Reporting entity
Entity name: ____________
Fund Manager Organization Name (if applicable): ____________
The 2019 GRESB Developer Assessment Document accompanies the 2019 GRESB Developer Assessment and is published both as a standalone document and in the GRESB Portal alongside each Assessment indicator. The Assessment Document reflects the opinions of GRESB and not of our members. The information in the Assessment Document has been provided in good faith and is provided on an “as is” basis. We take reasonable care to check the accuracy and completeness of the Assessment Document prior to its publication. While we do not anticipate major changes, we reserve the right to make modifications to the Assessment Document. We will publicly announce any such modifications. The Assessment Document is not provided as the basis for any professional advice or for transactional use. GRESB and its advisors, consultants and sub-contractors shall not be responsible or liable for any advice given to third parties, any investment decisions or trading or any other actions taken by you or by third parties based on information contained in the Assessment Document. Except where stated otherwise, GRESB is the exclusive owner of all intellectual property rights in all the information contained in the Assessment Document.
GRESB is the environmental, social and governance (ESG) benchmark for real assets. Working in collaboration with the industry, GRESB defines the global standard for sustainability performance in real assets providing standardized and validated ESG data to more than 75 institutional investors, representing over USD 18 trillion in institutional capital.
For more information, visit gresb.com. Follow @GRESB on Twitter.
The GRESB Real Estate Assessment is the global standard for ESG benchmarking and reporting for listed property companies, private property funds, developers and investors that invest directly in real estate. The Assessment evaluates performance against 7 Sustainability Aspects, including information on performance indicators, such as energy, GHG emissions, water and waste. The methodology is consistent across different regions, investment vehicles and property types and aligns with international reporting frameworks, such as GRI and PRI.
The GRESB Real Estate Assessment provides investors with actionable information and tools to monitor and manage the ESG risks and opportunities of their investments, and to prepare for increasingly rigorous ESG obligations. Assessment participants receive comparative business intelligence on where they stand against their peers, a roadmap with the actions they can take to improve their ESG performance and a communication platform to engage with investors.
In addition to the GRESB Real Estate Assessment for property companies and fund managers that focus on themanagement of standing investments, GRESB provides a stand-alone GRESB Developer Assessment to evaluate the ESG performance of organizations that focus on development activities. The Developer Assessment focuses on policies, strategies, and measurable actions related to newnconstruction and major renovation projects. It contains a subset of indicators from the GRESB Real Estate Assessment, plus the 14 indicators in the New Construction & Major Renovations (NC&MR) Aspect.
The GRESB Developer Assessment is designed for:
The GRESB Resilience Module is an optional supplement to the GRESB Real Estate and Infrastructure Assessments. It evaluates how real estate and infrastructure companies and funds are preparing for potentially disruptive events and changing conditions, assessing long-term trends, and becoming more resilient over time.
The Module is motivated by two key factors:
GRESB works in close collaboration with the National Association of Real Estate Investments Trusts (Nareit), a GRESB Industry Partner. s. NAREIT encourages its corporate members to complete the annual GRESB Real Estate Assessments, which, for the past six years, has been the basis for their annual Leader in the Light Award competition. The Leader in the Light Awards are presented to REITs in eight property sectors: Diversified, Global (for non-U.S. companies), Health Care, Industrial, Lodging/Resorts, Office, Residential and Retail. If there are both large and small cap entries that meet the awards criteria in a given property sector, awards are presented to both the leading large and small cap companies. To participate in the Leader in the Light Award program, Nareit members must complete both the GRESB Real Estate Assessment and the Leader in the Light Supplement. Once all sections of the GRESB Real Estate Assessment are completed, including the Leader in the Light Supplement, participants are able to submit their entire submission which will automatically be included in the Leader in the Light Award competition.
GRESB’s global benchmark uses a consistent methodology to compare performance across different regions, investment vehicles and property types. This consistency, combined with our broad market coverage, means our members and participants can apply a single, globally recognized ESG framework to all their real estate investments.
GRESB results provide a practical way to understand ESG performance and communicate that performance to investors and other stakeholders. GRESB provides overall scores of ESG performance - such as the GRESB Score and GRESB Ratings - as well as detailed aspect-level and individual indicator-level assessments of performance. The key to analyzing GRESB data is in peer group comparisons that take into account country, regional, sectoral and investment type variations. This richer analysis enables fund managers and companies to understand their results in the context of their investment strategies and communicate this to their investors.
GRESB is committed to facilitating the use of its ESG metrics in investment decision-making processes and encouraging an active dialogue between investors, fund managers and companies on ESG issues. GRESB updates its Investor Member Guidance on an annual basis to assist GRESB Investor Members in their engagement with managers.
The GRESB Developer Assessment opens in the Assessment Portal on April 1, 2019. The submission deadline is July 1, 2019, providing participants with a three-month window to complete the Assessment. This is a fixed deadline, and GRESB will not accept submissions received after this date.
The GRESB validation process starts on June 15 and continues until July 31, 2019. We may need to contact you during this time to clarify any issues with your response.
Results are published in September and are distributed as follows:
For an overview of key dates and activities for the 2019 Assessment cycle, please see the Assessment timeline.
Participants are able to contact the GRESB Helpdesk at any time for support and guidance.
GRESB Real Estate Assessment Training is designed to help participants, potential participants and other GRESB stakeholders (managers, consultants, data partners) improve their ESG reporting through the GRESB Real Estate Assessment.
The training is divided into two sessions – Introductory and Advanced – to reflect the level of experience with GRESB.
Both programs are delivered via face-to-face group sessions, in select locations across all regions with GRESB participation, including Europe, North America and Asia Pacific.See dates and locations for 2019 GRESB Assessment Training.
GRESB works closely with its members and broader industry stakeholders to ensure the Assessment addresses material issues in the sustainability performance of real estate investments. The main focus of the 2019 Assessment development process were enhancements to asset-level reporting functionality and the integration of selected Health & Well-being Module elements. The changes serve the longer term development of the Assessment, support our efforts for good quality data and reflect the evolution of the real estate industry as measured by the benchmark over the last years.
The table below lists all changes, as well as their implications for your reporting process.
The access to the Template Tool is no longer restricted to members.The template tool enables participants to copy information across multiple submissions, reducing the amount of time spent replicating information across entities held by the same fund manager. |
The Validation Interview process changes structure and will be mainly based on a desktop review.While the scope of the Validation Interview will remain the same (the validators will do an in-depth analysis of all supporting evidences, mandatory and non-mandatory), the Validation Interview report, the call with the participant, and the participant’s ability to change their responses following the call will be removed from the process. Participants will continue to be automatically notified if they are selected for a Validation Interview and there may still be instances where we need to contact the participant for missing supporting evidence, additional information, clarifications or corrections to the data submitted. |
A selection of Health & Well-being indicators are incorporated into the Developer AssessmentWith the release of the 2018 results and after a successful 3-year cycle, the Health & Well-being Module has served its purpose as an exploratory vehicle and incubator for new indicators. In 2019, a selection of health & well-being indicators are incorporated into the GRESB Developer Assessment, effectively making these indicators a reporting requirement for all GRESB participants. The newly introduced Health & Well-being indicators are grouped as a separate section in the Stakeholder Engagement aspect. |
Validation Plus indicatorsThe Validation Plus indicator selection is performed by GRESB and is subject to change on an annual basis in order to rotate the validation scope every year. This allows GRESB to apply a consistent level of scrutiny on all participating entities. In 2019, the following changes are introduced:
|
Entity & Reporting Characteristics |
|
| RC-NC1.1 |
Vacant land is excluded from the reporting scope.Rationale for change: Vacant land does not share the same ESG issues as standing investments or development projects, and it does not directly associate to any performance indicator. |
Policy and Disclosure |
|
| PD2 |
Two new options are added “Employee Health & Well-being” and “Tenant/customer and community health & well-being”.Rationale for change: This is part of the Health & Well-being integration. Impact of change: The scope of the indicator is expanded to assess the presence of policies to address employee, tenant/customer and community health and well-being. The indicator will still be pre-filled for 2018 participants. |
| PD4 |
Non-scored indicator is further developed to introduce a set of quantitative diversity metrics and the ability to report on governance bodies and employees separately.Rationale for change: This indicator was introduced as a non-scored indicator in 2018. Building on last year’s answers, we have further developed it into a more analytical indicator on diversity. Impact of change: The changes bring a better alignment with the GRI Standards and EPRA’s sBPRs. |
| PD5.2 |
Third-party verification and third-party assurance of sustainability disclosure receive equal points.Rationale for change: Over the past years, the non-financial information third-party review industry has witnessed the development of several new verification and assurance standards. The level of scrutiny underpinning such third-party reviews tends to be dictated by the standard used, rather than the terminology used to describe the review process. Impact of change: The scoring is adjusted to recognize external verification in the same way as external assurance. “Other” answers provided to the Scheme name dropdown menu are subject to validation. |
Stakeholder Engagement |
|
| SE3.1 |
Indicator is incorporated into SE5.1Rationale for change: Consolidation of health & well-being indicators into an individual section Impact of change: Indicator maintains its score within SE5.1 and is pre-filled with the 2018 information (if applicable) |
| SE5.1/ SE5.2 |
New indicators on employees health and well-being.Rationale for change: Integration of select indicators from the old Health & Well-being Module into the Developer Assessment. Impact of change: The weight of the Stakeholder Engagement aspect increases as a result of:
|
New Construction and Major Renovation |
|
| NC7.2 |
The open textboxes for describing the entity’s definition of “net-zero energy” and referenced code/standards are replaced by checkboxes.Rationale for change: Responses in open textboxes are difficult to compare and provide little analytical value. Impact of change: An easier to report, better-structured indicator. |
EC1
Reporting entity
Entity name: ____________
Fund Manager Organization Name (if applicable): ____________
EC2
Nature of ownership:
Listed entity
Please specify ISIN: ____________
Year of commencement: ____________
Legal status:
Property company
Real Estate Investment Trust (REIT)
Non-listed entity
Year of first closing: ____________
Entity style classification:
Core
Value Added
Opportunistic
Open or closed end:
Open end
Closed end
Finite or infinite structure:
Finite structure
Specify termination date: ____________
Infinite structure
Government entity
EC3
The reporting period is:
Calendar year
Fiscal year
Specify the starting month Month
EC4
Is the organization a member of an industry association?
Yes (multiple answers possible)
Asian Association for Investors in Non-listed Real Estate Vehicles (ANREV)
Asia Pacific Real Estate Association (APREA)
British Property Federation (BPF)
European Association for Investors in Non-Listed Real Estate Vehicles (INREV)
European Public Real Estate Association (EPRA)
National Association of Real Estate Investment Trusts (NAREIT)
Pension Real Estate Association (PREA)
Real Property Association of Canada (REALpac)
Other: ____________
No
RC1
Values are reported in: Currency
RC2
What was the gross asset value (GAV) of the entity at the end of the reporting period in millions?
________________________
RC3
Metrics are reported in:
m2
sq. ft.
RC4
What is the entity's core business?
Management of standing investments only (continue with RC5.1, RC5.2, RC6)
Management of standing investments and development of new construction and major renovation projects (continue with RC5.1, RC5.2, RC6, RC-NC1, RC-NC2, RC-NC3)
Development of new construction and major renovation projects (continue with Developer Assessment)
RC-NC1.1
Describe the composition of the entity’s new construction projects during the reporting period
![[PropertyConstructionTable]](/images/tables/property_construction_table/y2019-d6a0ec29.svg)
Note: The table above defines the scope of your 2019 GRESB submission on development projects and should include new construction projects that are in progress at the end of reporting period, as well as projects that are completed during the reporting period. The reporting scope reported above should exclude vacant land, cash or other non real estate assets owned by the entity.
*GAV either according to fair value or based on construction costs
RC-NC1.2
Does the table above list all the entity’s new construction projects as per the reporting requirements described above?
Yes
Provide additional context for the reporting boundaries on new construction projects (maximum 250 words)
________________________
No
Provide additional context for the reporting boundaries on new construction projects (maximum 250 words)
________________________
RC-NC2.1
Describe the composition of the entity’s major renovation projects during the reporting period
Note: The table above defines the scope of your 2019 GRESB submission on development projects and should include major renovation projects that are in progress at the end of reporting period, as well as projects that are completed during the reporting period. The reporting scope reported above should exclude vacant land, cash or other non real estate assets owned by the entity.
*GAV either according to fair value or based on construction costs
RC-NC2.2
Does the table above list all the entity’s major renovation projects as per the reporting requirements described above?
Yes
Provide additional context for the reporting boundaries on major renovation projects (maximum 250 words)
________________________
No
Provide additional context for the reporting boundaries on major renovation projects (maximum 250 words)
________________________
RC-NC3
Which countries/states are included in the entity’s new construction and/or major renovation projects portfolio?
![[CountryGavTable]](/images/tables/country_gav_table/y2019-001d02db.svg)
ManagementMA1
Does the entity have specific ESG objectives?
Yes
The objectives relate to (multiple answers possible)
General sustainability
Environment
Social
Governance
Health and well-being
The objectives are
Fully integrated into the overall business strategy
Partially integrated into the overall business strategy
Not integrated into the overall business strategy
The objectives are
Publicly available
Please provide a hyperlink or a separate publicly available document
or URL____________
Indicate where in the evidence the relevant information can be found____
Not publicly available
Indicate where in the evidence the relevant information can be found____
Communicate the objectives and explain how the objectives are integrated into the overall business strategy (maximum 250 words)
________________________
No
MA1
2 points , MP, G
MA2
Does the organization have one or more persons responsible for implementing the ESG objectives referenced in MA1?
Yes
Select the persons responsible (multiple answers possible)
Dedicated employee(s) for whom sustainability is the core responsibility
Provide the details for the most senior of these employees
Name: ____________
Job title: ____________
E-mail: ____________
LinkedIn profile (optional): ____________
Employee(s) for whom sustainability is among their responsibilities
Provide the details for the most senior of these employees
Name: ____________
Job title: ____________
E-mail: ____________
LinkedIn profile (optional): ____________
External consultants/manager
Name of the organization Service provider
Name of the main contact: ____________
Job title: ____________
E-mail: ____________
LinkedIn profile (optional): ____________
Investment partners (co-investors/JV partners)
Name of the main contact: ____________
Job title: ____________
E-mail: ____________
LinkedIn profile (optional): ____________
No
Not applicable
MA2
3 points , MP, G
MA3
Does the organization have a sustainability taskforce or committee that is applicable to the entity?
Yes
Select the members of this taskforce or committee (multiple answers possible)
Asset managers
Board of Directors
External consultants
Name of the organization Service provider
Fund/portfolio managers
Property managers
Senior Management Team
Other: ____________
No
MA3
2 points , MP, G
MA4
Does the organization have a senior decision-maker accountable for the entity's sustainability strategy?
Yes
Provide the details for the most senior decision-maker on sustainability issues
Name: ____________
Job title: ____________
E-mail: ____________
LinkedIn profile (optional): ____________
The individual is part of
Board of Directors
Senior Management Team
Fund/portfolio managers
Investment Committee
Other: ____________
Please describe the process of informing the most senior decision-maker on the sustainability performance of the entity (maximum 250 words)
________________________
No
MA4
1 point , MP, G
MA5
Does the organization include ESG factors in the annual performance targets of the employees responsible for this entity?
Yes
Does performance on these targets have predetermined consequences?
Yes
Financial consequences
Non-financial consequences
No
Select the employees to whom these factors apply (multiple answers possible):
All employees
Board of Directors
Senior Management Team
Other: ____________
Indicate where in the evidence the relevant information can be found____
No
MA5
3 points , MP, G
Policy & DisclosurePD1
Does the organization have a policy/policies in place, applicable to the entity level, that address(es) environmental issues?
Yes
Select all environmental issues included (multiple answers possible)
Biodiversity and habitat
Climate/climate change adaptation
Energy consumption/management
Environmental attributes of building materials
GHG emissions/management
Resilience
Waste management
Water consumption/management
Other: ____________
Indicate where in the evidence the relevant information can be found____
No
PD1
3 points , MP, G
PD2
Does the organization have a policy/policies in place, applicable to the entity level, that address(es) social issues?
Yes
Select all social issues included (multiple answers possible)
Child labor
Diversity and equal opportunity
Forced or compulsory labor
Occupational safety (for employees)
Asset level safety (for tenants)
Employee health & well-being
Tenant/customer and community health & well-being
Labor-management relationships
Employee performance and career development
Stakeholder engagement
Worker rights
Other: ____________
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
PD2
2 points , MP, G
PD3
Does the organization have a policy/policies in place, applicable to the entity level, that address(es) governance issues?
Yes
Select all governance issues included (multiple answers possible)
Bribery and corruption
Data protection and privacy
Employee remuneration
Executive compensation
Fiduciary duty
Fraud
Political contributions
Shareholder rights
Whistleblower protection
Other: ____________
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
PD3
2 points , MP, G
PD4
Does the organization monitor the diversity of the entity’s governance bodies and/or the organization’s employees?
Yes
Diversity of the entity’s governance bodies
Select all diversity metrics (multiple answers possible)
Age group distribution
Board tenure
Gender pay gap
Gender ratio
Percentage of employees that are:
Women: ____________%
Men: ____________%
International background
Racial diversity
Socioeconomic background
Diversity of the organization’s employees
Select all diversity metrics (multiple answers possible)
Age group distribution
Percentage of employees that are:
Under 30 years old: ____________%
Between 30 and 50 years old: ____________%
Over 50 years old: ____________%
Gender pay gap
Gender ratio
Percentage of employees that are:
Women: ____________%
Men: ____________%
International background
Racial diversity
Socioeconomic background
Provide additional context for the response (maximum 250 words)
________________________
No
PD4
Not scored , MP, G
PD5.1
Does the organization disclose its ESG actions and/or performance?
Yes (multiple answers possible)
Section in Annual Report
Select the applicable reporting level
Entity
Investment manager
Group
or URL____________
Indicate where in the evidence the relevant information can be found____
Aligned with Guideline name
Stand-alone sustainability report(s)
Select the applicable reporting level
Entity
Investment manager
Group
or URL____________
Indicate where in the evidence the relevant information can be found____
Aligned with Guideline name
Integrated Report
*Integrated Report must be aligned with IIRC framework
Select the applicable reporting level
Entity
Investment manager
Group
or URL____________
Indicate where in the evidence the relevant information can be found____
Aligned with Guideline name
Dedicated section on corporate website
Select the applicable reporting level
Entity
Investment manager
Group
URL____________
Indicate where in the evidence the relevant information can be found____
Section in entity reporting to investors
Aligned with Guideline name
Indicate where in the evidence the relevant information can be found____
Other: ____________
Select the applicable reporting level
Entity
Investment manager
Group
or URL____________
Indicate where in the evidence the relevant information can be found____
Aligned with Guideline name
No
PD5.1
4 points , MP, G
PD5.2
Does the organization have an independent third party review of its ESG disclosure?
Yes
Select all applicable options (multiple answers possible, selections must match answers in PD5.1)
Section in Annual Report
Externally checked by Service provider
Externally verified by Service provider
using Scheme name
Externally assured by Service provider
using Scheme name
Stand-alone sustainability report
Externally checked by Service provider
Externally verified by Service provider
using Scheme name
Externally assured by Service provider
using Scheme name
Integrated Report
Externally checked by Service provider
Externally verified by Service provider
using Scheme name
Externally assured by Service provider
using Scheme name
Section in entity reporting to investors
Externally checked by Service provider
Externally verified by Service provider
using Scheme name
Externally assured by Service provider
using Scheme name
Other: ____________
Externally checked by Service provider
Externally verified by Service provider
using Scheme name
Externally assured by Service provider
using Scheme name
No
Not applicable
PD5.2
2 points , MP, G
PD6
Has the organization made a public commitment to ESG leadership standards or groups that applies to investments in this entity?
Yes
Select all issues included (multiple answers possible)
Institutional Investors Group on Climate Change (IIGCC)
Montreal Pledge
PRI signatory
RE 100
Science Based Targets initiative
Task Force on Climate-related Financial Disclosures (TCFD)
UN Environment Programme Finance Initiative
UN Global Compact
Other: ____________
Please provide applicable hyperlink
URL____________
Indicate where in the evidence the relevant information can be found____
No
PD6
Not scored , MP, G
PD7.1
Does the entity have a process to communicate about ESG-related misconduct, penalties, incidents or accidents?
Yes
The entity would communicate misconduct, penalties, incidents or accidents to:
Investors
Public
Other stakeholders: ____________
Describe the process (maximum 250 words): ____________
No
PD7.1
Not scored , MP, G
PD7.2
Has the entity been involved in any ESG-related misconduct, penalties, incidents or accidents in the reporting year?
Yes
Specify the total number of cases imposed: ____________
Specify the total value of fines and/or penalties resulting from these cases
________________________
Provide additional context for the response (maximum 250 words)
________________________
No
* The information in PD7.1 and PD7.2 may be used as criteria for the recognition of 2019 Sector Leaders
PD7.2
Not scored , MP, G
RE1
Does the organization have systems and procedures in place to facilitate effective implementation of the governance policy/policies in PD3?
Yes
Select all applicable options (multiple answers possible)
Investment due diligence process
Training related to governance risks for employees (multiple answers possible)
Regular follow-ups
When an employee joins the organization
Whistle-blower mechanism
Other: ____________
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
Not applicable
RE1
1 point , IM, G
RE2
Did the entity perform entity-level governance and/or social risk assessments within the last three years?
Yes
Select all issues included (multiple answers possible)
Bribery and corruption
Child labor
Diversity and equal opportunity
Executive compensation
Forced or compulsory labor
Labor-management relationships
Shareholder rights
Worker rights
Other: ____________
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
RE2
2 points , IM, G
RE3
Does the entity perform asset-level environmental and/or social risk assessments as a standard part of its due diligence process for new acquisitions?
Yes
Select all issues included (multiple answers possible)
Building safety and materials
Climate change adaptation
Contamination
Energy efficiency
Energy supply
Flooding
GHG emissions
Health and well-being
Indoor environmental quality
Natural hazards
Regulatory
Resilience
Socio-economic
Transportation
Water efficiency
Waste management
Water supply
Other: ____________
Indicate where in the evidence the relevant information can be found____
No
Not applicable
RE3
2 points , IM, E
RE4
Does the organization have an Environmental Management System (EMS) that applies to the entity level?
Yes
The EMS is aligned with a standard
ISO 14001
EMAS (EU Eco-Management and Audit Scheme)
Other: ____________
The EMS is externally certified by an independent third party
Name of the organization Service provider
ISO 14001
EMAS (EU Eco-Management and Audit Scheme)
Other: ____________
The EMS is not aligned with a standard nor certified externally
Indicate where in the evidence the relevant information can be found____
No
RE4
3 points , MP, G
Stakeholder EngagementSE1
Does the organization provide regular trainings for the employees responsible for the entity?
Yes
Percentage of employees who received professional training in 2018
________________________
Percentage of employees who received sustainability-specific training in 2018
________________________
Sustainability-specific training focuses on the following elements (multiple answers possible)
Training topics on environmental issues
Contamination
Greenhouse gas emissions
Energy
Natural hazards
Regulatory standards
Supply chain environmental impacts
Waste
Water
Other: ____________
Training topics on social issues
Community social and economic impacts
Safety
Community safety
Customer / tenant safety
Employee safety
Supply chain safety
Health and well-being
Community health and well-being
Customer / tenant health and well-being
Employee health and well-being
Supply chain health and well-being
Other: ____________
No
SE1
2 points , IM, S
SE2.1
Has the organization undertaken an employee satisfaction survey during the last three years?
Yes
The survey is undertaken (multiple answers possible)
Internally
Percentage of employees covered: ____________%
Survey response rate: ____________%
By an independent third party
Percentage of employees covered: ____________%
Name of the organization Service provider
Survey response rate: ____________%
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
The survey includes quantitative metrics
Yes
Metrics include
Net Promoter Score
Overall satisfaction score
Other: ____________
No
No
SE2.1
1.5 points , IM, S
SE2.2
Does the organization have a program in place to improve its employee satisfaction based on the outcomes of the survey referred to in SE2.1?
Yes
Select all applicable options (multiple answers possible)
Development of action plan
Feedback sessions with Senior Management Team
Feedback sessions with separate teams/departments
Focus groups
Other: ____________
No
Not applicable
SE2.2
1 point , IM, S
SE3
Has the organization monitored conditions for and/or tracked indicators of employee safety during the last three years?
Yes
Select all applicable options (multiple answers possible)
Work station and/or workplace checks
Percentage of employees: ____________%
Absentee rate: ____________
Injury rate: ____________
Lost day rate: ____________
Other metrics: ____________
Rate of other metric(s): ____________
Explain the employee occupational safety indicators calculation method (maximum 250 words)
________________________
No
SE3.2
0.5 points , IM, S
SE4.1
Does the entity include ESG-specific requirements in procurement processes to drive sustainable procurement?
Yes
Select all issues covered by procurement processes (multiple answers possible)
Business ethics
Environmental process standards
Environmental product standards
Human rights
Human health-based product standards
Occupational safety
Health and well-being
ESG-specific requirements for sub-contractors
Other: ____________
Select the external parties to whom the requirements apply (multiple answers possible)
Contractors
Property/asset managers
Suppliers
Supply chain (beyond 1 tier suppliers and contractors)
Other: ____________
Indicate where in the evidence the relevant information can be found____
No
Not applicable
SE4.1
3 points , MP, G
SE4.2
Does the entity engage with its supply chains to ensure the specific ESG requirements in SE4.1 are met?
Yes
Describe the process (maximum 500 words): ____________
No
Not applicable
SE4.2
Not scored , MP, G
SE5.1
Does the organization have a program in place for promoting health & well-being of employees?
Yes
The program includes (multiple answers possible):
Needs assessment
The organization monitors employee health and well-being needs through (multiple answers possible):
Employee surveys on health and well-being
Percentage of employees: ____________%
Physical and/or mental health checks
Percentage of employees: ____________%
Other: ____________
Percentage of employees: ____________%
Goal setting
Action
Monitoring
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
NEW
2 points , IM, S
SE5.2
Does the organization take measures to incorporate the health & well-being program for employees described in SE5.1?
Yes
Select all applicable options (multiple answers possible)
Creation of goals to address
Mental health and well-being
Physical health and well-being
Social health and well-being
Other: ____________
Action to promote health through
Acoustic comfort
Biophilic design
Physical activity
Healthy eating
Inclusive design
Indoor air quality
Lighting controls and/or daylight
Physical and/or mental healthcare access
Social interaction and connection
Thermal comfort
Water quality
Other building design and construction strategy: ____________
Other building operations strategy: ____________
Other programmatic intervention: ____________
Monitor outcomes by tracking
Environmental quality
Program performance
Population experience and opinions
Other: ____________
No
NEW
Not scored , IM, S
NC1
Does the entity have a sustainability strategy in place for new construction and major renovation projects?
Yes
Elements addressed in the strategy (multiple answers possible)
Biodiversity and habitat
Climate/climate change adaptation
Energy consumption/management
Environmental attributes of building materials
GHG emissions/management
Green building certifications
Building safety
Health and well-being
Location and transportation
Resilience
Supply chain
Water consumption/management
Waste management
Other: ____________
The strategy is
Publicly available
Please provide a hyperlink or a separate publicly available document
or URL____________
Indicate where in the evidence the relevant information can be found____
Not publicly available
Indicate where in the evidence the relevant information can be found____
Communicate the objectives and explain how the objectives are integrated into the overall business strategy (maximum 250 words)
________________________
No
NC1
1 point , MP, G
NC2
Does the entity require sustainable site selection criteria to be considered for new construction and major renovation projects?
Yes
Select all criteria included (multiple answers possible)
Connect to multi-modal transit networks
Locate projects within existing developed areas
Protect, restore, and conserve aquatic ecosystems
Protect, restore, and conserve farmland
Protect, restore, and conserve floodplain functions
Protect, restore, and conserve habitats for threatened and endangered species
Redevelop brownfield sites
Other: ____________
The entity’s sustainable site selection criteria are aligned with
Third-party guidelines
Specify: ____________
Third-party rating system(s)
Specify scheme(s)/sub-scheme(s): ____________
Other: ____________
Not aligned
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
Not applicable
NC2
3 points , MP, G
NC3
Does the entity have sustainable site design/development requirements for new construction and major renovation projects?
Yes
Select all applicable options (multiple answers possible)
Manage waste by diverting construction and demolition materials from disposal
Manage waste by diverting reusable vegetation, rocks, and soil from disposal
Protect air quality during construction
Protect surface water and aquatic ecosystems by controlling and retaining construction pollutants
Protect and restore habitat and soils disturbed during construction and/or during previous development
Other: ____________
The entity’s sustainable site design/development criteria are aligned with
Third-party guidelines
Specify: ____________
Third-party rating system(s)
Specify scheme(s)/sub-scheme(s): ____________
Other: ____________
Not aligned
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
NC3
1.5 points , MP, G
NC4
Does the entity require that the environmental and health attributes of building materials be considered for new construction and major renovation projects?
Yes
Select all issues addressed (multiple answers possible)
Formal adoption of a policy on health attributes of building materials
Formal adoption of a policy on the environmental attributes and performance of building materials
Requirement for information (disclosure) about the environmental and/or health attributes of building materials (multiple answers possible)
Health and environmental information
Environmental Product Declarations
Health Product Declarations
Other types of health and environmental information: ____________
Material characteristics specification, including (multiple answers possible)
Preference for materials that disclose environmental impacts
Preference for materials that disclose potential health hazards
“Red list” of prohibited materials or ingredients that should not be used on the basis of their human and/or environmental impacts
Locally extracted or recovered materials
Rapidly renewable materials, low embodied carbon materials, and recycled content materials
Materials that can easily be recycled
Third-party certified wood-based materials and products
Types of third-party certification used: ____________
Low-emitting materials
Other: ____________
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
Not applicable
NC4
2.5 points , MP, E
NC5.1
Does the entity’s new construction and major renovation portfolio include projects that are aligned with green building rating standards
Yes
Select all applicable options (multiple answers possible)
The entity requires projects to align with requirements of a third-party green building rating system but does not require certification
Percentage portfolio covered
Green building rating systems (include all that apply): ____________
The entity requires projects to achieve certification with a green building rating system but does not require a specific level of certification
Percentage portfolio covered
Green building rating systems (include all that apply): ____________
The entity requires projects to achieve a specific level of certification
Percentage portfolio covered
Green building rating systems (include all that apply): ____________
Level of certification adopted as a standard by the entity (include all applicable rating systems):
________________________
No
Not applicable
NC5.1
2 points , IM, E
NC5.2
Does the entity’s new construction and major renovation portfolio include projects that obtained or are registered to obtain a green building certificate?
Yes
Specify the certification scheme(s) used and the percentage of the portfolio registered and/or certified (multiple answers possible)
![[CertificationLevelTable]](/images/tables/certification_level_table/y2018-f1f91967.svg)
No
Not applicable
NC5.2
A list of provisionally validated certification schemes is provided in Appendix of the Reference Guide.
5 points , IM, E
NC6
Does the entity have minimum energy efficiency requirements for new construction and major renovation projects?
Yes
Requirements for planning and design include (multiple answers possible)
Integrative design process
To exceed relevant energy codes or standards
Other: ____________
Common energy efficiency measures include (multiple answers possible)
Air conditioning
Commissioning
Energy modeling
Lighting
Occupant controls
Space heating
Ventilation
Water heating
Other: ____________
Operational energy efficiency monitoring (multiple answers possible)
Energy use analytics
Post-construction energy monitoring for on
Average years: ____________
Sub-meter
Other: ____________
No
NC6
3 points , MP, E
NC7.1
Does the entity incorporate on-site renewable energy in the design of new construction and major renovation projects?
Yes
Projects designed to generate on-site renewable energy (multiple answers possible)
Biofuels
Percentage of all projects: ____________%
Geothermal
Percentage of all projects: ____________%
Hydro
Percentage of all projects: ____________%
Solar/photovoltaic
Percentage of all projects: ____________%
Wind
Percentage of all projects: ____________%
Other: ____________
Percentage of all projects: ____________%
Average design target for the fraction of total energy demand met with on-site renewable energy
________________________
No
Not applicable
NC7.1
3 points , IM, E
NC7.2
Are the entity’s new construction and major renovation projects designed to meet net-zero energy codes and/or standards?
Yes
The entity’s definition of “net-zero energy” includes:
Net Zero Site Energy
Net Zero Source Energy
Net Zero Energy Costs
Net Zero Energy Emissions
Other: ____________
The entity uses net-zero energy code/standard:
National/local green building council standard, specify: ____________
National/local government standard, specify: ____________
International standard, specify: ____________
Other: ____________
Percentage of projects covered: ____________%
No
NC7.2
1 point , IM, E
NC8
Does the entity promote water conservation in its new construction and major renovation projects?
Yes
The entity promotes water conservation through (multiple answers possible)
Requirements for planning and design include (multiple answers possible)
Development and implementation of a commissioning plan
Integrative design for water conservation
Requirements for indoor water efficiency
Requirements for outdoor water efficiency
Requirements for process water efficiency
Requirements for water supply
Other: ____________
Indicate where in the evidence the relevant information can be found____
Common water efficiency measures include (multiple answers possible)
Commissioning of water systems
Drip/smart irrigation
Drought tolerant/low-water landscaping
High-efficiency/dry fixtures
Leak detection system
Occupant sensors
On-site wastewater treatment
Re-use of stormwater and greywater for non-potable applications
Other: ____________
Operational water efficiency monitoring (multiple answers possible)
Post-construction water monitoring for on
Average years: ____________
Sub-meter
Water use analytics
Other: ____________
No
Not applicable
NC8
2 points , MP, E
NC9
Does the entity promote efficient on-site solid waste management during the construction phase of its new construction and major renovation projects?
Yes
The entity promotes efficient solid waste management through (multiple answers possible)
Management and construction practices (multiple answers possible)
Construction waste signage
Education of employees/contractors on waste management
Incentives for contractors for recovering, reusing and recycling building materials
Targets for waste stream recovery, reuse and recycling
Waste management plans
Waste separation facilities
Other: ____________
On-site waste monitoring (multiple answers possible)
Hazardous waste monitoring
Non-hazardous waste monitoring
Other: ____________
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
NC9
2 points , MP, E
NC10.1
Does the entity have ESG requirements in place for its contractors?
Yes
Select all topics included (multiple answers possible)
Business ethics
Community engagement
Environmental process standards
Environmental product standards
Fundamental human rights
Human health-based product standards
On-site occupational safety
ESG-specific requirements for sub-contractors
Other: ____________
Percentage of projects covered: ____________%
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
No
NC10.1
2 points , MP, S
NC10.2
Does the organization monitor its contractors' compliance with its ESG-specific requirements in place for this entity?
Yes
Select all applicable options (multiple answers possible)
Contractors provide update reports on environmental and social aspects during construction
External audits by third party
Percentage of projects audited during the reporting period: ____________%
Name of the organization Service provider
Internal audits
Percentage of projects audited during the reporting period: ____________%
Weekly/monthly (on-site) meetings and/or ad hoc site visits
Percentage of projects visited during the reporting period: ____________%
Other: ____________
No
Not applicable
NC10.2
2 points , IM, S
NC11
Does the entity promote occupant health and well-being in its new construction and major renovation projects?
Yes
The entity addresses health and well-being in the design of its product through (multiple answers possible)
Requirements for planning and design, including (multiple answers possible)
Health Impact Assessment
Integrated planning process
Other planning process: ____________
or document name____________ and publication date____________
Indicate where in the evidence the relevant information can be found____
Common occupant health and well-being measures, including (multiple answers possible)
Access to spaces for active and passive recreation
Active design features
Commissioning
Daylight
Indoor air quality monitoring
Indoor air quality source control
Natural ventilation
Occupant controls
Provisions for active transport
Other: ____________
Provisions to verify health and well-being performance include (multiple answers possible)
Occupant education
Post-construction health and well-being monitoring (e.g., occupant comfort and satisfaction) for on
Average years: ____________
Other: ____________
No
Not applicable
NC11
2 points , MP, S
NC12.1
Does the entity promote on-site safety during the construction phase of its new construction and major renovation projects?
Yes
The entity promotes on-site safety through (multiple answers possible)
Availability of medical personnel
Communicating safety information
Continuously improving safety performance
Demonstrating safety leadership
Entrenching safety practices
Managing safety risks
Personal Protective and Life Saving Equipment
Promoting design for safety
Training curriculum
Other: ____________
No
Not applicable
NC12.1
1 point , MP, S
NC12.2
Does the organization monitor safety indicators at construction sites?
Yes
Select all applicable options (multiple answers possible)
Injury rate: ____________
Explain the injury rate calculation method (maximum 250 words)
________________________
Fatalities: ____________
Near misses: ____________
Other metrics: ____________
Rate of other metric(s): ____________
No
NC12.2
1 point , IM, S
NC13
Does the entity assess the potential socio-economic impact of its new construction and major renovation projects on the community as part of planning and pre-construction?
Yes
Select the areas of impact that are assessed (multiple answers possible)
Housing affordability
Impact on crime levels
Livability score
Local income generated
Local residents‘ well-being
Walkability score
Other: ____________
No
NC13
1.5 points , IM, S
NC14
Does the entity have a systematic process to monitor the impact of new construction and major renovation projects on the local community during different stages of the project?
Yes
The entity’s process includes (multiple answers possible)
Analysis and interpretation of monitoring data
Development and implementation of a communication plan
Development and implementation of a community monitoring plan
Development and implementation of a risk mitigation plan
Identification of nuisance and/or disruption risks
Identification of stakeholders and impacted groups
Management practices to ensure accountability for performance goals and issues identified during community monitoring
Other: ____________
Describe the monitoring process (maximum 250 words): ____________
Indicate where in the evidence the relevant information can be found____
No
NC14
1.5 points , IM, G