reporting period.
Amount of toxic materials used in the organization's
manufacturing processes during the reporting period.
Indicates whether the organization implements a
traceability system for its raw materials.
Amount of the product/service produced by the
organization during the reporting period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
during the reporting period.
reporting period towards activities that benefit local
communities.
Amount of waste disposed by the organization through
composting during the reporting period.
Amount of waste disposed by the organization through
incineration during the reporting period.
Amount of waste disposed by the organization through
landfills during the reporting period.
Waste Disposed: Other
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
Waste Disposed: Total
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Amount of waste disposed by the organization through
other means during the reporting period.
reuse and recycling during the reporting period.
Amount of waste disposed by the organization during
the reporting period.
organization's operations during the reporting period.
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Water Discharged
Water Quality Practices
Water Treatment Level
Water Type
Water Withdrawn
Job Placements
Job Placements
Job Placements
Active Borrowers per Loan Officer
After-sale Client Support
Anti-Discrimination Policy
Average Client Agricultural Yield:
Total
Average Client Agriculture Yield:
Smallholder
Average Employee Tenure
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Student Test Score
Average Supplier Agricultural Yield: Average agricultural yield per hectare of smallholder
Smallholder
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates whether
use, during the organization
the reporting period. employs
management practices for water quality protection.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization
- Tertiary treatment the reporting period. Choose all
during
Volume
that
- No apply: of all water drawn from surface water,
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
- Groundwater
- Surface Water
-Number
Seawaterof the organization's clients who were placed
-inThird Party: full-time,
part-time, Municipaltemporary, or permanent jobs
-during
Third the
Party: Wastewater
reporting period.
- Other (describe)
Number of the organization's clients who were placed
in part-time, full-time, temporary, or permanent jobs
during the reporting period.
Number of the organization's clients who were placed
in part-time, full-time, temporary, or permanent jobs
during the reporting period.
Number of active borrowers (clients) per loan officer at
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Indicates whether the organization has specific, written
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average tenure of employees of the organization as of
the end of the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Average test score
not be included (as acalculation.
in this percent of a perfect score)
earned by students served by the organization during
the reporting period.
farmers who sold to the organization during the
reporting period.
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Board of Directors: Female
Board of Directors:
Minority/Previously Excluded
Bulk Cargo Handled
Business Innovation
Child Developmental Assessment
Child Stunting Prevalence
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Classroom Area per Student
Classroom Space New/Improved
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
who sold to the organization (supplier individuals)
during the reporting period.
Number of female members of the organization's
board of directors or other governing body as of the
end of the reporting period.
Number of board of directors or other governing body
members who belong to minority or previously
excluded groups as of the end of the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used whether the organization
in the domestic has undertaken
sector during the reporting
assessments
period. to screen children using the organization's
products/services for developmental progress and
Ratio
delaysofaschildren within
of the end thereporting
of the area served by the
period.
organization who experienced stunting as of the end of
the reporting period.
Number of claims that were submitted to the
organization but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals who
the reporting received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Referred Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Client Individuals: Rural Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Smallholder Number of unique smallholder farmer individuals who
were clients during the reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Organizations: Number of microenterprises that were clients of the
Microenterprises organization during the reporting period.
Client Organizations: New Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary for more clarification.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
comparedof thewith
price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Complaints Ratio Percentage of complaints
during the reporting registered
period. by that
Choose all clients of the
apply:
reporting organization relative to the number of clients
during the reporting period.
- Childcare
Compulsory Deposits Indicates
- Education whether the organization requires clients to
establish
- Healthcaresavings accounts.
- Other
Compulsory Insurance Products
Cost Transparency
Days of School Offered per Year
Departed Permanent Employees:
Full-time
Departed Permanent Employees: Number of full-time and part-time employees that
Involuntary
Departed Permanent Employees: Number of full-time and part-time employees that
Total
Departed Permanent Employees: Number of full-time and part-time employees that
Voluntary
Developmental Status
Distributor Individuals: Disabilities Number
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor Number of very poor individuals who served as
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Number of days of school offered by the organization
per year.
Number of full-time employees that departed the
organization (for any reason) during the reporting
period.
departed the organization involuntarily during the
reporting period.
departed the organization (for any reason) during the
reporting period.
departed the organization voluntarily during the
reporting period.
Describes the developmental status of children served
by the organization as of the end of the reporting
period. Choose all that apply:
of individuals
- Developmentally with overall
on track disabilities who served as
distributors of the organization's
- Developmentally products/services
on track in language
during the reporting
- Developmentally onperiod.
track in executive function
Number of female on
- Developmentally individuals who served as
track in health
distributors of the organization's
- Developmentally on track in social products/services
and behavioral
during
skills the reporting period.
-distributors
Developmentally delayed
of the organization's products/services
- Otherthe
during (describe)
reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Diverse Representation Policy
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Earnings of Distributor Individuals:
Total
Earnings of Distributor Individuals:
Urban
Earnings of Distributor Individuals:
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Educational Resource to Student
Ratio
Effective Interest Rate (EIR)
Employee Feedback System
Employee Involuntary Turnover
Rate
Employee Policy Documentation
Employee Training Costs
Employee Training Hours
Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings generated by individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by very poor individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Number of textbooks or digital educational resources
per student provided by the organization during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Ratio of theemployee
and handle number offeedback.
involuntarily departing
permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided to employees of
during the reporting period. the organization.
Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
Employees Promoted: Female
Employees Promoted: Total
Employees Trained
Employees: Minimum Wage
Employment Benefits
Environmental Policies for Financial Indicates whether the organization implements
Services Clients
Extracurricular Programs Offered Describes the extracurricular activities that the
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Forced Labor Policy
Forced Labor Policy: Child Labor
Founders: Female
Founders: Total
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Number ofemployees
part-time) employeesatwho
theare female andduring
organization who were
the
promoted within
reporting period. the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Number of during
externally) full-time,
thepart-time,
reporting and temporary
period.
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes
period. the benefits that are provided to full-time
employees of the organization during the reporting
period.
environmental policies associated with the
organization's financing practices.
educational organization offers to its students.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates
policy. whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of the organization's founders who are female
and retain an active role in the company as of the end
of the reporting period.
Number of the organization's founders who retain an
active role in the company as of the end of the
reporting period.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Gender Ratio of Promotions
Gender Wage Equity
Healthcare Benefits Participants Number
Healthcare Benefits Premium
Covered
Hours of School Offered per Week Number
Importance of Outcome to
Stakeholders
Individuals Trained: Group-Based
Training
Individuals Trained: Technical
Assistance
Individuals Trained: Total
Interest Rate Method
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to all full-time employees of the organization
period.
during the reporting period.
Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
of full-timeof
to male employees employees who received
the organization for the same
healthcare
position. benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
of classroom
of the reporting hours taught to a representative
period.
student per week during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatwho received group-based
apply:
training from the
- Very important organization during the reporting
period.
- Somewhat important
Number
- Neutralof individuals who received one-on-one
technical assistance from the organization during the
- Not important
reporting
-Number period.
Do not know
of individuals who received training offered by
the organization during the reporting period.
Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
- Declining balance method
- Flat interest method
Investment Committee Members: Number of female members of the organization's
Female investment committee as of the end of the reporting
period.
Investment Committee Members: Number of members of the organization's investment
Total committee as of the end of the reporting period.
Job Placement Rate Percentage of the organization's clients who were
placed in part-time, full-time, temporary, or permanent
jobs during the reporting period.
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning andofend
newoffull-time equivalent
the reporting period.employees
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reportingofperiod.
reporting full-time
period equivalent
to be the time employees working for
when the organization
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as
Manyof the end of the reporting
organizations may choose period.
the beginning of the
Jobs Maintained at Directly Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises
of the end offinanced or supported
the reporting period. by the organization
Total as of the end of the reporting period.
Learning Environment Quality Describes whether the
Many organizations may organization
choose thehas undertaken
beginning of the
Assessment assessments to evaluate the quality of the learning
reporting period to be the time when the organization
environment
began for children or learners who used the
itsofsupport/investment.
Learning Hours Number
organization's learning hours provided
products/services to the
as of students
end ofduring
the
the reporting
reporting period.
period.
Learning Hours Provided: Type The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Loan Officer Wages Value of wages (including bonuses) paid to loan officers
definitions):
during
- Schoolthe reporting period.
time
- Instructional time
Loan Officers Employed Number
- Engagedoftime/time-on-task
loan officers employed by the organization
as of the end of the reporting
- Supportive learning time period.
Market Linkages Improved or - Other (describe)
Describes whether the organization improved existing
Expanded market linkages or engaged new or additional forward
or backward market linkages, including through its own
Market Share Increased Describes
integration,whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median Non-Salaried Wage Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Microfinance Delivery Methodology Describes the financial
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum Insurance Premium Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity group product provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Minimum Wage Multiple Ratio
- Digitalof financial
the average wage of non-salaried permanent
services
(full-time and
- Agency banking part-time) employees of the organization
during
-Number the reporting
Licensedofagents period,
working on compared
behalfin to the
oflow
the local
financial
New Businesses Created: Low minimum new as
wage businesses
of the created
end of the income
reporting areas
period.
Income Areas service provider
as a result of investments made during the reporting
-period.
Roving staff/mobile branches
New Businesses Created: Total - ATMs of new businesses created as a result of
Number
- Mobile banking
investments made by the organization during the
- Internet period.
reporting based services
- Merchant POS or a networked merchant
- Other
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Organizations Trained
Other Financial Services Offered
Parent/Community-Teacher
Engagement
Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of organizations that received training from
the
Thisorganization during
metric describes the reporting
business period.
process- and practice-
related certifications. For example, organizations
Describes the types ofdelivery
providing healthcare financial servicesthis
services, offered
mightby the
organization in addition to core credit, savings, and and
include SafeCare certification, ISO 900 certification,
insurance
government products.
accreditation.
NOTE: this metric has beenOrganizations
discontinued wishing to
report product-level certifications should use the
metric Product/Service Certifications (PD2756).
Since certifications vary by sector (example:
construction, textiles or manufacturing, agribusiness,
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
Part-time Employee Hours Worked Number of paid hours worked by part-time employees
of the organization during the reporting period.
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Payments to Supplier Individuals:
Urban
Payments to Supplier Individuals:
Very Poor
Payments to Supplier
Organizations: Local
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
Value
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Female Ownership
Percent Minority/Previously
Excluded Ownership
Percent Smallholder Sourcing
Payments
Percent Students Receiving Free
and Subsidized School Meals
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Producer Price Premium
Product Targeted to Women
Product/Service Certifications
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of the organization that is female-owned,
as of the end of the reporting period.
Percentage of the organization that is owned by
individuals who belong to minority or previously
excluded groups as of the end of the reporting period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Percentage
period. of students receiving free and subsidized
school meals as of the end the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Indicates
reporting whether
period. the organization offers a product or
service that disproportionately benefits women.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Renewal Ratio
Repayment Capacity Analysis
Revenue Generated at Directly
Supported/Financed Enterprises
Savings Account Incentives
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
School Enrollment: Rural
School Enrollment: Total
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue generated by enterprises financed or
supported by the organization during the reporting
period.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
of courses.
School Enrollment: Urban Number of students residing in urban areas enrolled as
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Very Poor Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average
number ofschool fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Sexual Harassment Policy Indicates
- Enrolledwhether the organization has a written policy
to combat and
- Completed preventyear
previous sexual harassment of
of schooling
employees
- Promotedand a system
to next toschooling
year of monitor compliance with
Smallholder Agricultural Yield Total
this agricultural
policy.
- Repeated year ofyield of farmer client of the
schooling
organization
- Dropped out during the reporting period.
Social and Environmental -Indicates
Graduated
whether the organization implemented any
Performance Incentives - Graduated
employee and transitioned
incentive to employment
schemes related to social
-performance
Other (describe)
goals during the reporting period.
Social and Environmental Indicates whether any member of the organization's
Performance Management Training board of directors participated in training sessions
related to any aspect of environmental or social
Social and Environmental Indicates whether
performance any of the
management organization's
during employees
the reporting period.
Performance Staff Training participated in training sessions related to any aspect
of environmental or social performance management
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture:whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development, and delivery.
Inputs of employees' strikes and lockouts at the
Strikes and Lockouts Number
- Increasing Access
organization duringto Agricultural
the Training and
reporting period.
Information
Student Attendance Rate - Increasing
Rate Farmattendance
of student Profitability
during the reporting
- Increasing Food Security through Smallholder Farms
period.
- Increasing Financial Health of Farmers
Student Dropout Rate Percentage
- Increasing of students
Access that
to and were
Use attending school at
of Products/Services for
the beginning of the reporting
Agricultural Risk Mitigation period but dropped out
during the reporting period.
Student Tests Pass Rate Percentage
Health: of school students passing standardized
tests set by a regional governance body during the
reporting
-Number period.
Increasing Access toper
Essential Medicines, Medical
Student to Classroom Ratio of students classroom during the reporting
Supplies,
period. and Devices
- Increasing Access to Medical Diagnostics
Student to Teacher Ratio - Improving
Number Data for per
of students Health Systems
teacher Policy
during theand
reporting
Decision-Making
period.
- Increasing Consistent Supply of Essential Services and
Student to Toilet Ratio Number
Productsof students per functioning toilet during the
reporting
- Reducingperiod.
Financial Barriers to Health Services
Student Transition Rate Percentage
Real Estate: of students advancing from one level of
schooling to the next during the reporting period.
- Improving Housing Quality
- Increasing Residential Stability
- Increasing Housing Affordability
- Increasing Access to Supportive Services through
Housing
Student Transportation
Students Provided Full Scholarship Number of students receiving full scholarships during
Students Provided Partial
Scholarship
Supplier Individuals: Disabilities
Supplier Individuals: Female
Supplier Individuals: Low Income
Supplier Individuals:
Minorities/Previously Excluded
Supplier Individuals: Peri-urban
Supplier Individuals: Poor
Supplier Individuals: Rural
Supplier Individuals: Smallholder
Supplier Individuals: Total
Supplier Individuals: Urban
Supplier Individuals: Very Poor
Supplier Organizations: Local
Supplier Organizations: SME
Supplier Organizations: Total
Target Stakeholder Demographic
Target Stakeholder Geography
Target Stakeholder Setting
Target Stakeholder Socioeconomics Describes
Indicates if the organization provided transportation to
students that needed/requested it during the reporting
period.
the reporting period.
Number of students receiving partial scholarships
during the reporting period.
Number of individuals with disabilities who sold goods
or services to the organization during the reporting
period.
Number of female individuals who sold goods or
services to the organization during the reporting
period.
Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Number of individuals who belong to minority or
previously excluded groups and who sold goods or
services to the organization during the reporting
Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Number of poor individuals who sold goods or services
to the organization during the reporting period.
Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Number of smallholder farmers who sold to the
organization during the reporting period.
Number of individuals who sold goods or services to
the organization during the reporting period.
Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Number of local enterprises that sold goods or services
to the organization during the reporting period.
Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Number of enterprises that sold goods or services to
the organization during the reporting period.
Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Indicates
- Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
thanreporting 19) period. Choose all that apply:
Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reportingWomen period. Choose all that apply:
--- Peri-urban
Angola
Pregnant women
-- Anguilla
Otherpoor
at-risk populations
-- Very
-- Antigua
Other
Poor
& Barbuda
target populations
- Argentina
-- Low-income
Armenia
-- Middle-income
Australia
- Other (describe)
Teacher Attendance Rate
Teachers Employed
Teachers Qualified
Teaching Experience
Temporary Employee Wages
Temporary Employees
Temporary Employees Hours
Worked
Temporary Employees: Female
Total Deposits
Units/Volume Produced
Units/Volume Purchased at Price
Premium
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Rate of teacher attendance during the reporting period.
Number of full-time and part-time teachers employed
by the organization as of the end of the reporting
period.
Number of teachers as of the end of the reporting
period who have obtained training or have
qualifications that meet or exceed minimum
Average number
requirements of years
of the local of formal education for
area.
teachers/instructors as of the end of the reporting
period.
Value of wages (including bonuses, excluding benefits)
paid to all temporary employees of the organization
during the reporting period.
Number of temporary employees paid by the
organization during the reporting period.
Number of paid hours worked by temporary employees
of the organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
Amount
reportingofperiod.
the product/service produced by the
organization during the reporting period.
Units/volume purchased from supplier individuals and
organizations that sold to the organization that have
received a price premium during the reporting period.
Certified units/volume purchased from individuals who
sold to the reporting organization during the reporting
period.
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Value of Voluntary Savings
Accounts
Vocational/Technical Training
Wage Equity
Wage Premium
Weighted Average Tenor of Loans
Outstanding
Women's Career Advancement
Initiative
Worker Freedom of Association
Policy
Worker Safety Policy
Working Hour Policy
Active Borrowers per Loan Officer
After-sale Client Support
Anti-Discrimination Policy
Average Client Agricultural Yield:
Total
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Number of students receiving vocational or technical
training during the reporting period.
Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Weighted averageattenor
the local market, of loans
the end of theoutstanding on the
reporting period.
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization has an initiative in
place to advance
Organizations women
should in their
report workforce.
average tenor in months.
Indicates whether the organization has a written policy
to monitor, evaluate, and ensure its workers' freedom
of association.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Number of active borrowers (clients) per loan officer at
compliance.
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Indicates whether the organization has specific, written
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average Client Agriculture Yield:
Smallholder
Average Employee Tenure
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Supplier Agricultural Yield: Average agricultural
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Bulk Cargo Handled
Business Innovation
Child Stunting Prevalence
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average tenure of employees of the organization as of
the end of the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included yield
in this per hectare of smallholder
calculation.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Ratio
widelyofused
children
in thewithin the area
domestic served
sector bythe
during thereporting
organization
period. who experienced stunting as of the end of
the reporting period.
Number of claims that were submitted to the
organization but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
time of service but for which the organization expects
to be reimbursed.
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Number of unique households in peri-urban areas that
were clients of the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
unable to access prior to the reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Retention Rate
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Complaints Ratio
Compulsory Deposits
Number of unique client individuals who received free
products/services from the organization during the
reporting period.
Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary for more clarification.
Number of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Compulsory Insurance Products Describes compulsory insurance products required by
the organization.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Departed Permanent Employees: Number of full-time employees that departed the
Full-time organization (for any reason) during the reporting
period.
Departed Permanent Employees: Number of full-time and part-time employees that
Involuntary departed the organization involuntarily during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Total departed the organization (for any reason) during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Voluntary departed the organization voluntarily during the
reporting period.
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Female Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Low Income Number of low income individuals who served as
distributors of the organization's products/services
during the reporting period.
Distributor Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and served as distributors
of the organization's products/services during the
Distributor Individuals: Peri-urban Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Poor Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Total Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Distributor Individuals: Urban Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Very Poor Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Distributor Organizations: Number of microenterprises that served as distributors
Microenterprises of the organization's products/services during the
reporting period.
Distributor Organizations: SME Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Distributor Organizations: Total Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Diverse Representation Policy Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Earnings of Distributor Individuals: Earnings generated by individual distributors with
Disabilities disabilities from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by female individual distributors
Female from selling the organization's products/services during
the reporting period.
Earnings of Distributor Individuals: Earnings generated by low income individual
Low Income distributors from selling the organization's
products/services during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individuals who belong to
Minorities/Previously Excluded minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings of Distributor Individuals: Earnings
period. generated by individuals distributors residing
Peri-urban in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by poor individual distributors from
Poor selling the organization's products/services during the
reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Rural rural areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors from
Total selling the organization's products/services during the
reporting period.
Earnings of Distributor Individuals: Earnings generated by individual distributors residing in
Urban urban areas from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Individuals: Earnings generated by very poor individual distributors
Very Poor from selling the organization's products/services during
the reporting period.
Earnings of Distributor Earnings generated by microenterprise distributors
Organizations: Microenterprises from selling the organization's products/services,
during the reporting period.
Earnings of Distributor Earnings generated by small-to-medium enterprise
Organizations: SME (SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings of Distributor Earnings generated by distributor enterprises from
Organizations: Total selling the organization's products/services during the
reporting period.
Effective Interest Rate (EIR) Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Employee Feedback System Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Employee Involuntary Turnover Ratio of theemployee
and handle number offeedback.
involuntarily departing
Rate permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Employee Policy Documentation Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided to employees of
during the reporting period. the organization.
Employee Training Costs Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Employee Training Hours Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Employees Promoted: Female Number
part-time)ofemployees
employeesatwho
theare female andduring
organization who were
the
promoted within
reporting period. the organization during the reporting
period.
Employees Promoted: Total Number of permanent employees who were promoted
within the organization during the reporting period.
Employees Trained
Employees: Minimum Wage
Employment Benefits
Environmental Policies for Financial Indicates whether the organization implements
Services Clients
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Forced Labor Policy
Forced Labor Policy: Child Labor
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Number of during
externally) full-time,
thepart-time,
reporting and temporary
period.
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes
period. the benefits that are provided to full-time
employees of the organization during the reporting
period.
environmental policies associated with the
organization's financing practices.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates whether the organization offers flexible work
policy.
arrangements to full-time, part-time, or temporary
employees of the organization.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Full-time Wages: Female Value of wages (including bonuses, excluding benefits)
Management paid to all full-time female management employees
(managers) of the organization during the reporting
Full-time Wages: Management Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Full-time Wages: Value
period.of wages (including bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Full-time Wages: Value
duringofthewages (including
reporting bonuses, excluding benefits)
period.
Minorities/Previously Excluded paid to all full-time management employees
Management (managers) of the organization who belong to minority
Full-time Wages: Total Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to
period. all full-time employees of the organization
during the reporting period.
Gender Ratio of Promotions Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Gender Wage Equity Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
Healthcare Benefits Participants Number of full-timeof
to male employees employees who received
the organization for the same
healthcare
position. benefits through the organization's
programs during the reporting period.
Healthcare Benefits Premium Percentage of a full-time employee's healthcare
Covered premium that is covered. This should be based on
benefits available to full-time employees as of the end
Importance of Outcome to Describes the value
of the reporting or importance of the outcome
period.
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Group-Based Number of individuals
period. Choose all thatwho received group-based
apply:
Training training from the organization during the reporting
- Very important
period.
- Somewhat important
Individuals Trained: Technical Number
- Neutralof individuals who received one-on-one
Assistance technical assistance from the organization during the
- Not important
reporting
- Do not knowperiod.
Individuals Trained: Total Number of individuals who received training offered by
the organization during the reporting period.
Interest Rate Method Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
Job Placement Rate Percentage of the organization's clients who were
placed in part-time,
- Declining full-time, temporary, or permanent
balance method
jobs
- Flat interest method period.
during the reporting
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning and ofend
newoffull-time equivalent
the reporting employees
period.
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reporting of full-time
period. equivalent employees
reporting period to be the time when the organizationworking for
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as of the end
Many organizationsof the reporting
may choose period.
the beginning of the
Jobs Maintained at Directly Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises financed or supported
of the end of the reporting period. by the organization
Total as of the end of the reporting period.
Loan Officer Wages Value
Many of wages (including
organizations bonuses)
may choose thepaid to loanofofficers
beginning the
during the reporting period.
reporting period to be the time when the organization
began its support/investment.
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Median Non-Salaried Wage
Microfinance Delivery Methodology Describes the financial
Minimum Insurance Premium
Minimum Wage Multiple
New Businesses Created: Low
Income Areas
New Businesses Created: Total
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity group product provided by the organization
lending
during the reporting
- Village/self-help period.
group lending
Ratio
- Digital of financial
the average wage of non-salaried permanent
services
(full-time and part-time) employees of the organization
- Agency banking
during
-Number the reporting
Licensedofagents period,
working oncompared
behalfin to the
oflow
the local
financial
minimum new as
wage businesses
of the created
end of the income
reporting areas
period.
service
as a resultprovider
of investments made during the reporting
-period.
Roving staff/mobile branches
- ATMs of new businesses created as a result of
Number
- Mobile banking
investments made by the organization during the
-reporting
Internet period.
based services
Describes
- Merchantwhether
POS or aadditional
networked private sector firms
merchant
entered
- Other the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Organizations Trained
Other Financial Services Offered Describes
Part-time Employee Hours Worked government
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of organizations that received training from
the
Thisorganization during
metric describes the reporting
business process-period.
and practice-
related certifications. For example, organizations
the types ofdelivery
providing healthcare financial servicesthis
services, offered
mightby the
organization in addition to core credit, savings,
include SafeCare certification, ISO 900 certification, and and
insurance products.
Number of paidaccreditation.
hours worked Organizations
by part-timewishing to
employees
report product-level certifications should
of the organization during the reporting period. use the
metric Product/Service Certifications (PD2756).
Since
at thecertifications
organization vary
as ofbythesector
end of(example:
the reporting
construction,
period. textiles or manufacturing, agribusiness,
Number of paid
supply chain female part-time
development), employees
organizations at the
should
organization
disclose type asof of the end ofheld
certification the reporting
as well asperiod.
whether
the certification is issued by an internationally-
Number
recognizedof paid part-time
certifying employees hired by the
authority.
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
period.
Payments to Supplier Individuals: Value of payments made by the organization to poor
Poor individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Rural individuals residing in rural areas who sold goods or
services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made to smallholder farmers who
Smallholder sold to the organization during the reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Total individuals who sold to the organization during the
reporting period.
Payments to Supplier Individuals: Value of payments made by the organization to
Urban individuals residing in urban areas who sold goods or
services to the organization during the reporting
Payments to Supplier Individuals: Value
period.of payments made by the organization to very
Very Poor poor individuals who sold goods or services to the
organization during the reporting period.
Payments to Supplier Value of payments made to local enterprises that sold
Organizations: Local goods or services to the organization during the
reporting period.
Payments to Supplier Value of payments to small-to-medium enterprises
Organizations: SME (SMEs) that sold goods or services to the organization
during the reporting period.
Payments to Supplier Value of payments made to enterprises that sold goods
Organizations: Total or services to the organization during the reporting
period.
Percent Smallholder Sourcing Percentage of payments made to smallholder farmer
Payments suppliers compared to total payments made to all
suppliers of the organization during the reporting
Permanent Employee Wages: Value
period.of wages (including bonuses, excluding benefits)
Disabilities paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Permanent Employee Wages: Value
period.of wages (including bonuses, excluding benefits)
Female paid to all female full-time and part-time employees of
the organization during the reporting period.
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Permanent Employee Wages: Value of wages
reporting period.(including bonuses, excluding benefits)
Minorities/Previously Excluded paid to all full-time and part-time employees of the
organization who belong to minority or previously
Permanent Employee Wages: Total Value of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
Permanent Employees: Disabilities Number of people with disabilities employed by the
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Permanent Employees: Female Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
Permanent Employees: Low Income Number of people employed by the organization who
Areas reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Permanent Employees: Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
Minorities/Previously Excluded belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Permanent Employees: Total Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end ofemployees.
excluded the reporting period. This is the sum of all
paid full-time and part-time employees.
Poverty Assessment
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Renewal Ratio
Repayment Capacity Analysis
Revenue Generated at Directly
Supported/Financed Enterprises
Savings Account Incentives
Sexual Harassment Policy
Smallholder Agricultural Yield
Social and Environmental
Performance Incentives
Social and Environmental
Performance Management Training board of directors participated in training sessions
Social and Environmental
Performance Staff Training
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured
during theincident occurred
reporting and when the stakeholder
period.
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident
the reporting occurred and when the stakeholder
period.
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue generated by enterprises financed or
supported by the organization during the reporting
period.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Indicates whether the organization has a written policy
to combat and prevent sexual harassment of
employees and a system to monitor compliance with
Total agricultural yield of farmer client of the
this policy.
organization during the reporting period.
Indicates whether the organization implemented any
employee incentive schemes related to social
performance goals during the reporting period.
Indicates whether any member of the organization's
related to any aspect of environmental or social
Indicates whether
performance any of the
management organization's
during employees
the reporting period.
participated in training sessions related to any aspect
of environmental or social performance management
during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture: whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development,
Inputs and delivery.
Strikes and Lockouts Number of employees' strikes and lockouts at the
-organization
Increasing Access
duringto Agricultural
the Training and
reporting period.
Information
Supplier Individuals: Disabilities - Increasing
Number Farm Profitability
of individuals with disabilities who sold goods
- Increasing
or Food
services to the Security through
organization duringSmallholder Farms
the reporting
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Female Number
- Increasing of female
Access individuals
to and Usewho sold goods or for
of Products/Services
services to the organization
Agricultural Risk Mitigation during the reporting
period.
Supplier Individuals: Low Income NumberHealth: of low income individuals who sold goods or
services to the organization during the reporting
period.
-Number
Increasing Access to Essential Medicines, Medical
Supplier Individuals: of individuals who belong to minority or
Minorities/Previously Excluded Supplies, and Devices
previously excluded groups and who sold goods or
-services
Increasing Access
to the to Medical
organization Diagnostics
during the reporting
Supplier Individuals: Peri-urban - Improving
Number
period. Data for Health
of individuals Systems
residing Policy and
in peri-urban areas who
Decision-Making
sold goods or services to the organization during the
-reporting
Increasing Consistent Supply of Essential Services and
period.
Supplier Individuals: Poor Number
Productsof poor individuals who sold goods or services
to the organization
- Reducing Financialduring thetoreporting
Barriers period.
Health Services
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
Real Estate:
goods or services to the organization during the
reporting
-Number
Improvingperiod.
Housing Quality
Supplier Individuals: Smallholder of smallholder farmers who sold to the
- Increasing Residential
organization during the Stability
reporting period.
- Increasing Housing Affordability
Supplier Individuals: Total - Increasing
Number Access to Supportive
of individuals Services
who sold goods throughto
or services
Housing
the organization during the reporting period.
Supplier Individuals: Urban Number
Energy: of individuals residing in urban areas who sold
goods or services to the organization during the
reporting
- Improving period.
Lighting for Business
Supplier Individuals: Very Poor Number
- Improvingvery of poor
Energy individualsfor
Alternatives who sold goods or
Cooking
services to the organization
- Improving Energy Alternatives for Healthcare during the reporting
period.
-Number Improving Lighting for Homes
Supplier Organizations: Local of local enterprises that sold goods or services
-toImproving Energy for
the organization duringConnectivity
the reporting period.
- Reducing Harmful Emissions from Small-Scale Energy
Supplier Organizations: SME Sources of small-to-medium enterprises (SMEs) that
Number
sold goods or services to the organization during the
Financial Services:
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the
- Improving organization
Accessduring
to andtheUse
reporting period. Financial
of Responsible
Services for Historically Underserved Populations
Target Stakeholder Demographic Describes
- Improving the demographic
Financial Healthgroups of stakeholders
targeted by the
- Supporting the Decent Jobs andorganization. Select all that Economic
Fostering apply:
Target Stakeholder Geography Development
Indicates the geography of
-- Children Increasing(younger
Gender than 10stakeholders
Equality years
through
targeted by
old)Financial Inclusion
the
-- Adolescents organization, expressed
(10 years by country,
of agethrough but of
as
or olderAccess the
younger end of
the Improving
reportingRural Economies
period. Choose all that apply: to
than 19)
Financial Inclusion
Target Stakeholder Setting Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
Diversity
-- Albania and Inclusion:
Persons with disabilities - Minority/previously
--excluded Rural
Algeria populations
--- UrbanReducing
Andorra Gender Inequities in Workplace Conditions
Women
Reducing Gender Inequities in Pay
--- Peri-urban
Angola women
-- Pregnant
Reducing
Anguilla Gender Inequities in Governance,
-Leadership,
Other at-risk
andpopulations
Ownership
-- Antigua
Other & Barbuda
target populations
- Reducing Gender Inequities through Tailored Products
Target Stakeholder Socioeconomics Describes the socioeconomic groups of stakeholders
Temporary Employee Wages
Temporary Employees
Temporary Employees Hours
Worked
Temporary Employees: Female
Total Deposits
Units/Volume Produced
Units/Volume Purchased at Price
Premium
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
targeted by the organization as of the end of the
reporting period. Choose all that apply:
Value of wages (including bonuses, excluding benefits)
paid
- Verytopoor
all temporary employees of the organization
during
- Poor the reporting period.
Number of
- Low-income temporary employees paid by the
organization
- Middle-income during the reporting period.
-Number
Other (describe)
of paid hours worked by temporary employees
of the organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
Amount
reportingofperiod.
the product/service produced by the
organization during the reporting period.
Units/volume purchased from supplier individuals and
organizations that sold to the organization that have
received a price premium during the reporting period.
Certified units/volume purchased from individuals who
sold to the reporting organization during the reporting
period.
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of Voluntary Savings
Accounts
Wage Equity
Wage Premium
Weighted Average Tenor of Loans Weighted
Outstanding
Worker Freedom of Association
Policy
Worker Safety Policy
Working Hour Policy
Active Borrowers per Loan Officer
After-sale Client Support
Anti-Discrimination Policy
Average Client Agricultural Yield:
Total
Average Client Agriculture Yield:
Smallholder
Average Employee Tenure
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Student Test Score
Average Supplier Agricultural Yield: Average agricultural yield per hectare of smallholder
Smallholder
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
averageattenor
the local market, of loans
the end of theoutstanding on the
reporting period.
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization has a written policy
to monitor, evaluate,
Organizations and ensure
should report its workers'
average freedom
tenor in months.
of association.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Number of active borrowers (clients) per loan officer at
compliance.
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Indicates whether the organization has specific, written
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average tenure of employees of the organization as of
the end of the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Average test score
not be included (as acalculation.
in this percent of a perfect score)
earned by students served by the organization during
the reporting period.
farmers who sold to the organization during the
reporting period.
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Board of Directors: Female
Board of Directors:
Minority/Previously Excluded
Bulk Cargo Handled
Business Innovation
Child Developmental Assessment
Child Stunting Prevalence
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Classroom Area per Student
Classroom Space New/Improved
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
who sold to the organization (supplier individuals)
during the reporting period.
Number of female members of the organization's
board of directors or other governing body as of the
end of the reporting period.
Number of board of directors or other governing body
members who belong to minority or previously
excluded groups as of the end of the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used whether the organization
in the domestic has undertaken
sector during the reporting
assessments
period. to screen children using the organization's
products/services for developmental progress and
Ratio
delaysofaschildren within
of the end thereporting
of the area served by the
period.
organization who experienced stunting as of the end of
the reporting period.
Number of claims that were submitted to the
organization but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals who
the reporting received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Individuals: Referred Number of unique individual clients of the organization
who were referred by other clients of the organization
during the reporting period.
Client Individuals: Rural Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Smallholder Number of unique smallholder farmer individuals who
were clients during the reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Organizations: Number of microenterprises that were clients of the
Microenterprises organization during the reporting period.
Client Organizations: New Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary for more clarification.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
comparedof thewith
price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Complaints Ratio Percentage of complaints
during the reporting registered
period. by that
Choose all clients of the
apply:
reporting organization relative to the number of clients
during the reporting period.
- Childcare
Compulsory Deposits Indicates
- Education whether the organization requires clients to
establish
- Healthcaresavings accounts.
- Other
Compulsory Insurance Products
Cost Transparency
Days of School Offered per Year
Departed Permanent Employees:
Full-time
Departed Permanent Employees: Number of full-time and part-time employees that
Involuntary
Departed Permanent Employees: Number of full-time and part-time employees that
Total
Departed Permanent Employees: Number of full-time and part-time employees that
Voluntary
Developmental Status
Distributor Individuals: Disabilities Number
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor Number of very poor individuals who served as
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Describes compulsory insurance products required by
the organization.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Number of days of school offered by the organization
per year.
Number of full-time employees that departed the
organization (for any reason) during the reporting
period.
departed the organization involuntarily during the
reporting period.
departed the organization (for any reason) during the
reporting period.
departed the organization voluntarily during the
reporting period.
Describes the developmental status of children served
by the organization as of the end of the reporting
period. Choose all that apply:
of individuals
- Developmentally with overall
on track disabilities who served as
distributors of the organization's
- Developmentally products/services
on track in language
during the reporting
- Developmentally onperiod.
track in executive function
Number of female on
- Developmentally individuals who served as
track in health
distributors of the organization's
- Developmentally on track in social products/services
and behavioral
during
skills the reporting period.
-distributors
Developmentally delayed
of the organization's products/services
- Otherthe
during (describe)
reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Diverse Representation Policy
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Earnings of Distributor Individuals:
Total
Earnings of Distributor Individuals:
Urban
Earnings of Distributor Individuals:
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Educational Resource to Student
Ratio
Effective Interest Rate (EIR)
Employee Feedback System
Employee Involuntary Turnover
Rate
Employee Policy Documentation
Employee Training Costs
Employee Training Hours
Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings generated by individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by very poor individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Number of textbooks or digital educational resources
per student provided by the organization during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Ratio of theemployee
and handle number offeedback.
involuntarily departing
permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided to employees of
during the reporting period. the organization.
Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
Employees Promoted: Female
Employees Promoted: Total
Employees Trained
Employees: Minimum Wage
Employment Benefits
Environmental Policies for Financial Indicates whether the organization implements
Services Clients
Extracurricular Programs Offered Describes the extracurricular activities that the
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Forced Labor Policy
Forced Labor Policy: Child Labor
Founders: Female
Founders: Total
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Number ofemployees
part-time) employeesatwho
theare female andduring
organization who were
the
promoted within
reporting period. the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Number of during
externally) full-time,
thepart-time,
reporting and temporary
period.
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes
period. the benefits that are provided to full-time
employees of the organization during the reporting
period.
environmental policies associated with the
organization's financing practices.
educational organization offers to its students.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates
policy. whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of the organization's founders who are female
and retain an active role in the company as of the end
of the reporting period.
Number of the organization's founders who retain an
active role in the company as of the end of the
reporting period.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Gender Ratio of Promotions
Gender Wage Equity
Healthcare Benefits Participants Number
Healthcare Benefits Premium
Covered
Hours of School Offered per Week Number
Importance of Outcome to
Stakeholders
Individuals Trained: Group-Based
Training
Individuals Trained: Technical
Assistance
Individuals Trained: Total
Interest Rate Method
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to all full-time employees of the organization
period.
during the reporting period.
Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
of full-timeof
to male employees employees who received
the organization for the same
healthcare
position. benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
of classroom
of the reporting hours taught to a representative
period.
student per week during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatwho received group-based
apply:
training from the
- Very important organization during the reporting
period.
- Somewhat important
Number
- Neutralof individuals who received one-on-one
technical assistance from the organization during the
- Not important
reporting
-Number period.
Do not know
of individuals who received training offered by
the organization during the reporting period.
Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
- Declining balance method
- Flat interest method
Investment Committee Members: Number of female members of the organization's
Female investment committee as of the end of the reporting
period.
Investment Committee Members: Number of members of the organization's investment
Total committee as of the end of the reporting period.
Job Placement Rate Percentage of the organization's clients who were
placed in part-time, full-time, temporary, or permanent
jobs during the reporting period.
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning andofend
newoffull-time equivalent
the reporting period.employees
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization
Many organizationsbetween maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reportingofperiod.
reporting full-time
period equivalent
to be the time employees working for
when the organization
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as
Manyof the end of the reporting
organizations may choose period.
the beginning of the
Jobs Maintained at Directly Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number of full-time
the reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises
of the end offinanced or supported
the reporting period. by the organization
Total as of the end of the reporting period.
Learning Environment Quality Describes whether the
Many organizations may organization
choose thehas undertaken
beginning of the
Assessment assessments to evaluate the quality of the learning
reporting period to be the time when the organization
environment
began for children or learners who used the
itsofsupport/investment.
Learning Hours Number
organization's learning hours provided
products/services to the
as of students
end ofduring
the
the reporting
reporting period.
period.
Learning Hours Provided: Type The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Loan Officer Wages Value of wages (including bonuses) paid to loan officers
definitions):
during
- Schoolthe reporting period.
time
- Instructional time
Loan Officers Employed Number
- Engagedoftime/time-on-task
loan officers employed by the organization
as of the end of the reporting
- Supportive learning time period.
Market Linkages Improved or - Other (describe)
Describes whether the organization improved existing
Expanded market linkages or engaged new or additional forward
or backward market linkages, including through its own
Market Share Increased Describes
integration,whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median Non-Salaried Wage Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Microfinance Delivery Methodology Describes the financial
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum Insurance Premium Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity group product provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Minimum Wage Multiple Ratio
- Digitalof financial
the average wage of non-salaried permanent
services
(full-time and
- Agency banking part-time) employees of the organization
during
-Number the reporting
Licensedofagents period,
working on compared
behalfin to the
oflow
the local
financial
New Businesses Created: Low minimum new as
wage businesses
of the created
end of the income
reporting areas
period.
Income Areas service provider
as a result of investments made during the reporting
-period.
Roving staff/mobile branches
New Businesses Created: Total - ATMs of new businesses created as a result of
Number
- Mobile banking
investments made by the organization during the
- Internet period.
reporting based services
- Merchant POS or a networked merchant
- Other
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Organizations Trained
Other Financial Services Offered
Parent/Community-Teacher
Engagement
Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Number of organizations that received training from
the
Thisorganization during
metric describes the reporting
business period.
process- and practice-
related certifications. For example, organizations
Describes the types ofdelivery
providing healthcare financial servicesthis
services, offered
mightby the
organization in addition to core credit, savings, and and
include SafeCare certification, ISO 900 certification,
insurance
government products.
accreditation.
NOTE: this metric has beenOrganizations
discontinued wishing to
report product-level certifications should use the
metric Product/Service Certifications (PD2756).
Since certifications vary by sector (example:
construction, textiles or manufacturing, agribusiness,
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
Part-time Employee Hours Worked Number of paid hours worked by part-time employees
of the organization during the reporting period.
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Payments to Supplier Individuals:
Urban
Payments to Supplier Individuals:
Very Poor
Payments to Supplier
Organizations: Local
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
Value
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Female Ownership
Percent Minority/Previously
Excluded Ownership
Percent Smallholder Sourcing
Payments
Percent Students Receiving Free
and Subsidized School Meals
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Producer Price Premium
Product Targeted to Women
Product/Service Certifications
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of the organization that is female-owned,
as of the end of the reporting period.
Percentage of the organization that is owned by
individuals who belong to minority or previously
excluded groups as of the end of the reporting period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Percentage
period. of students receiving free and subsidized
school meals as of the end the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Indicates
reporting whether
period. the organization offers a product or
service that disproportionately benefits women.
Describes third-party certifications for
products/services sold by the organization that are
valid as of the end of the reporting period.
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Renewal Ratio
Repayment Capacity Analysis
Revenue Generated at Directly
Supported/Financed Enterprises
Savings Account Incentives
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
School Enrollment: Rural
School Enrollment: Total
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue generated by enterprises financed or
supported by the organization during the reporting
period.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
Number of students residing in rural areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
of courses.
School Enrollment: Urban Number of students residing in urban areas enrolled as
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Very Poor Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average
number ofschool fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Sexual Harassment Policy Indicates
- Enrolledwhether the organization has a written policy
to combat and
- Completed preventyear
previous sexual harassment of
of schooling
employees
- Promotedand a system
to next toschooling
year of monitor compliance with
Smallholder Agricultural Yield Total
this agricultural
policy.
- Repeated year ofyield of farmer client of the
schooling
organization
- Dropped out during the reporting period.
Social and Environmental -Indicates
Graduated
whether the organization implemented any
Performance Incentives - Graduated
employee and transitioned
incentive to employment
schemes related to social
-performance
Other (describe)
goals during the reporting period.
Social and Environmental Indicates whether any member of the organization's
Performance Management Training board of directors participated in training sessions
related to any aspect of environmental or social
Social and Environmental Indicates whether
performance any of the
management organization's
during employees
the reporting period.
Performance Staff Training participated in training sessions related to any aspect
of environmental or social performance management
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture:whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development, and delivery.
Inputs of employees' strikes and lockouts at the
Strikes and Lockouts Number
- Increasing Access
organization duringto Agricultural
the Training and
reporting period.
Information
Student Attendance Rate - Increasing
Rate Farmattendance
of student Profitability
during the reporting
- Increasing Food Security through Smallholder Farms
period.
- Increasing Financial Health of Farmers
Student Dropout Rate Percentage
- Increasing of students
Access that
to and were
Use attending school at
of Products/Services for
the beginning of the reporting
Agricultural Risk Mitigation period but dropped out
during the reporting period.
Student Tests Pass Rate Percentage
Health: of school students passing standardized
tests set by a regional governance body during the
reporting
-Number period.
Increasing Access toper
Essential Medicines, Medical
Student to Classroom Ratio of students classroom during the reporting
Supplies,
period. and Devices
- Increasing Access to Medical Diagnostics
Student to Teacher Ratio - Improving
Number Data for per
of students Health Systems
teacher Policy
during theand
reporting
Decision-Making
period.
- Increasing Consistent Supply of Essential Services and
Student to Toilet Ratio Number
Productsof students per functioning toilet during the
reporting
- Reducingperiod.
Financial Barriers to Health Services
Student Transition Rate Percentage
Real Estate: of students advancing from one level of
schooling to the next during the reporting period.
- Improving Housing Quality
- Increasing Residential Stability
- Increasing Housing Affordability
- Increasing Access to Supportive Services through
Housing
Student Transportation
Students Provided Full Scholarship Number of students receiving full scholarships during
Students Provided Partial
Scholarship
Supplier Individuals: Disabilities
Supplier Individuals: Female
Supplier Individuals: Low Income
Supplier Individuals:
Minorities/Previously Excluded
Supplier Individuals: Peri-urban
Supplier Individuals: Poor
Supplier Individuals: Rural
Supplier Individuals: Smallholder
Supplier Individuals: Total
Supplier Individuals: Urban
Supplier Individuals: Very Poor
Supplier Organizations: Local
Supplier Organizations: SME
Supplier Organizations: Total
Target Stakeholder Demographic
Target Stakeholder Geography
Target Stakeholder Setting
Target Stakeholder Socioeconomics Describes
Indicates if the organization provided transportation to
students that needed/requested it during the reporting
period.
the reporting period.
Number of students receiving partial scholarships
during the reporting period.
Number of individuals with disabilities who sold goods
or services to the organization during the reporting
period.
Number of female individuals who sold goods or
services to the organization during the reporting
period.
Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Number of individuals who belong to minority or
previously excluded groups and who sold goods or
services to the organization during the reporting
Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Number of poor individuals who sold goods or services
to the organization during the reporting period.
Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Number of smallholder farmers who sold to the
organization during the reporting period.
Number of individuals who sold goods or services to
the organization during the reporting period.
Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Number of local enterprises that sold goods or services
to the organization during the reporting period.
Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Number of enterprises that sold goods or services to
the organization during the reporting period.
Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Indicates
- Childrenthe geography
(younger than of10stakeholders
years old) targeted by
the organization,
- Adolescents (10 years of age expressed byor
country, as of
older but the end of
younger
the
thanreporting 19) period. Choose all that apply:
Describes
- Adults the setting of the groups of stakeholders
targeted
-- Afghanistan by theadults
Elderly/older organization. Select all that apply:
-- Albania Persons with disabilities - Minority/previously
--excluded Rural the socioeconomic
Algeria populations groups of stakeholders
targeted
--- Urban Andorra by the organization as of the end of the
reportingWomen period. Choose all that apply:
--- Peri-urban
Angola
Pregnant women
-- Anguilla
Otherpoor
at-risk populations
-- Very
-- Antigua
Other
Poor
& Barbuda
target populations
- Argentina
-- Low-income
Armenia
-- Middle-income
Australia
- Other (describe)
Teacher Attendance Rate
Teachers Employed
Teachers Qualified
Teaching Experience
Temporary Employee Wages
Temporary Employees
Temporary Employees Hours
Worked
Temporary Employees: Female
Total Deposits
Units/Volume Produced
Units/Volume Purchased at Price
Premium
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Rate of teacher attendance during the reporting period.
Number of full-time and part-time teachers employed
by the organization as of the end of the reporting
period.
Number of teachers as of the end of the reporting
period who have obtained training or have
qualifications that meet or exceed minimum
Average number
requirements of years
of the local of formal education for
area.
teachers/instructors as of the end of the reporting
period.
Value of wages (including bonuses, excluding benefits)
paid to all temporary employees of the organization
during the reporting period.
Number of temporary employees paid by the
organization during the reporting period.
Number of paid hours worked by temporary employees
of the organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
Amount
reportingofperiod.
the product/service produced by the
organization during the reporting period.
Units/volume purchased from supplier individuals and
organizations that sold to the organization that have
received a price premium during the reporting period.
Certified units/volume purchased from individuals who
sold to the reporting organization during the reporting
period.
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Value of Voluntary Savings
Accounts
Vocational/Technical Training
Wage Equity
Wage Premium
Weighted Average Tenor of Loans
Outstanding
Women's Career Advancement
Initiative
Worker Freedom of Association
Policy
Worker Safety Policy
Working Hour Policy
Active Borrowers per Loan Officer
After-sale Client Support
Anti-Discrimination Policy
Average Client Agricultural Yield:
Total
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Number of students receiving vocational or technical
training during the reporting period.
Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Weighted averageattenor
the local market, of loans
the end of theoutstanding on the
reporting period.
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization has an initiative in
place to advance
Organizations women
should in their
report workforce.
average tenor in months.
Indicates whether the organization has a written policy
to monitor, evaluate, and ensure its workers' freedom
of association.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
Number of active borrowers (clients) per loan officer at
compliance.
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Indicates whether the organization has specific, written
anti-discrimination policy in place for its employees and
a system to monitor compliance of this policy.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average Client Agriculture Yield:
Smallholder
Average Employee Tenure
Average Insurance Premium
Average Loan Size Disbursed
Average Non-Salaried Wage
Average Student Test Score
Average Supplier Agricultural Yield: Average agricultural yield per hectare of smallholder
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Board of Directors: Female
Board of Directors:
Minority/Previously Excluded
Bulk Cargo Handled
Business Innovation
Child Developmental Assessment
Child Stunting Prevalence
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Classroom Area per Student
Classroom Space New/Improved
Client Complaint Tracking System
Client Dropout Reasons
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average tenure of employees of the organization as of
the end of the reporting period.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Average wage paid to non-salaried full-time, part-time,
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Average test score
not be included (as acalculation.
in this percent of a perfect score)
earned by students served by the organization during
the reporting period.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Number of female members of the organization's
board of directors or other governing body as of the
end of the reporting period.
Number of board of directors or other governing body
members who belong to minority or previously
excluded groups as of the end of the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used whether the organization
in the domestic has undertaken
sector during the reporting
assessments
period. to screen children using the organization's
products/services for developmental progress and
Ratio
delaysofaschildren within
of the end thereporting
of the area served by the
period.
organization who experienced stunting as of the end of
the reporting period.
Number of claims that were submitted to the
organization but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio
comparedof thewith
price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Complaints Ratio Percentage of complaints
during the reporting registered
period. by that
Choose all clients of the
apply:
reporting organization relative to the number of clients
during the reporting period.
- Childcare
Compulsory Deposits Indicates
- Education whether the organization requires clients to
establish
- Healthcaresavings accounts.
Compulsory Insurance Products -Describes
Other compulsory insurance products required by
the organization.
Cost Transparency Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Days of School Offered per Year Number of days of school offered by the organization
per year.
Departed Permanent Employees: Number of full-time employees that departed the
Full-time organization (for any reason) during the reporting
period.
Departed Permanent Employees: Number of full-time and part-time employees that
Involuntary departed the organization involuntarily during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Total departed the organization (for any reason) during the
reporting period.
Departed Permanent Employees: Number of full-time and part-time employees that
Voluntary departed the organization voluntarily during the
reporting period.
Developmental Status Describes the developmental status of children served
by the organization as of the end of the reporting
period. Choose all that apply:
Distributor Individuals: Disabilities Number of individuals
- Developmentally with overall
on track disabilities who served as
distributors of the organization's
- Developmentally on track in language products/services
during the reporting period.
- Developmentally on track in executive function
Distributor Individuals: Female Number of female on
- Developmentally individuals who served as
track in health
distributors of the organization's
- Developmentally on track in social products/services
and behavioral
during
skills the reporting period.
Distributor Individuals: Low Income Number of low income individuals who served as
-distributors
Developmentally delayed
of the organization's products/services
-during
Otherthe
(describe)
reporting period.
Distributor Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and served as distributors
of the organization's products/services during the
Distributor Individuals: Peri-urban Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Poor Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Diverse Representation Policy
Earnings of Distributor Individuals:
Disabilities
Earnings of Distributor Individuals:
Female
Earnings of Distributor Individuals:
Low Income
Earnings of Distributor Individuals:
Minorities/Previously Excluded
Earnings of Distributor Individuals:
Peri-urban
Earnings of Distributor Individuals:
Poor
Earnings of Distributor Individuals:
Rural
Earnings of Distributor Individuals:
Total
Earnings of Distributor Individuals:
Urban
Earnings of Distributor Individuals:
Very Poor
Earnings of Distributor
Organizations: Microenterprises
Earnings of Distributor
Organizations: SME
Earnings of Distributor
Organizations: Total
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Indicates whether the company has a written policy on
diverse representation and a system to monitor
compliance with this policy.
Earnings generated by individual distributors with
disabilities from selling the organization's
products/services during the reporting period.
Earnings generated by female individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by low income individual
distributors from selling the organization's
products/services during the reporting period.
Earnings generated by individuals who belong to
minority or previously excluded groups from selling the
organization's products/services during the reporting
Earnings
period. generated by individuals distributors residing
in peri-urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by poor individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
rural areas from selling the organization's
products/services, during the reporting period.
Earnings generated by individual distributors from
selling the organization's products/services during the
reporting period.
Earnings generated by individual distributors residing in
urban areas from selling the organization's
products/services, during the reporting period.
Earnings generated by very poor individual distributors
from selling the organization's products/services during
the reporting period.
Earnings generated by microenterprise distributors
from selling the organization's products/services,
during the reporting period.
Earnings generated by small-to-medium enterprise
(SME) distributors from selling the organization's
products/services, during the reporting period.
Earnings generated by distributor enterprises from
selling the organization's products/services during the
reporting period.
Educational Resource to Student
Ratio
Effective Interest Rate (EIR)
Employee Feedback System
Employee Involuntary Turnover
Rate
Employee Policy Documentation
Employee Training Costs
Employee Training Hours
Employee Voluntary Turnover Rate Ratio of the number of permanent (full-time and part-
Employees Promoted: Female
Employees Promoted: Total
Employees Trained
Employees: Minimum Wage
Employment Benefits
Environmental Policies for Financial Indicates whether the organization implements
Services Clients
Extracurricular Programs Offered Describes the extracurricular activities that the
Fair Career Advancement Policy
Fair Compensation Policy
Fair Dismissal Policy
Fair Hiring/Recruiting Policy
Flexible Work Arrangements
Forced Labor Policy
Number of textbooks or digital educational resources
per student provided by the organization during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Indicates whether the organization implements a
feedback system to solicit employee feedback and has
an established procedure and/or committee to receive
Ratio of theemployee
and handle number offeedback.
involuntarily departing
permanent (full-time and part-time) employees,
compared to the average number of permanent (full-
Describes the types of
time and part-time) policy documentation
employees that are
at the organization
provided to employees of
during the reporting period. the organization.
Value of the costs incurred by the organization as a
result of training provided to employees (full-time,
part-time, or temporary) during the reporting period.
Number of training hours provided for employees (full-
time, part-time, or temporary) during the reporting
period.
time) employees that departed voluntarily, compared
to the average number of permanent (full-time and
Number
part-time)ofemployees
employeesatwho
theare female andduring
organization who were
the
promoted within the organization during the reporting
reporting period.
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Number of employees (full-time, part-time, or
temporary) who were trained through programs
provided by the organization (both internally and
Number of during
externally) full-time,
thepart-time,
reporting and temporary
period.
employees of the organization that are earning the
local minimum wage as of the end of the reporting
Describes
period. the benefits that are provided to full-time
employees of the organization during the reporting
period.
environmental policies associated with the
organization's financing practices.
educational organization offers to its students.
Indicates whether the organization has a written policy
to support progression/promotion of employees fairly
and equitably and a system to monitor compliance with
Indicates
this policy.whether the organization has a written policy
to compensate employees fairly and equitably and a
system to monitor compliance with this policy.
Indicates whether the organization has a written policy
and practice of ensuring fair dismissal of employees
and a system to monitor compliance with this policy.
Indicates whether the organization has a written
employment policy to recruit employees fairly and
equally and a system to monitor compliance with this
Indicates
policy. whether the organization offers flexible work
arrangements to full-time, part-time, or temporary
employees of the organization.
Indicates whether the organization has a written policy
against forced labor and a system to monitor
compliance of this policy.
Forced Labor Policy: Child Labor
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Full-time Wages: Female
Full-time Wages: Female
Management
Full-time Wages: Management
Full-time Wages:
Minorities/Previously Excluded
Full-time Wages:
Minorities/Previously Excluded
Management
Full-time Wages: Total
Gender Ratio of Promotions
Gender Wage Equity
Healthcare Benefits Participants Number
Healthcare Benefits Premium
Covered
Hours of School Offered per Week Number
Indicates whether the organization has a written policy
against child labor and a system to monitor compliance
of this policy.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female full-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time female management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time management employees
(managers) of the organization during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all full-time employees of the organization who
belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all full-time management employees
(managers) of the organization who belong to minority
Value of wages
or previously (including
excluded bonuses,
groups excluding
during benefits)
the reporting
paid to
period. all full-time employees of the organization
during the reporting period.
Ratio of the number of the organization's female
employees promoted during the reporting period
compared to the number of other employees
Ratio of the average wage paid during the reporting
promoted.
period to female employees of the organization for a
specified position, compared to the average wage paid
of full-timeof
to male employees employees who received
the organization for the same
healthcare
position. benefits through the organization's
programs during the reporting period.
Percentage of a full-time employee's healthcare
premium that is covered. This should be based on
benefits available to full-time employees as of the end
of classroom
of the reporting hours taught to a representative
period.
student per week during the reporting period.
Importance of Outcome to Describes the value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Individuals Trained: Group-Based Number of individuals
period. Choose all thatwho received group-based
apply:
Training training from the
- Very important organization during the reporting
period.
- Somewhat important
Individuals Trained: Technical Number
- Neutralof individuals who received one-on-one
Assistance technical assistance from the organization during the
- Not important
reporting
-Number period.
Do not know
Individuals Trained: Total of individuals who received training offered by
the organization during the reporting period.
Interest Rate Method Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
Job Placement Rate Percentage of the organization's clients who were
placed in part-time,
- Declining full-time, temporary, or permanent
balance method
jobs
- Flatduring
interestthemethod
reporting period.
Jobs Created at Directly Net number of new full-time equivalent employees
Supported/Financed Enterprises: living in low income areas working for enterprises
Low-Income Areas financed or supported by the organization between the
Jobs Created at Directly Net number
beginning andofend
newoffull-time equivalent
the reporting period.employees
Supported/Financed Enterprises: working for enterprises financed or supported by the
Total organization between
Many organizations maythechoose
beginning and end ofofthe
the beginning the
Jobs in Directly Number
reportingofperiod.
reporting full-time
period equivalent
to be the time employees working for
when the organization
Supported/Financed Enterprises enterprises financed or supported by the organization
began its support/investment.
as
Manyof the end of the reporting
organizations may choose period.
the beginning of the
Jobs Maintained at Directly Number
reportingofperiod
full-time equivalent
to be the time employees who reside
when the organization
Supported/Financed Enterprises: in low income areas and
began its support/investment. work for enterprises financed
Low-Income Areas or supported by the organization at the beginning of
Jobs Maintained at Directly Number
the of full-time
reporting periodequivalent
who remain employees working for
at the organization as
Supported/Financed Enterprises: enterprises
of the end offinanced or supported
the reporting period. by the organization
Total as of the end of the reporting period.
Learning Environment Quality Describes whether the
Many organizations may organization
choose thehas undertaken
beginning of the
Assessment assessments to evaluate the quality of the learning
reporting period to be the time when the organization
environment for children or learners who used the
began itsofsupport/investment.
Learning Hours Number
organization'slearning hours provided
products/services as ofto the
students
end ofduring
the
the reporting
reporting period. period.
Learning Hours Provided: Type The type of learning time provided through the
organization's products/services during the reporting
period. Choose all that apply (see usage guidance for
Loan Officer Wages Value of wages (including bonuses) paid to loan officers
definitions):
during
- Schoolthe reporting period.
time
- Instructional time
Loan Officers Employed Number
- Engagedoftime/time-on-task
loan officers employed by the organization
as of the end of the reporting
- Supportive learning time period.
Market Linkages Improved or -Describes
Other (describe)
whether the organization improved existing
Expanded market linkages or engaged new or additional forward
or backward market linkages, including through its own
Market Share Increased Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Median Non-Salaried Wage Median wagewas
organization paidnot
to anon-salaried full-time, part-time,
dominant player.
or temporary employees of the organization during the
reporting period. Employees that are salaried should
Microfinance Delivery Methodology Describes the financial
not be included services delivery methodologies
in this calculation.
used by the organization. Select all that apply:
Minimum Insurance Premium Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity product
group provided by the organization
lending
during the reporting
- Village/self-help period.
group lending
- Digital financial services
- Agency banking
- Licensed agents working on behalf of the financial
service provider
- Roving staff/mobile branches
Minimum Wage Multiple
New Businesses Created: Low
Income Areas
New Businesses Created: Total
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Insurance Policies
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Ratio of the average wage of non-salaried permanent
(full-time and part-time) employees of the organization
during the reporting period, compared to the local
Number
minimumofwagenew as
businesses created
of the end of the in low income
reporting areas
period.
as a result of investments made during the reporting
period.
Number of new businesses created as a result of
investments made by the organization during the
reporting period.
Describes whether additional private sector firms
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
the end of the reporting period that have one or more
installments of principal past due for more than 30
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes the type of non-financial support the
days.
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
This metric describes business process- and practice-
related certifications. For example, organizations
providing healthcare delivery services, this might
include SafeCare certification, ISO 900 certification, and
government accreditation. Organizations wishing to
Organizations Trained
Other Financial Services Offered
Parent/Community-Teacher
Engagement
Part-time Employee Hours Worked Number of paid hours worked by part-time employees
of the organization during the reporting period.
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Part-time Wages: Female
Part-time Wages:
Minorities/Previously Excluded
Part-time Wages: Total
Payments to Supplier Individuals:
Disabilities
Payments to Supplier Individuals:
Female
Payments to Supplier Individuals:
Low Income
Payments to Supplier Individuals:
Minorities/Previously Excluded
Payments to Supplier Individuals:
Peri-Urban
Payments to Supplier Individuals:
Poor
Payments to Supplier Individuals:
Rural
Payments to Supplier Individuals:
Smallholder
Payments to Supplier Individuals:
Total
Number of organizations that received training from
the organization during the reporting period.
Describes the types of financial services offered by the
organization in addition to core credit, savings, and
insurance products.
NOTE: this metric has been discontinued
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all female part-time employees of the
organization during the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all part-time employees of the organization
who belong to minority or previously excluded groups
Value
duringof wages
the (including
reporting bonuses, excluding benefits)
period.
paid to all part-time employees of the organization
during the reporting period.
Value of payments made by the organization to
individuals with disabilities who sold goods or services
to the organization during the reporting period.
Value of payments made by the organization to female
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to low
income individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals belonging to minority or previously
excluded groups who sold goods or services to the
Value of payments
organization duringmade by the organization
the reporting period. to
individuals residing in peri-urban areas who sold goods
or services to the organization during the reporting
Value
period.of payments made by the organization to poor
individuals who sold goods or services to the
organization during the reporting period.
Value of payments made by the organization to
individuals residing in rural areas who sold goods or
services to the organization during the reporting
Value
period.of payments made to smallholder farmers who
sold to the organization during the reporting period.
Value of payments made by the organization to
individuals who sold to the organization during the
reporting period.
Payments to Supplier Individuals:
Urban
Payments to Supplier Individuals:
Very Poor
Payments to Supplier
Organizations: Local
Payments to Supplier
Organizations: SME
Payments to Supplier
Organizations: Total
Percent Female Ownership
Percent Minority/Previously
Excluded Ownership
Percent Smallholder Sourcing
Payments
Percent Students Receiving Free
and Subsidized School Meals
Permanent Employee Wages:
Disabilities
Permanent Employee Wages:
Female
Permanent Employee Wages: Low Value of wages (including bonuses, excluding benefits)
Income Areas
Permanent Employee Wages:
Minorities/Previously Excluded
Permanent Employee Wages: Total Value
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Value of payments made by the organization to
individuals residing in urban areas who sold goods or
services to the organization during the reporting
Value
period.of payments made by the organization to very
poor individuals who sold goods or services to the
organization during the reporting period.
Value of payments made to local enterprises that sold
goods or services to the organization during the
reporting period.
Value of payments to small-to-medium enterprises
(SMEs) that sold goods or services to the organization
during the reporting period.
Value of payments made to enterprises that sold goods
or services to the organization during the reporting
period.
Percentage of the organization that is female-owned,
as of the end of the reporting period.
Percentage of the organization that is owned by
individuals who belong to minority or previously
excluded groups as of the end of the reporting period.
Percentage of payments made to smallholder farmer
suppliers compared to total payments made to all
suppliers of the organization during the reporting
Percentage
period. of students receiving free and subsidized
school meals as of the end the reporting period.
Value of wages (including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization with disabilities during the reporting
Value
period.of wages (including bonuses, excluding benefits)
paid to all female full-time and part-time employees of
the organization during the reporting period.
paid to all full-time and part-time employees of the
organization who reside in low income areas during the
Value of wages
reporting period.(including bonuses, excluding benefits)
paid to all full-time and part-time employees of the
organization who belong to minority or previously
of wages
excluded groups(including bonuses,
during the reportingexcluding
period. benefits)
paid to all full-time and part-time employees of the
organization during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Producer Price Premium
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Renewal Ratio
Repayment Capacity Analysis
Revenue Generated at Directly
Supported/Financed Enterprises
Savings Account Incentives
School Enrollment: Disabilities
School Enrollment: Female
School Enrollment: Low Income
School Enrollment:
Minorities/Previously Excluded
School Enrollment: Peri-urban
School Enrollment: Poor
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Describes third-party certifications for
reporting period.
products/services sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured
during theincident occurred
reporting and when the stakeholder
period.
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident
the reporting occurred and when the stakeholder
period.
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Revenue generated by enterprises financed or
supported by the organization during the reporting
period.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Number of students with disabilities enrolled as of the
end of the reporting period, both full-time and part-
time, where each discrete student is counted
Number ofof
regardless female
numberstudents enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
low income students enrolled as of the end
of the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
Number
number ofof courses.
students who belong to minority or
previously excluded groups and are enrolled as of the
end of the reporting period, both full-time and part-
Number of students
time, where residing
each discrete in peri-urban
student areas
is counted
enrolled as of the end of the
regardless of number of courses.reporting period, both full-
time and part-time, where each discrete student is
Number
counted of poor students
regardless enrolled
of number as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
of courses.
School Enrollment: Rural Number of students residing in rural areas enrolled as
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Total Number ofof
regardless students
numberenrolled as of the end of the
of courses.
reporting period, both full-time and part-time, where
each discrete student is counted regardless of number
School Enrollment: Urban Number of students residing in urban areas enrolled as
of courses.
of the end of the reporting period, both full-time and
part-time, where each discrete student is counted
School Enrollment: Very Poor Number ofof
regardless very poor students
number enrolled as of the end of
of courses.
the reporting period, both full-time and part-time,
where each discrete student is counted regardless of
School Fees Average
number ofschool fee per student per month during the
courses.
reporting period.
School Meals Number of free or subsidized meals provided by the
organization during the reporting period.
Schooling Status Describes the schooling status of students served by
the organization during the reporting period. Choose all
that apply:
Sexual Harassment Policy Indicates
- Enrolledwhether the organization has a written policy
to combat and
- Completed preventyear
previous sexual harassment of
of schooling
employees
- Promotedand a system
to next toschooling
year of monitor compliance with
Smallholder Agricultural Yield Total
this agricultural
policy.
- Repeated year ofyield of farmer client of the
schooling
organization
- Dropped out during the reporting period.
Social and Environmental -Indicates
Graduated
whether the organization implemented any
Performance Incentives - Graduated
employee and transitioned
incentive to employment
schemes related to social
- Other (describe)
performance goals during the reporting period.
Social and Environmental Indicates whether any member of the organization's
Performance Management Training board of directors participated in training sessions
related to any aspect of environmental or social
Social and Environmental Indicates whether
performance any of the
management organization's
during employees
the reporting period.
Performance Staff Training participated in training sessions related to any aspect
of environmental or social performance management
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture: whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development,
Inputs and delivery.
Strikes and Lockouts Number of employees' strikes and lockouts at the
-organization
Increasing Access
duringto Agricultural
the Training and
reporting period.
Information
Student Attendance Rate - Increasing
Rate Farmattendance
of student Profitability
during the reporting
- Increasing Food Security through Smallholder Farms
period.
- Increasing Financial Health of Farmers
Student Dropout Rate Percentage
- Increasing of students
Access that
to and were
Use attending school at
of Products/Services for
the beginning of the reporting
Agricultural Risk Mitigation period but dropped out
during the reporting period.
Student Tests Pass Rate Percentage
Health: of school students passing standardized
tests set by a regional governance body during the
reporting
-Number period.
Increasing Access toper
Essential Medicines, Medical
Student to Classroom Ratio of students classroom during the reporting
Supplies,
period. and Devices
- Increasing Access to Medical Diagnostics
Student to Teacher Ratio - Improving
Number Data for per
of students Health Systems
teacher Policy
during theand
reporting
Decision-Making
period.
- Increasing Consistent Supply of Essential Services and
Products
- Reducing Financial Barriers to Health Services
Real Estate:

- Improving Housing Quality

Student to Toilet Ratio
Student Transition Rate
Student Transportation
Students Provided Full Scholarship Number of students receiving full scholarships during
Students Provided Partial
Scholarship
Supplier Individuals: Disabilities
Supplier Individuals: Female
Supplier Individuals: Low Income
Supplier Individuals:
Minorities/Previously Excluded
Supplier Individuals: Peri-urban
Supplier Individuals: Poor
Supplier Individuals: Rural
Supplier Individuals: Smallholder
Supplier Individuals: Total
Supplier Individuals: Urban
Supplier Individuals: Very Poor
Supplier Organizations: Local
Supplier Organizations: SME
Supplier Organizations: Total
Target Stakeholder Demographic
Target Stakeholder Geography
Number of students per functioning toilet during the
reporting period.
Percentage of students advancing from one level of
schooling to the next during the reporting period.
Indicates if the organization provided transportation to
students that needed/requested it during the reporting
period.
the reporting period.
Number of students receiving partial scholarships
during the reporting period.
Number of individuals with disabilities who sold goods
or services to the organization during the reporting
period.
Number of female individuals who sold goods or
services to the organization during the reporting
period.
Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Number of individuals who belong to minority or
previously excluded groups and who sold goods or
services to the organization during the reporting
Number of individuals residing in peri-urban areas who
period.
sold goods or services to the organization during the
reporting period.
Number of poor individuals who sold goods or services
to the organization during the reporting period.
Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Number of smallholder farmers who sold to the
organization during the reporting period.
Number of individuals who sold goods or services to
the organization during the reporting period.
Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Number of local enterprises that sold goods or services
to the organization during the reporting period.
Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Number of enterprises that sold goods or services to
the organization during the reporting period.
Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Indicates
- Childrenthe geography
(younger than of
10stakeholders
years old) targeted by
the organization,
- Adolescents (10 expressed
years of agebyor
country, as of
older but the end of
younger
the
thanreporting
19) period. Choose all that apply:
- Adults
-- Afghanistan
Elderly/older adults
-- Albania
Persons with disabilities - Minority/previously
-excluded
Algeria populations
-- Andorra
Women
- Angola
Target Stakeholder Setting
Target Stakeholder Socioeconomics Describes
Teacher Attendance Rate
Teachers Employed
Teachers Qualified
Teaching Experience
Temporary Employee Wages
Temporary Employees
Temporary Employees Hours
Worked
Temporary Employees: Female
Total Deposits
Units/Volume Produced
Units/Volume Purchased at Price
Premium
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Describes the setting of the groups of stakeholders
targeted by the organization. Select all that apply:
- Rural the socioeconomic groups of stakeholders
targeted
- Urban by the organization as of the end of the
reporting
- Peri-urbanperiod. Choose all that apply:
Rate of teacher attendance during the reporting period.
- Very poor
- Poor
Number of full-time and part-time teachers employed
- Low-income
by
- Middle-income as of the end of the reporting
the organization
period.
-Number
Other (describe)
of teachers as of the end of the reporting
period who have obtained training or have
qualifications that meet or exceed minimum
Average number
requirements of years
of the local of formal education for
area.
teachers/instructors as of the end of the reporting
period.
Value of wages (including bonuses, excluding benefits)
paid to all temporary employees of the organization
during the reporting period.
Number of temporary employees paid by the
organization during the reporting period.
Number of paid hours worked by temporary employees
of the organization during the reporting period.
Number of female temporary employees paid by the
organization during the reporting period.
Value of the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
Amount
reportingofperiod.
the product/service produced by the
organization during the reporting period.
Units/volume purchased from supplier individuals and
organizations that sold to the organization that have
received a price premium during the reporting period.
Certified units/volume purchased from individuals who
sold to the reporting organization during the reporting
period.
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of New Education Facility
Materials
Value of New Education
Instructional Materials
Value of Voluntary Savings
Accounts
Vocational/Technical Training
Wage Equity
Wage Premium
Weighted Average Tenor of Loans
Outstanding
Women's Career Advancement
Initiative
Worker Freedom of Association
Policy
Worker Safety Policy
Working Hour Policy
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of new educational facility materials provided to
students by the organization during the reporting
period.
Value of new educational instructional materials
provided to students by the organization during the
reporting period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Number of students receiving vocational or technical
training during the reporting period.
Ratio of the wages paid during the reporting period to
the highest compensated full-time employee (inclusive
of bonus, excluding benefits), compared to the lowest
Ratio that compares
paid full-time the additional average wage paid
employee.
to employees of the organization, to the average wage
paid for a similar job in a similar industry/category in
Weighted averageattenor
the local market, of loans
the end of theoutstanding on the
reporting period.
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization has an initiative in
place to advance
Organizations women
should in their
report workforce.
average tenor in months.
Indicates whether the organization has a written policy
to monitor, evaluate, and ensure its workers' freedom
of association.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure worker safety.
Indicates whether the organization has policies in place
to monitor, evaluate, and ensure appropriate working
hours of employees, as well as a system to monitor
compliance.
After-sale Client Support
Bulk Cargo Handled
Business Innovation
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Describes
widely used main reasons
in the for client
domestic sectordropout of service
during the or
reporting
program
period. (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Client Organizations: New Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Retention Rate Ratio of the number of the organization's active clients
retained from the start to the end of the reporting
period.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Communities Served Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Market Linkages Improved or Describes whether the organization improved existing
Expanded market linkages or engaged new or additional forward
or backward market linkages, including through its own
Market Share Increased Describes
integration, whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
New Firms Entered Describes
organization whether
was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Poverty Assessment Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Product/Service Certifications Describes third-party delivery
providing healthcare certifications for this might
services,
products/services sold by the organization that are and
include SafeCare certification, ISO 900 certification,
valid as
governmentof the end of the
accreditation. reporting period.
Product/Service Description Describes (qualitatively) theOrganizations wishing to
product or service
report product-level certifications
provided by the organization. should use the
metric Product/Service Certifications (PD2756).
Product/Service Replaced Describes the product or service replaced at client,
Description Since certifications
household, varylevel
or business by sector (example:
by products or services
construction,
provided textiles
by the or manufacturing, agribusiness,
organization.
Product/Service Type Describes
supply chain thedevelopment),
economic activities categories
organizations that define
should
the organization's
disclose economic held
type of certification activity/operations.
as well as whetherSelect
from the optionsisinissued
the certification the Reference List tab.
by an internationally-
recognized certifying authority.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
Describes the settingthan
of the
-- Children Increasing (younger
Access 10 groups
years old)
to Agricultural
of stakeholders
Training
targeted
-Information by the organization.
Adolescents (10 years of age or older Select thatand
all but apply:
younger
than
-- Increasing 19) Farm Profitability groups of stakeholders
Target Stakeholder Socioeconomics Describes
-- Adults Rural the socioeconomic
targeted
-- Urban Increasingby Food
the Security through
organization Smallholder
as of the end of the Farms
Elderly/older adults Health of
--- Peri-urban
reporting Increasing Financial
period. Choose all that Farmers
apply:
- Persons Increasingwith disabilities
Access to and-Use Minority/previously
of Products/Services for
excluded
Agricultural populations
Risk Mitigation
Active Borrowers per Loan Officer Number - Very poor
- Womenof active borrowers (clients) per loan officer at
-the
-Health: Poor
organization
Pregnant women as of the end of the reporting period.
-- Low-income
Other at-risk populations
After-sale Client Support -- Middle-income
Indicates
Other whether
target the organization provides support to
populations
- Other
its Increasing Access
(describe)
clients after to Essential
the sale Medicines, Medical
of its product/service.
Supplies, and Devices
Area of Buildings Reused Area
- Increasing of buildings
Access projected
to Medical to be renovated/remodeled
Diagnostics
that
- Improving qualify for
Data building reuse
for Health as a result
Systems Policy of and
investments
made by the organization during the reporting period.
Decision-Making
Area of Community Facilities Area
- Increasing of community
Consistent facilities
Supply projected to be
of Essential Services and
Financed constructed
Products or preserved as a result of investments
made
-Average by the
Reducing organization
Financial during
Barriers the reporting
to Health Services period.
Average Daily Traffic number of vehicles per day using an urban
road over the course of a year.
Real Estate:
Average Insurance Premium Average amount of annualized insurance premium
-charged
Improvingfor Housing
a particularQuality
insurance product provided by
-the Increasing
organization during Stability
Residential the reporting period.
Average Loan Size Disbursed Average
- Increasing loanHousing
size disbursed by the organization during
Affordability
the reportingAccess
- Increasing period.to Supportive Services through
Housing
Biodegradable Materials Amount of biodegradable materials used in the
organization's
Energy: products (including packaging) during
the reporting period.
Building Area of Energy Efficiency Area of buildings projected to receive energy efficiency
Improvements -improvements
Improving Lighting for Business
as a result of investments made by the
-organization
Improving Energy
during the reportingforperiod.
Alternatives Cooking
Bulk Cargo Handled - Improving Energy Alternatives
Volume of bulk cargo transported through for Healthcarethe road,
-railway,
Improving Lighting for Homes
port, or airport during the reporting period.
- Improving Energy for Connectivity
Business Innovation Describes
- Reducingwhether
Harmfulthe organization
Emissions adopted or Energy
from Small-Scale
operationalized
Sources a product, internal process,
technology, or financing structure that was new or not
Claims Rejected Number
widely
Financial of
used claims
in the that
Services: were sector
domestic submittedduringto the
the reporting
organization
period. but were rejected during the reporting
period.
- Improving Access to and Use of Responsible Financial
Services for Historically Underserved Populations
- Improving Financial Health
- Supporting the Decent Jobs and Fostering Economic
Development
- Increasing Gender Equality through Financial Inclusion
- Improving Rural Economies through Access to
Financial Inclusion
Claims Rejection Ratio
Claims Submitted
Classroom Area per Student
Classroom Space New/Improved
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Housing Quality Satisfaction Describes the degree to which residents are satisfied
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Area of classroom space per student during the
reporting period.
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
with the quality of their housing unit. Residents should
select one:
- Very satisfied
- Somewhat satisfied
- Somewhat dissatisfied
- Very dissatisfied
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Client Spending: Energy Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on sources
in theoflocal
energy
market.during the reporting period.
Client Spending: Housing Amount of money spent by the client on housing costs
during the reporting period.
Climate Resilience Strategy Indicates whether the organization implements a
strategy to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Community Engagement Strategy Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Community Service Policy Indicates
during thewhether theperiod.
reporting organization
Chooseimplements a
all that apply:
community service policy.
- Childcare
Complaints Ratio Percentage
- Education of complaints registered by clients of the
reporting
- Healthcareorganization relative to the number of clients
during the
-Indicates reporting period.
Other whether
Compulsory Deposits the organization requires clients to
establish savings accounts.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Cost Transparency Indicates
Choose allwhether the organization fully discloses all
that apply:
pricing and
- Piped water cost information for its products and
services
- Sewer to its clients.
Critical Equipment/Facility Utilization rate of identified critical equipment/facility
- Grid electricity
Utilization Rate during the reporting period.
- Off-grid electricity
Distributor Individuals: Disabilities -Number
Internetof individuals with disabilities who served as
-distributors
Phone: Mobile
of the organization's products/services
-during
Phone: Landline
the reporting period.
- Other (describe)
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor Number of very poor individuals who served as
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Effective Interest Rate (EIR)
Employees Promoted: Female
Employees Promoted: Total
Energy Conservation Strategy
Energy Conserved
Energy Generated for Sale:
Renewable
Energy Generated for Sale: Total
Energy Generated for Use:
Renewable
Energy Generated for Use: Total
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
Amount
reportingofperiod.
renewable energy generated and sold to
offtaker(s) during the reporting period.
Amount of energy generated and sold to offtaker(s)
during the reporting period.
Amount of energy generated and consumed by the
organization from renewable sources during the
reporting period.
Amount of energy generated and consumed by the
organization during the reporting period.
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
organization from non-renewable sources during the
reporting period.
Energy Purchased: Renewable Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Energy Purchased: Total Amount of purchased energy consumed by the
organization during the reporting period.
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
product for those products that were sold by the
organization during the reporting period.
Energy Savings from Services Sold Amount of energy savings due to the organization's
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates whether
- Biodiversity the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Eviction Rate Percentage of tenants &
- Pollution prevention involuntarily removed from the
waste management
housing unit and
- Sustainable energy the total number of permanent
tenants
-Number during
Sustainable the
land reporting period.
use employees at the organization
Full-time Employees: Disabilities of paid full-time
-with
Water
disabilities as management
resources of the end of the reporting period.
Full-time Employees: Female Number of paid full-time female employees at the
organization as of the end of the reporting period.
Full-time Employees: Female Number of paid full-time female management
Managers employees (managers) at the organization as of the
end of the reporting period.
Full-time Employees: Hired Number of paid full-time employees hired by the
organization during the reporting period.
Full-time Employees: Managers Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Full-time Employees: Managers Number of paid full-time management employees
with Disabilities (managers) with disabilities at the organization as of
the end of the reporting period.
Full-time Employees: Number of paid full-time employees at the organization
Minorities/Previously Excluded who belong to minority or previously excluded groups
as of the end of the reporting period.
Full-time Employees: Number of paid full-time management employees
Minorities/Previously Excluded (managers) at the organization who belong to minority
Managers or previously excluded groups as of the end of the
Full-time Employees: Total Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Green Building Practices Indicates whether the organization employs green
building practices.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s)
combustion during the reporting period.
Greenhouse Gas Emissions of Amount
- Greenhouse of greenhouse
gas emissiongases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other) of greenhouse gases (GHG) that would have
Product Replaced -been Greenhouse
emitted by gastheemission
replaced reductions from land
product during theuse,
land use change, and forestry
lifetime of the organization's product.
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced - Greenhouse
by gas emissions
the organization during the from waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse gas (GHG)
gas emissions avoided emissions
from product
Sequestered sequestered
replacementsby the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy
- Greenhouse to reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gastheemissions sequestered
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Greenhouse Gas Emissions: Direct Amount gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
-Capture
the Direct and Storage
organization's
Emissions operations
(direct from direct
emissions emissions
from owned or
-controlled
Other (describe)
sources during the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount
- IndirectofEmissions
greenhouse gases (GHG)
(emissions from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
Greenhouse Gas Emissions: Total -Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value
the chain
organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Healthcare Benefits Participants Number of full-time
the reporting period.employees who received
healthcare benefits through the organization's
programs during the reporting period.
Healthcare Facilities Number of healthcare units/facilities under the
organization's management as of the end of the
reporting period.
Housing Type Describes the type of housing units projected to be
constructed or preserved as a result of investments
made by the organization during the reporting period.
Individuals Housed Number
Choose all ofthat
individuals
apply: projected to be housed in single-
family or multi-family dwellings as a result of new
construction,
- Rent loans, repairs, or remodeling resulting
Interest Rate Method Describes
from the method(s)
- Saleinvestments made by used
theby the organization
organization duringtothe
state the
reporting interest
- Other period. rate of its products. Select all that
apply:
Land Directly Controlled: Area of land directly controlled by the organization that
Impervious Surfaces is impervious
- Declining to water
balance during the reporting period.
method
- Flat interest method
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Report for hectares controlled at any point during the
reporting period. Choose one:
- Very low fragmentation
- Low fragmentation
- Moderate fragmentation
- High fragmentation
Level of Water Stress
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Microfinance Delivery Methodology Describes
Minimum Insurance Premium
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Non Performing Loans (Portfolio at Value
Risk)- 90 Days
Non-financial Support Offered
Non-hazardous Waste Avoided
Number of Community Facilities
Financed
Number of Complaints Registered
Number of Containers Handled
Number of Household and Business Number of residential and commercial connections to
Connections
Number of Housing Units
Constructed
Number of Housing Units Financed Number of housing units projected to be constructed
Number of Housing Units Improved Number of housing units improved or refurbished by
Level of baseline water stress on land directly or
indirectly managed by the organization as of the end of
the reporting period. Choose all that apply:
Value of wages (including bonuses) paid to loan officers
- Low (<10%)
during the reporting
- Low-medium period.
(10–19.9%)
- Medium-high (20–39.9%)
Number of loan officers employed by the organization
- High (40–80%)
as of the
- Extremelyendhigh
of the reporting period.
(>80%)
-Describes
Arid and whether
low waterthe use
organization improved existing
- No data
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
thewas
organization financial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity groupproduct provided by the organization
lending
during the reporting
- Village/self-help period.
group lending
Describes whether
- Digital financial additional private sector firms
services
entered
- Agencythe market in which the organization operates
banking
during the
-Describes reporting
Licensed whether
agents workingperiod.
on behalf entered
of the financial
the organization a new
service provider
market during the reporting period.
- Roving staff/mobile branches
- ATMsof all of the organization's loans outstanding at
- Mobile
the banking
end of the reporting period that have one or more
- Internet based
installments services past due for more than 30
of principal
of all of
- Merchant
days. POStheororganization's loans outstanding at
a networked merchant
the end of the reporting period that have one or more
- Other
installments of principal past due for more than 60
days. of all of the organization's loans outstanding at
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Amount of non-hazardous waste disposal avoided
based on the organization's
refurbishing/reusing/recycling as part of delivering or
Number of community
developing facilities
the organization's projected to be built,
products/services during
renovated, or purchased
the reporting period. as a result of investments
made by the organization during the reporting period.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
utilities and services provided by the organization as of
the end of the reporting period.
Number of housing units constructed by the
organization during the reporting period.
or preserved as a result of investments made by the
organization during the reporting period.
the organization during the reporting period.
Number of Individual Connections Number of connections to utilities and services
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Other Financial Services Offered
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Peak Flow Rate
Percent Affordable Housing
Percent Recycled Materials
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
provided to individuals by the organization as of the
end of the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products. For example, organizations
related certifications.
Number
providingofhealthcare
paid part-time
deliveryemployees
services,with
this disabilities
might
at the organization as of the end of the reporting and
include SafeCare certification, ISO 900 certification,
period.
government accreditation. Organizations wishing to
Number of paid female part-time employees at the
report product-level
organization as of thecertifications should use
end of the reporting the
period.
metric Product/Service Certifications (PD2756).
Number of paid part-time employees hired by the
Since certifications
organization duringvary by sector period.
the reporting (example:
construction, textiles or manufacturing, agribusiness,
Number of paid
supply chain part-time employees
development), at the
organizations should
organization
disclose type of certification held as wellpreviously
who belong to minority or as whether
excluded groupsisasissued
the certification of theby end
anofinternationally-
the reporting period.
Number of paid part-time
recognized certifying authority.employees at the
organization as of the end of the reporting period.
Rate of maximum flow of water through a stream or
river on land directly or indirectly managed by the
organization as of the end of the reporting period.
Percentage of housing units projected to be
constructed or preserved as a result of expenditures
made by the organization during the reporting period
Percentage of recycled to
that will be considered materials used tohousing.
be affordable manufacture
the organization's product (including
packaging)/services during the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded belong to minority or previously excluded groups as of
Permanent Employees: Total
Poverty Assessment
Product Lifecycle Management
Practices
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Recycling Policy
Renewable Energy Expenditures
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Indicates whether the organization has practices in
place to manage the product life beyond the point of
sale.
Lifetime of the product provided by the organization
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
during the reporting period.
Renewal Ratio Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Repayment Capacity Analysis Indicates whether the organization conducts
repayment capacity analyses for its clients.
Savings Account Incentives Describes the types of incentives the organization
offers to clients to establish savings accounts.
Setting of Housing/Community Describes the setting of community development
Facilities facilities or housing units projected to be constructed
or preserved as a result of investments made by the
Social and Environmental Board Indicates
organizationwhether
duringthere is a formalperiod.
the reporting boardChoose
of directors
all
Committee or governing
that apply: body committee dedicated to social and
environmental performance.
Social and Environmental Indicates
- Urban whether the organization reports its social
Performance Reporting and environmental performance to relevant
- Rural
stakeholders.
-Indicates
Peri-urban
Social and Environmental whether the organization assessed social and
Performance Risk Assessment -environmental
Other risks during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture: whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development,
Inputs and delivery.
Stormwater Runoff Volume of water generated from rain and snowmelt
-flowing
Increasing
overAccess
(without to Agricultural
soaking intoTraining
the groundandof) land
Information
indirectly or directly controlled by the organization
Stream Nutrient Levels Assessment -Describes
Increasing
during Farm Profitability
thewhether
reporting the organization has assessed
period.
- Increasing
nitrogen andFood Security levels
phosphorus through Smallholder
in streams Farms
on directly
- Increasing
or indirectlyFinancial
controlled Health of of
land as Farmers
the end of the
Stream Turbidity Level Level of turbidity
- Increasing
reporting Access
period. (intoNephelometric Turbidity Units, for
and Use of Products/Services or
NTU) observed in streams
Agricultural Risk Mitigation or rivers on land directly or
indirectly managed by the organization as of the end of
Streamflow Rate Rate
the
Health: of flowing
reporting water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the
- Increasing reporting
Access toper period.Medicines, Medical
Essential
Student to Classroom Ratio Number of students classroom during the reporting
Supplies,
period. and Devices
- Increasing Access to Medical Diagnostics
Student to Toilet Ratio - Improving
Number Data for per
of students Health Systems toilet
functioning Policyduring
and the
Decision-Making
reporting period.
- Increasing Consistent Supply of Essential Services and
Supplier Individuals: Disabilities Number
Productsof individuals with disabilities who sold goods
or services Financial
- Reducing to the organization
Barriers toduring
Healththe reporting
Services
period.
Supplier Individuals: Female Number
Real Estate: of female individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Low Income -Number Improving Housing
of low income Quality
individuals who sold goods or
-services
Increasing Residential
to the organizationStability
during the reporting
-period.
Increasing Housing Affordability
Supplier Individuals: - Increasing
Number Access to Supportive
of individuals who belongServices through
to minority or
Minorities/Previously Excluded Housing excluded groups and who sold goods or
previously
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
Energy:
sold goods or services to the organization during the
reporting
- Improving period.
Lighting for Business
- Improving Energy Alternatives for Cooking
- Improving Energy Alternatives for Healthcare
- Improving Lighting for Homes
- Improving Energy for Connectivity
- Reducing Harmful Emissions from Small-Scale Energy
Sources
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- DesertsChoose all that
and xeric apply:
shrublands
Target Stakeholder Demographic Describes
- Tropical and subtropical moist the demographic groups of stakeholders
broadleaf forests
targeted
-- Strict by
Nature the organization.
Reserve (IUCN Select
Category
Tropical and subtropical dry broadleaf all that
1a) apply:
forests
-- Wilderness Tropical and Area (IUCN
subtropical Category
coniferous Ib)
Target Stakeholder Setting -Describes
-- Children National the setting
(younger
Park (IUCN of
than the groups
10mixed
Category years offorests
II) old) stakeholders
targeted Temperateby broadleaf
the and
organization. Selectforests
all thatyounger
apply:
--- Adolescents Natural
Temperate (10
Monument years
coniferous of age
or Feature or older
forest (IUCN Categorybut III)
than
-- Habitat/Species 19)forests/Taiga
Boreal Management Area (IUCN Category IV)
Target Stakeholder Socioeconomics Describes
--- Rural the socioeconomic groups of stakeholders
-- Adults
targeted Protected
Tropical
Urban by Landscape/Seascape
and subtropical
the organization as of(IUCN
grasslands, Category
thesavannas
end V)
and
of the
--shrublands Elderly/older
Protected Areaadults
with Sustainable Use of Natural
reporting
-Resources
-- Peri-urban
Persons period. Choose all that apply:
Temporary Employees Number ofwith
Temperate disabilities
(Category
temporary
grasslands,VI) - Minority/previously
employees
savannas paid by the
and shrublands
-excluded
-- Very No
organization
Flooded
poor
populations
Current Protections
during the reporting
grasslands and savannas period.
-- WomenOther
Montane
Poor (describe)
grasslands and shrublands
Temporary Employees: Female - Pregnant
Number Tundra of women
female temporary employees paid by the
-- Low-income
Other at-risk populations
organization
Mediterranean
-- Middle-income during the reporting
forests, woodlands, period.
and scrubs
Other target
Mangroves populations
Total Deposits -Value
Otherof(describe)
the organization's customer deposits, whether
-voluntary,
Other terrestrial ecoregion
compulsory, demand,(describe)
or term, as well as all
other liabilities from customers at the end of the
Traceability System Freshwater
Indicates Ecoregions
reporting whether
period. the organization implements a
- Large riversystem
traceability ecosystems
for its raw materials.
- Large river headwater ecosystems
Units/Volume Produced Amount of the
- Large river product/service
delta ecosystems produced by the
organization during
- Small river ecosystems the reporting period.
- Large lake ecosystems
Units/Volume Replaced Number of status-quo
- Small lake ecosystemsproducts that were replaced by
products sold during the reporting period.
- Xeric basin ecosystems
Units/Volume Sold: Certified -Amount
Other freshwater ecoregion (describe)
of the product/service sold by the organization
as certified during the reporting period.
Marine Ecoregions
Units/Volume Sold: Free - Polar ecoregions
Amount of the product/service provided by the
- Temperate shelf
organization andduring
for free seas ecoregions
the reporting period.
- Temperate upwellings
- Tropical upwellings
- Tropical coral
- Other marine ecoregion (describe)
Units/Volume Sold: No Direct Amount of the product/service sold during the
Payment reporting period where no direct payment was
provided to the organization at the time of service but
Units/Volume Sold: Total Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
during the reporting period.
Value of Commercial or Retail Value of commercial or retail infrastructure projected
Infrastructure Financed to be built or renovated as a result of investments
made by the organization during the reporting period.
Value of Community Development Value of payments made by the organization during the
Contributions reporting period towards activities that benefit local
communities.
Value of Community Facilities Value of community facilities projected to be built,
Financed renovated, or purchased as a result of investments
made by the organization during the reporting period.
Value of Housing Units Financed Value of housing units projected to be constructed or
preserved as a result of investments made by the
organization during the reporting period.
Value of Loans Disbursed Value of loans disbursed by the organization during the
reporting period.
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of Loans Outstanding Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of New Education Facility Value of new educational facility materials provided to
Materials students by the organization during the reporting
period.
Value of Voluntary Savings Value of voluntary savings accounts managed by the
Accounts organization, including demand deposits and time
deposits, as of the end of the reporting period.
Waste Disposed: Composted Amount of waste disposed by the organization through
composting during the reporting period.
Waste Disposed: Incinerated Amount of waste disposed by the organization through
incineration during the reporting period.
Waste Disposed: Landfill Amount of waste disposed by the organization through
landfills during the reporting period.
Waste Disposed: Other Amount of waste disposed by the organization through
other means during the reporting period.
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
reuse and recycling during the reporting period.
Waste Disposed: Total Amount of waste disposed by the organization during
the reporting period.
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
organization's operations during the reporting period.
Waste Produced: Non-Hazardous Amount of non-hazardous waste created by the
Waste organization's operations during the reporting period.
Waste Produced: Total Amount of waste created by the organization's
operations during the reporting period.
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Provided for Sale: Potable
Water Provided for Sale: Total
Water Provision Capacity of
Product: Potable
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Volume of potable
use, during water period.
the reporting provided and delivered to
offtaker(s) during the reporting period.
Volume of water provided and delivered to offtaker(s)
during the reporting period.
Volume of potable water provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
Water Type
Water Withdrawn
Weighted Average Tenor of Loans
Outstanding
After-sale Client Support
Area of Buildings Reused
Area of Community Facilities
Financed
Average Daily Traffic
Building Area of Energy Efficiency
Improvements
Bulk Cargo Handled
Business Innovation
Classroom Area per Student
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Indicates whether the organization employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization during the reporting period. Choose all
- Tertiary treatment
Volume
that
- No apply:of all water drawn from surface water,
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
Weighted
- Groundwateraverage tenor of loans outstanding on the
organization's
- Surface Water balance sheet at the end of the reporting
period.
- Seawaterwhether the organization provides support to
Indicates
- Third
its Party:
clients afterMunicipal
the sale of itsaverage
product/service.
Organizations should
- Third Party: Wastewater report tenor in months.
- Other
Area of (describe)
buildings projected to be renovated/remodeled
that qualify for building reuse as a result of investments
made by the organization during the reporting period.
Area of community facilities projected to be
constructed or preserved as a result of investments
made by the organization during the reporting period.
Average number of vehicles per day using an urban
road over the course of a year.
Area of buildings projected to receive energy efficiency
improvements as a result of investments made by the
organization during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Area ofused
widely classroom
in the space per sector
domestic student during
during the
the reporting
reporting
period. period.
Classroom Space New/Improved
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Housing Quality Satisfaction Describes the degree to which residents are satisfied
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Area of classroom space that was built, converted, or
expanded for use within educational facilities. Report
only space completed during the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary for
Number more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
with the quality of their housing unit. Residents should
select one:
Number of unique individuals who were clients of the
organization during the reporting period reporting an
- Very satisfied
increase,
- Somewhat decrease,
satisfiedor no change in income.
Number
- Somewhatof unique individuals who were active clients
dissatisfied
of
- Very dissatisfied as of the end of the reporting
the organization
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Satisfaction Ratio
Client Savings Premium
Client Spending: Housing
Communities Served
Community Engagement Strategy
Community Facilities Type
Community Service Policy
Cost Transparency
Critical Equipment/Facility
Utilization Rate
Eviction Rate
Healthcare Facilities
Housing Type
Individuals Housed
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Community Facilities
Financed
Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Number of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on housing
in thecosts
local
during
market. the reporting period.
Number of communities where the organization's
products/services were available during the reporting
period.
Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Indicates
during thewhether
reporting theperiod.
organization
Chooseimplements a
all that apply:
community service policy.
- Childcare
Indicates
- Education whether the organization fully discloses all
pricing
- Healthcarecost information for its products and
and
services
Other to rate
-Utilization its clients.
of identified critical equipment/facility
during the reporting period.
Percentage of tenants involuntarily removed from the
housing unit and the total number of permanent
tenants during the reporting period.
Number of healthcare units/facilities under the
organization's management as of the end of the
reporting period.
Describes the type of housing units projected to be
constructed or preserved as a result of investments
made by the organization during the reporting period.
Number
Choose all ofthat
individuals
apply: projected to be housed in single-
family or multi-family dwellings as a result of new
construction,
- Rent loans, repairs, or remodeling resulting
Describes
from
- Sale whether
investments the organization
made improved
by the organization existing
during the
market
reportinglinkages
- Other period. or engaged new or additional forward
or backward market linkages, including through its own
Describes
integration,whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes
organizationwhether additional
was not private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number of community facilities projected to be built,
renovated, or purchased as a result of investments
made by the organization during the reporting period.
Number of Containers Handled Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of Housing Units Number of housing units constructed by the
Constructed organization during the reporting period.
Number of Housing Units Financed Number of housing units projected to be constructed
or preserved as a result of investments made by the
organization during the reporting period.
Number of Housing Units Improved Number of housing units improved or refurbished by
the organization during the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Percent Affordable Housing Percentage of housing units projected to be
constructed or preserved
This metric describes as a result
business of expenditures
process- and practice-
made
relatedbycertifications.
the organization during theorganizations
For example, reporting period
Poverty Assessment Indicates
that whether
will be
providing thedelivery
considered
healthcare organization assesses
to be affordable
services, the
housing.
this might
poverty levels of its intended stakeholders.
include SafeCare certification, ISO 900 certification, and
Product Lifetime government
Lifetime of the accreditation. Organizations
product provided wishing to
by the organization
report product-level
(based on reasonable use).certifications should use the
metric Product/Service Certifications (PD2756).
Product/Service Certifications Describes
Organizationsthird-party certifications
should report product forlifetime in number
Since certificationssold
products/services
of years. varybybythe
sector (example:that are
organization
construction,
valid as of thetextiles or manufacturing,
end of the reporting period. agribusiness,
Product/Service Description Describes
supply chain (qualitatively)
development), the organizations
product or serviceshould
provided by the
disclose type organization.held as well as whether
of certification
the certification is issued by an internationally-
Product/Service Replaced Describes
recognizedthe productauthority.
certifying or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Setting of Housing/Community Describes the setting of community development
Facilities facilities or housing units projected to be constructed
or preserved as a result of investments made by the
Social and Environmental Indicates
organizationwhether
duringthe
theorganization reports
reporting period. its social
Choose all
Performance Reporting and environmental
that apply: performance to relevant
stakeholders.
Social and Environmental Indicates
- Urban whether the organization assessed social and
Performance Risk Assessment environmental
- Rural risks during the reporting period.
Social Impact Objectives -Describes
Peri-urban
the social impact objectives pursued by the
-organization.
Other Select all that apply:
Stakeholder Engagement Describes the mechanisms in place to gather input
Agriculture:
from stakeholders on product/service design,
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Agricultural Products
- Increasing Access to and Use of Quality Agricultural
Inputs
- Increasing Access to Agricultural Training and
Information
Student to Classroom Ratio Number of students per classroom during the reporting
period.
Student to Toilet Ratio Number of students per functioning toilet during the
reporting period.
Target Stakeholder Demographic Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Target Stakeholder Setting Describes
- Children the settingthan
(younger of the
10 groups of stakeholders
years old)
targeted by the organization.
- Adolescents (10 years of age or older Select all but
thatyounger
apply:
than 19)
Target Stakeholder Socioeconomics Describes
-- Rural Adults the socioeconomic groups of stakeholders
targeted
-- Urban by theadults
Elderly/older organization as of the end of the
reporting
-- Peri-urban period.
Personsofwith Choose all that apply:
Units/Volume Produced Amount the disabilities - Minority/previously
product/service produced by the
excluded
organization populations
during the reporting period.
-- Very
Womenpoor
-- Poor
Pregnant
Units/Volume Sold: Certified Amount of women
-- Low-income the product/service sold by the organization
as Other at-risk
certified populations
during the reporting period.
-- Middle-income
Other target populations
Units/Volume Sold: Free -Amount
Other (describe)
of the product/service provided by the
organization for free during the reporting period.
Units/Volume Sold: No Direct Amount of the product/service sold during the
Payment reporting period where no direct payment was
provided to the organization at the time of service but
Units/Volume Sold: Total Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Value of Commercial or Retail Value of commercial or retail infrastructure projected
Infrastructure Financed to be built or renovated as a result of investments
made by the organization during the reporting period.
Value of Community Development Value of payments made by the organization during the
Contributions reporting period towards activities that benefit local
communities.
Value of Community Facilities Value of community facilities projected to be built,
Financed renovated, or purchased as a result of investments
made by the organization during the reporting period.
Value of Housing Units Financed Value of housing units projected to be constructed or
preserved as a result of investments made by the
organization during the reporting period.
Value of New Education Facility Value of new educational facility materials provided to
Materials students by the organization during the reporting
period.
Wastewater Treated Volume of wastewater treated by the organization
during the reporting period.
Wastewater Treatment Compliance Indicates whether the organization's practices related
to discharge of wastewater comply with local legal
requirements.
Water Provided for Sale: Potable Volume of potable water provided and delivered to
offtaker(s) during the reporting period.
Water Provided for Sale: Total Volume of water provided and delivered to offtaker(s)
during the reporting period.
After-sale Client Support Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average Daily Traffic Average number of vehicles per day using an urban
road over the course of a year.
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: SME
Client Organizations: Total
Client Protection Policy
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Community Engagement Strategy
Community Service Policy
Cost Transparency
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Operational Certifications
Poverty Assessment
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Number of enterprises that were clients of the
organization during the reporting period.
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Indicates whether the organization implements a
community service policy.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization was notadditional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Lifetime
providingofhealthcare
the product provided
delivery by thethis
services, organization
might
(based on reasonable use).
include SafeCare certification, ISO 900 certification, and
government
Describes accreditation.
third-party Organizations
certifications wishing to
forlifetime
Organizations
report shouldcertifications
product-level report product in number
products/services
of years. sold by the organizationuse
should the
that are
metric
valid asProduct/Service
of the end of theCertifications (PD2756).
reporting period.
Describes (qualitatively) the product or service
Since certifications
provided vary by sector (example:
by the organization.
construction, textiles or manufacturing, agribusiness,
Describes
supply chainthedevelopment),
product or service replaced at
organizations client,
should
household,
disclose typeorofbusiness level held
certification by products
as well as or whether
services
provided by the organization.
the certification is issued by an internationally-
Describes
recognizedthe economic
certifying activities categories that define
authority.
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Social and Environmental Indicates whether the organization reports its social
Performance Reporting and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Stakeholder Demographic Describes
Agricultural the demographic groups of stakeholders
Products
targeted
- Increasing by Access
the organization.
to and UseSelect all that
of Quality apply:
Agricultural
Target Stakeholder Setting Inputs
-Describes
-targeted Children
Increasing
the settingthan
(younger of the
10 groups of stakeholders
years old)
-Information by Access
Adolescents the to Agricultural
(10organization.
years of ageSelect
Training
or older thatand
all but apply:
younger
than 19)
--- Rural
Target Stakeholder Socioeconomics Describes Increasing
Adults the
Farm Profitability groups of stakeholders
socioeconomic
-targeted
-- Increasing
Urban by Food
the Security through
organization Smallholder
as of the end of the Farms
-- Elderly/older
Increasing
reporting
Peri-urban
adults Health of
Financial
period. Choose all Farmers
that apply:
Units/Volume Produced -Amount
- Persons ofwith
Increasing the disabilities
to and-Use
Minority/previously
product/service
Access ofproduced by the for
Products/Services
excluded
organization populations
during the reporting period.
-Agricultural
Very
- Women poor Risk Mitigation
-- Poor
Pregnant
Units/Volume Sold: Certified Amount
Health:
-- Low-incomeof women
the product/service sold by the organization
as Other at-risk
certified populations
during the reporting period.
-- Middle-income
Other target populations
Units/Volume Sold: Free Increasing
- Other
Amount Access
(describe)
of the to Essential Medicines,
product/service provided byMedical
the
Supplies,
organizationandfor
Devices
free during the reporting period.
- Increasing Access to Medical Diagnostics
Units/Volume Sold: No Direct - Improving
Amount Data
of the for Health Systems
product/service Policy and
sold during the
Payment Decision-Making
reporting period where no direct payment was
- Increasing
provided to Consistent Supplyatofthe
the organization Essential
time ofServices and
service but
Units/Volume Sold: Total Amount
whichofthe
Products
for theorganization
product/service
expectssoldtobybethe organization
reimbursed.
during the reporting
- Reducing period. to Health Services
Financial Barriers
Value of Community Development Value of payments made by the organization during the
Real Estate:
Contributions reporting period towards activities that benefit local
communities.
-Indicates
Improving Housing Quality
After-sale Client Support whether the organization provides support to
-itsIncreasing
clients after the sale Stability
Residential of its product/service.
- Increasing Housing Affordability
Average Daily Traffic - Increasing
Average Access
number ofto Supportive
vehicles Services
per day using through
an urban
Housing
road over the course of a year.
Bulk Cargo Handled Volume
Energy: of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
- Improving Lighting for Business
Business Innovation Describes whether
- Improving Energy the organization
Alternatives adopted or
for Cooking
operationalized a product, internal process,
- Improving Energy Alternatives for Healthcare
technology, or financing
- Improving Lighting structure that was new or not
for Homes
widely used in the domestic sector during the reporting
- Improving Energy for Connectivity
period.
- Reducing Harmful Emissions from Small-Scale Energy
Sources
Financial Services:
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary for
Number more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy
Client Satisfaction Ratio
Client Savings Premium
Climate Resilience Strategy
Communities Served
Community Engagement Strategy
Community Service Policy
Cost Transparency
Energy Conservation Strategy
Environmental Management
System
Green Building Practices
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Operational Certifications
Poverty Assessment
Product Lifetime
Product/Service Certifications
Product/Service Description
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Indicates
otherwisewhether
paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Number of communities where the organization's
products/services were available during the reporting
period.
Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Indicates whether the organization implements a
community service policy.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Indicates whether the organization has an
environmental management system in place.
Indicates whether the organization employs green
building practices.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization additional
was not private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Indicates whether the organization assesses the
poverty levels
This metric of its intended
describes businessstakeholders.
process- and practice-
related certifications. For example, organizations
Lifetime
providingofhealthcare
the product provided
delivery by thethis
services, organization
might
(based on reasonable use).
include SafeCare certification, ISO 900 certification, and
government
Describes accreditation.
third-party Organizations
certifications wishing to
forlifetime
Organizations
report shouldcertifications
product-level report product in number
products/services
of years. sold by the organizationuse
should the
that are
metric
valid asProduct/Service
of the end of theCertifications (PD2756).
reporting period.
Describes (qualitatively) the product or service
Since certifications
provided vary by sector (example:
by the organization.
construction, textiles or manufacturing, agribusiness,
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
recognized certifying authority.
Product/Service Replaced Describes the product or service replaced at client,
Description household, or business level by products or services
provided by the organization.
Product/Service Type Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Product/Service Warranty Indicates whether the organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Recycling Policy Indicates whether the organization implements a
recycling policy in its operating facilities.
Social and Environmental Board Indicates whether there is a formal board of directors
Committee or governing body committee dedicated to social and
environmental performance.
Social and Environmental Indicates whether the organization reports its social
Performance Reporting and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Target Area Ecoregion Describes
Agricultural Products the ecoregions the organization seeks to
benefit
- Increasing Access to and Use as of the end of the reporting
of Qualityperiod. Choose all
Agricultural
that
Inputs apply:
Target Area Protected Status Describes the protected status of the land the
- Increasing Access
organization seeks to to benefit
Agricultural
during Training and
the reporting
Terrestrial
Information Ecoregions
period.
-- Deserts Choose
andFarm all that apply:
xericProfitability
shrublands
Target Stakeholder Demographic Describes Increasing the demographic groups of stakeholders
-- Tropical Increasing and subtropical
Food Security moist
through broadleaf forests
Smallholder Farms
targeted
-- Strict Tropical by
Nature
andthe organization.
Reserve (IUCN
subtropical dry Select
Category
broadleafall that
1a) apply:
forests
-- Increasing Wilderness Financial
Area Health
(IUCN Category of Farmers
Ib) forests
Target Stakeholder Setting -Describes Tropical
Increasing and
the subtropical
setting
Access to of
andtheconiferous
groups of stakeholders for
--- Children National
Temperate (younger
Park (IUCN
broadleaf than 10Use
Category
and mixed
of
yearsII)Products/Services
old)
forests
targeted
-Agricultural by the
Risk organization.
(10Mitigation Select all Category
thatyounger
apply:
-- Adolescents Natural Monument
Temperate years
coniferous or of age or(IUCN
Feature
forest older but III)
than 19)forests/Taiga
Target Stakeholder Socioeconomics -Describes--Health:
--- Rural
Habitat/Species
Boreal
Adults the Management
socioeconomic Area (IUCN
groups of Category IV)
stakeholders
targeted Protected
Tropical and
by Landscape/Seascape
subtropical
the organization as of(IUCN
grasslands, Category
thesavannas
end and
of the V)
---shrublands Urban
Elderly/older
Protected adults
Area with Sustainable Use of Natural
reporting
--Indicates Peri-urban
Increasing
Persons period.
withAccess Choose
toVI) all
Essential
disabilities that apply: Medical
Medicines,
- Minority/previously
Traceability System Resources
-Supplies,Temperate (Category
whether the
grasslands, organization
savannas implements
and shrublands a
excluded
-- No
traceability and Devices
populations
Current Protections
system for its raw materials.
Flooded grasslands
Access toand savannas
--- VeryWomen
Other
poor
Increasing
Montane (describe)
grasslands
Medical Diagnostics
Units/Volume Produced Amount
Poor
Improving
- Pregnant of Data
women
the for Healthshrublands
and
product/service Systems Policybyand
produced the
Tundra
--Decision-Making
Low-income
Other
organizationat-risk
Mediterranean populations
during the
forests, reporting
woodlands, period.
and scrubs
-- Middle-income
Increasing
Other targetConsistent
populations Supply of Essential Services and
Units/Volume Sold: Certified - Mangroves
Other
Amount (describe)
Productsof the product/service sold by the organization
-as
- Other
Reducingterrestrial
certified during ecoregion
Financial the reporting
Barriers (describe)
period.Services
to Health
Units/Volume Sold: Free Freshwater
Amount
Real Estate: Ecoregions
of the product/service provided by the
- Large river ecosystems
organization for free during the reporting period.
-- Large river Housing
Improving headwater ecosystems
Quality
-- Large river delta ecosystems
Increasing Residential Stability
-- Small river Housing
Increasing ecosystems
Affordability
-- Large lake ecosystems
Increasing Access to Supportive Services through
-Housing
Small lake ecosystems
- Xeric basin ecosystems
- Other freshwater ecoregion (describe)
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Community Development Value of payments made by the organization during the
Contributions
Water Conservation Strategy
Active Borrowers per Loan Officer
After-sale Client Support
Average Insurance Premium
Average Loan Size Disbursed
Bulk Cargo Handled
Business Innovation
Claims Rejected
Claims Rejection Ratio
Claims Submitted
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
reporting period towards activities that benefit local
communities.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Number of active borrowers (clients) per loan officer at
the organization as of the end of the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Average amount of annualized insurance premium
charged for a particular insurance product provided by
the organization during the reporting period.
Average loan size disbursed by the organization during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Number of claims
widely used in the that were sector
domestic submitted to the
during the reporting
organization
period. but were rejected during the reporting
period.
Percentage of claims made by clients of the
organization that were rejected during the reporting
period relative to the total claims submitted to the
Number of claims
organization duringsubmitted to theperiod.
the reporting organization during
the reporting period.
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Organizations: Number of microenterprises that were clients of the
Microenterprises organization during the reporting period.
Client Organizations: New Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary for more clarification.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Climate Resilience Strategy Indicates
otherwisewhether
paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Community Engagement Strategy Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Community Service Policy Indicates whether the organization implements a
community service policy.
Complaints Ratio
Compulsory Deposits
Cost Transparency
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor Number of very poor individuals who served as
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Effective Interest Rate (EIR)
Employees Promoted: Female
Employees Promoted: Total
Environmental Management
System
Full-time Employees: Disabilities
Percentage of complaints registered by clients of the
reporting organization relative to the number of clients
during the reporting period.
Indicates whether the organization requires clients to
establish savings accounts.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Effective interest rate (EIR) for the most representative
loan product of the organization during the reporting
period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Indicates whether the organization has an
environmental management system in place.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Green Building Practices
Healthcare Benefits Participants
Interest Rate Method
Loan Officer Wages
Loan Officers Employed
Market Linkages Improved or
Expanded
Market Share Increased
Microfinance Delivery Methodology Describes thewas
Minimum Insurance Premium
New Firms Entered
New Market Entered
Non Performing Loans (Portfolio at Value
Risk)- 30 Days
Non Performing Loans (Portfolio at Value
Risk)- 60 Days
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Indicates whether the organization employs green
building practices.
Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Describes the method(s) used by the organization to
state the interest rate of its products. Select all that
apply:
Value of wages (including bonuses) paid to loan officers
during the reporting
- Declining period.
balance method
- Flat interest method
Number of loan officers employed by the organization
as of the end of the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
organization financial
not a services
dominant delivery
player.methodologies
used by the organization. Select all that apply:
Minimum
- Individualannualized
lending insurance premium offered for
the insurance
- Solidarity groupproduct provided by the organization
lending
during the reporting period.
- Village/self-help group lending
Describes whether
- Digital financial additional private sector firms
services
entered
- Agency banking in which the organization operates
the market
during the agents
-Describes
Licensed reporting period.
whetherworking on behalf entered
the organization of the financial
a new
service provider
market during the reporting period.
- Roving staff/mobile branches
- ATMsof all of the organization's loans outstanding at
- Mobile
the banking
end of the reporting period that have one or more
- Internet based
installments services past due for more than 30
of principal
of all of
- Merchant
days. POStheororganization's loans outstanding at
a networked merchant
the end of the reporting period that have one or more
- Other
installments of principal past due for more than 60
days.
Non Performing Loans (Portfolio at Value of all of the organization's loans outstanding at
Risk)- 90 Days
Non-financial Support Offered
Number of Complaints Registered
Number of Containers Handled
Number of Loans Disbursed
Number of Loans Fully Repaid on
Time
Number of Loans Outstanding
Number of Potential Renewals
Number of Renewals
Number of Voluntary Savings
Accounts
Occupational Fatalities
Occupational Injuries
Operational Certifications
Other Financial Services Offered
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
the end of the reporting period that have one or more
installments of principal past due for more than 90
Describes
days. the type of non-financial support the
organization offers to clients, if applicable.
Number of complaints registered by clients of the
reporting organization during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of loans disbursed by the organization during
the reporting period.
Number of all the organization's loans due for pay back
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Number of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Number of policies belonging to the organization's
clients that could have been renewed during the
reporting period.
Number of policies belonging to the organization's
clients that are renewed after the coverage term
expired, during the reporting period.
Number of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Describes the types of financial services offered by the
organization in addition
This metric describes to coreprocess-
business credit, savings, and
and practice-
insurance products.
related certifications. For example, organizations
Number
providingofhealthcare
paid part-time
deliveryemployees
services,with
this disabilities
might
at the organization as of the end of the reporting and
include SafeCare certification, ISO 900 certification,
period.
government accreditation. Organizations wishing to
Number of paid female part-time employees at the
report product-level certifications should use
organization as of the end of the reporting period. the
metric Product/Service Certifications (PD2756).
Number of paid part-time employees hired by the
Since certifications
organization duringvary by sector period.
the reporting (example:
construction, textiles or manufacturing, agribusiness,
Number of paid
supply chain part-time employees
development), at the
organizations should
organization
disclose type of certification held as wellpreviously
who belong to minority or as whether
excluded groupsisasissued
the certification of theby end
anofinternationally-
the reporting period.
Number
recognizedof paid part-time
certifying employees at the
authority.
organization as of the end of the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded belong to minority or previously excluded groups as of
Permanent Employees: Total
Poverty Assessment
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Promptness of Claims Processing
Promptness of Claims Settlement
Promptness of Claims Submission
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycling Policy
Renewal Ratio
Repayment Capacity Analysis
Savings Account Incentives
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end of the reporting
excluded employees. period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Lifetime of the product provided by the organization
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Average number of days elapsed between when a
stakeholder (client of the organization) submits a
completed claim and when the stakeholder received
Average
the paymentnumber of days
or claim elapsed
denial, between
for all when an
claims settled
insured incident occurred
during the reporting period. and when the stakeholder
(client of the organization) received the payment or
Average number
claim denial for allofclaims
days elapsed between
settled (or when
rejected) an
during
insured incident occurred
the reporting period. and when the stakeholder
(client of the organization) submits a complete claim,
Indicates average
for all claims settledprice paidthe
during in the local market
reporting period.by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Percentage of the policies belonging to the
organization's clients that stay enrolled after their
coverage term expires, during the reporting period.
Indicates whether the organization conducts
repayment capacity analyses for its clients.
Describes the types of incentives the organization
offers to clients to establish savings accounts.
Social and Environmental Board Indicates whether there is a formal board of directors
Committee or governing body committee dedicated to social and
environmental performance.
Social and Environmental Indicates whether the organization reports its social
Performance Reporting and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social Impact Objectives Describes the social impact objectives pursued by the
organization. Select all that apply:
Social Responsibility Client Policies Indicates
Agriculture: whether the organization implements policies
to protect its clients.
- Increasing Access to Better, Stable Pricing of
Stakeholder Engagement Describes
Agricultural the mechanisms in place to gather input
Products
from
- Increasing Accesson
stakeholders to product/service
and Use of Quality design,
Agricultural
development,
Inputs and delivery.
Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods
-orIncreasing Access
services to to Agricultural
the organization Training
during and
the reporting
Information
period.
Supplier Individuals: Female - Increasing
Number Farm Profitability
of female individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Low Income Number- Increasing of low income
Access to andindividuals who sold goods or
Use of Products/Services for
services
Agricultural to the
Riskorganization
Mitigation during the reporting
period.
Supplier Individuals: Number
Health: of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services
-Number to the
Increasing organization
Access during
to Essential the reporting
Medicines, Medical
Supplier Individuals: Peri-urban period. of individuals residing in peri-urban areas who
Supplies, and Devices
sold goods or services to the organization during the
- Increasing
reporting Access to Medical Diagnostics
period.
Supplier Individuals: Poor -Number Improving Dataindividuals
of poor for Health whoSystems
soldPolicy
goodsandor services
Decision-Making
to the organization during the reporting period.
- Increasing Consistent Supply of Essential Services and
Supplier Individuals: Rural Number
Productsof individuals residing in rural areas who sold
goods
- Reducing or services to Barriers
Financial the organization
to Healthduring the
Services
reporting period.
Supplier Individuals: Total Number
Real Estate: of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban -Number Improving Housing Quality
of individuals residing in urban areas who sold
-goods Increasing Residential
or services to theStability
organization during the
-reporting
Increasing Housing Affordability
period.
Supplier Individuals: Very Poor - Increasing
Number Access
of very poorto individuals
Supportivewho Services
sold through
goods or
Housing to the organization during the reporting
services
period.
Supplier Organizations: Local Number
Energy: of local enterprises that sold goods or services
to the organization during the reporting period.
- Improving Lighting for Business
Supplier Organizations: SME Number
- Improving of small-to-medium
Energy Alternatives enterprises
for Cooking (SMEs) that
sold goods or services to the organization
- Improving Energy Alternatives for Healthcare during the
reporting
-Number Improving period.
Lighting forthatHomes
Supplier Organizations: Total of enterprises sold goods or services to
-the Improving Energy for Connectivity
organization during the reporting period.
- Reducing Harmful Emissions from Small-Scale Energy
Target Stakeholder Demographic Describes Sources the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Financial Services:
Target Stakeholder Setting Describes
- Children the settingthan
(younger of the10 groups of stakeholders
years old)
targeted
Improving
- Adolescents by Access
the
(10organization.
to and
years ageSelect
of Use all but
of older
or thatyounger
Responsible apply:
Financial
Services
than 19) for Historically Underserved Populations
-- Rural
Improving Financial Health
Adults
-- Urban
Supporting the
Elderly/older Decent Jobs and Fostering Economic
adults
--Development
Peri-urban
Persons with disabilities - Minority/previously
- Increasing
excluded Gender Equality through Financial Inclusion
populations
Improving Rural Economies through Access to
- Women
Financial Inclusion
Target Stakeholder Socioeconomics Describes the socioeconomic groups of stakeholders
Temporary Employees
Temporary Employees: Female
Total Deposits
Traceability System
Units/Volume Produced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Community Development Value of payments made by the organization during the
Contributions
Value of Loans Disbursed
Value of Loans Fully Repaid on Time Value of all the organization's loans due for pay back
Value of Loans Outstanding
Value of Voluntary Savings
Accounts
Water Conservation Strategy
Weighted Average Tenor of Loans
Outstanding
After-sale Client Support
Area of Buildings Reused
Average Daily Traffic
Biodegradable Materials
targeted by the organization as of the end of the
reporting period. Choose all that apply:
Number of temporary employees paid by the
organization
- Very poor during the reporting period.
- Poor
Number of female temporary employees paid by the
- Low-income
organization
- Middle-income during the reporting period.
-Value
Otherof(describe)
the organization's customer deposits, whether
voluntary, compulsory, demand, or term, as well as all
other liabilities from customers at the end of the
Indicates
reporting whether
period. the organization implements a
traceability system for its raw materials.
Amount of the product/service produced by the
organization during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
reporting period towards activities that benefit local
communities.
Value of loans disbursed by the organization during the
reporting period.
during the reporting period (but disbursed at any time)
that have been paid no later than their due date.
Value of disbursed loans remaining on the
organization's balance sheet at the end of the reporting
period.
Value of voluntary savings accounts managed by the
organization, including demand deposits and time
deposits, as of the end of the reporting period.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Weighted average tenor of loans outstanding on the
organization's balance sheet at the end of the reporting
period.
Indicates whether the organization provides support to
its clients aftershould
Organizations the sale of itsaverage
report product/service.
tenor in months.
Area of buildings projected to be renovated/remodeled
that qualify for building reuse as a result of investments
made by the organization during the reporting period.
Average number of vehicles per day using an urban
road over the course of a year.
Amount of biodegradable materials used in the
organization's products (including packaging) during
the reporting period.
Building Area of Energy Efficiency
Improvements
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Income
Client Individuals: Active
Area of buildings projected to receive energy efficiency
improvements as a result of investments made by the
organization during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period reporting an
increase, decrease, or no change in income.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and provided access, during the reporting
to be reimbursed.
period, to products/services they were unable to
access prior to the reporting period.
Organizations should reference New Access to Water,
New Access to Energy, New Access to Education, New
Access to Finance, or New Access to Healthcare in the
glossary for more clarification.
Client Organizations: Receiving Free Number of enterprise clients that received free
Services products/services from the organization during the
reporting period.
Client Organizations: SME Number of small-to-medium enterprises (SMEs) that
were clients of the organization during the reporting
period.
Client Organizations: Total Number of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Client Spending: Energy Amount
otherwise ofpaid
moneyfor spent by product/service
a similar the client on sources
in theoflocal
energy
market. during the reporting period.
Climate Resilience Strategy Indicates whether the organization implements a
strategy to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Community Engagement Strategy Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Community Facilities Type Describes the type of community development
facilities projected to be built, renovated, or purchased
as a result of investments made by the organization
Community Service Policy Indicates
during thewhether
reporting theperiod.
organization
Chooseimplements a
all that apply:
community service policy.
- Childcare
Connection Type Describes
- Educationthe type of connection provided to
households
- Healthcareor individuals as a result of the
organization's
- Other whether activities during the reporting period.
Cost Transparency Indicates
Choose all that apply: the organization fully discloses all
pricing and
- Piped water cost information for its products and
services
- Sewer to its clients.
Energy Conservation Strategy Indicates whether the organization implements an
- Grid electricity
energy
- Off-grid electricity strategy to reduce its operational
conservation
energy
-Amount usage.
Internet
Energy Conserved of reduction in energy consumption achieved
-asPhone: Mobile
a direct result of energy conservation and efficiency
-initiatives
Phone: Landline
employed by the organization during the
Energy Generated for Sale: -reporting
Other (describe)
Amount ofperiod.
renewable energy generated and sold to
Renewable offtaker(s) during the reporting period.
Energy Generated for Sale: Total Amount of energy generated and sold to offtaker(s)
during the reporting period.
Energy Generated for Use: Amount of energy generated and consumed by the
Renewable organization from renewable sources during the
reporting period.
Energy Generated for Use: Total Amount of energy generated and consumed by the
organization during the reporting period.
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
organization from non-renewable sources during the
reporting period.
Energy Purchased: Renewable Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Energy Purchased: Total Amount of purchased energy consumed by the
organization during the reporting period.
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
product for those products that were sold by the
organization during the reporting period.
Energy Savings from Services Sold Amount of energy savings due to the organization's
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates whether
- Biodiversity the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Green Building Practices Indicates
- Pollutionwhether the &
prevention organization employs green
waste management
building practices.
- Sustainable energy
Greenhouse Gas Emissions Avoided -Amount
Sustainable land use gas (GHG) emissions avoided by
of greenhouse
-the
Water resources management
organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s)
combustion during the reporting period.
Greenhouse Gas Emissions of Amount
- Greenhouseof greenhouse
gas emission gases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive, other)
Amount of greenhouse gases (GHG) that would have
Product Replaced -been
Greenhouse
emitted by gasthe emission reductions
replaced from land
product during theuse,
land use change, and forestry
lifetime of the organization's product.
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced - Greenhouse
by gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount of greenhouse
- Greenhouse gas emissionsgas (GHG)
avoidedemissions
from product
Sequestered sequestered
replacements by the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy to
- Greenhouse reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gasthe emissions sequestered
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Greenhouse Gas Emissions: Direct Amount gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
Capture
the and Storage
organization's operations from direct
- Direct Emissions (direct emissions from owned or emissions
- Other (describe)
sources
controlledduring the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount
- IndirectofEmissions
greenhouse gases (GHG)
(emissions from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
- Indirectduring the reporting
and direct emissionsperiod.
across the organization’s
value chain
Greenhouse Gas Emissions: Total Amount of greenhouse gases (GHG) emitted through
the organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Housing Type Describes
the reporting the period.
type of housing units projected to be
constructed or preserved as a result of investments
made by the organization during the reporting period.
Land Directly Controlled: Area
Choose of land directly
all that apply:controlled by the organization that
Impervious Surfaces is impervious to water during the reporting period.
- Rent
Level of Stream Connectivity Describes
- Sale the level of fragmentation of streams
present
- Other on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectareswater stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the
- Very reporting period. Choose all that apply:
low fragmentation
Market Linkages Improved or Describes
-- Low Low (<10%) whether the organization improved existing
fragmentation
Expanded market
-- Low-medium linkages or engaged new or additional forward
(10–19.9%)
Moderate fragmentation
or backward
-- Medium-high market linkages, including through its own
(20–39.9%)
High fragmentation
Market Share Increased Describes
integration,
-- High whether
(40–80%)during the
the organization expanded
reporting period.
Very high fragmentation
operations and increased market share during the
-- Extremely high (>80%)
No data period
reporting
-Describes
Arid and whether in a concentrated
low wateradditional
use market in which the
New Firms Entered organization was not a private
dominant sector firms
player.
-entered
No datathe market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Non-hazardous Waste Avoided Amount of non-hazardous waste disposal avoided
based on the organization's
refurbishing/reusing/recycling as part of delivering or
Number of Containers Handled Number
developing twenty-foot equivalent
the organization's units (TEUs) of cargo
products/services during
containers transported
the reporting period. by a road, railway, port, or
airport during the reporting period.
Number of Household and Business Number of residential and commercial connections to
Connections utilities and services provided by the organization as of
the end of the reporting period.
Number of Housing Units Improved Number of housing units improved or refurbished by
the organization during the reporting period.
Number of Individual Connections Number of connections to utilities and services
provided to individuals by the organization as of the
end of the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Peak Flow Rate Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the end of the reporting
related certifications. For example, organizationsperiod.
Percent Recycled Materials Percentage of recycled
providing healthcare materials
delivery used to
services, thismanufacture
might
the organization's product (including
include SafeCare certification, ISO 900 certification, and
packaging)/services
government during the
accreditation. reporting period.
Organizations wishing
Poverty Assessment Indicates whether the organization assesses the to
report
poverty levels of its intended stakeholders. the
product-level certifications should use
metric Product/Service Certifications (PD2756).
Product Lifecycle Management Indicates whether the organization has practices in
Practices Since certifications
place to manage thevary by sector
product (example:
life beyond the point of
construction, textiles or manufacturing, agribusiness,
sale.
supply chain development), organizations should
disclose type of certification held as well as whether
the certification is issued by an internationally-
recognized certifying authority.
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Recycling Policy
Renewable Energy Expenditures
Social and Environmental Board
Committee
Social and Environmental
Performance Reporting
Social and Environmental
Performance Risk Assessment
Social Impact Objectives
Stakeholder Engagement
Stormwater Runoff
Stream Nutrient Levels Assessment Inputs
Stream Turbidity Level
Streamflow Rate
Lifetime of the product provided by the organization
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Indicates
during thewhether there
reporting is a formal board of directors
period.
or governing body committee dedicated to social and
environmental performance.
Indicates whether the organization reports its social
and environmental performance to relevant
stakeholders.
Indicates whether the organization assessed social and
environmental risks during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Volume of water
Agricultural Products generated from rain and snowmelt
flowing overAccess
- Increasing (without soaking
to and Use into the ground
of Quality of) land
Agricultural
indirectly or directly controlled by the organization
Describes
during thewhether
reportingthe organization has assessed
-nitrogen
Increasing
andAccess toperiod.
phosphorusAgricultural
levels in Training
streams and
on directly
Information
or indirectly controlled land as of the end of the
-reporting
Increasing
Level Farm (in
of turbidity
period. Profitability
Nephelometric Turbidity Units, or
- Increasing
NTU) observedFoodin Security
streams through
or rivers Smallholder Farms
on land directly or
- Increasing
indirectly FinancialbyHealth
managed of Farmers as of the end of
the organization
Rate of flowing
- Increasing
the reporting water
Access
period. in a stream
to and or river on land for
Use of Products/Services
directly or indirectly
Agricultural managed by the organization as of
Risk Mitigation
the end of the reporting period.
Health:
- Increasing Access to Essential Medicines, Medical
Supplies, and Devices
- Increasing Access to Medical Diagnostics
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- Deserts and xeric Choose all that apply:
shrublands
Target Stakeholder Demographic Describes the
- Tropical and subtropical moist demographic groups of stakeholders
broadleaf forests
targeted
-- Strict by
Nature
Tropical the organization.
Reserve (IUCN
and subtropical Select
dry Category
broadleafall that
1a) apply:
forests
-- Wilderness Tropical and Area (IUCN Category
subtropical coniferous Ib) forests
Target Stakeholder Setting Describes
--- Children National the setting
(younger
Park (IUCN of
than the groups
10mixed
years
Category of stakeholders
II) old)
targeted Temperateby broadleaf
the and
organization. Selectforests
all Category
thatyounger
apply:
--- Adolescents Natural
Temperate (10 years
Monument
coniferous or of age or(IUCN
Feature
forest older but III)
than
- 19)
Habitat/Species
-- Boreal
Target Stakeholder Socioeconomics Describes
--- Rural Adults the socioeconomic groups of stakeholders IV)
Management
forests/Taiga Area (IUCN Category
Protected Landscape/Seascape as of(IUCN Category V)
--- Tropical
targeted Urban and
by
Elderly/older
Protected
subtropical
the organization
adults
Area with
grasslands,
Sustainable
thesavannas
Use
end
of
and
of the
Natural
shrublands
reporting
--Resources
Peri-urbanperiod. Choose all that apply:
Traceability System - Persons
Indicates
Temperatewith
whetherdisabilities
(Category theVI)
grasslands, - Minority/previously
organization
savannas implements
and shrublands a
excluded
-- No Flooded populations
Current
traceability Protections
system for its raw
grasslands and savannas materials.
-- Very
Women
Other
poor
Montane(describe)
grasslands and shrublands
-- Poor
Pregnant
Units/Volume Produced Tundra of women
Amount
-- Low-income the product/service produced by the
Other at-risk
organization
Mediterranean populations
during the reporting
forests, woodlands,period.
and scrubs
-- Middle-income
Other target populations
Units/Volume Replaced - Mangroves
Other (describe)
Number of status-quo products that were replaced by
-products
Other terrestrial
sold duringecoregion (describe)
the reporting period.
Units/Volume Sold: Certified Freshwater
Amount Ecoregions
of the product/service sold by the organization
- Large
as riverduring
certified ecosystems
the reporting period.
- Large river headwater ecosystems
Units/Volume Sold: Free Amount of the
- Large river product/service
delta ecosystems provided by the
organization for free during the reporting period.
- Small river ecosystems
- Large lake ecosystems
Units/Volume Sold: No Direct Amount
- Small lakeof the product/service sold during the
ecosystems
Payment reporting period where no direct payment was
- Xeric basin ecosystems
provided
-Amount to the
Other freshwater organization
ecoregionat the time of service but
(describe)
Units/Volume Sold: Total for whichofthetheorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Marine Ecoregions
- Polarofecoregions
Value of Carbon Credits Purchased Value carbon credits purchased by the organization
- Temperate
during shelf andperiod.
the reporting seas ecoregions
- Temperate upwellings
Value of Community Development Value of payments
- Tropical upwellings made by the organization during the
Contributions reporting period
- Tropical coral towards activities that benefit local
communities.
- Other marine ecoregion (describe)
Waste Disposed: Composted Amount of waste disposed by the organization through
composting during the reporting period.
Waste Disposed: Incinerated Amount of waste disposed by the organization through
incineration during the reporting period.
Waste Disposed: Landfill Amount of waste disposed by the organization through
landfills during the reporting period.
Waste Disposed: Other Amount of waste disposed by the organization through
other means during the reporting period.
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
reuse and recycling during the reporting period.
Waste Disposed: Total Amount of waste disposed by the organization during
the reporting period.
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
organization's operations during the reporting period.
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Provision Capacity of
Product: Potable
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Volume of potable
use, during water period.
the reporting provided over the lifetime of
the product based on the planned operational capacity
of the product/system.
Water Provision Capacity of
Product: Total
Water Provision Capacity of
Products Sold: Potable
Water Provision Capacity of
Products Sold: Total
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
Water Type
Water Withdrawn
After-sale Client Support
Area of Adjacent Protected Land
Average Client Agricultural Yield:
Total
Average Client Agriculture Yield:
Smallholder
Volume of water provided over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential potable water provided over the
lifetime of the product, for all products sold during the
reporting period.
Volume of potential water provided over the lifetime of
the product for all products sold during the reporting
period.
Indicates whether the organization employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization during the reporting period. Choose all
- Tertiary treatment
Volume
that of all water drawn from surface water,
- No apply:
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
- Groundwater
- Surface Water
- Seawater
- Third Party: Municipal
- Third Party: Wastewater
- Other (describe)
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Area of protected land that shares a boundary with the
organization's protected land as of the end of the
reporting period.
Average agricultural yield per hectare of clients (who
were farmers) of the organization during the reporting
period.
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
Average Supplier Agricultural Yield: Average agricultural yield per hectare of smallholder
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Biodegradable Materials
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Amount of biodegradable materials used in the
organization's products (including packaging) during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients of the organization during the
to be reimbursed.
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcare organization
in the
during
glossarythe
forreporting period.
more clarification.
Number of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Climate Resilience Strategy Indicates
otherwisewhether
paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Community Engagement Strategy Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Community Service Policy Indicates whether the organization implements a
community service policy.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Conservation Priority Describes
Choose allthe thatprimary
apply: characteristics of hectares
Characteristics directly
- Piped water or indirectly controlled during the reporting
period
- Sewer that are desirable to maintain or enhance
Cost Transparency Indicates
through whether
protection,
- Grid electricity the organization
restoration, fully discloses all
or sustainable
pricing
stewardship. and cost
- Off-grid electricity information for
Select all that apply:its products and
services
-Type Internet to its clients.
Crop Type of crop(s) produced by the organization during
-Ecology
the Phone: and
Mobile
reporting
Habitat
period. Select from the options in the
-Reference
Phone: Landline
Listortab.
Distributor Individuals: Disabilities -Number
- Wilderness,
Other (describe) wilderness-quality
of individuals lands
with disabilities who served as
(biologically/ecologically intact ecosystems,
distributors of the organization's products/services free of
significant human intervention),
during the reporting period. such as High
Distributor Individuals: Female Conservation
Number Valueindividuals
of female Forests who served as
- Significant of
distributors biodiversity
the organization's products/services
- Criticalthe
during habitat for endangered
reporting period. or vulnerable species
Distributor Individuals: Low Income Number- Wildlifeof low income individuals who served as
habitat
distributors
- Land with sharedof the organization's
boundaries to products/services
existing protected
during
land, tothe reporting
increase period. assemblage or create
conservation
Distributor Individuals: Number
buffer areasof individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and served as distributors
of the organization'sUse products/services during the
Distributor Individuals: Peri-urban Public/Human
Number
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
-products/services
Park, land for community
during therecreation,
reporting and access to
period.
public lands
- Natural or cultural features of outstanding/unique
value, because of rarity, representativeness, aesthetic
qualities or cultural significance (e.g., waterfalls,
distinct scenic landscapes, geological features, cave
dwellings, natural pilgrimage sites)
Distributor Individuals: Poor Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Distributor Individuals: Rural Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Total Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Distributor Individuals: Urban Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
Distributor Individuals: Very Poor Number of very poor individuals who served as
distributors to sell the organization's products/services
during the reporting period.
Distributor Organizations: Number of microenterprises that served as distributors
Microenterprises of the organization's products/services during the
reporting period.
Distributor Organizations: SME Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Distributor Organizations: Total Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Ecological Restoration Area of land under ecological restoration management
Management Area during the reporting period. Include both land area
directly controlled and land area indirectly controlled
Ecosystem Services Provided Describes the ecosystem services provided by land
by the organization.
directly or indirectly controlled by the organization,
during the reporting period. Select all that apply:
Energy Capacity of Product Amount of potential energy generation over the
lifetime
Provisioning of the product based on the planned operation
Values/Services
of the product/system.
Energy Capacity of Products Sold Amount
- Food of potential energy generation over the
lifetime
- Biological of the
rawproduct
materialsfor all products sold by the
organization
- Biomasswhether
fuelduring the reporting period.
Energy Conservation Strategy Indicates the organization implements an
- Freshwater
energy conservation strategy to reduce its operational
-energy
Genetic resources
usage.
Energy Conserved - Biochemicals,
Amount naturalinmedicines,
of reduction pharmaceuticals
energy consumption achieved
as a direct result of energy conservation and efficiency
Regulatingemployed
initiatives Values/Services
by the organization during the
Energy Consumption of Product Amount
reportingofperiod.
energy used by the product during the
lifetime of the product.
- Maintenance of air quality
- Regulation of climate
Energy Consumption of Product Amount
- Regulationof energy that
of water wouldand
timing have been used by the
flows
Replaced replaced product
- Erosion control during the lifetime of the
organization's
-Amount product.
Water purification and waste treatment
Energy Generated for Sale: Non- of non-renewable energy generated and sold
Renewable -toDisease mitigation
offtaker(s) during the reporting period.
- Maintenance of soil quality
Energy Generated for Sale: - Pest mitigation
Amount of renewable energy generated and sold to
Renewable - Pollinationduring the reporting period.
offtaker(s)
- Natural hazard mitigation
Energy Generated for Sale: Total Amount of energy generated and sold to offtaker(s)
during the reporting
Supporting period.
Values/Services
Energy Generated for Use: Non- Amount
- Habitatof energy generated and consumed by the
renewable organization from non-renewable sources during the
- Nutrient cycling
reporting
-Amount period.
Primaryofproduction
Energy Generated for Use: energy generated and consumed by the
Renewable -organization
Water cycling
from renewable sources during the
reporting period.
Cultural Values/Services
- Recreation and ecotourism
- Ethical and spiritual values
- Educational and inspirational values
Energy Generated for Use: Total Amount of energy generated and consumed by the
organization during the reporting period.
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
organization from non-renewable sources during the
reporting period.
Energy Purchased: Renewable Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Energy Purchased: Total Amount of purchased energy consumed by the
organization during the reporting period.
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
product for those products that were sold by the
organization during the reporting period.
Energy Savings from Services Sold Amount of energy savings due to the organization's
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates whether
- Biodiversity the organization has an
conservation
System environmental
- Energy and fuel management
efficiency system in place.
- Natural resources conservation
Environmental Policies for Financial Indicates
- Pollutionwhether
prevention the &
organization implements
waste management
Services Clients environmental
- Sustainable energypolicies associated with the
organization's
-Number
Sustainable financing
land practices.
use employees at the organization
Full-time Employees: Disabilities of paid full-time
-with
Water
disabilities as management
resources of the end of the reporting period.
Full-time Employees: Female Number of paid full-time female employees at the
organization as of the end of the reporting period.
Full-time Employees: Female Number of paid full-time female management
Managers employees (managers) at the organization as of the
end of the reporting period.
Full-time Employees: Managers Number of paid full-time management employees
with Disabilities (managers) with disabilities at the organization as of
the end of the reporting period.
Full-time Employees: Number of paid full-time employees at the organization
Minorities/Previously Excluded who belong to minority or previously excluded groups
as of the end of the reporting period.
Full-time Employees: Number of paid full-time management employees
Minorities/Previously Excluded (managers) at the organization who belong to minority
Managers or previously excluded groups as of the end of the
Green Building Practices Indicates
reporting whether
period. the organization employs green
building practices.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes types
and indirect of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
- Greenhouse emission reductions from fuel
combustion
- Greenhouse gas emission reductions from industrial
processes (non-combustion, chemical reaction,
fugitive, other)
Greenhouse Gas Emissions of
Energy Generated for Sale
Greenhouse Gas Emissions of
Product
Greenhouse Gas Emissions of
Product Replaced
Greenhouse Gas Emissions
Reduced
Greenhouse Gas Emissions
Sequestered
Greenhouse Gas Emissions Strategy Indicates whether the organization implements a
Greenhouse Gas Emissions Types
Greenhouse Gas Emissions: Direct Amount of greenhouse gases (GHG) emitted through
Greenhouse Gas Emissions: Indirect Amount
Greenhouse Gas Emissions: Total -Amount
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold
Hazardous Waste Avoided
Importance of Outcome to
Stakeholders
Individuals Trained: Total
Land Directly Controlled: Cultivated Area
Land Directly Controlled:
Impervious Surfaces
Land Directly Controlled:
Sustainably Managed
Land Directly Controlled: Total
Land Directly Controlled: Treated
with Pesticides
Land Indirectly Controlled:
Cultivated
Land Indirectly Controlled:
Sustainably Managed
Amount of greenhouse gases (GHG) emitted through
production of energy by the organization and delivered
to offtaker(s) during the reporting period.
Amount of greenhouse gases (GHG) emitted by the
product over its lifetime.
Amount of greenhouse gases (GHG) that would have
been emitted by the replaced product during the
lifetime of the organization's product.
Amount of greenhouse gas (GHG) emissions reduced
by the organization during the reporting period.
Amount of greenhouse gas (GHG) emissions
sequestered by the organization during the reporting
period.
strategy to reduce greenhouse gas (GHG) emissions.
Describes applicable types of greenhouse gases (GHG)
emitted through the organization's operations during
the reporting period. Choose all that apply:
the organization's
- Direct operations
Emissions (direct from direct
emissions emissions
from owned or
sources
controlled during the reporting period.
sources)
- IndirectofEmissions
greenhouse gases (GHG)
(emissions from emitted through
generated or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value chain
the organization's operations during the reporting
period.
emissions over the lifetime of products sold during the
reporting period.
Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Describes
the reporting the period.
value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatwho received training offered by
apply:
the organization
- Very important during the reporting period.
- Somewhat important
of land directly controlled by the organization and
- Neutral
under cultivation. Report directly controlled land area
- Not important
cultivated
-Area
Do not during the reporting period.
know
of land directly controlled by the organization that
is impervious to water during the reporting period.
Area of land directly controlled by the organization and
under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Area of land directly controlled by the organization and
treated with pesticides. Report directly controlled land
area treated during the reporting period.
Area of land indirectly controlled by the organization
and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Area of land indirectly controlled by the organization
and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
sustainably managed during the reporting period.
Land Indirectly Controlled: Total Area of land indirectly controlled by the organization
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline water
hectares stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the reporting period.
- Very low fragmentation Choose all that apply:
Market Linkages Improved or Describes
-- Low Low (<10%)whether the organization improved existing
fragmentation
Expanded market
-- Low-medium linkages or engaged new or additional forward
(10–19.9%)
Moderate fragmentation
or backward
-- Medium-high market linkages, including through its own
(20–39.9%)
High fragmentation
Market Share Increased Describes
integration,
-- High whether
during
(40–80%) the
the organization expanded
reporting period.
Very high fragmentation
operations and increased market share during the
-- Extremely high (>80%)
No data period
reporting
-Describes
Arid and whether in a concentrated
low wateradditional
use market in which the
New Firms Entered organization was not a private
dominant sector firms
player.
-entered
No datathe market in which the organization operates
during the reporting period.
New Market Entered Describes whether the organization entered a new
market during the reporting period.
Non-hazardous Waste Avoided Amount of non-hazardous waste disposal avoided
based on the organization's
refurbishing/reusing/recycling as part of delivering or
Number of Containers Handled Number
developing twenty-foot equivalent
the organization's units (TEUs) of cargo
products/services during
containers
the reporting transported
period. by a road, railway, port, or
airport during the reporting period.
Number of Household and Business Number of residential and commercial connections to
Connections utilities and services provided by the organization as of
the end of the reporting period.
Number of Individual Connections Number of connections to utilities and services
provided to individuals by the organization as of the
end of the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
at
Thisthe organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Part-time Employees: Female Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
Part-time Employees: government
Number of paid accreditation. Organizations
part-time employees wishing to
at the
Minorities/Previously Excluded report product-level certifications should
organization who belong to minority or previously use the
metric Product/Service Certifications (PD2756).
excluded groups as of the end of the reporting period.
Peak Flow Rate Rate of maximum flow of water through a stream or
Sinceon
river certifications
land directlyvary by sector managed
or indirectly (example:by the
construction,as
organization textiles
of theorendmanufacturing,
of the reportingagribusiness,
period.
Percent Recycled Materials Percentage
supply chainofdevelopment),
recycled materials used to manufacture
organizations should
the organization's
disclose product (including
type of certification held as well as whether
packaging)/services duringbythe
the certification is issued an reporting period.
internationally-
Percent Smallholder Sourcing Percentage of payments
recognized certifying made to smallholder farmer
authority.
Payments suppliers compared to total payments made to all
suppliers of the organization during the reporting
Permanent Employees: Disabilities Number
period. of people with disabilities employed by the
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Permanent Employees: Female Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Permanent Employees:
Minorities/Previously Excluded
Pesticide Use
Poverty Assessment
Producer Price Premium
Product Lifecycle Management
Practices
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Protected Land Area: Permanent
Protected Land Area: Total
Purchase Contracts
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Recycling Policy
Renewable Energy Expenditures
Smallholder Agricultural Yield
Number of people employed by the organization who
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Amount of pesticides
paid full-time used during
and part-time theor
minority reporting period
previously
on land area directly
excluded employees. controlled by the organization.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Indicates
reporting whether
period. the organization has practices in
place to manage the product life beyond the point of
sale.
Lifetime of the product provided by the organization
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Area of land with a permanently protected land status
as of the end of the reporting period.
Area of land with a protected land status as of the end
of reporting period.
Number of contracts/purchase agreements that the
organization holds for purchase of its
products/services. Report contracts fulfilled and
Indicates
outstandingaverage price
as of the paid
end of in
thethe local market
reporting by
period.
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Total
duringagricultural yield
the reporting of farmer client of the
period.
organization during the reporting period.
Social and Environmental Board Indicates whether there is a formal board of directors
Committee or governing body committee dedicated to social and
environmental performance.
Social and Environmental Indicates whether the organization implemented any
Performance Incentives employee incentive schemes related to social
performance goals during the reporting period.
Social and Environmental Indicates whether any member of the organization's
Performance Management Training board of directors participated in training sessions
related to any aspect of environmental or social
Social and Environmental Indicates whether
performance the organization
management reports
during the its social
reporting period.
Performance Reporting and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social and Environmental Indicates whether any of the organization's employees
Performance Staff Training participated in training sessions related to any aspect
of environmental or social performance management
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Stormwater Runoff Volume
Agricultural of water generated from rain and snowmelt
Products
flowing
- Increasing overAccess
(without soaking
to and Use into the ground
of Quality of) land
Agricultural
indirectly or directly controlled by the organization
Stream Nutrient Levels Assessment Inputs
Describes
during thewhether
reportingthe organization has assessed
-nitrogen
IncreasingandAccess toperiod.
phosphorusAgricultural
levels in Training
streams andon directly
Information
or indirectly controlled land as of the end of the
Stream Turbidity Level - Increasing
Level
reporting Farm (in
of turbidity
period. Profitability
Nephelometric Turbidity Units, or
-NTU) Increasing
observed Foodin Security
streams through
or rivers Smallholder Farms
on land directly or
- Increasing
indirectly FinancialbyHealth
managed of Farmers as of the end of
the organization
Streamflow Rate Rate of flowing
- Increasing
the reporting water
Access
period. in a stream
to and or river on land for
Use of Products/Services
directly
Agricultural or indirectly managed by the organization as of
Risk Mitigation
the end of the reporting period.
Supplier Individuals: Disabilities Number
Health: of individuals with disabilities who sold goods
or services to the organization during the reporting
period.
- Increasing Access individuals
to EssentialwhoMedicines, Medical
Supplier Individuals: Female Number of female sold goods or
Supplies,
services toand theDevices
organization during the reporting
-period.
Increasing Access to Medical Diagnostics
- Improving
Supplier Individuals: Low Income Number Dataincome
of low for Health Systems
individuals whoPolicy
soldand
goods or
Decision-Making
services to the organization during the reporting
- Increasing Consistent Supply of Essential Services and
period.
Supplier Individuals: Number
Productsof individuals who belong to minority or
Minorities/Previously Excluded previously
- Reducing excluded
Financial groups
Barriersand who sold
to Health goods or
Services
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period.
Real Estate: of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting
-Number
Improving period.
Housing Qualitywho sold goods or services
Supplier Individuals: Poor of poor individuals
-toIncreasing Residential
the organization during Stability
the reporting period.
- Increasing Housing Affordability
Supplier Individuals: Rural - Increasing
Number Access to Supportive
of individuals residing in Services
rural areasthrough
who sold
Housing
goods or services to the organization during the
reporting period.
Supplier Individuals: Smallholder Number
Energy: of smallholder farmers who sold to the
organization during the reporting period.
- Improving Lighting for Business
Supplier Individuals: Total Number
- Improvingof individuals who sold for
Energy Alternatives goods or services to
Cooking
the organization during the reporting
- Improving Energy Alternatives for Healthcare period.
- Improving Lighting for Homes
- Improving Energy for Connectivity
- Reducing Harmful Emissions from Small-Scale Energy
Sources
Financial Services:
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- DesertsChoose all that
and xeric apply:
shrublands
Target Stakeholder Demographic Describes
- Tropical and the demographic
subtropical moist groups of stakeholders
broadleaf forests
targeted
-- Strict by
Nature the organization.
Reserve (IUCN Select
Category
Tropical and subtropical dry broadleaf all that
1a) apply:
forests
-- Wilderness Tropical and Area (IUCN
subtropical Category
coniferous Ib)
Target Stakeholder Setting -Describes
-- Children National the setting
(younger
Park (IUCN of
than the groups
10mixed
Category years offorests
II) old) stakeholders
targeted Temperateby broadleaf
the and
organization. Selectforests
all thatyounger
apply:
--- Adolescents Natural
Temperate (10
Monument years
coniferous of age
or Feature or older
forest (IUCN Categorybut III)
than
- 19)
Habitat/Species
- Rural
Target Stakeholder Socioeconomics -Describes
--- Adults the socioeconomic groups of stakeholders IV)
Boreal forests/TaigaManagement Area (IUCN Category
targeted Protected
TropicalbyandLandscape/Seascape
subtropical
the organization as of(IUCN
grasslands, Category
thesavannas
end V)
and
of the
--- Urban Elderly/older
Protected adults
Area with Sustainable Use of Natural
shrublands
reporting
--Resources
Peri-urbanperiod. Choose all that apply:
Temporary Employees: Female - Persons
Number ofwith
Temperate disabilities
(Category
female temporary
grasslands, - Minority/previously
VI) savannasemployees paid by the
and shrublands
excluded
-organization
No
Flooded populations
Current Protections
during the
grasslands andreporting
savannasperiod.
-- Very poor
-- Women
Other
Montane
Poor (describe)
grasslands and shrublands
Toxic Materials -Amount
Pregnant
Tundra of women
toxic materials used in the organization's
-- Low-income
Other at-risk populations
manufacturing
Mediterranean
-- Middle-income processes during the reporting
forests, woodlands, and scrubs period.
Other target
Mangroves populations
Traceability System - Other
Indicates(describe)
whether the organization implements a
- Other terrestrial
traceability systemecoregion
for its raw(describe)
materials.
Type of Land Area Freshwaterthe
Describes Ecoregions
type(s) of land present on hectares
- Large river
directly ecosystems
or indirectly controlled by the organization.
- Large river
Report headwater
for hectares ecosystems
controlled at any point during the
Units/Volume Produced Amount
- Large river
reporting ofperiod.
the product/service
delta all thatproduced
ecosystems
Choose apply: by the
organization during
- Small river ecosystems the reporting period.
Large lake ecosystems
- Urban/Built-up Land
Units/Volume Purchased at Price Units/volume purchased from supplier individuals and
Small lake ecosystems
- Agricultural Land
Premium organizations
- Xeric that sold to the organization that have
basin ecosystems
Rangeland
received a price
Other freshwater
-Certified
Forest Land premium during
ecoregion the reporting period.
(describe)
Units/Volume Purchased from units/volume purchased from individuals who
Supplier Individuals: Certified -sold
Water Areas
to the reporting organization during the reporting
-Marine
Wetland
period. Ecoregions
Units/Volume Purchased from Polar ecoregions
- Barren Land purchased from female individuals who
Units/volume
Supplier Individuals: Female Temperate
- Tundra
sold shelf and seas
to the organization ecoregions
during the reporting period.
TemperateSnow
- Perennial upwellings
or Ice
Units/Volume Purchased from Units/volume purchased from individuals belonging to
- Tropical upwellings
Supplier Individuals: minority
- Tropicalor previously excluded groups who sold to the
coral
Minorities/Previously Excluded organization
- Other marine during the reporting
ecoregion (describe)period.
Units/Volume Purchased from Units/volume purchased from smallholder farmers who
Supplier Individuals: Smallholder sold to the organization during the reporting period.
Units/Volume Purchased from Units/volume purchased from individuals who sold to
Supplier Individuals: Total the organization during the reporting period.
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
Value of Community Development Value of payments made by the organization during the
Contributions
Waste Disposed: Composted
Waste Disposed: Incinerated
Waste Disposed: Landfill
Waste Disposed: Other
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
Waste Disposed: Total
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
during the reporting period.
reporting period towards activities that benefit local
communities.
Amount of waste disposed by the organization through
composting during the reporting period.
Amount of waste disposed by the organization through
incineration during the reporting period.
Amount of waste disposed by the organization through
landfills during the reporting period.
Amount of waste disposed by the organization through
other means during the reporting period.
reuse and recycling during the reporting period.
Amount of waste disposed by the organization during
the reporting period.
organization's operations during the reporting period.
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates
use, duringwhether the organization
the reporting period. employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Water Treatment Capacity of Volume of water treated over the lifetime of the
Product: Total product based on the planned operational capacity of
the product/system.
Water Treatment Capacity of Volume of potential water treated over the lifetime of
Products Sold the product for all products sold during the reporting
period.
Water Treatment Level Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Water Type Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization
- Tertiary treatment the reporting period. Choose all
during
Water Withdrawn Volume
that
- No apply: of all water drawn from surface water,
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
- Groundwater
- Surface Water
After-sale Client Support -Indicates
Seawaterwhether the organization provides support to
-itsThird Party:
clients afterMunicipal
the sale of its product/service.
- Third Party: Wastewater
Area of Adjacent Protected Land - Other
Area of (describe)
protected land that shares a boundary with the
organization's protected land as of the end of the
reporting period.
Client Complaint Tracking System Indicates whether the organization has a system in
place to receive and resolve client complaints.
Client Feedback System Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Client Protection Policy Indicates
and handle whether the organization has a written policy
client feedback.
for client protection and a system to monitor
compliance with this policy.
Client Savings Premium Ratio of the price savings obtained by the client from
purchasing a product/service from the organization
compared to the average price that would be
Connection Type Describes
otherwise the paidtypefor aofsimilar
connection provided toin the local
product/service
households
market. or individuals as a result of the
organization's activities during the reporting period.
Conservation Priority Describes
Choose allthe thatprimary
apply: characteristics of hectares
Characteristics directly
- Piped water or indirectly controlled during the reporting
period
- Sewer that are desirable to maintain or enhance
Cost Transparency Indicates
through
- Grid electricity whether
protection, the organization
restoration, fully discloses all
or sustainable
pricing
stewardship.
- Off-grid electricity and cost information for
Select all that apply: its products and
services
-Area Internet to its clients.
Ecological Restoration of land under ecological restoration management
Management Area -Ecology
during Phone: and
theMobileHabitat
reporting period. Include both land area
-directly Phone:controlled
Landline and land area indirectly controlled
Ecosystem Services Provided -Describes
-byWilderness, Other theor
(describe) wilderness-quality
ecosystem lands by land
services provided
the organization.
(biologically/ecologically intact ecosystems, free of
directly or indirectly controlled by the organization,
significant human intervention),
during the reporting period. Select all that apply: such as High
Environmental Impact Objectives Conservation
Describes the Value Forests impact objectives pursued
environmental
-Provisioning
by Significant biodiversity
the organization. Select all that apply:
Values/Services
- Critical habitat for endangered or vulnerable species
Land Directly Controlled: Area of land
Wildlife
-- Biodiversity
Food directly
habitat controlled by the organization that
conservation
Impervious Surfaces is
-- Energy impervious
Land with
Biological to
shared
andraw water during the
boundaries
fuelmaterials
efficiency reporting
to existing period.
protected
-land,
-Area to
Natural
Biomass increase
resources
fuel conservation
conservation assemblage or create
Land Directly Controlled: -buffer ofareas
land
Pollution directly controlled
prevention & waste by the organization and
management
Sustainably Managed -under Freshwater
sustainable cultivation or sustainable
-- Sustainable
Genetic resourcesenergy
stewardship.
-Public/Human
Sustainable Report
Use
land directly controlled land area
usecontrolled
Land Directly Controlled: Total -sustainably
Area Biochemicals,
of landmanaged natural
directly medicines,
during theby pharmaceuticals
the
reportingorganization
period.
-during
Waterthe resources
reporting management
period.
-Regulating
Park, landValues/Services
for community recreation, and access to
public lands
-- Maintenance
Natural or cultural of airfeatures
quality of outstanding/unique
value, because
- Regulation of rarity, representativeness, aesthetic
of climate
qualities
- Regulation or cultural
of watersignificance
timing and(e.g.,
flowswaterfalls,
distinct scenic
- Erosion control landscapes, geological features, cave
dwellings, natural pilgrimage
- Water purification and waste treatment sites)
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectares water stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the reporting
- Very low fragmentation period. Choose all that apply:
Number of Household and Business Number
-- Low Low (<10%)of residential and commercial connections to
fragmentation
Connections utilities
-- Low-medium and services provided by the organization as of
(10–19.9%)
Moderate fragmentation
the end
-- Medium-high of the
High fragmentation reporting
(20–39.9%) period.
Number of Individual Connections Number
-- High of connections to utilities and services
(40–80%)
Very high
provided tofragmentation
individuals
-- Extremely
No data high (>80%)by the organization as of the
end
-This of the
Aridmetric
and lowreporting
water period.
useto describe the third-party
Operational Certifications is intended
-certifications
No data that the organization holds during the
reporting period.
Peak Flow Rate Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the For
related certifications. endexample,
of the reporting period.
organizations
Product/Service Certifications Describes third-party delivery
providing healthcare certifications for this might
services,
products/services sold by the organization
include SafeCare certification, ISO 900 certification, that are and
valid as
government of the end of the
accreditation. reporting period.
Product/Service Description Describes (qualitatively) theOrganizations wishing to
product or service
report product-level
provided by the organization. certifications should use the
metric Product/Service Certifications (PD2756).
Product/Service Replaced Describes the product or service replaced at client,
Description Since certifications
household, or business varylevel
by sector (example:
by products or services
construction,
provided by thetextiles or manufacturing, agribusiness,
organization.
Product/Service Type Describes
supply chain thedevelopment),
economic activities categories
organizations that define
should
the organization's economic activity/operations.
disclose type of certification held as well as whether Select
from the options in the Reference List
the certification is issued by an internationally- tab.
Product/Service Warranty Indicates
recognized whether
certifyingtheauthority.
organization provides a warranty
for its product/service.
Products Recalled Number of recalls of the organization's products during
the last reporting period.
Protected Land Area: Permanent Area of land with a permanently protected land status
as of the end of the reporting period.
Protected Land Area: Total Area of land with a protected land status as of the end
of reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Stakeholder Engagement Describes the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
Stormwater Runoff Volume of water generated from rain and snowmelt
flowing over (without soaking into the ground of) land
indirectly or directly controlled by the organization
during the reporting period.
Stream Nutrient Levels Assessment Describes whether the organization has assessed
nitrogen and phosphorus levels in streams on directly
or indirectly controlled land as of the end of the
Stream Turbidity Level Level
reporting of turbidity
period. (in Nephelometric Turbidity Units, or
NTU) observed in streams or rivers on land directly or
indirectly managed by the organization as of the end of
Streamflow Rate Rate
the reporting of flowing water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the reporting period.
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- Deserts and xeric Choose all that apply:
shrublands
Type of Land Area Describes
- Tropical and the type(s) of land
subtropical moistpresent on hectares
broadleaf forests
directly
-- Strict or
Nature
Tropical indirectly controlled
Reserve (IUCN
and subtropical broadleaforganization.
by
dry Category the 1a)
forests
Report
-- Wilderness forand
Tropical hectares controlled
Area (IUCN Categoryat any point during the
Ib) forests
Units/Volume Produced Amount
reporting
-- National thesubtropical
ofperiod.
Park Choose
(IUCN
coniferous
product/service
all
Category that produced
II)apply: by the
organization Temperate broadleaf
during the and mixed period.
reporting forests
-- Natural TemperateMonument
coniferous or Feature
forest (IUCN Category III)
--- Urban/Built-up
Habitat/Species
Boreal forests/TaigaLand
Management Areaby (IUCN Category IV)
Units/Volume Sold: Certified Amount
--- Agricultural of theLand
product/service sold the organization
as Protected
Tropical
certifiedand Landscape/Seascape
subtropical
during grasslands,
the reporting (IUCN
period. Category
savannas and V)
--shrublandsRangeland
Protected Area with Sustainable Use of Natural
Units/Volume Sold: Free -Amount
- Forest
Resources Land
of(Category
Temperate the VI) savannas
product/service
grasslands, provided by the
and shrublands
-organization
-- No Water
Flooded Areas
Current Protections
for free and
grasslands during the reporting period.
savannas
--- Wetland
Other
Montane(describe)
grasslands and shrublands
Units/Volume Sold: No Direct -- Barren
Tundra Land
Amount of the product/service sold during the
Payment -- Tundra
reporting period forests,
Mediterranean where no direct payment
woodlands, was
and scrubs
-- Perennial
provided
Mangrovesto Snow
the or Ice
organization at the time of service but
Units/Volume Sold: Total Amount
for which ofthetheorganization
product/serviceexpects soldtobybethe organization
reimbursed.
-during
Otherthe
terrestrial
reportingecoregion
period. (describe)
Wastewater Treated Freshwater Ecoregions treated by the organization
Volume of wastewater
- Large the
during riverreporting
ecosystems
period.
- Large river headwater ecosystems
Wastewater Treatment Compliance Indicates whether
- Large river the organization's practices related
delta ecosystems
to discharge of wastewater
- Small river ecosystems comply with local legal
requirements.
- Large lake ecosystems
Water Conservation Strategy Indicates
- Small lakewhether the organization implements a water
ecosystems
conservation strategy
- Xeric basin ecosystems to reduce its water usage.
Water Conserved -Volume
Other freshwater
of reducedecoregion
water usage(describe)
achieved as a result of
the organization's water conservation efforts during
Marine Ecoregions
the reporting period.
Water Consumed: Groundwater - Polar ecoregions
Volume of groundwater used for the organization's
- Temperate
operations shelfthe
during andreporting
seas ecoregions
period.
- Temperate upwellings
Water Consumed: Municipal Volume
- Tropicalofupwellings
water drawn from municipal water sources
used for the organization's operations during the
- Tropical coral
reporting period.
- Other marine ecoregion (describe)
Water Consumed: Rainwater Volume of rainwater used for the organization's
operations during the reporting period.
Water Consumed: Recycled Volume of recycled water used for the organization's
operations during the reporting period.
Water Consumed: Regions with Volume of water used from regions with high or
High Water Stress extremely high baseline water stress during the
reporting period.
Water Consumed: Surface Water Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
Water Type
Water Withdrawn
After-sale Client Support
Average Client Agricultural Yield: -Average
Total
Average Client Agriculture Yield:
Smallholder
Average Supplier Agricultural Yield: Average agricultural yield per hectare of smallholder
Smallholder
Average Supplier Agriculture Yield: Average agricultural yield per hectare of individuals
Total
Bulk Cargo Handled
Business Innovation
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates
use, duringwhether the organization
the reporting period. employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization
- Tertiary treatment the reporting period. Choose all
during
Volume
that
- No apply:of all water drawn from surface water,
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
Indicates
- Groundwaterwhether the organization provides support to
its
- Surface Water sale of its product/service.
clients after the
Seawateragricultural yield per hectare of clients (who
- Thirdfarmers)
were Party: Municipal
of the organization during the reporting
-period.
Third Party: Wastewater
- Other (describe)
Average agricultural yield per hectare, of clients (who
were smallholder farmers) of the organization during
the reporting period.
farmers who sold to the organization during the
reporting period.
who sold to the organization (supplier individuals)
during the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
widely used in the domestic sector during the reporting
period.
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Indicates whether the organization has a system in
place to receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Average
and handlehousehold size of clients of the organization
client feedback.
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary for
Number more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy
Client Satisfaction Ratio
Client Savings Premium
Communities Served
Cost Transparency
Crop Type
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor Number of very poor individuals who served as
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
Environmental Management
System
Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Number
otherwise ofpaid
communities where
for a similar the organization's
product/service in the local
products/services
market. were available during the reporting
period.
Indicates whether the organization fully discloses all
pricing and cost information for its products and
services to its clients.
Type of crop(s) produced by the organization during
the reporting period. Select from the options in the
Reference List tab.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
product for those products that were sold by the
organization during the reporting period.
Indicates whether the organization has an
environmental management system in place.
Environmental Policies for Financial Indicates whether the organization implements
Services Clients
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Importance of Outcome to
Stakeholders
Individuals Trained: Total
Land Directly Controlled: Cultivated Area of land directly controlled by the organization and
Land Directly Controlled:
Sustainably Managed
Land Directly Controlled: Total
Land Directly Controlled: Treated
with Pesticides
Land Indirectly Controlled:
Cultivated
Land Indirectly Controlled:
Sustainably Managed
Land Indirectly Controlled: Total
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
environmental policies associated with the
organization's financing practices.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Describes the value or importance of the outcome
reporting period.
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatwho received training offered by
apply:
the organization
- Very important during the reporting period.
- Somewhat important
- Neutral
under cultivation. Report directly controlled land area
- Not important
cultivated
-Area
Do not during the reporting period.
know
of land directly controlled by the organization and
under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Area of land directly controlled by the organization and
treated with pesticides. Report directly controlled land
area treated during the reporting period.
Area of land indirectly controlled by the organization
and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Area of land indirectly controlled by the organization
and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Describes whether the organization improved existing
market linkages or engaged new or additional forward
or backward market linkages, including through its own
Describes whether
integration, during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes whether
organization additional
was not private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Operational Certifications
Part-time Employees: Disabilities Number of paid part-time employees with disabilities
Part-time Employees: Female
Part-time Employees:
Minorities/Previously Excluded
Percent Recycled Materials
Percent Smallholder Sourcing
Payments
Permanent Employees: Disabilities Number
Permanent Employees: Female
Permanent Employees:
Minorities/Previously Excluded
Pesticide Use
Poverty Assessment
Producer Price Premium
Product Lifecycle Management
Practices
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Contracts
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
at
Thisthe organization
metric describes asbusiness
of the end of the reporting
process- and practice-
period.
related certifications. For example, organizations
Number
providingofhealthcare
paid female part-time
delivery employees
services, at the
this might
organization as of the end of the reporting period.
include SafeCare certification, ISO 900 certification, and
government
Number of paid accreditation. Organizations
part-time employees wishing to
at the
report product-level certifications should
organization who belong to minority or previously use the
metric Product/Service Certifications (PD2756).
excluded groups as of the end of the reporting period.
Percentage of recycled materials used to manufacture
Since
the certificationsproduct
organization's vary by (including
sector (example:
construction, textilesduring
packaging)/services or manufacturing,
the reportingagribusiness,
period.
Percentage
supply chainofdevelopment),
payments made to smallholder
organizations farmer
should
suppliers compared to total payments made
disclose type of certification held as well as whether to all
suppliers of the organization
the certification is issued by an during the reporting
internationally-
period.
recognized of people
certifyingwith disabilities employed by the
authority.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people employed by the organization who
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Amount of pesticides
paid full-time used during
and part-time theor
minority reporting period
previously
on land area
excluded directly controlled by the organization.
employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Price premium percentage that the producer (supplier)
selling to the organization obtains from the
organization for its goods or services during the
Indicates
reporting whether
period. the organization has practices in
place to manage the product life beyond the point of
sale.
Lifetime of the product provided by the organization
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Number of contracts/purchase agreements that the
organization holds for purchase of its
products/services. Report contracts fulfilled and
outstanding as of the end of the reporting period.
Purchase Price of Product or Indicates average price paid in the local market by
Service Replaced clients for a product/service similar to the
product/service sold by the organization.
Purchase Price of Product or Indicates purchase price paid by clients for product or
Service Sold service sold by the organization.
Smallholder Agricultural Yield Total agricultural yield of farmer client of the
organization during the reporting period.
Social and Environmental Board Indicates whether there is a formal board of directors
Committee or governing body committee dedicated to social and
environmental performance.
Social and Environmental Indicates whether the organization implemented any
Performance Incentives employee incentive schemes related to social
performance goals during the reporting period.
Social and Environmental Indicates whether any member of the organization's
Performance Management Training board of directors participated in training sessions
related to any aspect of environmental or social
Social and Environmental Indicates whether
performance any of the
management organization's
during employees
the reporting period.
Performance Staff Training participated in training sessions related to any aspect
of environmental or social performance management
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Accessand delivery.
to Better, Stable Pricing of
Supplier Individuals: Disabilities Number
Agriculturalof individuals
Products with disabilities who sold goods
or services to
- Increasing the organization
Access to and Use ofduring theAgricultural
Quality reporting
period.
Inputs
Supplier Individuals: Female Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
Supplier Individuals: Low Income -Number
Increasing Farm
of low Profitability
income individuals who sold goods or
- Increasing
services Food
to the Security through
organization during Smallholder
the reportingFarms
- Increasing Financial Health of Farmers
period.
Supplier Individuals: Number of individuals
- Increasing whoUse
Access to and belong to minority or for
of Products/Services
Minorities/Previously Excluded previously excluded groups
Agricultural Risk Mitigation and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
Health: of individuals residing in peri-urban areas who
period.
sold goods or services to the organization during the
reporting
- Increasingperiod.
Access to Essential
Supplier Individuals: Poor Number of poor individuals whoMedicines,
sold goodsMedical
or services
Supplies, and Devices
to the organization during the reporting period.
- Increasing Access to Medical Diagnostics
Supplier Individuals: Rural - Improving
Number Data for Health
of individuals Systems
residing Policy
in rural areasand
who sold
Decision-Making
goods or services to the organization during the
- Increasing
reporting Consistent Supply of Essential Services and
period.
Supplier Individuals: Smallholder Number
Productsof smallholder farmers who sold to the
organization during the
- Reducing Financial reporting
Barriers period.
to Health Services
Supplier Individuals: Total Number
Real Estate: of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban -Number
Improving Housing Quality
of individuals residing in urban areas who sold
-goods
Increasing Residential
or services to theStability
organization during the
-reporting
Increasing Housing Affordability
period.
Supplier Individuals: Very Poor - Increasing
Number Access
of very to individuals
poor SupportivewhoServices
sold through
goods or
Housing to the organization during the reporting
services
period.
Supplier Organizations: Local Number
Energy: of local enterprises that sold goods or services
to the organization during the reporting period.
- Improving Lighting for Business
- Improving Energy Alternatives for Cooking
- Improving Energy Alternatives for Healthcare
- Improving Lighting for Homes
- Improving Energy for Connectivity
- Reducing Harmful Emissions from Small-Scale Energy
Sources
Supplier Organizations: SME
Supplier Organizations: Total
Target Stakeholder Demographic
Target Stakeholder Setting
Target Stakeholder Socioeconomics Describes
Temporary Employees: Female
Traceability System
Units/Volume Produced
Units/Volume Purchased at Price
Premium
Units/Volume Purchased from
Supplier Individuals: Certified
Units/Volume Purchased from
Supplier Individuals: Female
Units/Volume Purchased from
Supplier Individuals:
Minorities/Previously Excluded
Units/Volume Purchased from
Supplier Individuals: Smallholder
Units/Volume Purchased from
Supplier Individuals: Total
Units/Volume Purchased from
Supplier Organizations: Certified
Units/Volume Purchased from
Supplier Organizations: Local
Units/Volume Purchased from
Supplier Organizations: SME
Units/Volume Purchased from
Supplier Organizations: Total
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Number of enterprises that sold goods or services to
the organization during the reporting period.
Describes the demographic groups of stakeholders
targeted by the organization. Select all that apply:
Describes
- Children the settingthan
(younger of the
10 groups of stakeholders
years old)
targeted by the organization.
- Adolescents (10 years of age or older Select all but
thatyounger
apply:
than 19)
-- Rural Adults the socioeconomic groups of stakeholders
targeted
-- Urban by theadults
Elderly/older organization as of the end of the
reporting
-- Peri-urban period.
Personsofwith Choose all
disabilities that apply:
- Minority/previously
Number female temporary employees paid by the
excluded
organization populations
during the reporting period.
-- Very
Womenpoor
-- Poor
Pregnantwhether
women the organization implements a
Indicates
-- Low-income
Other at-risk
traceability populations
system for its raw materials.
-- Middle-income
Other target populations
-Amount
Other (describe)
of the product/service produced by the
organization during the reporting period.
Units/volume purchased from supplier individuals and
organizations that sold to the organization that have
received a price premium during the reporting period.
Certified units/volume purchased from individuals who
sold to the reporting organization during the reporting
period.
Units/volume purchased from female individuals who
sold to the organization during the reporting period.
Units/volume purchased from individuals belonging to
minority or previously excluded groups who sold to the
organization during the reporting period.
Units/volume purchased from smallholder farmers who
sold to the organization during the reporting period.
Units/volume purchased from individuals who sold to
the organization during the reporting period.
Certified units/volume purchased from organizations
who sold to the reporting organization during the
reporting period.
Units/volume purchased from local organizations that
sold to the reporting organization during the reporting
period.
Units/volume purchased from small-to-medium
enterprises (SMEs) that sold to the reporting
organization during the reporting period.
Units/volume purchased from organizations that sold
to the reporting organization during the reporting
period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Waste Disposed: Composted
Waste Disposed: Incinerated
Waste Disposed: Landfill
Waste Disposed: Other
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
reuse and recycling during the reporting period.
Waste Disposed: Total
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Water Savings from Products Sold
After-sale Client Support
Biodegradable Materials
Bulk Cargo Handled
Business Innovation
Client Complaint Tracking System
Client Dropout Reasons
Client Feedback System
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
Amount of waste disposed by the organization through
composting during the reporting period.
Amount of waste disposed by the organization through
incineration during the reporting period.
Amount of waste disposed by the organization through
landfills during the reporting period.
Amount of waste disposed by the organization through
other means during the reporting period.
Amount of waste disposed by the organization during
the reporting period.
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Indicates whether the organization provides support to
its clients after the sale of its product/service.
Amount of biodegradable materials used in the
organization's products (including packaging) during
the reporting period.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Indicates whether
widely used in the the organization
domestic has a system
sector during in
the reporting
place to
period. receive and resolve client complaints.
Describes main reasons for client dropout of service or
program (e.g. time constraints, financial contraints,
disinterest, etc.)
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
and handle client feedback.
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Average household size of clients of the organization
during the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof unique households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Client Individuals: No Direct Number of unique client individuals who received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Individuals: Peri-urban Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Client Individuals: Poor Number of unique poor individuals who were clients of
the organization during the reporting period.
Client Individuals: Provided New Number of unique client individuals who were served
Access by the organization and provided access, during the
reporting period, to products/services they were
Client Individuals: Receiving Free Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
Products/Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Individuals: Referred Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Client Individuals: Rural Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Client Individuals: Total Number of unique individuals who were clients of the
organization during the reporting period.
Client Individuals: Urban Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Client Individuals: Very Poor Number of unique very poor individuals who were
clients of the organization during the reporting period.
Client Organizations: Number of microenterprises that were clients of the
Microenterprises organization during the reporting period.
Client Organizations: New Number of enterprises that were first-time clients of
the organization during the reporting period.
Client Organizations: No Direct Number of enterprise clients that received
Payment products/services during the reporting period where no
direct payment was provided to the organization at the
Client Organizations: Provided New Number of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
Access organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
Client Organizations: Receiving Free Number of enterprise
access prior clients period.
to the reporting that received free
Services products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Client Organizations: SME Number
New Accesssmall-to-medium
of enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Client Organizations: Total Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Client Protection Policy Indicates whether the organization has a written policy
for client protection and a system to monitor
compliance with this policy.
Client Satisfaction Ratio Ratio reflecting score obtained of the organization's
clients who are likely to recommend the organization's
product or service at the end of the reporting period,
Client Savings Premium Ratio of thewith
compared price savings
those whoobtained by the
are unlikely client from
to recommend
purchasing
it. a product/service from the organization
compared to the average price that would be
Climate Resilience Strategy Indicates
otherwisewhether
paid for the organization
a similar implements
product/service a local
in the
strategy
market. to address the effects of climate change on the
organization's operations.
Communities Served Number of communities where the organization's
products/services were available during the reporting
period.
Community Engagement Strategy Indicates whether the organization implements a
strategy to manage its interactions with local
communities affected by its operations.
Community Service Policy Indicates whether the organization implements a
community service policy.
Connection Type Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Cost Transparency Indicates
Choose allwhether
that apply:the organization fully discloses all
pricing and
- Piped water cost information for its products and
services
- Sewer to its clients.
Crop Type Type
- Gridof crop(s) produced by the organization during
electricity
the reporting period. Select from the options in the
- Off-grid electricity
Reference
-Indicates List
Internet whethertab.
Energy Conservation Strategy the organization implements an
-energy
Phone:conservation
Mobile strategy to reduce its operational
-energy
Phone:usage.
Landline
Environmental Impact Objectives - Other (describe)
Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates whether
- Biodiversity the organization has an
conservation
System environmental
- Energy and fuel management
efficiency system in place.
- Natural resources conservation
Environmental Policies for Financial Indicates
- Pollutionwhether the &
prevention organization implements
waste management
Services Clients environmental policies
- Sustainable energy associated with the
organization's
-Indicates
Sustainable financing
land use practices.
Green Building Practices whether the organization employs green
-building
Water resources
practices. management
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization and delivered
from fuel
to offtaker(s)
combustion during the reporting period.
Greenhouse Gas Emissions of Amount of greenhouse
- Greenhouse gas emissiongases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other)
of greenhouse gases (GHG) that would have
Product Replaced -been
Greenhouse
emitted bygastheemission reductions
replaced from land
product during theuse,
land use change, and forestry
lifetime of the organization's product.
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced - Greenhouse
by gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount of greenhouse
- Greenhouse gas (GHG)
gas emissions emissions
avoided from product
Sequestered sequestered
replacementsby the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
offsets sold
- Greenhouse gas emissions avoided due to carbon
offsets purchased
- Greenhouse gas emissions sequestered from land use,
land use change, and forestry
Greenhouse Gas Emissions Strategy Indicates whether the organization implements a
strategy to reduce greenhouse gas (GHG) emissions.
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
emitted through the organization's operations during
the reporting period. Choose all that apply:
Greenhouse Gas Emissions: Direct Amount of greenhouse gases (GHG) emitted through
the organization's
- Direct operations
Emissions (direct from direct
emissions emissions
from owned or
sources during
controlled sources)the reporting period.
Greenhouse Gas Emissions: Indirect Amount
- IndirectofEmissions
greenhouse gases (GHG)
(emissions from emitted through
generated or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
Greenhouse Gas Emissions: Total -Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value chain
the organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Importance of Outcome to Describes
the reporting the period.
value or importance of the outcome
Stakeholders being sought by the intervention or investment from
the perspective of those affected during the reporting
Land Directly Controlled: Cultivated Area of Choose
period. land directly controlled
all that apply: by the organization and
under cultivation. Report directly controlled land area
- Very important
cultivated
- Somewhat during the reporting period.
important
Land Directly Controlled: Area of land directly controlled by the organization that
- Neutral
Impervious Surfaces is impervious
- Not important to water during the reporting period.
Land Directly Controlled: -Area
Do not know
of land directly controlled by the organization and
Sustainably Managed under sustainable cultivation or sustainable
stewardship. Report directly controlled land area
Land Directly Controlled: Total Area of landmanaged
sustainably directly controlled
during theby the organization
reporting period.
during the reporting period.
Land Directly Controlled: Treated Area of land directly controlled by the organization and
with Pesticides treated with pesticides. Report directly controlled land
area treated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Cultivated and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline water
hectares stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the reporting period.
- Very low fragmentation Choose all that apply:
Market Linkages Improved or Describes
-- Low Low (<10%)whether the organization improved existing
fragmentation
Expanded market
-- Low-medium linkages or engaged new or additional forward
(10–19.9%)
Moderate fragmentation
or backward
-- Medium-high market linkages, including through its own
(20–39.9%)
High fragmentation
Market Share Increased Describes
integration,
-- High whether
during
(40–80%) the
the organization expanded
reporting period.
Very high fragmentation
operations and increased market share during the
-- Extremely high (>80%)
No data period
reporting
-Describes
Arid and whether in a concentrated
low wateradditional
use market in which the
New Firms Entered organization was not a private
dominant sector firms
player.
-entered
No datathe market in which the organization operates
during the reporting period.
New Market Entered
Non-hazardous Waste Avoided
Number of Containers Handled
Number of Household and Business Number of residential and commercial connections to
Connections
Number of Individual Connections Number of connections to utilities and services
Operational Certifications
Peak Flow Rate
Percent Recycled Materials
Pesticide Use
Poverty Assessment
Product Lifecycle Management
Practices
Product Lifetime
Product/Service Certifications
Product/Service Description
Product/Service Replaced
Description
Product/Service Type
Product/Service Warranty
Products Recalled
Purchase Price of Product or
Service Replaced
Purchase Price of Product or
Service Sold
Recycled Materials
Describes whether the organization entered a new
market during the reporting period.
Amount of non-hazardous waste disposal avoided
based on the organization's
refurbishing/reusing/recycling as part of delivering or
Number
developing twenty-foot equivalent
the organization's units (TEUs) of cargo
products/services during
containers transported
the reporting period. by a road, railway, port, or
airport during the reporting period.
utilities and services provided by the organization as of
the end of the reporting period.
provided to individuals by the organization as of the
end of the reporting period.
This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the For
related certifications. endexample,
of the reporting period.
organizations
Percentage of recycled
providing healthcare materials
delivery used to
services, thismanufacture
might
the organization's product (including
include SafeCare certification, ISO 900 certification, and
packaging)/services
government during the
accreditation. reporting period.
Organizations wishingperiod
to
Amount of pesticides used during the reporting
report product-level certifications should use
on land area directly controlled by the organization. the
metric Product/Service Certifications (PD2756).
Indicates whether the organization assesses the
Since certifications
poverty levels of itsvary by sector
intended (example:
stakeholders.
construction, textiles or manufacturing, agribusiness,
Indicates
supply chain whether the organization
development), has practices
organizations should in
place
discloseto type
manage the productheld
of certification life beyond thewhether
as well as point of
sale.
the certification is issued by an internationally-
Lifetime
recognized of the product
certifying provided by the organization
authority.
(based on reasonable use).
Describes third-party
Organizations certifications
should report productforlifetime in number
products/services
of years. sold by the organization that are
valid as of the end of the reporting period.
Describes (qualitatively) the product or service
provided by the organization.
Describes the product or service replaced at client,
household, or business level by products or services
provided by the organization.
Describes the economic activities categories that define
the organization's economic activity/operations. Select
from the options in the Reference List tab.
Indicates whether the organization provides a warranty
for its product/service.
Number of recalls of the organization's products during
the last reporting period.
Indicates average price paid in the local market by
clients for a product/service similar to the
product/service sold by the organization.
Indicates purchase price paid by clients for product or
service sold by the organization.
Amount of recycled materials used in the organization's
products (including packaging) during the reporting
period.
Recycling Policy Indicates whether the organization implements a
recycling policy in its operating facilities.
Renewable Energy Expenditures Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Social and Environmental Board Indicates
during thewhether there
reporting is a formal board of directors
period.
Committee or governing body committee dedicated to social and
environmental performance.
Social and Environmental Indicates whether the organization implemented any
Performance Incentives employee incentive schemes related to social
performance goals during the reporting period.
Social and Environmental Indicates whether any member of the organization's
Performance Management Training board of directors participated in training sessions
related to any aspect of environmental or social
Social and Environmental Indicates whether
performance the organization
management reports
during the its social
reporting period.
Performance Reporting and environmental performance to relevant
stakeholders.
Social and Environmental Indicates whether the organization assessed social and
Performance Risk Assessment environmental risks during the reporting period.
Social and Environmental Indicates whether any of the organization's employees
Performance Staff Training participated in training sessions related to any aspect
of environmental or social performance management
Social Impact Objectives Describes
during thethe social impact
reporting period.objectives pursued by the
organization. Select all that apply:
Stakeholder Engagement Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development,
- Increasing Access and delivery.
to Better, Stable Pricing of
Stormwater Runoff Volume
Agricultural Products of water generated from rain and snowmelt
flowing
- Increasing overAccess
(without soaking
to and Use into the ground
of Quality of) land
Agricultural
indirectly or directly controlled by the organization
Stream Nutrient Levels Assessment Inputs
Describes
during thewhether
reportingthe organization has assessed
- Increasing
nitrogen andAccess toperiod.
phosphorus Agricultural
levels in Training
streams and on directly
Information
or indirectly controlled land as of the end of the
Stream Turbidity Level -reporting
Level Increasing Farm (in
of turbidity
period. Profitability
Nephelometric Turbidity Units, or
- Increasing
NTU) observed Food in Security
streams through
or rivers Smallholder Farms
on land directly or
- Increasing
indirectly FinancialbyHealth
managed of Farmers as of the end of
the organization
Streamflow Rate Rate
- Increasing
the of flowing
reporting water
Access
period. in a stream
to and or river on land for
Use of Products/Services
directly
Agricultural Risk Mitigation or indirectly managed by the organization as of
the end of the reporting period.
Target Area Ecoregion Describes
Health: the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that
-Describes apply: Access to Essential Medicines, Medical
Increasing
Target Area Protected Status the protected status of the land the
Supplies,
organization andseeks
Devices to benefit during the reporting
Terrestrial
-period. Increasing Ecoregions
Access to Medical
-- Deserts Choose
andData all that apply: Diagnostics
xericforshrublands
Target Stakeholder Demographic Describes Improving the Health groups
demographic SystemsofPolicy and
stakeholders
-Decision-Making Tropical and subtropical moist broadleaf forests
targeted
--- Tropical by
Strict Nature
andthe organization.
Reserve (IUCN
subtropical Select
dry Category
broadleaf all that
1a) apply:
forests
Increasing Consistent Supply of Essential Services and
Target Stakeholder Setting --Describes Wilderness
Tropical and
the
Area (IUCN Category
subtropical
setting of coniferous
the groups
Ib) forests
of stakeholders
-Products
-- National Children
Temperate (younger
Park than
(IUCN Category
broadleaf 10 years
and mixed old)
II) forests
targeted
--- Adolescents Reducing
Natural by the
(10organization.
Financial
Monument yearsBarriers
or of ageto
Feature Select
orHealth all Category
older
(IUCN thatyounger
apply:
Services
but III)
Temperate coniferous forest
than
- 19)
Habitat/Species
Target Stakeholder Socioeconomics Describes --Real
--- Adults
Boreal
Rural the socioeconomic groups of stakeholders IV)
forests/Taiga
Estate:
Management Area (IUCN Category
Protected Landscape/Seascape as of(IUCN Category V)
--- Tropical
targeted Urban and
by
Elderly/older
Protected
thesubtropical
Area
organization
adults
with
grasslands,
Sustainable
thesavannas
Use
end
of
and
of the
Natural
shrublands
-reporting Peri-urban
Improving period.
Housing Choose
Qualityall that apply:
Toxic Materials -Amount
-- Persons
Resources Temperateofwith
toxicdisabilities
(Category
grasslands, -used
Minority/previously
VI) savannas
materials in and
the organization's
shrublands
-- Increasing
excluded No
manufacturing
Flooded
Very poor
Residential
populations
Current Protections
processes
grasslands and
Stability
during
savannas the reporting period.
-- Women Increasing Housing Affordability
Other (describe)
-- Poor Montane
Increasing grasslands
Accessthe and shrublands
to Supportive Services through
Traceability System Pregnant
Indicates
Tundra women
whether organization implements a
--Housing
Low-income
Other at-risk populations
traceability system for its raw materials.
Mediterranean forests, woodlands, and scrubs
-- Middle-income
Other target populations
Mangroves
-Energy:
Other (describe)
- Other terrestrial ecoregion (describe)
- Improving Lighting for Business
Freshwater
- Improving Ecoregions
Energy Alternatives for Cooking
-- Large river Energy
Improving ecosystemsAlternatives for Healthcare
-- Large river headwater
Improving Lighting for ecosystems
Homes
Units/Volume Produced
Units/Volume Replaced
Units/Volume Sold: Certified
Units/Volume Sold: Free
Units/Volume Sold: No Direct
Payment
Units/Volume Sold: Total
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
Value of Community Development Value of payments made by the organization during the
Contributions
Waste Disposed: Composted
Waste Disposed: Incinerated
Waste Disposed: Landfill
Waste Disposed: Other
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
Waste Disposed: Total
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Amount of the product/service produced by the
organization during the reporting period.
Number of status-quo products that were replaced by
products sold during the reporting period.
Amount of the product/service sold by the organization
as certified during the reporting period.
Amount of the product/service provided by the
organization for free during the reporting period.
Amount of the product/service sold during the
reporting period where no direct payment was
provided to the organization at the time of service but
Amount
for whichofthe
theorganization
product/service soldtobybethe
expects organization
reimbursed.
during the reporting period.
during the reporting period.
reporting period towards activities that benefit local
communities.
Amount of waste disposed by the organization through
composting during the reporting period.
Amount of waste disposed by the organization through
incineration during the reporting period.
Amount of waste disposed by the organization through
landfills during the reporting period.
Amount of waste disposed by the organization through
other means during the reporting period.
reuse and recycling during the reporting period.
Amount of waste disposed by the organization during
the reporting period.
organization's operations during the reporting period.
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates
use, duringwhether the organization
the reporting period. employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
- Primary treatment
- Secondary treatment
- Tertiary treatment
- No treatment
Water Type Describes the type of water withdrawn, consumed, or
discharged as a result of investments made by the
organization during the reporting period. Choose all
Water Withdrawn Volume
that apply: of all water drawn from surface water,
groundwater,
- Rainwater seawater, or a third party for any use by
the
- Recycledorganization
Waterduring the reporting period.
Biodegradable Materials Amount
- Groundwater of biodegradable materials used in the
organization's
- Surface Waterproducts (including packaging) during
the
-Describesreporting period.
Seawater
Environmental Impact Objectives the environmental impact objectives pursued
-byThird Party: Municipal
the organization. Select all that apply:
- Third Party: Wastewater
Environmental Management -- Other
Indicates (describe)
whether
Biodiversity the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Hazardous Waste Avoided Amount
- Pollution ofprevention
hazardous waste
& wasteavoided based on
management
refurbishing/reusing/recycling
- Sustainable energy as part of delivering or
developing
-Amount
Sustainable the organization's
land use products/services during
Non-hazardous Waste Avoided the of non-hazardous
reporting period. waste disposal avoided
-based
Wateronresources management
the organization's
refurbishing/reusing/recycling as part of delivering or
Percent Recycled Materials Percentage
developing theof recycled materials
organization's used to manufacture
products/services during
the
the organization's
reporting period.product (including
packaging)/services during the reporting period.
Product Lifecycle Management Indicates whether the organization has practices in
Practices place to manage the product life beyond the point of
sale.
Product Lifetime Lifetime of the product provided by the organization
(based on reasonable use).
Recycled Materials Amount of recycled
Organizations shouldmaterials used inlifetime
report product the organization's
in number
products
of years. (including packaging) during the reporting
period.
Recycling Policy Indicates whether the organization implements a
recycling policy in its operating facilities.
Social and Environmental Board Indicates whether there is a formal board of directors
Committee or governing body committee dedicated to social and
environmental performance.
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- Deserts and xeric Choose all that apply:
shrublands
Toxic Materials Amount of toxic materials
- Tropical and subtropical moist used in the organization's
broadleaf forests
manufacturing
-- Strict Nature
Tropical processes
Reserve (IUCN
and subtropical during the
dry Category
broadleaf reporting
forestsperiod.
1a)
-- Wilderness
Tropicalofand Area (IUCN Category
subtropical coniferous Ib) forests
Units/Volume Replaced Number status-quo products II)that were replaced by
--products National Park
Temperatesold
(IUCN Category
broadleaf
during and
the mixed
reporting forests
period.
-- Natural
TemperateMonument
coniferous or Feature
forest (IUCN Category III)
Waste Disposed: Composted -Amount Habitat/Species
- Boreal forests/Taiga Management
of waste disposed by the Area (IUCN Category
organization IV)
through
-composting
Protected
- Tropical and Landscape/Seascape
subtropical
during (IUCN
grasslands,
the reporting Category
savannas and
period. V)
-shrublands
Protected Area with Sustainable Use of Natural
Waste Disposed: Incinerated Resources
Amount
- Temperate of(Category
waste VI) savannas
disposed
grasslands, by the organization
and shrublands through
-- No Current
incineration Protections
during the reporting
Flooded grasslands and savannas period.
-- Other
Montane(describe)
grasslands and shrublands
Waste Disposed: Landfill Amount
- Tundra of waste disposed by the organization through
landfills during the
- Mediterranean reporting
forests, period. and scrubs
woodlands,
Waste Disposed: Other -Amount
Mangroves
of waste disposed by the organization through
-other
Othermeans
terrestrial
duringecoregion (describe)
the reporting period.
Freshwater Ecoregions
- Large river ecosystems
- Large river headwater ecosystems
- Large river delta ecosystems
- Small river ecosystems
- Large lake ecosystems
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
Waste Disposed: Total
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Biodegradable Materials
Client Feedback System
Client Protection Policy
Climate Resilience Strategy
Community Engagement Strategy Indicates whether the organization implements a
Community Service Policy
Connection Type
Energy Capacity of Product
Energy Capacity of Products Sold
Energy Conservation Strategy
Energy Conserved
reuse and recycling during the reporting period.
Amount of waste disposed by the organization during
the reporting period.
organization's operations during the reporting period.
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Amount of biodegradable materials used in the
organization's products (including packaging) during
the reporting period.
Indicates whether the organization implements a
feedback system to solicit client feedback and has an
established procedure and/or committee to receive
Indicates
and handle whether the organization has a written policy
client feedback.
for client protection and a system to monitor
compliance with this policy.
Indicates whether the organization implements a
strategy to address the effects of climate change on the
organization's operations.
strategy to manage its interactions with local
communities affected by its operations.
Indicates whether the organization implements a
community service policy.
Describes the type of connection provided to
households or individuals as a result of the
organization's activities during the reporting period.
Amount
Choose all ofthat
potential
apply:energy generation over the
lifetime
- Piped waterof the product based on the planned operation
of
- Sewerthe product/system.
Amount of potential energy generation over the
- Grid electricity
lifetime of the product for all products sold by the
- Off-grid electricity
organization
-Indicates during the reporting period.
Internet whether
the organization implements an
-energy
Phone:conservation
Mobile strategy to reduce its operational
-energy
Phone:usage.
Landline
- Other (describe)
Amount of reduction in energy consumption achieved
as a direct result of energy conservation and efficiency
initiatives employed by the organization during the
reporting period.
Energy Consumption of Product Amount of energy used by the product during the
lifetime of the product.
Energy Consumption of Product Amount of energy that would have been used by the
Replaced replaced product during the lifetime of the
organization's product.
Energy Generated for Sale: Non- Amount of non-renewable energy generated and sold
Renewable to offtaker(s) during the reporting period.
Energy Generated for Sale: Amount of renewable energy generated and sold to
Renewable offtaker(s) during the reporting period.
Energy Generated for Sale: Total Amount of energy generated and sold to offtaker(s)
during the reporting period.
Energy Generated for Use: Non- Amount of energy generated and consumed by the
renewable organization from non-renewable sources during the
reporting period.
Energy Generated for Use: Amount of energy generated and consumed by the
Renewable organization from renewable sources during the
reporting period.
Energy Generated for Use: Total Amount of energy generated and consumed by the
organization during the reporting period.
Energy Purchased: Non-Renewable Amount of purchased energy consumed by the
organization from non-renewable sources during the
reporting period.
Energy Purchased: Renewable Amount of purchased energy consumed by the
organization from renewable sources during the
reporting period.
Energy Purchased: Total Amount of purchased energy consumed by the
organization during the reporting period.
Energy Savings from Products Sold Amount of energy savings over the lifetime of the
product for those products that were sold by the
organization during the reporting period.
Energy Savings from Services Sold Amount of energy savings due to the organization's
services that were sold during the reporting period.
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Environmental Management Indicates whether
- Biodiversity the organization has an
conservation
System environmental
- Energy and fuel efficiency system in place.
management
- Natural resources conservation
Environmental Policies for Financial Indicates
- Pollutionwhether the &
prevention organization implements
waste management
Services Clients environmental policies
- Sustainable energy associated with the
organization's
-Indicates
Sustainable financing
land use practices.
Green Building Practices whether the organization employs green
-building
Water resources
practices. management
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Purchased through carbon credits purchased during the reporting
period.
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided
Due to Carbon Offsets Sold through carbon credits sold during the reporting
period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
and indirect sources.
Greenhouse Gas Emissions Describes types of greenhouse gas emissions mitigation
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions of Amount of greenhouse gases (GHG) emitted through
Energy Generated for Sale production
- Greenhouse of emission
energy byreductions
the organization
from fueland delivered
to offtaker(s)
combustion during the reporting period.
Greenhouse Gas Emissions of Amount
- Greenhouse of greenhouse
gas emission gases (GHG) emitted
reductions by the
from industrial
Product product over its lifetime.
processes (non-combustion, chemical reaction,
Greenhouse Gas Emissions of fugitive,
Amount other) of greenhouse gases (GHG) that would have
Product Replaced -been Greenhouse
emitted by gasthe emission reductions
replaced from land
product during theuse,
land use change, and forestry
lifetime of the organization's product.
Greenhouse Gas Emissions - Greenhouse
Amount gas emissions
of greenhouse reductions
gas (GHG) from reduced
emissions livestock
Reduced - Greenhouse
by gas emissions
the organization from
during the waste handling
reporting period. and
disposal
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse
gas emissionsgas (GHG)
avoidedemissions
from product
Sequestered sequestered
replacements by the organization during the reporting
period.
- Greenhouse gas emissions avoided due to carbon
Greenhouse Gas Emissions Strategy Indicates
offsets sold whether the organization implements a
strategy
- Greenhouse to reduce greenhouse
gas emissions gas (GHG)
avoided due toemissions.
carbon
offsets purchased
Greenhouse Gas Emissions Types Describes applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
throughgasthe emissions sequestered
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Greenhouse Gas Emissions: Direct Amount gas emissions
of greenhouse gasessequestered
(GHG) emitted from Carbon
through
-Capture
the Direct and Storage
organization's
Emissions operations
(direct from direct
emissions emissions
from owned or
-sources
Other (describe)
controlled during the reporting period.
sources)
Greenhouse Gas Emissions: Indirect Amount
- IndirectofEmissions
greenhouse gases (GHG)
(emissions from emitted
generatedthrough
or
the organization's
purchased energy) operations from indirect emissions
sources
Indirectduring the reporting period.
Greenhouse Gas Emissions: Total -Amount ofand direct
greenhouse emissions acrossemitted
gases (GHG) the organization’s
through
value chain
the organization's operations during the reporting
period.
Greenhouse Gas Reductions due to Amount of reductions in greenhouse gas (GHG)
Products Sold emissions over the lifetime of products sold during the
reporting period.
Hazardous Waste Avoided Amount of hazardous waste avoided based on
refurbishing/reusing/recycling as part of delivering or
developing the organization's products/services during
Land Directly Controlled: Area of land directly
the reporting period.controlled by the organization that
Impervious Surfaces is impervious to water during the reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Level of Water Stress Level
Reportoffor baseline
hectares water stress on
controlled at land directly
any point or the
during
indirectly managed
reporting period. Choose one: by the organization as of the end of
the reporting
- Very low fragmentationperiod. Choose all that apply:
Non-hazardous Waste Avoided Amount
-- Low of non-hazardous waste disposal avoided
Low (<10%)
fragmentation
based
-- Low-mediumon
Moderate thefragmentation
organization's
(10–19.9%)
refurbishing/reusing/recycling
-- Medium-high
High (20–39.9%)
fragmentation as part of delivering or
Number of Household and Business Number
developing
-- High of residential
the and commercial
organization's connections
products/services to
during
Connections Very (40–80%)
utilities high
and fragmentation
services provided by the organization as of
the Noreporting
-- Extremely period.
high
dataof the (>80%)
the end reporting period.
Number of Individual Connections -Number Arid andoflow water useto utilities and services
connections
-provided
No data to individuals by the organization as of the
end of the reporting period.
Operational Certifications This metric is intended to describe the third-party
certifications that the organization holds during the
reporting period.
Peak Flow Rate Rate of maximum flow of water through a stream or
river on landdescribes
This metric directly or indirectly
business managed
process- and by the
practice-
organization as of the For
related certifications. endexample,
of the reporting period.
organizations
providing healthcare delivery services, this might
include SafeCare certification, ISO 900 certification, and
government accreditation. Organizations wishing to
report product-level certifications should use the
metric Product/Service Certifications (PD2756).
Percent Recycled Materials
Product Lifecycle Management
Practices
Product Lifetime
Recycled Materials
Recycling Policy
Renewable Energy Expenditures
Social and Environmental Board Indicates
Committee
Social and Environmental
Performance Incentives
Social and Environmental
Performance Management Training board of directors participated in training sessions
Social and Environmental
Performance Reporting
Social and Environmental
Performance Risk Assessment
Social and Environmental
Performance Staff Training
Stakeholder Engagement
Stormwater Runoff
Stream Nutrient Levels Assessment Describes
Stream Turbidity Level
Streamflow Rate
Toxic Materials
Traceability System
Units/Volume Replaced
Value of Carbon Credits Purchased Value of carbon credits purchased by the organization
Percentage of recycled materials used to manufacture
the organization's product (including
packaging)/services during the reporting period.
Indicates whether the organization has practices in
place to manage the product life beyond the point of
sale.
Lifetime of the product provided by the organization
(based on reasonable use).
Amount of recycled
Organizations shouldmaterials used inlifetime
report product the organization's
in number
products
of years. (including packaging) during the reporting
period.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
during thewhether there
reporting is a formal board of directors
period.
or governing body committee dedicated to social and
environmental performance.
Indicates whether the organization implemented any
employee incentive schemes related to social
performance goals during the reporting period.
Indicates whether any member of the organization's
related to any aspect of environmental or social
Indicates whether
performance the organization
management reports
during the its social
reporting period.
and environmental performance to relevant
stakeholders.
Indicates whether the organization assessed social and
environmental risks during the reporting period.
Indicates whether any of the organization's employees
participated in training sessions related to any aspect
of environmental or social performance management
Describes
during thethe mechanisms
reporting period.in place to gather input
from stakeholders on product/service design,
development, and delivery.
Volume of water generated from rain and snowmelt
flowing over (without soaking into the ground of) land
indirectly or directly controlled by the organization
during thewhether
reportingthe organization has assessed
period.
nitrogen and phosphorus levels in streams on directly
or indirectly controlled land as of the end of the
Level of turbidity
reporting period. (in Nephelometric Turbidity Units, or
NTU) observed in streams or rivers on land directly or
indirectly managed by the organization as of the end of
Rate of flowing
the reporting water in a stream or river on land
period.
directly or indirectly managed by the organization as of
the end of the reporting period.
Amount of toxic materials used in the organization's
manufacturing processes during the reporting period.
Indicates whether the organization implements a
traceability system for its raw materials.
Number of status-quo products that were replaced by
products sold during the reporting period.
during the reporting period.
Value of Community Development Value of payments made by the organization during the
Contributions
Waste Disposed: Composted
Waste Disposed: Incinerated
Waste Disposed: Landfill
Waste Disposed: Other
Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through
Waste Disposed: Total
Waste Produced: Hazardous Waste Amount of hazardous waste created by the
Waste Produced: Non-Hazardous
Waste
Waste Produced: Total
Waste Reduced
Waste Reductions from Products
Sold
Waste Reductions from Services
Sold
Wastewater Treated
Wastewater Treatment Compliance Indicates whether the organization's practices related
Water Conservation Strategy
Water Conserved
Water Consumed: Groundwater
Water Consumed: Municipal
Water Consumed: Rainwater
Water Consumed: Recycled
reporting period towards activities that benefit local
communities.
Amount of waste disposed by the organization through
composting during the reporting period.
Amount of waste disposed by the organization through
incineration during the reporting period.
Amount of waste disposed by the organization through
landfills during the reporting period.
Amount of waste disposed by the organization through
other means during the reporting period.
reuse and recycling during the reporting period.
Amount of waste disposed by the organization during
the reporting period.
organization's operations during the reporting period.
Amount of non-hazardous waste created by the
organization's operations during the reporting period.
Amount of waste created by the organization's
operations during the reporting period.
Amount of waste reduced by the organization during
the reporting period through programs for substitution,
recycling, or recovery.
Amount of reductions in waste over the lifetime of
products sold by the organization during the reporting
period.
Amount of reductions in waste during the reporting
period due to the organization's services sold.
Volume of wastewater treated by the organization
during the reporting period.
to discharge of wastewater comply with local legal
requirements.
Indicates whether the organization implements a water
conservation strategy to reduce its water usage.
Volume of reduced water usage achieved as a result of
the organization's water conservation efforts during
the reporting period.
Volume of groundwater used for the organization's
operations during the reporting period.
Volume of water drawn from municipal water sources
used for the organization's operations during the
reporting period.
Volume of rainwater used for the organization's
operations during the reporting period.
Volume of recycled water used for the organization's
operations during the reporting period.
Water Consumed: Regions with
High Water Stress
Water Consumed: Surface Water
Water Consumed: Total
Water Consumed: Wastewater
Water Consumption of Product
Water Consumption of Product
Replaced
Water Discharged
Water Quality Practices
Water Savings from Products Sold
Water Savings from Services Sold
Water Treatment Capacity of
Product: Potable
Water Treatment Capacity of
Product: Total
Water Treatment Capacity of
Products Sold
Water Treatment Level
Water Type
Water Withdrawn
Volume of water used from regions with high or
extremely high baseline water stress during the
reporting period.
Volume of surface water used for the organization's
operations during the reporting period.
Water Consumed: Total
Volume of wastewater used for the organization's
operations during the reporting period.
Average volume of water utilization/consumption over
the lifetime of the product based on the planned
operation of the product/system.
Average volume of water that would have been
consumed by the replaced product during the lifetime
of the organization's product.
Volume of effluents, used water, and unused water
released to surface water, groundwater, seawater, or a
third party, for which the organization has no further
Indicates
use, duringwhether the organization
the reporting period. employs
management practices for water quality protection.
Volume of water savings over the lifetime of the
organization's products for products that were sold
during the reporting period.
Volume of water savings during the reporting period
due to the organization's services sold.
Volume of water treated to become potable over the
lifetime of the product based on the planned
operational capacity of the product/system.
Volume of water treated over the lifetime of the
product based on the planned operational capacity of
the product/system.
Volume of potential water treated over the lifetime of
the product for all products sold during the reporting
period.
Describes the level of treatment that discharged water
received during the reporting period. Choose all that
apply:
Describes the type of water withdrawn, consumed, or
- Primary treatment
discharged
- Secondaryas a result of investments made by the
treatment
organization
- Tertiary treatment the reporting period. Choose all
during
Volume
that of all water drawn from surface water,
- No apply:
treatment
groundwater,
- Rainwater seawater, or a third party for any use by
the organization
- Recycled Waterduring the reporting period.
- Groundwater
- Surface Water
- Seawater
- Third Party: Municipal
- Third Party: Wastewater
- Other (describe)
Bulk Cargo Handled
Business Innovation
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Average household
widely used size of clients
in the domestic sectorofduring
the organization
the reporting
during
period.the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were clients of
to be reimbursed.the organization during the reporting
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary
Number for more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Climate Resilience Strategy
Communities Served
Community Engagement Strategy Indicates whether the organization implements a
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor Number of very poor individuals who served as
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Employees Promoted: Female
Employees Promoted: Total
Energy Conservation Strategy
Environmental Impact Objectives
Environmental Management
System
Indicates whether the organization implements a
strategy to address the effects of climate change on the
organization's operations.
Number of communities where the organization's
products/services were available during the reporting
period.
strategy to manage its interactions with local
communities affected by its operations.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Indicates whether
- Biodiversity the organization has an
conservation
environmental management
- Energy and fuel efficiency system in place.
- Natural resources conservation
- Pollution prevention & waste management
- Sustainable energy
- Sustainable land use
- Water resources management
Environmental Policies for Financial Indicates whether the organization implements
Services Clients
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Green Building Practices
Healthcare Benefits Participants
Importance of Outcome to
Stakeholders
Individuals Housed
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Number of Insurance Policies
Occupational Fatalities
environmental policies associated with the
organization's financing practices.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Indicates whether the organization employs green
building practices.
Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatprojected
apply: to be housed in single-
family or multi-family
- Very important dwellings as a result of new
construction, loans,
- Somewhat important repairs, or remodeling resulting
Describes
from whether
investments
- Neutral the
made organization
by the improved
organization existing
during the
market
reporting linkages
period.
- Not important or engaged new or additional forward
or backward
-Describes
Do not know market linkages, including through its own
integration,whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes
organizationwhether
was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Occupational Injuries
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Recycling Policy
Renewable Energy Expenditures
Social and Environmental
Performance Reporting
Social and Environmental
Performance Risk Assessment
Social Impact Objectives
Stakeholder Engagement
Supplier Individuals: Disabilities
Supplier Individuals: Female
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end ofemployees.
excluded the reporting period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Indicates
during thewhether theperiod.
reporting organization reports its social
and environmental performance to relevant
stakeholders.
Indicates whether the organization assessed social and
environmental risks during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Number of individuals
Agricultural Products with disabilities who sold goods
or services to
- Increasing the organization
Access during
to and Use of theAgricultural
Quality reporting
period.
Inputs
Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
- Increasing Farm Profitability
- Increasing Food Security through Smallholder Farms
- Increasing Financial Health of Farmers
- Increasing Access to and Use of Products/Services for
Agricultural Risk Mitigation
Supplier Individuals: Low Income Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- Deserts and xeric Choose all that apply:
shrublands
Target Stakeholder Demographic Describes the
- Tropical and subtropical moist demographic groups of stakeholders
broadleaf forests
targeted
-- Strict by
Nature
Tropical the organization.
Reserve (IUCN
and subtropical Select
dry Category all that
broadleaf 1a) apply:
forests
-- Wilderness Tropical and Area (IUCN Category
subtropical coniferous Ib) forests
Target Stakeholder Setting Describes
--- Children National the setting
(younger
Park (IUCN of
than the groups
10mixed
years
Category of stakeholders
II) old)
targeted Temperateby broadleaf
the and
organization. Selectforests
all Category
thatyounger
apply:
--- Adolescents (10 years
Natural Monument
Temperate coniferousor of age or(IUCN
Feature
forest older but III)
than 19)forests/Taiga
Target Stakeholder Socioeconomics -Describes
-- Habitat/Species
Boreal
Rural the Management
socioeconomic Area (IUCN
groups of Category IV)
stakeholders
--targeted Adults
-- Protected
Tropical by Landscape/Seascape
and subtropical
the organization as of(IUCN
grasslands, Category
thesavannas
end V)
and
of the
Urban
--shrublands
Elderly/older
Protected Areaadults
with Sustainable Use of Natural
reporting
--Resources
Peri-urbanperiod. Choose all that apply:
Temporary Employees - Persons
Number ofwith
Temperate disabilities
(Category
temporary VI)
grasslands, - Minority/previously
employees
savannas paid by the
and shrublands
excluded
-- No Flooded populations
Current
organization Protections
during the reporting
grasslands and savannas period.
-- Very
Womenpoor
-- Other
Montane
Poor (describe)
grasslands and shrublands
Temporary Employees: Female - Pregnant
Number
Tundra of women
Low-income female temporary employees paid by the
- Other at-risk
organization
Mediterranean populations
during the reporting
forests, woodlands,period.
and scrubs
-- Middle-income
Other target populations
Units/Volume Replaced - Mangroves
Other (describe)
Number of status-quo products that were replaced by
-products
Other terrestrial
sold duringecoregion (describe)
the reporting period.
Value of Community Development Freshwater Ecoregions
Value of payments made by the organization during the
Contributions - Large river
reporting ecosystems
period towards activities that benefit local
- Large river headwater ecosystems
communities.
Water Conservation Strategy Indicates whether
- Large river the organization implements a water
delta ecosystems
conservation strategy to reduce its water usage.
- Small river ecosystems
- Large lake ecosystems
- Small lake ecosystems
- Xeric basin ecosystems
- Other freshwater ecoregion (describe)

Marine Ecoregions
- Polar ecoregions
Water Quality Practices
Bulk Cargo Handled
Business Innovation
Client Household Size
Client Households: Low Income
Client Households:
Minorities/Previously Excluded
Client Households: New
Client Households: No Direct
Payment
Client Households: Peri-urban
Client Households: Poor
Client Households: Provided New
Access
Client Households: Receiving Free
Products/Services
Client Households: Rural
Client Households: Total
Client Households: Urban
Client Households: Very Poor
Client Individuals: Active
Client Individuals:
Children/Adolescents
Client Individuals: Disabilities
Client Individuals: Female
Client Individuals: Forcibly
Displaced
Indicates whether the organization employs
management practices for water quality protection.
Volume of bulk cargo transported through the road,
railway, port, or airport during the reporting period.
Describes whether the organization adopted or
operationalized a product, internal process,
technology, or financing structure that was new or not
Average household
widely used size of clients
in the domestic sectorofduring
the organization
the reporting
during
period. the reporting period, measured with number of
individuals.
Number of unique low income households that were
clients of the organization during the reporting period.
Number of unique households with at least one
household member who belongs to minority or
previously excluded groups, and were clients of the
Number of unique
organization duringhouseholds who
the reporting were first-time
period.
clients of the organization during the reporting period.
Number of unique client households that received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but households in organization
for which the peri-urban areas that
expects
were
to be clients of the organization during the reporting
reimbursed.
period.
Number of unique poor households that were clients of
the organization during the reporting period.
Number of unique households that were clients of the
organization and provided access, during the reporting
period, to products/services they were unable to
Number of unique
access prior to the client households
reporting period. who received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessunique
of households
to Energy, in rural
New Access areas that were
to Education, New
clients
Access to Finance, or New Access to Healthcareperiod.
of the organization during the reporting in the
glossary for
Number more clarification.
of unique households that were clients of the
organization during the reporting period.
Number of unique households in urban areas that were
clients of the organization during the reporting period.
Number of unique very poor households that were
clients of the organization during the reporting period.
Number of unique individuals who were active clients
of the organization as of the end of the reporting
period.
Number of unique children and adolescents who were
clients of the organization during the reporting period.
Number of unique individuals with disabilities who
were clients of the organization during the reporting
period.
Number of unique women who were clients of the
organization during the reporting period.
Number of unique individuals who were forcibly
displaced and were clients of the organization during
the reporting period.
Client Individuals: Low Income
Client Individuals:
Minorities/Previously Excluded
Client Individuals: New
Client Individuals: No Direct
Payment
Client Individuals: Peri-urban
Client Individuals: Poor
Client Individuals: Provided New
Access
Client Individuals: Receiving Free
Products/Services
Client Individuals: Referred
Client Individuals: Rural
Client Individuals: Smallholder
Client Individuals: Total
Client Individuals: Urban
Client Individuals: Very Poor
Client Organizations:
Microenterprises
Client Organizations: New
Client Organizations: No Direct
Payment
Client Organizations: Provided New Number
Access
Client Organizations: Receiving Free Number
Services
Client Organizations: SME
Client Organizations: Total
Number of unique low income individuals who were
clients of the organization during the reporting period.
Number of unique individuals who belong to minority
or previously excluded groups and were clients of the
organization during the reporting period.
Number of unique individuals who were first-time
clients of the organization during the reporting period.
Number of unique client individuals who received
products/services during the reporting period where no
direct payment was provided to the organization at the
Number of unique
time of service but individuals residing
for which the in peri-urban
organization expects
areas and were clients
to be reimbursed. of the organization during the
reporting period.
Number of unique poor individuals who were clients of
the organization during the reporting period.
Number of unique client individuals who were served
by the organization and provided access, during the
reporting period, to products/services they were
Number
unable toofaccess
unique client
prior to individuals
the reportingwho received free
period.
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number of unique
New Access individual
to Energy, clientsto
New Access ofEducation,
the organization
New
who were referred by other clients of the
Access to Finance, or New Access to Healthcareorganization
in the
during the reporting
glossary period.
Number for more clarification.
of unique individuals residing in rural areas
and were clients of the organization during the
reporting period.
Number of unique smallholder farmer individuals who
were clients during the reporting period.
Number of unique individuals who were clients of the
organization during the reporting period.
Number of unique individuals residing in urban areas
and were clients of the organization during the
reporting period.
Number of unique very poor individuals who were
clients of the organization during the reporting period.
Number of microenterprises that were clients of the
organization during the reporting period.
Number of enterprises that were first-time clients of
the organization during the reporting period.
Number of enterprise clients that received
products/services during the reporting period where no
direct payment was provided to the organization at the
of enterprise
time of service but for clients thatorganization
which the were servedexpects
by the
organization and
to be reimbursed. provided access, during the reporting
period, to products/services they were unable to
of enterprise
access prior clients period.
to the reporting that received free
products/services from the organization during the
reporting period.
Organizations should reference New Access to Water,
Number
New Accessof small-to-medium enterprises
to Energy, New Access (SMEs) that
to Education, New
were clients of the organization during the
Access to Finance, or New Access to Healthcare reporting
in the
period.
glossary
Number for more clarification.
of enterprises that were clients of the
organization during the reporting period.
Climate Resilience Strategy
Communities Served
Community Engagement Strategy Indicates whether the organization implements a
Distributor Individuals: Disabilities Number of individuals with disabilities who served as
Distributor Individuals: Female
Distributor Individuals: Low Income Number of low income individuals who served as
Distributor Individuals:
Minorities/Previously Excluded
Distributor Individuals: Peri-urban Number
Distributor Individuals: Poor
Distributor Individuals: Rural
Distributor Individuals: Total
Distributor Individuals: Urban
Distributor Individuals: Very Poor Number of very poor individuals who served as
Distributor Organizations:
Microenterprises
Distributor Organizations: SME
Distributor Organizations: Total
Employees Promoted: Female
Employees Promoted: Total
Energy Conservation Strategy
Environmental Impact Objectives
Environmental Management
System
Indicates whether the organization implements a
strategy to address the effects of climate change on the
organization's operations.
Number of communities where the organization's
products/services were available during the reporting
period.
strategy to manage its interactions with local
communities affected by its operations.
distributors of the organization's products/services
during the reporting period.
Number of female individuals who served as
distributors of the organization's products/services
during the reporting period.
distributors of the organization's products/services
during the reporting period.
Number of individuals who belong to minority or
previously excluded groups and served as distributors
of the organization's products/services during the
reportingofperiod.
individuals residing in peri-urban areas who
served as distributors of the organization's
products/services during the reporting period.
Number of poor individuals who served as distributors
of the organization's products/services during the
reporting period.
Number of individuals residing in rural areas who
served as distributors of the organization's
products/services during the reporting period.
Number of individuals who served as distributors of the
organization's products/services during the reporting
period.
Number of individuals residing in urban areas who
served as distributors of the organization's
products/services during the reporting period.
distributors to sell the organization's products/services
during the reporting period.
Number of microenterprises that served as distributors
of the organization's products/services during the
reporting period.
Number of small-to-medium enterprises (SMEs) that
served as distributors of the organization's
products/services during the reporting period.
Number of organizations that served as distributors of
the organization's products/services during the
reporting period.
Number of employees who are female and who were
promoted within the organization during the reporting
period.
Number of permanent employees who were promoted
within the organization during the reporting period.
Indicates whether the organization implements an
energy conservation strategy to reduce its operational
energy usage.
Describes the environmental impact objectives pursued
by the organization. Select all that apply:
Indicates whether
- Biodiversity the organization has an
conservation
environmental management
- Energy and fuel efficiency system in place.
- Natural resources conservation
- Pollution prevention & waste management
- Sustainable energy
- Sustainable land use
- Water resources management
Environmental Policies for Financial Indicates whether the organization implements
Services Clients
Full-time Employees: Disabilities
Full-time Employees: Female
Full-time Employees: Female
Managers
Full-time Employees: Hired
Full-time Employees: Managers
Full-time Employees: Managers
with Disabilities
Full-time Employees:
Minorities/Previously Excluded
Full-time Employees:
Minorities/Previously Excluded
Managers
Full-time Employees: Total
Green Building Practices
Healthcare Benefits Participants
Importance of Outcome to
Stakeholders
Individuals Housed
Market Linkages Improved or
Expanded
Market Share Increased
New Firms Entered
New Market Entered
Number of Containers Handled
Number of Insurance Policies
Occupational Fatalities
environmental policies associated with the
organization's financing practices.
Number of paid full-time employees at the organization
with disabilities as of the end of the reporting period.
Number of paid full-time female employees at the
organization as of the end of the reporting period.
Number of paid full-time female management
employees (managers) at the organization as of the
end of the reporting period.
Number of paid full-time employees hired by the
organization during the reporting period.
Number of paid full-time management employees
(managers) at the organization as of the end of the
reporting period.
Number of paid full-time management employees
(managers) with disabilities at the organization as of
the end of the reporting period.
Number of paid full-time employees at the organization
who belong to minority or previously excluded groups
as of the end of the reporting period.
Number of paid full-time management employees
(managers) at the organization who belong to minority
or previously excluded groups as of the end of the
Number
reportingofperiod.
paid full-time employees at the organization
as of the end of the reporting period.
Indicates whether the organization employs green
building practices.
Number of full-time employees who received
healthcare benefits through the organization's
programs during the reporting period.
Describes the value or importance of the outcome
being sought by the intervention or investment from
the perspective of those affected during the reporting
Number of individuals
period. Choose all thatprojected
apply: to be housed in single-
family or multi-family
- Very important dwellings as a result of new
construction, loans,
- Somewhat important repairs, or remodeling resulting
Describes
from whether
investments
- Neutral the
made organization
by the improved
organization existing
during the
market
reporting linkages
period.
- Not important or engaged new or additional forward
or backward
-Describes
Do not know market linkages, including through its own
integration,whether
during the
the organization expanded
reporting period.
operations and increased market share during the
reporting period in a concentrated market in which the
Describes
organizationwhether
was not additional private
a dominant sector firms
player.
entered the market in which the organization operates
during the reporting period.
Describes whether the organization entered a new
market during the reporting period.
Number twenty-foot equivalent units (TEUs) of cargo
containers transported by a road, railway, port, or
airport during the reporting period.
Number of insurance policies managed by the
organization as of the end of the reporting period.
Indicates the number of occupational fatalities of full-
time, part-time, and temporary employees of the
organization during the reporting period.
Occupational Injuries
Part-time Employees: Disabilities
Part-time Employees: Female
Part-time Employees: Hired
Part-time Employees:
Minorities/Previously Excluded
Part-time Employees: Total
Permanent Employees: Disabilities Number of people with disabilities employed by the
Permanent Employees: Female
Permanent Employees: Hired
Permanent Employees: Low Income Number of people employed by the organization who
Areas
Permanent Employees:
Minorities/Previously Excluded
Permanent Employees: Total
Poverty Assessment
Recycling Policy
Renewable Energy Expenditures
Social and Environmental
Performance Reporting
Social and Environmental
Performance Risk Assessment
Social Impact Objectives
Stakeholder Engagement
Supplier Individuals: Disabilities
Supplier Individuals: Female
Number of occupational injuries which affected any
full-time, part-time, and temporary employees of the
organization during the reporting period.
Number of paid part-time employees with disabilities
at the organization as of the end of the reporting
period.
Number of paid female part-time employees at the
organization as of the end of the reporting period.
Number of paid part-time employees hired by the
organization during the reporting period.
Number of paid part-time employees at the
organization who belong to minority or previously
excluded groups as of the end of the reporting period.
Number of paid part-time employees at the
organization as of the end of the reporting period.
organization as of the end of the reporting period. This
is the sum of all paid full-time and part-time employees
Number of females employed by the organization as of
with disabilities.
the end of the reporting period. This is the sum of all
paid full-time and part-time female employees.
Number of people hired by the organization during the
reporting period. This is the sum of all paid full-time
and part-time employees hired.
reside in low income areas as of the end of the
reporting period. This is the sum of all paid full-time
Number of people
and part-time employed
employees by the
residing in organization who
low income areas.
belong to minority or previously excluded groups as of
the end of the reporting period. This is the sum of all
Number of people
paid full-time employedminority
and part-time by the organization
or previouslyas of
the end ofemployees.
excluded the reporting period. This is the sum of all
paid full-time and part-time employees.
Indicates whether the organization assesses the
poverty levels of its intended stakeholders.
Indicates whether the organization implements a
recycling policy in its operating facilities.
Amount of money spent by the organization for its own
consumption in renewable energy infrastructure and
technology at the organization's operating facilities
Indicates
during thewhether theperiod.
reporting organization reports its social
and environmental performance to relevant
stakeholders.
Indicates whether the organization assessed social and
environmental risks during the reporting period.
Describes the social impact objectives pursued by the
organization. Select all that apply:
Describes
Agriculture: the mechanisms in place to gather input
from stakeholders on product/service design,
development, and delivery.
- Increasing Access to Better, Stable Pricing of
Number of individuals
Agricultural Products with disabilities who sold goods
or services to
- Increasing the organization
Access during
to and Use of theAgricultural
Quality reporting
period.
Inputs
Number of female individuals who sold goods or
-services
Increasing Access
to the to Agricultural
organization duringTraining and
the reporting
Information
period.
- Increasing Farm Profitability
- Increasing Food Security through Smallholder Farms
- Increasing Financial Health of Farmers
- Increasing Access to and Use of Products/Services for
Agricultural Risk Mitigation
Supplier Individuals: Low Income Number of low income individuals who sold goods or
services to the organization during the reporting
period.
Supplier Individuals: Number of individuals who belong to minority or
Minorities/Previously Excluded previously excluded groups and who sold goods or
services to the organization during the reporting
Supplier Individuals: Peri-urban Number
period. of individuals residing in peri-urban areas who
sold goods or services to the organization during the
reporting period.
Supplier Individuals: Poor Number of poor individuals who sold goods or services
to the organization during the reporting period.
Supplier Individuals: Rural Number of individuals residing in rural areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Total Number of individuals who sold goods or services to
the organization during the reporting period.
Supplier Individuals: Urban Number of individuals residing in urban areas who sold
goods or services to the organization during the
reporting period.
Supplier Individuals: Very Poor Number of very poor individuals who sold goods or
services to the organization during the reporting
period.
Supplier Organizations: Local Number of local enterprises that sold goods or services
to the organization during the reporting period.
Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that
sold goods or services to the organization during the
reporting period.
Supplier Organizations: Total Number of enterprises that sold goods or services to
the organization during the reporting period.
Target Area Ecoregion Describes the ecoregions the organization seeks to
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- Deserts and xeric Choose all that apply:
shrublands
Target Stakeholder Demographic Describes the
- Tropical and subtropical moist demographic groups of stakeholders
broadleaf forests
targeted
-- Strict by
Nature
Tropical the organization.
Reserve (IUCN
and subtropical Select
dry Category all that
broadleaf 1a) apply:
forests
-- Wilderness Tropical and Area (IUCN Category
subtropical coniferous Ib) forests
Target Stakeholder Setting Describes
--- Children National the setting
(younger
Park (IUCN of
than the groups
10mixed
years
Category of stakeholders
II) old)
targeted Temperateby broadleaf
the and
organization. Selectforests
all Category
thatyounger
apply:
--- Adolescents (10 years
Natural Monument
Temperate coniferousor of age or(IUCN
Feature
forest older but III)
than 19)forests/Taiga
Target Stakeholder Socioeconomics -Describes
-- Habitat/Species
Boreal
Rural the Management
socioeconomic Area (IUCN
groups of Category IV)
stakeholders
--targeted Adults
-- Protected
Tropical by Landscape/Seascape
and subtropical
the organization as of(IUCN
grasslands, Category
thesavannas
end V)
and
of the
Urban
--shrublands
Elderly/older
Protected Areaadults
with Sustainable Use of Natural
reporting
--Resources
Peri-urbanperiod. Choose all that apply:
Temporary Employees - Persons
Number ofwith
Temperate disabilities
(Category
temporary VI)
grasslands, - Minority/previously
employees
savannas paid by the
and shrublands
excluded
-- No Flooded populations
Current
organization Protections
during the reporting
grasslands and savannas period.
-- Very
Womenpoor
-- Other
Montane
Poor (describe)
grasslands and shrublands
Temporary Employees: Female - Pregnant
Number
Tundra of women
Low-income female temporary employees paid by the
- Other at-risk
organization
Mediterranean populations
during the reporting
forests, woodlands,period.
and scrubs
-- Middle-income
Other target populations
Units/Volume Replaced - Mangroves
Other (describe)
Number of status-quo products that were replaced by
-products
Other terrestrial
sold duringecoregion (describe)
the reporting period.
Value of Community Development Freshwater Ecoregions
Value of payments made by the organization during the
Contributions - Large river
reporting ecosystems
period towards activities that benefit local
- Large river headwater ecosystems
communities.
Water Conservation Strategy Indicates whether
- Large river the organization implements a water
delta ecosystems
conservation strategy to reduce its water usage.
- Small river ecosystems
- Large lake ecosystems
- Small lake ecosystems
- Xeric basin ecosystems
- Other freshwater ecoregion (describe)

Marine Ecoregions
- Polar ecoregions
Water Quality Practices Indicates whether the organization employs
management practices for water quality protection.

Ecosystem Services Provided Describes the ecosystem services provided by land

directly or indirectly controlled by the organization,
during the reporting period. Select all that apply:
Environmental Impact Objectives Describes the environmental impact objectives pursued
by the organization.
Provisioning Select all that apply:
Values/Services
Length of Coastline Present Length
-- Biodiversity Food of marine or freshwater coastline present
conservation
during
-- Energy the
Biological reporting
andraw period on protected land, land
fuelmaterials
efficiency
under
-- Natural sustainable
Biomass resources stewardship,
fuel orconservation or land under
Length of Coastline Restored Length
sustainable
-- Pollution of marine
cultivation.freshwater
prevention & waste management coastline under
ecological Freshwater restoration management on protected land,
--land Sustainable
Genetic
under
energy
resources
sustainable stewardship, or land under
Target Area Ecoregion -- Sustainable
Describes Biochemicals,
the land use medicines,
natural
ecoregions pharmaceuticals
the organization seeks to
sustainable
-benefit Water as cultivation
resources during
management the reporting period.
of the end of the reporting period. Choose all
Regulating
that apply: Values/Services
Target Area Protected Status Describes the protected status of the land the
organization
- Maintenance
Terrestrial seeks
of airtoquality
Ecoregions benefit during the reporting
period.
- Deserts Choose
Regulation all
andofxeric that
climate apply:
shrublands
Environmental Impact Objectives Describes
- Tropical Regulation the environmental
andofsubtropical
water timing impact
and
moist flows objectives
broadleaf pursued
forests
by
-- Strict the organization.
ErosionNature
Tropical control Select
Reserve (IUCN
and subtropical all that
dry Category apply:
broadleaf1a) forests
--- Biodiversity Wilderness
Water
Tropical conservation
Area
purification
and (IUCN
and
subtropical Category
waste Ib) forests
treatment
coniferous
Ecosystem Services Provided Describes
--- Energy Nationaland the ecosystem
Parkfuel efficiency
(IUCN services provided
Category II) forests by
land directly or indirectly Disease
Temperate mitigation
broadleaf and mixed
controlled by the
--- Natural Natural
Maintenance
Temperate resources
Monumentof soil
coniferousconservation
or Feature
forest (IUCN
quality Category III)
organization,
--- Pollution Habitat/Species during
prevention the reporting
&
Management waste period.
management
Area (IUCN Select all that
Category IV)
Environmental Impact Objectives Describes
apply: Pest mitigation
Boreal forests/Taiga
theenergy
environmental impact objectives pursued
--- Sustainable Protected
Pollination
Tropical Landscape/Seascape
and subtropical (IUCN
grasslands, Category
savannas and V)
by
--shrublands the organization.
Sustainable useSelect
landmitigation all that apply:
-Provisioning Protected
Natural hazard
Biodiversity Area with
conservation Sustainable Use of Natural
-Describes
Resources Water Values/Services
resources
(Category management
VI) savannas
Ecosystem Services Provided -- Energy Temperate
Food the ecosystem
and grasslands,
fuel efficiency services provided by
and shrublands
-Supporting
land directly or indirectly
-- Natural No Current Protections
Values/Services
Floodedresources
grasslands controlled by
and savannas
conservation the
Biological raw materials
--- Pollution
organization, Other
Montane (describe)
Biomass fuel during the reporting
grasslands
prevention and shrublands
& waste period. Select all that
management
apply:
-- Sustainable Habitat
Tundra
Freshwater energy
-- Sustainable Nutrient cycling
Mediterranean
Genetic resourceslandforests,
use woodlands, and scrubs
Provisioning
-- Water Primary
Mangroves Values/Services
production
resources
Biochemicals, natural management
medicines, pharmaceuticals
-- Food Water terrestrial
Other cycling ecoregion (describe)
-Regulating Biological Values/Services
raw materials
Ecosystem Services Provided -Describes
Cultural
-Freshwater Biomass
Maintenance fuel
Values/Services
theEcoregions
ecosystem
of air quality services provided by land
-directly
-- Freshwater Large river ecosystems
or indirectly
Regulation of climate controlled by the organization,
--- Genetic
during Recreation
Large the
Regulation resources
river and ecotourism
headwater
reporting
of water ecosystems
period.
timing Select
and flowsall that apply:
Environmental Impact Objectives --- Biochemicals,
Describes Ethical
Large and
riverthe
Erosion control natural
environmental
spiritual
delta medicines,
values
ecosystems impact pharmaceuticals
objectives pursued
by
-- Small
Provisioning the organization.
Educational
river and Select
inspirational
ecosystems
Values/Services all
Water purification and waste treatment that
values apply:
Regulating
-- Large Diseaselake Values/Services
ecosystems
mitigation
Length of Coastline Present -Length of
Maintenance marine of or freshwater coastline present
-Organizations
- Maintenance
during
Biodiversity
Small
Food lake
the of air
should
ecosystems
reporting
quality
conservationfootnote
qualityon specific
soilperiod protected
details around
land, land
--the Regulation
Energy and
selections.
Xeric basin
Biological
- Pest mitigation of climate
fuel efficiency
ecosystems
raw materials
under
--- Natural Othersustainable
Regulation
Biomass of water
resources
freshwater
fuel stewardship,
timing and
conservation
ecoregion orflows
land under
(describe)
sustainable Pollination cultivation.
--- Pollution Erosion
Natural control
Freshwater prevention
hazard & waste management
mitigation
--Marine Water Ecoregions
purification
Sustainable
Genetic energyand waste treatment
resources
Disease
--Supporting
Sustainablemitigation
Polar ecoregions
Biochemicals, land use medicines, pharmaceuticals
natural
Values/Services
Maintenance
--- Water
Temperate
Habitat resources of
shelf soil quality
management
and seas ecoregions
-Regulating
-- Pest mitigation
Temperate upwellings
Values/Services
Nutrient cycling
--- Pollination
Tropical upwellings
Primary production
- Natural hazard mitigation
Length of Coastline Restored Length of marine or freshwater coastline under
ecological restoration management on protected land,
land under sustainable stewardship, or land under
Target Area Ecoregion Describes
sustainablethe ecoregions
cultivation the organization
during the reportingseeks to
period.
benefit as of the end of the reporting period. Choose all
that apply:
Target Area Protected Status Describes the protected status of the land the
organization
Terrestrial Ecoregions seeks to benefit during the reporting
period.
- Deserts and xeric Choose all that apply:
shrublands
- Tropical and subtropical moist broadleaf forests
-- Strict Nature
Tropical Reserve (IUCN
and subtropical dry Category
broadleaf1a) forests
-- Wilderness
Tropical andArea (IUCN Category
subtropical coniferous Ib) forests
-- NationalTemperate Park (IUCN Category
broadleaf and mixedII) forests
-- NaturalTemperate coniferous forest (IUCN Category III)
Monument or Feature
-- Habitat/Species
Boreal forests/TaigaManagement Area (IUCN Category IV)
-- Protected Landscape/Seascape
Tropical and subtropical grasslands, (IUCN Categoryand
savannas V)
-shrublands
Protected Area with Sustainable Use of Natural
Resources
- Temperate (Category VI) savannas and shrublands
grasslands,
-- No Current
Flooded Protections
grasslands and savannas
-- Other
Montane (describe)
grasslands and shrublands
- Tundra
- Mediterranean forests, woodlands, and scrubs
- Mangroves
- Other terrestrial ecoregion (describe)
Area of Adjacent Protected Land Area of protected land that shares a boundary with the
organization's protected land as of the end of the
Freshwater Ecoregions
reporting period.
- Large river ecosystems
Area of Fresh Water Bodies Present Surface areaheadwater
- Large river of freshwater bodies present during the
ecosystems
reporting
- Large river delta ecosystems land, land under
period on protected
sustainable
-Area
Small stewardship, or land under sustainable
Area of Land Deforested ofriver
land ecosystems
cultivation. that has been deforested by the
-organization
Large lake ecosystems
during the reporting period.
- Small lake ecosystems
Area of Land Reforested - Xericofbasin
Area land ecosystems
that has been reforested by the
- Other freshwater
organization duringecoregion (describe)
the reporting period.
Area of Trees Planted: Native Area
Marine of Ecoregions
land on which native species of trees were
Species planted
- Polar ecoregions by the organization during the reporting
period.
- Temperate shelf and seas ecoregions
Area of Trees Planted: Total Area
- Temperate of land on which trees were planted by the
upwellings
organization
- Tropical upwellingsthe reporting period.
during
Biodiversity Assessment -Indicates Tropical whether
coral the organization has undertaken
-biodiversity-related
Other marine ecoregion (describe)
assessments to evaluate the
biological diversity present on the land that is directly
Conservation Priority Describes
or indirectly thecontrolled
primary characteristics of hectares
by the organization.
Characteristics directly or indirectly controlled during the reporting
period that are desirable to maintain or enhance
Ecological Restoration Area
through of land under ecological
protection, restoration,restoration management
or sustainable
Management Area during
stewardship. the reporting
Select allperiod. Include both land area
that apply:
directly controlled and land area indirectly controlled
Ecosystem Services Provided Describes
by
Ecology theHabitat
ecosystem services provided by land
the organization.
and
directly or indirectly controlled by the organization,
during
-Describes the reporting
Wilderness, period. Select all that apply:
Environmental Impact Objectives theor wilderness-quality
environmental impactlands
objectives pursued
(biologically/ecologically
by the organization. intact
Select ecosystems,
all that apply: free of
Provisioning
significant human Values/Services
intervention), such as High
Forest Management Plan -Conservation
Indicates Food whether
-- Biodiversity
Valuethe
Forests
organization implements a forest
conservation
-- Significant
management
Energy and biodiversity
plan.
fuel efficiency
-- Biological raw materials
Critical habitat for conservation
endangered or vulnerable species
-- Natural
Biomass
Wildlife
resources
fuel
habitat
-- Pollution prevention & waste management
-- Freshwater
Land with shared
Sustainable energyboundaries to existing protected
-land,
Genetic
to resources
increase conservation assemblage or create
-- Sustainable
Biochemicals, land use medicines,
natural pharmaceuticals
buffer areas
- Water resources management
Regulating
Public/Human Values/Services
Use
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions reduced
Reduced by the organization
- Greenhouse during
emission the reporting
reductions period.
from fuel
combustion
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse gas reductions
gas emission (GHG) emissions
from industrial
Sequestered sequestered by the organization
processes (non-combustion, chemical duringreaction,
the reporting
period.
Greenhouse Gas Emissions Types fugitive,
Describesother) applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gasthe
emission reductions
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Land Directly Controlled: Cultivated Area gas emissions
of land directly reductions
controlled from livestock
by the organization and
-- Greenhouse
under gas
cultivation. emissions
Report from
directly waste handling
controlled
Direct Emissions (direct emissions from owned or land and
area
disposal during
cultivated
controlled sources)the reporting period.
Land Directly Controlled: Area of land
-- Indirect
Greenhouse directly controlled
gas emissions
Emissions (emissions by the
avoided
from organization
from or and
product
generated
Sustainably Managed under sustainable
replacements
purchased energy) cultivation or sustainable
stewardship.
-- Greenhouse
Indirect Report directlyavoided
gas emissions
anddirectly
direct emissions controlled
across dueland
to area
carbon
Land Directly Controlled: Total Area ofsold
sustainably
offsets land managed controlled
during the by thethe organization’s
organization
reporting period.
value
during chain
the reporting period. avoided due to carbon
- Greenhouse gas emissions
Land Directly Controlled: Treated offsetsArea ofpurchased
land directly controlled by the organization and
with Pesticides -treated
Greenhouse gas emissions
with pesticides. sequestered
Report from landland
directly controlled use,
land use
area change,
treated andthe
during forestry
reporting period.
Land Indirectly Controlled: - Greenhouse
Area gas emissions
of land indirectly sequestered
controlled from Carbon
by the organization
Cultivated Capture
and under and Storage Report indirectly controlled land
cultivation.
- Other
area (describe)
cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Length of Coastline Present Length of marine or freshwater coastline present
during the reporting period on protected land, land
under sustainable stewardship, or land under
Length of Coastline Restored Length of marine
sustainable or freshwater coastline under
cultivation.
ecological restoration management on protected land,
land under sustainable stewardship, or land under
Length of Streams Present Length of freshwater
sustainable cultivationstreams present
during the duringperiod.
reporting the
reporting period on protected land, land under
sustainable stewardship, or land under sustainable
Length of Streams Restored Length of freshwater streams under ecological
cultivation.
restoration management on protected land, land under
sustainable stewardship, or land under sustainable
Level of Stream Connectivity Describes
cultivationthe levelthe
during of fragmentation of streams
reporting period.
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Pesticide Use Amount
Report forof hectares
pesticidescontrolled
used during the point
at any reporting period
during the
on land area directly controlled
reporting period. Choose one: by the organization.
- Very low fragmentation
Protected Area Connectedness Describes whether the organization has assessed
- Low fragmentation
Assessment protected
- Moderatearea connectedness to evaluate the
fragmentation
continuity
- High fragmentation habitats as of the end of the
of natural
reporting
- Very highperiod.
fragmentation
- No data
Protected Land Area: Permanent Area of land with a permanently protected land status
as of the end of the reporting period.
Protected Land Area: Total Area of land with a protected land status as of the end
of reporting period.
Species Area of Habitat Describes the area of habitat available to a species
within the species' range during the reporting period.
Species Conservation Status Describes the conservation status of species during the
reporting period. Choose all that apply:
Species Extinction Threat Describes
- Least concern applicable threats to species during the
reporting
- Near threatenedChoose all that apply: period.
- Vulnerable
Target Area Ecoregion Describes
Agriculture
- Endangered the ecoregions the organization seeks to
benefit
-- Annual as of the end non-timber
Critically&endangered
perennial of the reporting cropsperiod. Choose all
that
-- Shifting apply: agriculture
Extinct inthe theprotected
wild
Target Area Protected Status Describes
-- Smallholder farming status of the land the
organization Extinct seeks to benefit during the reporting
Terrestrial
-- Agro-industry Data deficient Ecoregions
farming
period.
--Type Deserts Choose
and all
xeric
of agriculturethe that apply:
shrublands
unknown/unrecorded
Threatened Species Policy - Not evaluated
Indicates
- Tropical whether and subtropical organization
moist broadleaf implementsforestspolicies
-to
-Biological protect
Strict Nature
Tropical and the
resource
threatened
Reserve
subtropical
use (IUCNspecies
Category that
dry broadleaf forests reside
1a) in
habitats
--- Wilderness Tropical affected
and Area by the
(IUCN
subtropical organization's
Category
coniferous Ib) operations.
forests
Type of Land Area Describes Hunting & the collecting
type(s) terrestrial
of land presentanimalson hectares
--- National Temperate
Intentional Park (IUCN
broadleaf
use (species Category
and mixed
being by II) forests
assessed is the target)
directly
--- Natural or indirectly
Monument controlled
or(species
Feature the organization.
(IUCNassessed
CategoryisIII)
Report Temperate
Unintentional
for coniferous
hectareseffects forest at
controlled being
any point duringnot
theIV)
Area of Adjacent Protected Land -Area
-the Habitat/Species
Boreal
target)forests/Taiga
of protected Management
land that shares Area (IUCN Category
a boundary with the
reporting
-organization's period. Choose all that apply:
-- Protected Tropical andLandscape/Seascape
Persecution/control subtropical
protected land grasslands,
as of (IUCN Category
thesavannas
end V)
and
of the
-shrublands
reporting Protected Area
period.
Motivation of biological with Sustainable Use of Natural
-Resources Urban/Built-up(Category LandVI) resource use
Area of Fresh Water Bodies Present Surface --unknown/unrecorded Temperatearea
Agricultural of freshwater
grasslands,
Land bodies and
savannas present during the
shrublands
-reporting
-- No Current
Flooded Protections
period
grasslands on protected
and savannas land, land under
--Climate Rangeland
Other (describe)
sustainable
- Montane
Forest change
Land stewardship,
grasslands
&hassevereandor land under sustainable
shrublands
weather
Area of Land Deforested Area
cultivation.
-- Tundra of land that been deforested by the
organization HabitatAreas
Water shifting
during & alteration
the reporting period.
-- Mediterranean Droughts
Wetland forests, woodlands, and scrubs
Area of Land Reforested -- Barren
Area Mangroves
TemperatureLandthat
of land extremes
has been reforested by the
-- Tundra
organization Other
Stormsterrestrial
& flooding
during ecoregion
the reporting (describe)
period.
- Perennial Other climate Snowchange or Ice & severe weather impacts
Area of Trees Planted: Native Freshwater
Area
(describe) of landEcoregions
on which native species of trees were
Species - Large river
planted by the ecosystems
organization during the reporting
-Dams
period. Large&river headwater
water management/use ecosystems
Area of Trees Planted: Total Area
-- Large of land
river on
deltawhich trees
ecosystems
Abstraction of surface water were planteduse)
(domestic by the
organization
-- Small during
river ecosystems
Abstraction the reporting
of surface water (commercial use) period.
-- Large lake ecosystems
Abstraction of surface water (agricultural use)
Biodiversity Assessment Indicates whether the organization has undertaken
--biodiversity-related Small lake ecosystems
Abstraction of surface water (unknown
assessments to evaluate the use)
-- Xeric basin ecosystems
Abstraction of groundwater
biological
-Describes diversity present on(domestic
the land that use)is directly
Conservation Priority -orOther freshwater
Abstraction the ecoregion
groundwater
primary (describe)
indirectly controlled by the organization.use)
of (commercial
characteristics of hectares
Characteristics - Abstraction
directly of groundwater
or indirectly controlled (agricultural
during the use) reporting
Marine
- Abstraction
period Ecoregions
that areof desirable
groundwater (unknown
to maintain use)
or enhance
Ecological Restoration -through
- Polar
Area Smallofecoregions
land
dams under ecological
protection, restoration, restoration management
or sustainable
Management Area -stewardship.
during Temperate
the shelf
reporting
- Large dams Select all that apply: and seas
period. ecoregions
Include both land area
-- Temperate
directly upwellings
controlled
Dams (size unknown) and land area indirectly controlled
Ecosystem Services Provided Describes
-- Tropical
by
Ecology theHabitat
ecosystem
upwellings
the organization.
Other ecosystem
and services(describe)
modifications provided by land
directly
- Tropical orcoral
indirectly controlled by the organization,
during
- Other the
marinereporting & period.
ecoregion Select all
(describe) that apply:
Environmental Impact Objectives -Energy Describes production
Wilderness, theor mining
wilderness-quality
environmental impactlands objectives pursued
-byOilthe & gas
(biologically/ecologically drilling Select
organization. intact
all thatecosystems,
apply: free of
Provisioning
- Mining & human
significant Values/Services
quarrying intervention), such as High
Forest Management Plan -- Renewable
Conservation
Indicates Biodiversity energy
whether Valuethe Forests
conservation organization implements a forest
-- Food Other energy
Significant production
biodiversity & mining (describe)
management
-- Energy Biological and plan.
fuel efficiency
raw materials
--- Natural
Critical habitat
Biomass resources
fuel
for conservation
endangered or vulnerable species
-Fishing
-- Wildlife & habitat
Pollution harvesting
preventionaquatic & waste resources
management
Freshwater
Intentional
-- Land with use:
shared subsistence/small
boundaries scale (species
to existing protected being
Sustainable
-land,
Genetic energy
resources
assessed to
-- Sustainable is the
increase target
land [harvest])
conservation assemblage
use medicines, pharmaceuticals or create
-- Biochemicals,
Intentional
buffer
Waterareas use:
resources
natural
large scale (species being assessed is
management
the target [harvest])
Regulating
- Unintentional
Public/Human Values/Services
effects: subsistence/small scale (species
Use
Greenhouse Gas Emissions Avoided Amount of greenhouse gas (GHG) emissions avoided by
the organization during the reporting period.
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions mitigated
Mitigated by the organization during the reporting period. This
should include GHG emissions reductions from direct
Greenhouse Gas Emissions Describes
and indirect types of greenhouse gas emissions mitigation
sources.
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions reduced
Reduced by the organization
- Greenhouse during
emission the reporting
reductions period.
from fuel
combustion
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse gas reductions
gas emission (GHG) emissions
from industrial
Sequestered sequestered by the organization
processes (non-combustion, chemical duringreaction,
the reporting
period.
Greenhouse Gas Emissions Types fugitive,
Describesother) applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gasthe
emission reductions
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Land Directly Controlled: Cultivated Area gas emissions
of land directly reductions
controlled from livestock
by the organization and
-- Greenhouse
under gas
cultivation. emissions
Report from
directly waste handling
controlled
Direct Emissions (direct emissions from owned or land and
area
disposal during
cultivated
controlled sources)the reporting period.
Land Directly Controlled: Area of land
-- Indirect
Greenhouse directly controlled
gas emissions
Emissions (emissions by the
avoided
from organization
from or and
product
generated
Sustainably Managed under sustainable
replacements
purchased energy) cultivation or sustainable
stewardship.
-- Greenhouse
Indirect Report directlyavoided
gas emissions
anddirectly
direct emissions controlled
across dueland
to area
carbon
Land Directly Controlled: Total Area ofsold
sustainably
offsets land managed controlled
during the by thethe organization’s
organization
reporting period.
value
during chain
the reporting period. avoided due to carbon
- Greenhouse gas emissions
Land Directly Controlled: Treated offsetsArea ofpurchased
land directly controlled by the organization and
with Pesticides -treated
Greenhouse gas emissions
with pesticides. sequestered
Report from landland
directly controlled use,
land use
area change,
treated andthe
during forestry
reporting period.
Land Indirectly Controlled: - Greenhouse
Area gas emissions
of land indirectly sequestered
controlled from Carbon
by the organization
Cultivated Capture
and under and Storage Report indirectly controlled land
cultivation.
- Other
area (describe)
cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Length of Coastline Present Length of marine or freshwater coastline present
during the reporting period on protected land, land
under sustainable stewardship, or land under
Length of Coastline Restored Length of marine
sustainable or freshwater coastline under
cultivation.
ecological restoration management on protected land,
land under sustainable stewardship, or land under
Length of Streams Present Length of freshwater
sustainable cultivationstreams present
during the duringperiod.
reporting the
reporting period on protected land, land under
sustainable stewardship, or land under sustainable
Length of Streams Restored Length of freshwater streams under ecological
cultivation.
restoration management on protected land, land under
sustainable stewardship, or land under sustainable
Level of Stream Connectivity Describes
cultivationthe levelthe
during of fragmentation of streams
reporting period.
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Pesticide Use Amount
Report forof hectares
pesticidescontrolled
used during the point
at any reporting period
during the
on land area directly controlled
reporting period. Choose one: by the organization.
- Very low fragmentation
Protected Area Connectedness Describes whether the organization has assessed
- Low fragmentation
Assessment protected
- Moderatearea connectedness to evaluate the
fragmentation
continuity
- High fragmentation habitats as of the end of the
of natural
reporting
- Very highperiod.
fragmentation
- No data
Protected Land Area: Permanent Area of land with a permanently protected land status
as of the end of the reporting period.
Protected Land Area: Total Area of land with a protected land status as of the end
of reporting period.
Species Area of Habitat Describes the area of habitat available to a species
within the species' range during the reporting period.
Species Conservation Status Describes the conservation status of species during the
reporting period. Choose all that apply:
Species Extinction Threat Describes
- Least concern applicable threats to species during the
reporting
- Near threatenedChoose all that apply: period.
- Vulnerable
Target Area Ecoregion Describes
Agriculture
- Endangered the ecoregions the organization seeks to
benefit
-- Annual as of the end non-timber
Critically&endangered
perennial of the reporting cropsperiod. Choose all
that
-- Shifting apply: agriculture
Extinct inthe theprotected
wild
Target Area Protected Status Describes
-- Smallholder farming status of the land the
organization Extinct seeks to benefit during the reporting
Terrestrial
-- Agro-industry Data deficient Ecoregions
farming
period.
--Type Deserts Choose
and all
xeric
of agriculturethe that apply:
shrublands
unknown/unrecorded
Threatened Species Policy - Not evaluated
Indicates
- Tropical whether and subtropical organization
moist broadleaf implementsforestspolicies
-to
-Biological protect
Strict Nature
Tropical and the
resource
threatened
Reserve
subtropical
use (IUCNspecies
Category that
dry broadleaf forests reside
1a) in
habitats
--- Wilderness Tropical affected
and Area by the
(IUCN
subtropical organization's
Category
coniferous Ib) operations.
forests
Type of Land Area Describes Hunting & thecollecting
type(s) terrestrial
of land presentanimals on hectares
--- National Temperate
Intentional Park (IUCN
broadleaf
use (species Category
and mixed
being by II) forests
assessed is the target)
directly
--- Natural or indirectly
Monument controlled
or(species
Feature the organization.
(IUCNassessed
CategoryisIII)
Report Temperate
Unintentional
for coniferous
hectares effects forest at
controlled being
any point duringnot
theIV)
Area of Adjacent Protected Land -Area
-the Habitat/Species
Boreal
target)forests/Taiga
of protected Management
land that shares Area (IUCN Category
a boundary with the
reporting
-organization's period. Choose all that apply:
-- Protected Tropical and Landscape/Seascape
Persecution/control subtropical
protected land grasslands,
as of (IUCN Category
thesavannas
end V)
and
of the
-shrublands
reporting Protected Area
period.
Motivation of biological with Sustainable Use of Natural
-Resources Urban/Built-up (Category LandVI) resource use
Area of Land Deforested Area
--unknown/unrecorded of land
Temperate
Agricultural that has been
grasslands,
Land deforested
savannas by the
and shrublands
-organization
-- No Current
Flooded Protections
during
grasslands the
and reporting
savannas period.
--Climate Rangeland
Other (describe)
Montane changegrasslands and shrublands
Area of Land Reforested -
Area
-- Tundra
Forest
of Land
land that&has severe
beenweather
reforested by the
organization HabitatAreas
Water shifting
during & alteration
the reporting period.
-- Mediterranean Droughts
Wetland forests, woodlands, and scrubs
Area of Trees Planted: Native -- Barren
Area Mangroves
TemperatureLandonextremes
of land which native species of trees were
Species -- Tundra
planted Other
Stormsterrestrial
& flooding
by ecoregionduring
the organization (describe) the reporting
- Perennial
period. Other climate Snowchange or Ice & severe weather impacts
Area of Trees Planted: Total Freshwater
Area
(describe) of landEcoregions
on which trees were planted by the
- Large river ecosystems
organization during the reporting period.
-Dams Large&river headwater
water management/use ecosystems
Conservation Priority Describes
-- Large river the primary
delta characteristics
ecosystems
Abstraction of surface water (domestic of hectares
use)
Characteristics directly
-- Small or indirectly
river ecosystems
Abstraction controlled
of surface water (commercial during the reporting
use)
period
-- Large that
lake are
Abstraction of desirable
ecosystems
surface to maintain
water (agriculturalor enhance
use)
Ecological Restoration Area
through of land under
protection, ecological
restoration, restoration
or sustainablemanagement
Management Area --during Small lake
Abstraction ecosystems
of surface
the reporting water
period. (unknown
Include bothuse)
land area
stewardship.
-- Xeric basin
Abstraction Select
ecosystems
of all that
groundwater apply:
(domestic use)
directly
-Describes controlled and land area indirectly controlled
Ecosystem Services Provided -byOther the
freshwater
Abstraction the of
organization.ecosystemecoregion
groundwater services(describe)
(commercial
provided use)
by land
Ecology
- Abstraction and Habitat
of groundwater (agricultural use)
directly or indirectly controlled by the organization,
Marine
- Abstraction
during Ecoregions
the of groundwater
reporting period. Select (unknown all thatuse)
apply:
Environmental Impact Objectives -Describes -- Wilderness, Polar theor
ecoregions
Small dams wilderness-quality
environmental impactlands objectives pursued
(biologically/ecologically
-Provisioning
- Temperate
by the organization.
Large shelf and
damsValues/Services seas
Select intact ecosystems,
ecoregions
all that apply: free of
significant
-- Temperate human
Dams (size unknown) intervention),
upwellings such as High
Forest Management Plan Conservation
Indicates
-- Biodiversity Tropical whether Value
upwellings
Other ecosystem Forests
the
conservation organization
modifications (describe) implements a forest
-- Food
management Significant
Tropical coralbiodiversity
plan.
-- Energy Biological
Critical
andraw
habitat
fuelmaterials
efficiency
for&conservation
endangered or vulnerable species
--Energy Other
Natural
Biomass marine
resources
production
fuel ecoregionmining (describe)
Greenhouse Gas Emissions Avoided Amount --- PollutionWildlife ofhabitat
greenhouse
prevention & gas
waste(GHG) emissions avoided by
management
Oilorganization
& gas drillingduring the reporting period.
Freshwater
-the Land
-- Sustainable with
Mining &resourcesshared
energy
quarrying boundaries to existing protected
land, Genetic
to increase conservation assemblage or create
Greenhouse Gas Emissions -Amount
-buffer Sustainable
Renewable
Biochemicals, land
energy
of greenhouse use medicines,
natural gas (GHG) emissionspharmaceuticalsmitigated
-byWater
Other areas
resources
energy management
production
Mitigated the organization during & the mining
reporting (describe)
period. This
Regulating
should
Public/Human include Values/Services
GHG emissions reductions from direct
Use
Fishing
and & harvesting
indirect sources.aquatic resources
Intentional use:
-- Maintenance subsistence/small scale (species being
Park, land for of air qualityrecreation,
community and access to
-assessed
Regulation
public lands
is theof target [harvest])
climate
Intentional of
-- Regulation use: largetiming
water scale (species flowsbeing assessed is
Natural or[harvest])
cultural featuresand of outstanding/unique
-the targetcontrol
Erosion
value, because of rarity,subsistence/small
representativeness, aesthetic
Unintentional
- Water purification effects:
and waste treatment scale (species
Greenhouse Gas Emissions Describes types of greenhouse gas emissions mitigation
Mitigation Types applied by the organization during the reporting period.
Choose all that apply:
Greenhouse Gas Emissions Amount of greenhouse gas (GHG) emissions reduced
Reduced by the organization
- Greenhouse during
emission the reporting
reductions period.
from fuel
combustion
Greenhouse Gas Emissions Amount
- Greenhouse of greenhouse gas reductions
gas emission (GHG) emissions
from industrial
Sequestered sequestered by the organization
processes (non-combustion, chemical duringreaction,
the reporting
period.
Greenhouse Gas Emissions Types fugitive,
Describesother) applicable types of greenhouse gases (GHG)
-emitted
Greenhouse
through gasthe
emission reductions
organization's from land
operations use,
during
land use change, and forestry
the reporting period. Choose all that apply:
- Greenhouse
Land Directly Controlled: Cultivated Area gas emissions
of land directly reductions
controlled from livestock
by the organization and
-- Greenhouse
under gas
cultivation. emissions
Report from
directly waste handling
controlled
Direct Emissions (direct emissions from owned or land and
area
disposal
cultivated
controlled during sources)the reporting period.
Land Directly Controlled: Area of land
-- Indirect
Greenhouse directly controlled
gas emissions
Emissions (emissions by the
avoided
from organization
from or and
product
generated
Sustainably Managed under sustainable
replacements
purchased energy) cultivation or sustainable
stewardship.
-- Greenhouse
Indirect and Report directlyavoided
gas emissions
direct emissions controlled
across dueland
to area
carbon
Land Directly Controlled: Total Area ofsold
sustainably
offsets landmanaged
directly controlled
during the by thethe organization’s
organization
reporting period.
value
during chain
the reporting period. avoided due to carbon
- Greenhouse gas emissions
Land Indirectly Controlled: offsets
Area ofpurchased
land indirectly controlled by the organization
Cultivated -and
Greenhouse gas emissions
under cultivation. Reportsequestered from landland
indirectly controlled use,
land use change, and forestry
area cultivated during the reporting period.
Land Indirectly Controlled: - Greenhouse
Area gas emissions
of land indirectly sequestered
controlled from Carbon
by the organization
Sustainably Managed Capture
and under and Storage cultivation or sustainable
sustainable
-stewardship.
Other (describe)Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Level of Stream Connectivity Describes the level of fragmentation of streams
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Protected Area Connectedness Describes
Report forwhether
hectaresthe organization
controlled at anyhas assessed
point during the
Assessment protected area connectedness
reporting period. Choose one: to evaluate the
continuity of natural habitats as of the end of the
- Very low fragmentation
Protected Land Area: Permanent Area of
reporting land with a permanently protected land status
period.
- Low fragmentation
as of the end of the reporting period.
- Moderate fragmentation
Protected Land Area: Total - Highoffragmentation
Area land with a protected land status as of the end
-ofVery high fragmentation
reporting period.
- No data
Species Area of Habitat Describes the area of habitat available to a species
within the species' range during the reporting period.
Species Conservation Status Describes the conservation status of species during the
reporting period. Choose all that apply:
Species Extinction Threat Describes
- Least concern applicable threats to species during the
reporting
- Near threatenedChoose all that apply:
period.
- Vulnerable
Target Area Ecoregion Describes
Agriculture
- Endangered the ecoregions the organization seeks to
benefit
-- Annual as of the end non-timber
Critically&endangered
perennial of the reporting
cropsperiod. Choose all
that
-- Shifting apply:agriculture
Extinct inthetheprotected
wild
Target Area Protected Status Describes
-- Smallholder farming status of the land the
organization Extinct seeks to benefit during the reporting
Terrestrial
-- Agro-industry Ecoregions
Data deficient farming
period.
--Type DesertsChoose
and all
xeric
of agriculture that apply:
shrublands
unknown/unrecorded
Type of Land Area - Not evaluated
Describes the type(s) of land present on hectares
- Tropical and subtropical moist broadleaf forests
-directly
-Biological Strict or
Tropical andindirectly
Nature Reserve controlled
subtropical
resource use (IUCN
dry by
Categorythe
broadleaf organization.
1a)
forests
Report
--- Wilderness forand
Tropical hectares
Area controlled
(IUCN
subtropical Categoryat any
coniferous point during the
Ib) forests
reporting Hunting & collecting
period. Chooseterrestrial
all that animals
apply:
--- National Temperate Park
Intentional use (IUCN
broadleaf Category
(species and mixed
being II) forestsis the target)
assessed
--- NaturalTemperate Monument
Unintentional coniferous
effects or(species
Feature (IUCNassessed
forest being CategoryisIII)
not
--- Urban/Built-up
Habitat/Species
Boreal forests/TaigaLand
Management Area (IUCN Category IV)
the target)
--- Agricultural Land
-- Protected
Tropical and Landscape/Seascape
subtropical grasslands,
Persecution/control
Rangeland
(IUCN Categoryand
savannas V)
-shrublands
Protected
-- Motivation Area with Sustainable Use of Natural
Forest Landof biological resource use
Area of Adjacent Protected Land Area of protected land that shares a boundary with the
organization's protected land as of the end of the
reporting period.
Area of Land Deforested Area of land that has been deforested by the
organization during the reporting period.
Area of Land Reforested Area of land that has been reforested by the
organization during the reporting period.
Area of Trees Planted: Native Area of land on which native species of trees were
Species planted by the organization during the reporting
period.
Area of Trees Planted: Total Area of land on which trees were planted by the
organization during the reporting period.
Conservation Priority Describes the primary characteristics of hectares
Characteristics directly or indirectly controlled during the reporting
period that are desirable to maintain or enhance
Ecological Restoration Area
through of land under ecological
protection, restoration, restoration management
or sustainable
Management Area during
stewardship. Select all that apply: the reporting period. Include both land area
directly controlled and land area indirectly controlled
Ecosystem Services Provided Describes
by
Ecology theHabitat
the organization.
and ecosystem services provided by land
directly or indirectly controlled by the organization,
during the reporting period. Select all that apply:
Environmental Impact Objectives -Describes Wilderness, theor wilderness-quality
environmental impactlands
objectives pursued
(biologically/ecologically
by the organization. Select intact ecosystems,
all that apply: free of
Provisioning
significant human Values/Services
intervention), such as High
Forest Management Plan -Conservation
Indicates
-- Biodiversity Food whetherValuethe Forests
conservation organization implements a forest
management
-- Energy Significantand biodiversity
plan.
fuel efficiency
-- Biological Critical
Natural
raw materials
habitat
resources for conservation
endangered or vulnerable species
Land Directly Controlled: Cultivated Area- Biomass fuel
-- Wildlife
-under Pollution preventioncontrolled
of land directly
habitat by the organization and
& waste management
-- Freshwater Land cultivation.
with
Sustainable shared
energy Report
boundariesdirectly
to controlled
existing land area
protected
-land,
cultivated Genetic
to resources
during
increase the reporting
conservation period.
assemblage or create
Land Directly Controlled: --Area Sustainable
Biochemicals,
ofareas land
land directly usecontrolled
natural medicines, pharmaceuticals
by the organization and
buffer
- Watersustainable resources cultivation
management
Sustainably Managed under or sustainable
Regulating
stewardship.
Public/Human Values/Services
Report directly controlled
Use controlled by the organization land area
Land Directly Controlled: Total Area
sustainably of landmanaged
directly during the reporting period.
during
-- Maintenance the reporting air period.
Park, land for of communityqualityrecreation, and access to
-public Regulation of climate
Land Indirectly Controlled: Area
-- Regulation oflands
land of indirectly controlled
waterfeatures
timing and by the organization
flows
Cultivated and Natural
under orcultivation.
cultural Report of outstanding/unique
indirectly controlled land
-value, Erosion control
because of rarity, representativeness, aesthetic
area
-qualities cultivated
Water during
purification and the reporting
waste treatment period.
Land Indirectly Controlled: Area of land indirectly
or cultural controlled
significance by the
(e.g., organization
waterfalls,
Sustainably Managed -and
distinct Disease
under mitigation
sustainable
scenic landscapes, cultivation
geologicalor sustainable
features, cave
-stewardship. Maintenance of
Report
dwellings, natural pilgrimage sites) soil quality
indirectly controlled land area
Land Indirectly Controlled: Total -sustainably
Area
- Open space Pest mitigation
of land indirectly
managed controlled
during the by the
reporting organization
period.
-- Pollination
during Working thelands,
reporting period. land for traditional
specifically
- Natural hazard mitigation
Length of Adjacent Protected Land activities Length ofrelated protected to the
landsustainable use of natural
boundary shared with the
resources,
organization's including
protectedagriculture,
land as timber,
of the andofranching
end the
Supporting
-reporting Values/Services
Scientificperiod.
value (research reserves, field stations, etc.)
Level of Stream Connectivity Describes
-Ecosystem Habitat the level of fragmentation of streams
present Services
- Nutrient cycling directly or indirectly controlled by
on hectares
the
-Describes organization as of the end of the reporting period.
Protected Area Connectedness - Primary
Report Land that
for
production
whether
providesthe
hectares organization
basic
controlled at anyhas
ecosystem assessed
services
point in critical
during the
Assessment -protectedWater cycling
situations area
(e.g., connectedness
watershed to
function, evaluate
flood the
control)
reporting period. Choose one:
continuity
-CulturalLand low
Very of natural
providing otherhabitats
fragmentation ecosystem as ofservices
the end(regulating
of the
Protected Land Area: Permanent Area Values/Services
Lowof
-reporting
values/services, land withsupporting
period.
fragmentation a permanently protected land status
values/services,
as of the endvalues/services,
-provisioning
Moderate of the reportingand/or period.cultural
Recreationfragmentation
-values/services). and ecotourism
Protected Land Area: Total --Area
High offragmentation
Ethical land
and with a protected
spiritual values land status as of the end
-ofVery high fragmentation
reporting
- Educational period.
and inspirational values
- No data
Organizations should footnote specific details around
the selections.
Species Area of Habitat Describes the area of habitat available to a species
within the species' range during the reporting period.
Species Conservation Status Describes the conservation status of species during the
reporting period. Choose all that apply:
Species Extinction Threat Describes
- Least concern applicable threats to species during the
reporting
- Near threatenedChoose all that apply: period.
- Vulnerable
Target Area Ecoregion Describes
Agriculture
- Endangered the ecoregions the organization seeks to
benefit
-- Annual as of the end non-timber
Critically&endangered
perennial of the reporting cropsperiod. Choose all
that
-- Shifting apply:
Extinct inagriculture
theprotected
wild
Target Area Protected Status Describes
-- Smallholder the farming status of the land the
organization Extinct seeks to benefit during the reporting
Terrestrial
-- Agro-industry Data deficient Ecoregions
farming
period.
--Type Choose all that apply:
Type of Land Area - Deserts
Describes
and xeric shrublands
of agriculture
Not evaluatedthe type(s) unknown/unrecorded
of land present on hectares
- Tropical and subtropical moist broadleaf forests
directly
--Biological Strict
Tropical or
Natureindirectly
and Reserve
subtropicalcontrolled
(IUCNdry by
Categorythe
broadleaf organization.
1a)
forests
Report resource
forand hectares use
controlled at any point during the
--- Wilderness Tropical
Hunting & Area (IUCN
subtropical
collecting Category
coniferous
terrestrial Ib) forests
animals
Area of Adjacent Protected Land Area
reporting
--- National of protected
period.
Park (IUCN land
Choose thatall
Category shares
thatII) a boundary with the
apply:
organization's Temperate
Intentional use broadleaf
(species
protected andlandmixed
being offorests
asassessed is the
the Category
end target)
of the
--- Natural Temperate Monument
Unintentional coniferous
effects or Feature
forest (IUCN
(species being assessed isIII)
not
reporting
--- Urban/Built-up period.
Habitat/Species Land
Area of Fresh Water Bodies Present Surface -the
Boreal forests/Taiga
area
target)
Agricultural of
Landfreshwater bodies present during theIV)
Management Area (IUCN Category
-reporting
--- Protected Tropical and Landscape/Seascape
period
Persecution/control subtropical
on protected grasslands,(IUCN
land, Category
savannas
land under and V)
-shrublands Rangeland
Protected Area with Sustainable Use of Natural
sustainable
-- Motivation Forest Land stewardship,
of biological or land under
resource use sustainable
Area of Land Deforested Resources
Area
-unknown/unrecorded
cultivation. of land
Temperate (Category
that has VI)
grasslands, been deforested
savannas by the
and shrublands
-organization
-- Water No
Flooded Areas
Current Protections
during the
grasslands andreporting
savannasperiod.
---Climate Wetland
Other
Montane (describe)
grasslands
change and shrublands
Area of Land Reforested -- Barren
Area of
Tundra Landthat&has
land severe
beenweather
reforested by the
-organization
-- Habitat Tundra shifting
during & alteration
the reporting period.
Mediterranean
Droughts Snow forests, woodlands, and scrubs
--- Perennial Mangroves or Ice
Area of Trees Planted: Native - Temperature
Area of land onextremes which native species of trees were
Species --planted Other
Stormsterrestrial
& flooding
by ecoregionduring
the organization (describe)the reporting
- Other climate change & severe weather impacts
period.
Area of Trees Planted: Total Freshwater
Area
(describe) of landEcoregions
on which trees were planted by the
- Large river ecosystems
organization during the reporting period.
-Dams Large&river headwater
water management/use ecosystems
Biodiversity Assessment Indicates
-- Large whether
river delta the organization
ecosystems
Abstraction of surface water (domestic has undertaken
use)
biodiversity-related
-- Small river ecosystems
Abstraction assessments
of surface water (commercial to evaluateuse) the
biological
-- Large diversity
lake ecosystems
Abstraction of present on
surfacecharacteristics the land
water (agricultural that use)directly
is
Conservation Priority Describes
or
-- Small indirectly the primary
controlled
lake ecosystems by the of
organization. hectares
Characteristics directly Abstraction of surface
or indirectly water (unknown
controlled during theuse) reporting
--period Xeric basin
Abstraction
that
ecosystems
areof groundwater
desirable to (domestic
maintain or use)
enhance
Ecological Restoration -Area
-through Otherof freshwater
Abstraction
land under ecoregion
of groundwater
ecological (describe)
(commercial
restoration use)
management
protection, restoration, or sustainable
Management Area -stewardship.
during Abstraction of
the reporting groundwater
period.
Select all that apply: (agricultural
Include both use)
land area
Marine
- Abstraction
directly Ecoregions
controlledof groundwater
and land area (unknown
indirectly use)controlled
Ecosystem Services Provided -by
Describes
-Ecology Polar
Small ecoregions
dams theHabitat
the organization. ecosystem services provided by land
-- Temperate and shelf and seas ecoregions
directly or
Large dams indirectly controlled by the organization,
-- Temperate
during the upwellings
reporting
Dams (size unknown) period. Select all that apply:
Environmental Impact Objectives -Describes -- Wilderness, Tropical
Other theor
upwellings
ecosystem
wilderness-quality
environmental
modifications impact lands
objectives pursued
(describe)
(biologically/ecologically
by
- Tropical the organization.
coral Select intact ecosystems,
all that apply: free of
Provisioning
significant Values/Services
human intervention),
- Other production
Energy marine ecoregion &Forests
mining (describe) as High
such
Forest Management Plan Conservation
Indicates
-- Biodiversity whether Value the
conservation organization implements a forest
-- Food
management Oil & gas drilling
Significant biodiversity
plan.
-- Energy Mining and
Biological fuelmaterials
raw
& quarrying efficiency
-- Critical Natural
Biomass
Renewable
habitat
resources
fuel
for conservation
endangered or vulnerable species
energy controlled by the organization and
Land Directly Controlled: Cultivated Area ---- Pollution of land
Wildlife directly
habitat
prevention & waste management
under Freshwater
Other energy
Land cultivation. production
Report & mining
directly (describe)
controlled land area
--- SustainableGenetic
with shared
energy
resources
boundaries to existing protected
cultivated
land,
-Area to
Sustainable during
increase land the reporting
conservation
useaquatic period.
assemblage or create
Land Directly Controlled: -Fishing
buffer Biochemicals,
ofareas
land
& natural
directly
harvesting medicines,
controlled pharmaceuticals
by the
resources organization and
Sustainably Managed -under
- Water resources
sustainable
Intentional management
cultivation
use: subsistence/small or sustainable
scale (species being
Regulating
stewardship.
assessed
Public/Human is Values/Services
theReport
target directly
[harvest]) controlled
Use controlled by the organization land area
Land Directly Controlled: Total Area
sustainably
- Intentional of landmanaged
directly
use: large during the reporting
scale (species beingperiod.
assessed is
-during
the the [harvest])
Maintenance
target reporting
of air period.
quality
- Park, land for community recreation, and access to
--public Regulation
lands of climate
Unintentional effects: subsistence/small scale (species
-being Regulation
assessed
- Natural or cultural of water
is timing
notfeatures
the and
target flows
[harvest])
of outstanding/unique
-value,
Erosion control
Unintentional
because of effects:
rarity,large scale (species being
representativeness, aesthetic
-assessed
Water purification
qualities is not
or cultural and waste
the target treatment
[harvest])
significance (e.g., waterfalls,
-distinct
Disease mitigation
Persecution/control
scenic landscapes, geological features, cave
--dwellings,
Maintenance
Motivation foroffishing
natural soil quality
& harvesting
pilgrimage sites) aquatic resoruces
Land Directly Controlled: Treated Area of land directly controlled by the organization and
with Pesticides treated with pesticides. Report directly controlled land
area treated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Cultivated and under cultivation. Report indirectly controlled land
area cultivated during the reporting period.
Land Indirectly Controlled: Area of land indirectly controlled by the organization
Sustainably Managed and under sustainable cultivation or sustainable
stewardship. Report indirectly controlled land area
Land Indirectly Controlled: Total Area of landmanaged
sustainably indirectlyduring
controlled by the organization
the reporting period.
during the reporting period.
Length of Adjacent Protected Land Length of protected land boundary shared with the
organization's protected land as of the end of the
reporting period.
Length of Coastline Present Length of marine or freshwater coastline present
during the reporting period on protected land, land
under sustainable stewardship, or land under
Length of Coastline Restored Length of marine
sustainable or freshwater coastline under
cultivation.
ecological restoration management on protected land,
land under sustainable stewardship, or land under
Length of Streams Present Length of freshwater
sustainable cultivationstreams present
during the duringperiod.
reporting the
reporting period on protected land, land under
sustainable stewardship, or land under sustainable
Length of Streams Restored Length of freshwater streams under ecological
cultivation.
restoration management on protected land, land under
sustainable stewardship, or land under sustainable
Level of Stream Connectivity Describes
cultivationthe levelthe
during of fragmentation of streams
reporting period.
present on hectares directly or indirectly controlled by
the organization as of the end of the reporting period.
Pesticide Use Amount
Report for of hectares
pesticidescontrolled
used during the point
at any reporting period
during the
on land area
reporting directly
period. controlled
Choose one: by the organization.
- Very low fragmentation
Protected Area Connectedness Describes whether the organization has assessed
- Low fragmentation
Assessment protected
- Moderatearea connectedness to evaluate the
fragmentation
continuity of natural
- Highoffragmentation habitats as of the end of the
Protected Land Area: Permanent Area
reporting land with a permanently protected land status
period.
- Very
as high
of the fragmentation
end of the reporting period.
- No data
Protected Land Area: Total Area of land with a protected land status as of the end
of reporting period.
Species Area of Habitat Describes the area of habitat available to a species
within the species' range during the reporting period.
Species Conservation Status Describes the conservation status of species during the
reporting period. Choose all that apply:
Species Extinction Threat Describes
- Least concern applicable threats to species during the
reporting
- Near threatenedChoose all that apply:
period.
- Vulnerable
Target Area Ecoregion Describes
Agriculture
- Endangered the ecoregions the organization seeks to
benefit
-- Annual as of the end non-timber
Critically&endangered
perennial of the reportingcropsperiod. Choose all
that
-- Shifting apply:
Extinct inagriculture
theprotected
wild
Target Area Protected Status Describes
-- Smallholder the farming status of the land the
organization Extinct seeks to benefit during the reporting
Terrestrial
-- Agro-industry Ecoregions
Data deficient farming
period.
--Type DesertsChoose
and all
xeric
of agriculturethethat apply:
shrublands
unknown/unrecorded
Threatened Species Policy - Not evaluated
Indicates
- Tropical whether and subtropical organization implements
moist broadleaf forestspolicies
to
--Biological protect
Strict the
Nature
Tropical and threatened
Reserve
subtropical species
(IUCN that
dry Category
broadleaf1a)reside
forests in
habitats resource
affected by use
the organization's operations.
--- Wilderness Tropical
Hunting & and Area (IUCN
subtropical
collecting Category
coniferous
terrestrial Ib) forests
animals
Type of Land Area Describes
--- National the
Park type(s)
(IUCN of land
Category present
II) on hectares
directly Temperate
Intentional
or broadleaf
use (species
indirectly and mixed
being by
controlled forests
assessed
the is the target)
organization.
--- Natural Temperate Monument
Unintentional coniferous
effects or(species
Feature
forest at (IUCNassessed
being CategoryisIII)
Report
--the for hectares
Habitat/Species controlled any point
Management Area (IUCN Category duringnot
theIV)
reporting Boreal forests/Taiga
target) period. Choose all that apply:
--- Protected
Tropical andLandscape/Seascape
subtropical grasslands,
Persecution/control (IUCN Categoryand
savannas V)
-shrublands
Protected Area with
Motivation of biological Sustainable Use of Natural
-Resources
Urban/Built-up
(CategoryLandVI) resource use
--unknown/unrecorded
Temperate
Agricultural grasslands,
Land savannas and shrublands
--- Flooded
No Current
Rangeland
Protections
grasslands and savannas
--Climate
Other
Montane(describe)
grasslands and
change & severe weather shrublands
- Forest Land
Area of Adjacent Protected Land Area of protected land that shares a boundary with the
organization's protected land as of the end of the
reporting period.
Area of Fresh Water Bodies Present Surface area of freshwater bodies present during the
reporting period on protected land, land under
sustainable stewardship, or land under sustainable
Biodiversity Assessment Indicates
cultivation. whether the organization has undertaken
biodiversity-related assessments to evaluate the
biological diversity present on the land that is directly
Conservation Priority Describes
or indirectly thecontrolled
primary characteristics
by the organization. of hectares
Characteristics directly or indirectly controlled during the reporting
period that are desirable to maintain or enhance
Ecological Restoration Area
through of land under ecological
protection, restoration, restoration management
or sustainable
Management Area during
stewardship. Select all that apply: the reporting period. Include both land area
directly controlled and land area indirectly controlled
Ecosystem Services Provided Describes
by
Ecology theHabitat
the organization.
and ecosystem services provided by land
directly or indirectly controlled by the organization,
during the reporting period. Select all that apply:
Environmental Impact Objectives -Describes Wilderness, theor wilderness-quality
environmental impactlands objectives pursued
(biologically/ecologically
by the organization. Select intact ecosystems,
all that apply: free of
Provisioning
significant human Values/Services
intervention), such as High
Conservation
Length of Adjacent Protected Land Length Value Forests
of protected land boundary shared with the
--- Food Biodiversity
Significant
conservation
biodiversity
organization's
-- Energy Biological and protected
fuel efficiency
raw materials land as of the end of the
--- Natural
reporting Critical habitat
period.
resources for conservation
endangered or vulnerable species
Length of Coastline Present -- Biomass
Length Wildlife fuel or freshwater coastline present
of habitat
Pollution marine
prevention & waste management
-during
-- Land Freshwater
the reporting
with shared period on to protected
existing land, land
-under Sustainable
Genetic energyboundaries
resources
protected
land,
-Length sustainable
to increase
Sustainable land stewardship,
conservation
use or land
assemblage underor create
Length of Coastline Restored -buffer
sustainable Biochemicals,
of marine natural
or
cultivation. medicines,
freshwater pharmaceuticals
coastline under
-ecological Waterareasresources
restoration management
management on protected land,
Regulating
land
Public/Human under Values/Services
sustainable
Use stewardship, or land under
Length of Streams Present Length of freshwater
sustainable cultivationstreams
during the present duringperiod.
reporting the
-reporting
- Park, land for Maintenance period of on
air protected
quality land, land under
community recreation, and access to
sustainable
-public Regulation stewardship,
of climate or land under sustainable
Length of Streams Restored Length
cultivation. lands
of freshwater streams under ecological
-- Regulation of waterfeatures
Natural or management
cultural timing and flows
of outstanding/unique
restoration
-value, Erosion control on protected land, land under
sustainable because of rarity, representativeness,
stewardship, or land under aesthetic
sustainable
Level of Stream Connectivity -qualities
Describes Water purification
orthe levelthe
cultural and
of waste treatment
fragmentation
significance (e.g.,of streams
waterfalls,
cultivation
-distinct Diseasescenic during
mitigation reporting period.
present on hectares directly
landscapes, or indirectly
geological controlled
features, cave by
-the Maintenance
organization
dwellings, natural pilgrimage sites) of soil
as of quality
the end of the reporting period.
Protected Area Connectedness -Report
Describes
- Open space Pest mitigation
for whether
hectares the organization
controlled at any has assessed
point during the
Assessment -reporting
protected Pollination area
period. connectedness
Choose
- Working lands, specifically land for traditional one: to evaluate the
-- Natural
continuity Very lowhazardof naturalmitigation
fragmentation habitats as of theuseend of the
Protected Land Area: Permanent activities Area
reporting
- Low fragmentation of related
land with
period.
to
a the sustainable
permanently protected of natural
land status
resources,
as of the including
end of the agriculture,
reporting timber, and ranching
period.
Supporting
-- Scientific Moderatevalue Values/Services
fragmentation
(research reserves, field stations, etc.)
Protected Land Area: Total -
Area High fragmentation
of land with a protected land status as of the end
--of
Ecosystem Habitat
Very high Services
reporting fragmentation
period.
-- Nutrient No data cycling
Species Area of Habitat -
- Primary
Describes Land thatproduction
the area ofbasic
provides habitat availableservices
ecosystem to a species
in critical
-within Water thecycling
species' range
situations (e.g., watershed function, flood control) during the reporting period.
- Land providing other ecosystem services (regulating
Species Conservation Status Cultural
Describes
values/services, Values/Services
the conservation
supporting status of species during the
values/services,
reporting period. Choose
provisioning values/services, and/or cultural all that apply:
-values/services).Recreation and ecotourism
Species Extinction Threat Describes
- Least applicable
Ethicalconcern
and spiritualthreats
values to species during the
reporting
- Educational period.
Near threatened and Choose all that
inspirational apply:
values
- Vulnerable
Target Area Ecoregion Describes
Agriculture
-Organizations Endangered the ecoregions
should footnote the organization
specific detailsseeks to
around
benefit
--the Annual as of the
&endangered
selections.
Critically end of the reporting
perennial non-timber crops period. Choose all
that
-- Shifting apply: agriculture
Extinct inthe theprotected
wild
Target Area Protected Status Describes
-- Smallholder farming status of the land the
organizationExtinct seeks to benefit during the reporting
Terrestrial
-- Agro-industry
Data deficientEcoregions
farming
period.
--Type Deserts Choose all that
of agricultureshrublands
and xeric apply:
unknown/unrecorded
- Not evaluated
- Tropical and subtropical moist broadleaf forests
--Biological
Strict
TropicalNature
and Reserveuse (IUCN
subtropical
resource dry Category
broadleaf1a) forests
--- Wilderness
Tropical and Area (IUCN
subtropical Category
coniferous
Hunting & collecting terrestrial animals Ib) forests
--- National
Temperate
Intentional Parkuse (IUCN
broadleaf Category
(species and mixed
being II) forestsis the target)
assessed
--- Natural
Temperate Monument
Unintentional coniferous or Feature
forest being
effects (species (IUCNassessed
CategoryisIII)not
- Habitat/Species Management Area (IUCN Category IV)
Threatened Species Policy Indicates whether the organization implements policies
to protect the threatened species that reside in
habitats affected by the organization's operations.
Type of Land Area Describes the type(s) of land present on hectares
directly or indirectly controlled by the organization.
Report for hectares controlled at any point during the
reporting period. Choose all that apply:
- Urban/Built-up Land
Biodiversity Assessment Indicates
- Agricultural whether Land the organization has undertaken
biodiversity-related
- Rangeland assessments to evaluate the
biological
-Describes Forest Land diversity present on the land that is directly
Conservation Priority or indirectly thecontrolled
primary characteristics
by the of hectares
organization.
Characteristics -directly Water or Areasindirectly controlled during the reporting
-period Wetlandthat are desirable to maintain or enhance
Ecosystem Services Provided -through
Describes Barren protection,
Land
the ecosystem servicesorprovided
restoration, sustainable by land
-stewardship.
directly Tundraor indirectly controlled
Select all that apply: by the organization,
- Perennial
during Snow or Ice
the reporting period. Select all that apply:
Environmental Impact Objectives Describes
Ecology and theHabitat
environmental impact objectives pursued
by
Provisioning the organization. Select all that apply:
Values/Services
Level of Stream Connectivity -Describes Wilderness, or wilderness-quality
theconservation
level of fragmentation lands
of streams
--(biologically/ecologically Biodiversity
Food intact ecosystems, free of by
-present
-significant Energy on
and
Biologicalhuman hectares
fuel directly
efficiency
raw materials
intervention),
or indirectly
such as
controlled
High
the
--Conservation organization
Natural
Biomass resources
fuel as of the end of the reporting period.
conservation
Protected Area Connectedness Describes whetherValuethe Forests
Report
--- Pollution for
Freshwater
Significant
hectares
prevention
biodiversity &organization
controlled
waste at anyhas
management assessed
point during the
Assessment protected
reporting
--- Sustainable area
period. connectedness
energy Choose one: to evaluate the
Genetichabitat
resources
--- Critical
continuity Very low
Sustainable of naturalfor endangered
fragmentation
land use habitats as of or the
vulnerable
end of the species
Species Area of Habitat -- Biochemicals,
Describes
reporting Wildlife the
habitat
period.
Low fragmentation
natural
area of medicines,
habitat availablepharmaceuticals
to a species
-within
-- Water Land the
withresources
species'
shared management
range duringtothe
boundaries reporting
existing period.
protected
Regulating Moderate fragmentation
Values/Services
land,
-Describes to increase
High fragmentation conservation assemblage or create
Species Conservation Status buffer areas the conservation status of species during the
-reporting
- Very high
Maintenance fragmentation
period. of Choose
air quality all that apply:
-- No data
Regulation of climate
Species Extinction Threat Public/Human Use
-Describes
- Least applicable
concern
Regulation of waterthreats timing and to species
flows during the
reporting
--- Near period.
threatened
Erosion control Choose all that apply:
Park, land for community recreation, and access to
-public
- Vulnerable Waterlandspurification and waste treatment seeks to
Target Area Ecoregion Describes
Agriculture
--- Endangered the ecoregions the organization
benefit Disease
Natural as mitigation
orof cultural
the end features
of the of outstanding/unique
reporting
--- Annual Critically
Maintenance&endangered
perennial
of soil non-timber
quality cropsperiod. Choose all
value,
that
--- Shifting because
apply: agricultureof rarity, representativeness, aesthetic
Target Area Protected Status Describes
qualities Extinct
Pest in
mitigation
the
or the wild significance
protected
cultural status of the
(e.g., land the
waterfalls,
--- Smallholder Extinct
Pollination farming
organization
distinct
Terrestrial scenic seeks to benefit
landscapes,
Ecoregions during the
geological reporting
features, cave
--period.
--dwellings, Agro-industry
Data deficient
Natural hazard
Choose
natural
farming
mitigation
all that apply:
pilgrimage sites)
--Type Deserts
Not and
of agriculturexeric shrublands
unknown/unrecorded
Threatened Species Policy Indicates
- Tropical Openevaluated
whether
spaceand subtropical the organization
moist broadleaf implementsforestspolicies
to
-Supporting
- Strict protect
WorkingNature
Tropical the
lands,
and threatened
Values/Services
Reserve
subtropical (IUCN
specifically species
Category
dryland that reside
1a)
for traditional
broadleaf forests in
Biological
habitats resource
affected by use
the organization's operations.
--activities
- Wilderness relatedArea to(IUCN
the Category
sustainable Ib)use
Type of Land Area Describes
--resources,
Tropical
Hunting
Habitat &
National
and
the
Park
subtropical
collecting
type(s)
(IUCN of coniferous
terrestrial
land
Category
animals
present
II) onofhectares
forests natural
-- Intentional
directly Temperate including
broadleaf
use (species
orMonument
indirectly agriculture,
and mixed
being by
controlled timber,
forests
assessed and
is theranching
the organization. target)
Nutrient
Natural cycling or Feature (IUCN Category
-Report
- Unintentional Scientific
Temperate
Primary for value
hectares
production
(research
coniferous
effects forestreserves,
(species
controlled atbeing
any field
assessed
point isIII)
stations,
during etc.)
nottheIV)
--the Habitat/Species
Boreal
target)forests/Taiga Management Area (IUCN Category
reporting
--Ecosystem Water period.
cycling Choose all that apply:
- Protected Tropical and Landscape/Seascape
Services
Persecution/control subtropical grasslands, (IUCN Categoryand
savannas V)
-shrublands Protected
Motivation Area with
of biological Sustainable Use of Natural
-Resources
Cultural Urban/Built-up
Values/Services
(Category LandVI) resource use
-unknown/unrecorded
-- Temperate Land that
Agricultural provides
grasslands,
Land basicsavannas
ecosystem andservices
shrublands in critical
No Current Protections
--situations Flooded
Rangeland
Recreation
(e.g.,
grasslands watershed
and other
function, flood control)
and savannas
ecotourism
---Climate Other
Land
Montane
Forest
(describe)
providing
changegrasslands
& severe ecosystem
and shrublands
weather services (regulating
Ethical Land
--values/services,
Tundra and spiritual values
supporting values/services,
-- Water Habitat shifting
Areas
Educational &inspirational
alteration values
andforests,
-provisioningDroughts values/services,
- Mediterranean
Wetland and/or cultural
woodlands, and scrubs
-values/services).
Mangroves
Temperature
-Organizations
Barren Land should extremes
-- Other terrestrial footnote
ecoregion specific details around
(describe)
Storms
Tundra
the selections. & flooding
Other climate
- Perennial Snowchangeor Ice & severe weather impacts
Freshwater Ecoregions
(describe)
- Large river ecosystems
-Dams Large&river
water headwater
management/use ecosystems
-- Large river delta
Abstraction ecosystems
of surface water (domestic use)
-- Small river ecosystems
Abstraction of surface water (commercial use)
-- Large lake ecosystems
Abstraction of surface water (agricultural use)
-- Small
Abstractionecosystems
lake of surface water (unknown use)
-- Xeric basin ecosystems
Abstraction of groundwater (domestic use)
-- Other freshwater
Abstraction ecoregion (commercial
of groundwater (describe) use)
Alignment Comments
• SDG target 1.1 refers to country-level
activities; no IRIS metrics directly align to this
type of target.
• SDG target 1.2 refers to country-level
activities; no IRIS metrics directly align to this
type of target.
• SDG target 1.3 refers to public policy
activities; no IRIS metrics directly align to this
type of target.
• The IRIS metrics alignment to SDG target
1.4 includes metrics related to the IRIS+
Impact Themes: Access to Quality Education;
Access to Quality Healthcare; Water,
Sanitation, and Hygiene (WASH); and
Financial Inclusion.
• IRIS metrics related to employees, clients,
distributors, and suppliers are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
1.5 includes metrics related to the IRIS+
Impact Themes: Climate Resilience and
Adaptation,and Financial Inclusion.
• IRIS metrics related to clients, employees,
distributors, suppliers, individuals,
households, and organizations are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through theNavigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a publiccomment period. All created Core
Adaptation,and Financial Inclusion.
• IRIS metrics related to clients, employees,
distributors, suppliers, individuals,
households, and organizations are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through theNavigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a publiccomment period. All created Core
Metrics Sets are available through IRIS+.
• SDG target 1.a refers to public policy
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 1.b refers to international
cooperation; no IRIS metrics directly align to
this type of target.
• The IRIS metrics alignment to SDG target
2.1 includes metrics related to the IRIS+
Impact Themes: Food Security and Nutrition.
• IRIS metrics related to individuals,
employees, clients, distributors, and suppliers
are included in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
• The IRIS metrics alignment to SDG target
2.1 includes metrics related to the IRIS+
Impact Themes: Food Security and Nutrition.
• IRIS metrics related to individuals,
employees, clients, distributors, and suppliers
are included in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
2.2 includes metrics related to the IRIS+
Impact Theme: Nutrition.
• IRIS metrics related to individuals are
included in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
2.3 includes metrics related to the IRIS+
Impact Theme: Smallholder Agriculture.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• The IRIS metrics alignment to SDG target
2.3 includes metrics related to the IRIS+
Impact Theme: Smallholder Agriculture.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• The IRIS metrics alignment to SDG target
2.4 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture,
Sustainable Agriculture, Biodiversity &
Ecosystem Conservation, Climate Resilience
and Adaptation, Land Conservation, and
Sustainable Land Management.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
2.5 includes metrics related to the IRIS+
Impact Theme: Biodiversity & Ecosystem
Conservation.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.

• SDG target 2.a refers to country-level

activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 2.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 2.c refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
target.
• The IRIS metrics alignment to SDG target
3.1 includes metrics related to the IRIS+
Impact Theme: Access to Quality Healthcare.
• IRIS metrics related to clients and
employees are included in the alignment.
• IRIS metrics related to employee healthcare
coverage are included.
coverage are included.
• The IRIS metrics alignment to SDG target
3.2 includes metrics related to the IRIS+
Impact Theme: Access to Quality Healthcare.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to employee healthcare
coverage have been excluded because
children are the target stakeholder.
• The IRIS metrics alignment to SDG target
3.3 includes metrics related to the IRIS+
Impact Theme: Access to Quality
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to employee healthcare
coverage are included.
• The IRIS metrics alignment to SDG target
3.4 includes metrics related to the IRIS+
Impact Theme: Access to Quality Healthcare.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to employee healthcare
coverage are included.
• The IRIS metrics alignment to SDG target
3.5 includes metrics related to the IRIS+
Impact Theme: Access to Quality Healthcare.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to employee healthcare
coverage are included.
• There are no IRIS metrics relevant to SDG
Target 3.6.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
• The IRIS metrics alignment to SDG target
3.7 includes metrics related to the IRIS+
Impact Theme: Access to Quality Healthcare.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to employee healthcare
coverage are included.
• The IRIS metrics alignment to SDG target
3.8 includes metrics related to the IRIS+
Impact Themes: Access to Quality Healthcare
and Financial Inclusion.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to employee healthcare
coverage are included.
• The IRIS metrics alignment to SDG target
3.9 includes metrics related to the IRIS+
Impact Themes: Access to Quality Health
Care, Pollution Prevention, and Water,
Sanitation, and Hygiene (WASH).
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included.
• IRIS metrics related to employee healthcare
coverage and workplace safety are included.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included.
• IRIS metrics related to employee healthcare
coverage and workplace safety are included.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• SDG target 3.a refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 3.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
The IRIS metrics alignment to SDG target
3.c includes metrics related to Access to
Quality Healthcare.
• IRIS metrics directly aligned to SDG Target
3.c can be found in the IRIS+ Core Metrics
Set: Improving the Health Workforce.
• While most lettered targets encapsulate
public policy, country-level, or international
cooperation measures, SDG target 3.c
• The IRIS metrics alignment to SDG target
3.c includes metrics related to Access to
Quality Healthcare.
• IRIS metrics directly aligned to SDG Target
3.c can be found in the IRIS+ Core Metrics
Set: Improving the Health Workforce.
• While most lettered targets encapsulate
public policy, country-level, or international
cooperation measures, SDG target 3.c
directly aligns to the IRIS+ Impact Theme:
Access to Quality Healthcare.
• SDG target 3.d refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
target.
• The IRIS metrics alignment to SDG target
4.1 includes metrics related to the IRIS+
Impact Theme: Access to Quality Education.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to employment training
are not directly aligned to this target,
because of its focus on primary and
secondary education.
• The IRIS metrics alignment to SDG target
4.2 includes metrics related to the IRIS+
Impact Theme: Access to Quality Education.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to vocational training
and skills building are not directly aligned to
this target.
• The IRIS metrics alignment to SDG target
4.3 includes metrics related to the IRIS+
Impact Theme: Access to Quality Education.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to job placement are
not directly aligned to this target; SDG target
4.4 contains aligned IRIS metrics related to
job placement.
• The IRIS metrics alignment to SDG target
4.4 includes metrics related to the IRIS+
Impact Theme: Access to Quality Education.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to job placement are
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to job placement are
included in the alignment to this target.
• The IRIS metrics alignment to SDG target
4.5 includes metrics related to the IRIS+
Impact Theme: Access to Quality Education.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to job placement are
included in the alignment to this target.
• IRIS metrics covering anti-discrimination
policies have not been included in the
alignment to SDG target 4.5, as those metrics
are specific to the workplace, not educational
environments.
included in the alignment to this target.
• IRIS metrics covering anti-discrimination
policies have not been included in the
alignment to SDG target 4.5, as those metrics
are specific to the workplace, not educational
environments.
• SDG target 4.6 refers to country-level
activities; no IRIS metrics directly align to this
type of target.
• SDG target 4.7 refers to country-level
activities; no IRIS metrics directly align to this
type of target.
• The IRIS metrics alignment to SDG target
4.a includes metrics related to the IRIS+
Impact Theme: Access to Quality Education.
• While most lettered targets address public
policy, country-level, or international
cooperation measures, SDG target 4.a
directly aligns to the IRIS+ Impact Theme:
Access to Quality Education.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• IRIS metrics related to community facilities
are included in the alignment to this target.
• SDG target 4.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
• SDG target 4.c refers to country-level
target.
activities and international cooperation; no
IRIS metrics directly align to this type of
target.
• The IRIS metrics alignment to SDG target
5.1 includes metrics related to the IRIS+
Impact Theme: Gender Lens.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• IRIS metrics specific to females are included
in the alignment.
• Any IRIS metric not intentionally
• The IRIS metrics alignment to SDG target
5.1 includes metrics related to the IRIS+
Impact Theme: Gender Lens.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• IRIS metrics specific to females are included
in the alignment.
• Any IRIS metric not intentionally
disaggregated by gender can be
disaggregated if reported per the metric
usage guidance.
• The IRIS metrics alignment to SDG target
5.2 includes metrics related to the IRIS+
Impact Theme: Gender Lens.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• IRIS metrics specific to labor policies are
included in the alignment.
• SDG target 5.3 refers to public policy
activities; no IRIS metrics directly align to this
type of target.
• SDG target 5.4 refers to public policy
activities; no IRIS metrics directly align to this
type of target.
• The IRIS metrics alignment to SDG target
5.5 includes metrics related to the IRIS+
Impact Themes: Gender Lens and Financial
Inclusion.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• The IRIS metrics alignment to SDG target
5.6 includes metrics related to the IRIS+
Impact Themes: Gender Lens and Access to
Quality Healthcare.
• IRIS metrics related to clients are included
in the alignment.
• The IRIS metric: Non-financial Support
Offered (PD9681) has been included, as that
metric could account for reproductive health
services.
• SDG target 5.a refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 5.b refers to country-level
activities; no IRIS metrics directly align to this
type of target.
• SDG target 5.c refers to public policy
activities; no IRIS metrics directly align to this
type of target.
• The IRIS metrics alignment to SDG target
6.1 includes metrics related to the IRIS+
Impact Theme: Water Sanitation, and
Hygiene (WASH).
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
• The IRIS metrics alignment to SDG target
6.1 includes metrics related to the IRIS+
Impact Theme: Water Sanitation, and
Hygiene (WASH).
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• The IRIS metrics alignment to SDG target
6.2 includes metrics related to the IRIS+
Impact Theme: Water Sanitation, and
Hygiene (WASH).
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
• The IRIS metrics alignment to SDG target
6.2 includes metrics related to the IRIS+
Impact Theme: Water Sanitation, and
Hygiene (WASH).
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• The IRIS metrics alignment to SDG target
6.3 includes metrics related to the IRIS+
Impact Themes: Pollution Prevention and
Sustainable Water Resources Management.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• The IRIS metrics alignment to SDG target
6.4 includes metrics related to the IRIS+
Impact Themes: Water, Sanitation, and
Hygiene; Sustainable Water Resources
Management; and Green Buildings.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
suppliers, and distributors are included in the
alignment.
• IRIS metrics related to the planet as the
affected stakeholder are included.
• SDG target 6.5 refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
The IRIS metrics alignment to SDG target
6.6 includes metrics related to the IRIS+
Impact Themes: Biodiversity and
EcosystemConservation, Land Conservation,
Land Restoration, Natural Resources
Conservation, Sustainable Forestry, and
Sustainable Land Management.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• SDG target 6.a refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 6.b refers to civic engagement
and public policy; no IRIS metrics directly
align to this type of target.
• The IRIS metrics alignment to SDG target
7.1 includes metrics related to the IRIS+
Impact Theme: Energy Access.
• IRIS metrics related to clients are included
in the alignment.
• The IRIS metrics alignment to SDG target
7.2 includes metrics related to the IRIS+
Impact Theme: Clean Energy.
• IRIS metrics related to the planet as the
affected stakeholder are included.
• IRIS metrics related to clients, employees,
suppliers, and distributors are included in the
alignment.
• The IRIS metrics alignment to SDG target
7.3 includes metrics related to the IRIS+
Impact Theme: Energy Efficiency.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to the planet as the
affected stakeholder are included.
• IRIS metrics related to clients, employees,
suppliers, and distributors are included in the
alignment.
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to the planet as the
affected stakeholder are included.
• IRIS metrics related to clients, employees,
suppliers, and distributors are included in the
alignment.
• SDG target 7.a refers to international
cooperation; no IRIS metrics directly align to
this type of target.
• SDG target 7.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
target.
• The IRIS metrics alignment to SDG target
8.1 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture and
Financial
Inclusion.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
• The IRIS metrics alignment to SDG target
8.1 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture and
Financial
Inclusion.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• The IRIS metrics alignment to SDG target
8.2 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture and
Financial Inclusion.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
Financial Inclusion.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• The IRIS metrics alignment to SDG target
8.3 includes metrics related to the IRIS+
Impact Theme: Financial Inclusion.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• The IRIS metrics alignment to SDG target
8.4 includes metrics related to the IRIS+
Impact Themes: Clean Air, Clean Energy, and
Waste Management.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• The IRIS metrics alignment to SDG target
8.5 includes metrics related to the IRIS+
Impact Theme: Gender Lens.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• The IRIS metrics alignment to SDG target
8.6 includes metrics related to the IRIS+
Impact Theme: Access to Quality Education.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• IRIS metrics primarily related to financial
inclusion are also included in the alignment
with target 8.6, insofar that the metrics cover
training.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• IRIS metrics related to labor policies and
relevant operational certifications are
included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public
comment period. All created Core Metrics
Sets are available through IRIS+.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• The IRIS metrics alignment to SDG target
8.8 includes metrics related to the IRIS+
Impact Theme: Gender Lens.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• SDG target 8.9 refers to public policy
activities; no IRIS metrics directly align to this
type of target.
• The IRIS metrics alignment to SDG target
8.10 includes metrics related to the IRIS+
Impact Theme: Financial Inclusion.
• IRIS metrics related to clients are included
in the alignment.
• SDG target 8.a refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 8.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
target.
• SDG target 9.1 does not directly align with
any existing Impact Categories or Impact
Themes in the current IRIS+ thematic
taxonomy.
• Relevant metrics related to real estate,
education, health, and energy are included in
the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• SDG target 9.2 refers to country-level
activities; no IRIS metrics directly align to this
type of target.
• The IRIS metrics alignment to SDG target
9.3 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture and
Financial Inclusion.
• IRIS metrics related to clients are included
in the alignment.
• The IRIS metrics alignment to SDG target
9.3 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture and
Financial Inclusion.
• IRIS metrics related to clients are included
in the alignment.
• The IRIS metrics alignment to SDG target
9.4 includes metrics related to the IRIS+
Impact Themes: Energy Efficiency, Clean
Energy, Pollution Prevention, and Waste
Management.
• IRIS metrics related to the planet as the
affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• SDG target 9.5 refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 9.a refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 9.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
• SDG target 9.c refers to country-level
target.
activities and international cooperation; no
IRIS metrics directly align to this type of
target.
• The IRIS metrics alignment to SDG target
10.1 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture and
Financial Inclusion.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• *Impact Themes for the Employment
Impact Category are planned for future
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• *Impact Themes for the Employment
Impact Category are planned for future
development.
• The IRIS metrics alignment to SDG target
10.2 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture, and
Financial Inclusion.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• SDG target 10.2 has the same aligned IRIS
metrics as SDG target 10.3.
• The IRIS metrics alignment to SDG target
10.3 includes metrics related to the IRIS+
Impact Themes: Smallholder Agriculture, and
Financial Inclusion.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• SDG target 10.3 has the same aligned IRIS
metrics as SDG target 10.2.
alignment.
• SDG target 10.3 has the same aligned IRIS
metrics as SDG target 10.2.
• SDG target 10.4 refers to public policy; no
IRIS metrics directly align to this type of
target.
• SDG target 10.5 refers to public policy; no
IRIS metrics directly align to this type of
target.
• SDG target 10.6 refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 10.7 refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 10.a refers to international
cooperation; no IRIS metrics directly align to
this type of target.
• SDG target 10.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
The IRIS metrics alignment to SDG target
10.c includes metrics related to the IRIS+
Impact Theme: Financial Inclusion.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• While most lettered targets encapsulate
public policy, country-level, or international
cooperation measures, SDG 10.c directly
aligns to the IRIS+ Impact Theme: Financial
Inclusion.
• The IRIS metrics alignment to SDG target
11.1 includes metrics related to the IRIS+
Impact Themes: Access to Quality Education;
Access to Quality Healthcare; Affordable
Quality Housing; and Water, Sanitation, and
Hygiene (WASH).
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• SDG target 11.2 does not directly align with
any existing Impact Categories or Impact
Themes in the current IRIS+ thematic
taxonomy.
• The IRIS metrics alignment to SDG target
11.2 includes metrics related to community
facilities.
• IRIS metrics related to clients are included
in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
• SDG target 11.2 does not directly align with
any existing Impact Categories or Impact
Themes in the current IRIS+ thematic
taxonomy.
• The IRIS metrics alignment to SDG target
11.2 includes metrics related to community
facilities.
• IRIS metrics related to clients are included
in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
11.3 includes metrics related to the IRIS+
Impact Themes: Sustainable Land
Management.
• The urbanization component of SDG Target
11.3 does not directly align with any
categories or themes in the current IRIS+
thematic taxonomy.
• The IRIS metrics alignment to SDG target
11.3 includes metrics related to community
facilities, health, education, and energy.
• IRIS metrics related to clients are included
in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
categories or themes in the current IRIS+
thematic taxonomy.
• The IRIS metrics alignment to SDG target
11.3 includes metrics related to community
facilities, health, education, and energy.
• IRIS metrics related to clients are included
in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• There are no IRIS metrics relevant to SDG
target 11.4.
• Core Metrics Sets are developed on a
•rolling
The IRIS metrics
basis alignment
in accordance withto SDG
the target
11.5 includes metrics related
identification of evidence and best to thepractices
IRIS+
Impact
throughTheme: FinancialImpact
the Navigating Inclusion.
project. Core
•Metrics
The infrastructure component
Sets are created of SDGwith
in accordance
target
the IRIS11.5 does not
standards directly
process and align
thewith anyof
review
categories or themes
a public comment in theAllcurrent
period. createdIRIS+
Core
thematic
Metrics Setstaxonomy.
are available through IRIS+.
• The IRIS metrics alignment to SDG target
11.5 includes metrics related to community
facilities, health, education, and energy.
• IRIS metrics related to clients, employees,
suppliers, and distributors are included in the
alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
11.6 includes metrics related to the IRIS+
Impact Themes: Clean Air and Waste
Management.
• IRIS metrics related to clients are included
in the alignment.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited with coverage
of IRIS metrics will be built out on an ongoing
basis.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited with coverage
of IRIS metrics will be built out on an ongoing
basis.
• SDG Target 11.7 refers to public policy; no
IRIS metrics directly align to this type of
target.
• SDG target 11.a refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 11.b refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
SDG target 11.c refers to country-level
activities and international cooperation; no
IRIS metrics directly align to this type of
target.
• SDG target 12.1 refers to and international
cooperation; no IRIS metrics directly align to
this type of target.
• The IRIS metrics alignment to SDG target
12.2 includes metrics related to the IRIS+
Impact Themes: Sustainable Land
Management, Marine Resources
Conservation & Management, and
Sustainable Water Resources Management.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• The IRIS metrics alignment to SDG target
12.3 includes metrics related to the IRIS+
Impact Theme: Food Security.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients, employees,
distributors, and suppliers are included in the
alignment.
• The IRIS metrics alignment to SDG target
12.4 includes metrics related to the IRIS+
Impact Themes: Pollution Prevention, Clean
Air, Waste Management, and Sustainable
Water Resources Management.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• IRIS metrics related to clients are included
in the alignment.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
in the alignment.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• The IRIS metrics alignment to SDG target
12.5 includes metrics related to the IRIS+
Impact Theme: Waste Management
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• SDG target 12.6 does not directly align with
any existing Impact Categories or Impact
Themes in the current IRIS+ thematic
taxonomy.
• The IRIS metrics alignment to SDG target
12.6 includes metrics related to operations
and related environmental policies.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• SDG target 12.7 refers to country-level
activities and public policy; no IRIS metrics
directly align to this type of target.
• SDG target 12.8 refers to country-level
activities and public policy; no IRIS metrics
directly align to this type of target.
• SDG target 12.a refers to country-level
activities, international cooperation, and
public policy; no IRIS metrics directly align to
•this
SDG target 12.b refers to country-level
activities, international cooperation, and
type of target.
public policy; no IRIS metrics directly align to
•this
SDG target 12.c refers to country-level
activities, international cooperation, and
type of target.
public policy; no IRIS metrics directly align to
this
type of target.
• The IRIS metrics alignment to SDG target
13.1 includes metrics related to the IRIS+
Impact Theme: Climate Resilience and
Adaptation.
• IRIS metrics related to clients, employees,
distributors, suppliers and the planet as the
affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• SDG target 13.2 refers to country-level
activities and public policy; no IRIS metrics
directly align to this type of target.
• SDG target 13.3 refers to country-level
activities and public policy; no IRIS metrics
directly align to this type of target.
• SDG target 13.a refers to international
cooperation; no IRIS metrics directly align to
this type of target.
• SDG target 13.b refers to international
cooperation; no IRIS metrics directly align to
this type of target.

• The IRIS metrics alignment to SDG target

14.1 includes metrics related to the IRIS+
Impact Theme: Marine Resources
Conservation & Management.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
•• The CoreIRIS metrics
Metrics Setsalignment
are developedto SDGontarget
a
14.2 includes metrics
rolling basis in accordance with related to the
the IRIS+
Impact
identification Theme: ofMarine
evidence Resources
and best practices
Conservation & Management.
through the Navigating Impact project. Core
•Metrics Only IRIS
Setsmetrics related
are created in to the planetwith
accordance as
the affected stakeholder are included.
•the SDG
•a public
IRIS standards
Core target
Metrics 14.3 process
Setsrefers to and the review of
country-level
are developed on Core
a
activities comment
and period.
international All created
cooperation; no
rolling
Metrics basis in accordance
Setsdirectly
are available with
through theIRIS+.
IRIS metrics
identification align
of evidence to this type of
••target.
SDG targetareas
Thematic 14.4 refers
with toand best practices
country-level
limited coverage of
through
activities,
IRIS metricsthe Navigating
international Impact
out on project.
will be builtcooperation, andCore
an ongoing
Metrics
public Sets are
basis. policy; no created
IRIS metricsin accordance with
directly align to
the
•this
TheIRIS standards
IRIS
type ofmetrics process and
target.alignment tothe
SDGreview
targetof
a public
14.5 comment
includes period.
metrics relatedAll created Core
to the IRIS+
MetricsTheme:
Impact Sets areMarine
available through IRIS+.
Resources
• Thematic areas
Conservation with limited coverage of
& Management.
•IRIS
Onlymetrics will be related
IRIS metrics built outtoon theanplanet
ongoing as
basis.
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
Conservation & Management.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• SDG target 14.6 refers to country-level
activities, international cooperation, and
public policy; no IRIS metrics directly align to
•this SDG target
type 14.7 refers to country-level
of target.
activities, international cooperation, and
public policy; no IRIS metrics directly align to
•thisSDG target
type 14.a refers to country-level
of target.
activities and international cooperation; no
IRIS metrics directly align to this type of
•target.
There are no IRIS metrics relevant to SDG
target 14.b.
• Core Metrics Sets are developed on a
•rolling
SDG target
basis in14.a refers to with
accordance country-level
the
activities and international
identification of evidence andcooperation; no
best practices
IRIS metrics
through the directly align
Navigating to thisproject.
Impact type ofCore
target.
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• Thematic areas with limited coverage of
IRIS metrics will be built out on an ongoing
basis.
• The IRIS metrics alignment to SDG target
15.1 includes metrics related to the IRIS+
Impact Themes: Sustainable Forestry,
Sustainable Land Management, and
Biodiversity & Ecosystem Conservation.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
15.2 includes metrics related to the IRIS+
Impact Themes: Sustainable Forestry and
Sustainable Land Management.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
15.3 includes metrics related to the IRIS+
Impact Theme: Sustainable Land
Management.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the evolution
of evidence and best practices as identified
through the Navigating Impact project. All
Core Metrics Sets that have been created are
available through IRIS+.
• The IRIS metrics alignment to SDG target
15.4 includes metrics related to the IRIS+
Impact Theme: Biodiversity & Ecosystem
Conservation.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• The IRIS metrics alignment to SDG target
15.5 includes metrics related to the IRIS+
Impact Theme: Biodiversity & Ecosystem
Conservation.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.
• SDG target 15.6 refers to country-level
activities, international cooperation, and
public policy; no IRIS metrics directly align to
•this
The IRISofmetrics
type target.alignment to SDG target
15.7 includes metrics related to the IRIS+
Impact Theme: Biodiversity & Ecosystem
Conservation.
• Only IRIS metrics related to the planet as
the affected stakeholder are included.
• Core Metrics Sets are developed on a
rolling basis in accordance with the
identification of evidence and best practices
through the Navigating Impact project. Core
Metrics Sets are created in accordance with
the IRIS standards process and the review of
a public comment period. All created Core
Metrics Sets are available through IRIS+.

• SDG target 15.8 refers to country-level

activities, international cooperation, and
public policy; no IRIS metrics directly align to
•this SDG target
type 15.9 refers to country-level
of target.
activities, international cooperation, and
public policy; no IRIS metrics directly align to
•thisSDG target
type 15.a refers to country-level
of target.
activities, international cooperation, and
public policy; no IRIS metrics directly align to
•this
SDG target
type 15.b refers to country-level
of target.
activities, international cooperation, and
public policy; no IRIS metrics directly align to
•this
SDG target
type 15.c refers to country-level
of target.
activities, international cooperation, and
public policy; no IRIS metrics directly align to
this type of target.
• All targets in Goal 16 and Goal 17 refer to
country-level activities, international
cooperation, and/or public policy; no IRIS
metrics directly align to any of the targets
found within Goal 16 and Goal 17.

• All targets in Goal 16 and Goal 17 refer to

country-level activities, international
cooperation, and/or public policy; no IRIS
metrics directly align to any of the targets
found within Goal 16 and Goal 17.