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1
Impact AreaImpact TopicQuestion SummaryQuestionAnswer(s)Provided Answer(s)Points EarnedPoints Available
2
GovernanceMission & EngagementLevel of Impact FocusDescribe your company's approach to creating positive impact.Creating positive social or environmental impact is not a focus for our business
We occasionally think about the social and environmental impact of some aspects of our business, but not frequently.
We frequently consider our social and environmental impact, but it isn't a high priority in decision-making.
We consistently incorporate social and environmental impact into decision-making because we consider it important to the success and profitability of our business.
We treat our social and environmental impact as a primary measure of success for our business and prioritize it even in cases where it may not drive profitability.
We treat our social and environmental impact as a primary measure of success for our business and prioritize it even in cases where it may not drive profitability.00
3
GovernanceMission & EngagementMission Statement CharacteristicsDoes your company's formal, written corporate mission statement include any of the following?No social or environmental commitment
A general commitment to social or environmental responsibility (e.g. to conserve the environment)
A commitment to a specific positive social impact (e.g. poverty alleviation, sustainable economic development)
A commitment to a specific positive environmental impact (e.g. reducing waste sent to landfills through upcycled products)
A commitment to serve a target beneficiary group in need (e.g. low-income customers, smallholder farmers)
We have no written mission statement
A general commitment to social or environmental responsibility (e.g. to conserve the environment)
A commitment to a specific positive social impact (e.g. poverty alleviation, sustainable economic development)
1.51.5
4
GovernanceMission & EngagementMission StatementPlease share the text of your formal mission statement here.Unlocking the potential of the New Economy to leave behind a better world.
(We only work with organisations who make a positive impact against the UN's SDGs, and won't work with anyone who is destructive against any goal)
00
5
GovernanceMission & EngagementStakeholder EngagementHas your company done any of the following to engage stakeholders about your social and environmental performance?We have an advisory board that includes stakeholder representation
We have a formal stakeholder engagement plan or policy that includes identification of relevant stakeholder groups
We have created mechanisms to identify and engage traditionally underrepresented stakeholder groups or demographics
We have formal and regular processes in place to gather information from stakeholders (focus groups, surveys, community meetings, etc.)
We have formal procedures to address results from stakeholder engagement, with a designated individual or team responsible for appropriate follow ups.
We report the results of stakeholder engagement on social and environmental performance to the highest level of oversight in the company, such as the Board
We publicly report on stakeholder engagement mechanisms and results
Other - please describe
No formal stakeholder engagement
We have formal and regular processes in place to gather information from stakeholders (focus groups, surveys, community meetings, etc.)0.381.5
6
GovernanceMission & Engagement
Social/Environmental Key Performance Indicators
Are there key performance indicators (KPIs) or metrics that your company tracks at least annually to determine if you are meeting your social or environmental objectives?We measure KPIs/metrics or outputs that we have identified and defined in order to determine if we are achieving our social and environmental objectives
We measure social and environmental outcomes over time (examples: 3rd-party impact assessments, progress out of poverty indexing, beneficiary outcome surveys, etc.)
We don't track key social or environmental performance indicators
We measure KPIs/metrics or outputs that we have identified and defined in order to determine if we are achieving our social and environmental objectives1.53
7
GovernanceEthics & TransparencyGovernance StructuresWhat is the company's highest level of corporate oversight?Owner or Manager Governed (including Board of Directors with only owners/ executives)
Management, Executive Committee, or Democratic Governance
Non-Fiduciary Advisory Board
Board of Directors (with at least one member who is not an executive or owner of the company)
Owner or Manager Governed (including Board of Directors with only owners/ executives)01.5
8
GovernanceEthics & TransparencyCode of EthicsDoes your company have a written Code of Ethics policy?Yes
No
Yes1.51.5
9
GovernanceEthics & TransparencyReviewed / Audited FinancialsDoes the company produce financials that are reviewed or audited by the Board, other formal governing body, or independent third party?Yes
No
No01.5
10
GovernanceEthics & TransparencyCompany TransparencyWhat information does the company make publicly available and transparent?Beneficial ownership of the company
Financial performance (must be transparent to employees at minimum)
Social and environmental performance (e.g. impact reports)
Membership of the Board of Directors
None of the above
Beneficial ownership of the company
Financial performance (must be transparent to employees at minimum)
Social and environmental performance (e.g. impact reports)
1.131.5
11
GovernanceEthics & TransparencyImpact ReportingDoes your company publicly share information on your social or environmental performance on an annual basis?We provide descriptions of our social and environmental programs and performance
We voluntarily share social or environmental performance scorecards
Specific quantifiable social or environmental indicators or outcomes are made public
We set public targets and share progress to those targets
We present information in a formal report that allows comparison to previous time periods
Reporting information / structure is based on a comprehensive third party standard (ex. GRI or B Impact Assessment)
A third party has validated / assured the accuracy of the information reported
Impact reporting is integrated with financial reporting
We don’t report publicly on social or environmental performance
We provide descriptions of our social and environmental programs and performance
Specific quantifiable social or environmental indicators or outcomes are made public
We set public targets and share progress to those targets
We present information in a formal report that allows comparison to previous time periods
Reporting information / structure is based on a comprehensive third party standard (ex. GRI or B Impact Assessment)
1.351.5
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GovernanceGovernance MetricsLast Fiscal YearOn what date did your last fiscal year end?2020-01-3100
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GovernanceGovernance MetricsReporting CurrencySelect your reporting currencyUS Dollar - USD
Euro - EUR
Australian Dollar - AUD
Canadian Dollar - CAD
Danish Krone - DKK
Hong Kong Dollar - HKD
Iceland Krona - ISK
New Israeli Sheqel - ILS
New Zealand Dollar - NZD
Norwegian Krone - NOK
British Pound - GBP
Singapore Dollar - SGD
Swedish Krona - SEK
Swiss Franc - CHF
Yen - JPY
Zloty - PLN
Afghani - AFN
Algerian Dinar - DZD
Argentine Peso - ARS
Armenian Dram - AMD
Aruban Guilder - AWG
Azerbaijanian Manat - AZN
Bahamian Dollar - BSD
Bahraini Dinar - BHD
Baht - THB
Balboa - PAB
Barbados Dollar - BBD
Belarussian Ruble - BYR
Belize Dollar - BZD
Bermudian Dollar - BMD
Bolivar Fuerte - VEF
Boliviano - BOB
Brazilian Real- BRL
Brunei Dollar - BND
Bulgarian Lev - BGN
Burundi Franc - BIF
Cape Verde Escudo - CVE
Cayman Islands Dollar - KYD
Cedi - GHS
CFA Franc BCEAO - XOF
CFA Franc BEAC - XAF
CFP Franc - XPF
Chilean Peso - CLP
Colombian Peso - COP
Comoro Franc - KMF
Congolese Franc - CDF
Convertible Marks - BAM
Nicaraguan Cordoba - NIO
Costa Rican Colon - CRC
Croatian Kuna - HRK
Cuban Peso - CUP
Czech Koruna - CZK
Dalasi - GMD
Denar - MKD
Djibouti Franc - DJF
Dobra - STD
Dominican Peso - DOP
East Caribbean Dollar - XCD
Egyptian Pound - EGP
El Salvador Colon - SVC
Ethiopian Birr - ETB
Falkland Islands Pound - FKP
Fiji Dollar - FJD
Forint - HUF
Gibraltar Pound - GIP
Gourde - HTG
Guarani - PYG
Guinea Franc - GNF
Guyana Dollar - GYD
Hryvnia - UAH
Indian Rupee - INR
Iranian Rial - IRR
Iraqi Dinar - IQD
Jamaican Dollar - JMD
Jordanian Dinar - JOD
Kenyan Shilling - KES
Kina - PGK
Kip - LAK
Kroon - EEK
Kuwaiti Dinar - KWD
Kwacha - MWK
Kwanza - AOA
Kyat - MMK
Lari - GEL
Latvian Lats - LVL
Lebanese Pound - LBP
Lek - ALL
Lempira - HNL
Leone - SLL
Liberian Dollar - LRD
Libyan Dinar - LYD
Lilangeni - SZL
Lithuanian Litas - LTL
Loti - LSL
Malagasy Ariary - MGA
Malaysian Ringgit - MYR
Manat - TMT
Mauritius Rupee - MUR
Metical - MZN
Mexican Peso - MXN
Moldovan Leu - MDL
Moroccan Dirham - MAD
Mvdol - BOV
Naira - NGN
Nakfa - ERN
Namibia Dollar - NAD
Nepalese Rupee - NPR
Netherlands Antillian Guilder - ANG
New Leu - RON
New Taiwan Dollar - TWD
Ngultrum - BTN
North Korean Won - KPW
Nuevo Sol - PEN
Ouguiya - MRO
Pa'anga - TOP
Pakistan Rupee - PKR
Pataca - MOP
Peso Uruguayo - UYU
Philippine Peso - PHP
Pula - BWP
Qatari Rial - QAR
Quetzal - GTQ
Rufiyaa - MVR
Rupiah - IDR
Russian Ruble - RUB
Rwanda Franc - RWF
Saint Helena Pound - SHP
Saudi Riyal - SAR
Serbian Dinar - RSD
Seychelles Rupee - SCR
Solomon Islands Dollar - SBD
Som - KGS
Somali Shilling - SOS
Somoni - TJS
Sri Lanka Rupee - LKR
Sudanese Pound - SDG
Surinam Dollar - SRD
Syrian Pound - SYP
Taka - BDT
Tala - WST
Tanzanian Shilling - TZS
Tenge - KZT
Trinidad and Tobago Dollar - TTD
Tugrik - MNT
Tunisian Dinar - TND
Turkish Lira - TRY
UAE Dirham - AED
Uganda Shilling - UGX
Uzbekistan Sum - UZS
Vatu - VUV
Viet Nam Dong - VND
Yuan Renminbi - CNY
Rand - ZAR
Rial Omani - OMR
Riel- KHR
Yemeni Rial - YER
Won - KRW
Zambian Kwacha - ZMW
Zimbabwe Dollar - ZWL
Australian Dollar - AUD00
14
GovernanceGovernance MetricsRevenue Year Before LastFrom the fiscal year before last00
15
GovernanceGovernance MetricsRevenue Last YearFrom the last fiscal year240300.0800
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GovernanceGovernance MetricsNet Income Last YearFrom the last fiscal year15824500
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GovernanceGovernance MetricsNet Income Year Before LastFrom the fiscal year before last00
18
GovernanceMission LockedMission LockSeparate from a mission statement, what has your company done to legally ensure that its social or environmental performance is a part of its decision-making over time, regardless of company ownership?Signed a contract or Board resolution committing to adopting a legal form that requires consideration of all stakeholders (e.g. signed B Corp Agreement)
Adopted a specific legal entity or governance structure that preserves mission over time, but does not require consideration of all stakeholders in its decision-making (e.g. cooperative)
As a company wholly owned by another company that has not done so, amended corporate governing documents or adopted a legal entity or governance structure that requires consideration of all stakeholders in its decision-making (e.g. benefit corporation)
As an independent or publicly-owned business, amended corporate governing documents or adopted a legal entity or governance structure that requires consideration of all stakeholders in its decision-making (e.g. benefit corporation)
None of the above
Signed a contract or Board resolution committing to adopting a legal form that requires consideration of all stakeholders (e.g. signed B Corp Agreement)2.510
19
Community
Community Impact Area Introduction
Community Oriented Impact Business ModelDoes your company’s business model create a specific positive benefit for stakeholders such as charitable partners, vendors or suppliers in need, or your local community?Yes
No
Yes00
20
Community
Community Impact Area Introduction
Community Oriented Business ModelsIs your company structured to benefit community stakeholders in any of the following ways?A producer-owned cooperative structure in which suppliers share control and benefits of company operations (e.g. farmer cooperative, artisanal cooperative)
Purchasing fair or direct trade to improve livelihoods for underserved groups in your supply chain
A micro-distribution or micro-franchising model that provides economic opportunities to underserved groups
A formal standing commitment to donate a significant portion of sales, profits, or ownership to charitable causes (>2% sales, >20% profits/ownership)
A community-focused business model that supports and builds the economic vitality of local communities
None of the above
A formal standing commitment to donate a significant portion of sales, profits, or ownership to charitable causes (>2% sales, >20% profits/ownership)00
21
Community
Community Impact Area Introduction
Formal Charitable Giving Model CommitmentDo you have a formal written standing policy to donate to charitable causes each year?Yes
No
Yes00
22
CommunityDiversity, Equity, & InclusionDiverse Ownership and LeadershipIs your company majority-owned or -led by individuals from any of the following underrepresented groups?Led by a woman
Led by an individual from an underrepresented racial or ethnic minority
Led by another underrepresented individual (veterans, LGBT, etc.)
Majority owned by women
Majority owned by individuals from underrepresented racial or ethnic minorities
Majority owned by other underrepresented individuals (veterans, LGBT, etc.)
None of the above
Led by a woman4.28.4
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CommunityDiversity, Equity, & InclusionSupplier Diversity Policies or ProgramsDoes your company have any of the following policies or programs in place to promote diversity within your supply chain?We track diversity of ownership among our suppliers
We have a policy to give preferences to suppliers with ownership from underrepresented populations
We have formal targets to make a specific percentage of purchases from suppliers with diverse ownership
We have a formal program to purchase and provide support to suppliers with diverse ownership
None of the above
N/A - Collecting supplier data or having preferential treatment policies is illegal in my country of operations
We track diversity of ownership among our suppliers
We have a policy to give preferences to suppliers with ownership from underrepresented populations
2.14.2
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CommunityDiversity, Equity, & InclusionSupplier Ownership DiversityWhat percentage of your purchases were from companies that are majority-owned by women or individuals from underrepresented populations?0%
1-9%
10-24%
25-39%
40-49%
50%+
Don't Know
1-9%1.058.4
25
CommunityEconomic ImpactGeographic Structure and ScopeWe realize that for companies with more than one office, the definition of local involvement is a more complicated one to answer. Please tell us a bit about the structure of your company geographically.We are based in Melbourne, serve clients primarily in Australia and one in Cambodia.00
26
CommunityEconomic ImpactNew Jobs Added Last YearLast twelve months:000
27
CommunityEconomic ImpactNon-accredited Investor OwnershipWhat percentage of the company is owned by individuals who would qualify as non-accredited investors?0%
1-9%
10-24%
25-49%
50%+
Don't know
50%+77
28
CommunityEconomic ImpactSpending on Local SuppliersWhat percentage of your company's expenses (excluding labor) was spent with independent suppliers local to the company's headquarters or relevant facilities in the last fiscal year?<20%
20-39%
40-59%
60%+
Don't know
40-59%4.677
29
CommunityEconomic ImpactImpactful Banking ServicesWhat characteristics apply to the financial institution that provides the majority of your company's banking services?Certified CDFI or national equivalent social investment organization
Certified B Corporation
Member of the Global Alliance for Banking on Values
Cooperative bank or credit union
Local bank committed to serving the community
Independently owned bank
None of the above
Member of the Global Alliance for Banking on Values
Cooperative bank or credit union
Local bank committed to serving the community
Independently owned bank
77
30
CommunityCivic Engagement & GivingCorporate Citizenship ProgramHow does your company take part in civic engagement?Financial or in-kind donations (excluding political causes)
Community investments
Community or pro-bono service
Advocacy for adopting improved social or environmental policies or performance
Partnerships with charitable organizations or membership with community organizations
Discounted products or services to qualified underserved groups
Free use of company facilities to host community events
Equity or ownership in the company granted to a nonprofit
Other - please describe
None of the above
Financial or in-kind donations (excluding political causes)
Community investments
Community or pro-bono service
Advocacy for adopting improved social or environmental policies or performance
Partnerships with charitable organizations or membership with community organizations
Discounted products or services to qualified underserved groups
1.621.62
31
CommunityCivic Engagement & GivingTotal Amount of Volunteer Service HoursNumber of hours volunteered by full-time and part-time employees of the organization during the last fiscal year20000
32
CommunityCivic Engagement & GivingVolunteer Service Per CapitaWhat was the percentage of per capita worker time donated as volunteer, community service, or pro bono time in the reporting period?0%
.1-.9% of time
1-2.4% of time
2.5-5% of time
5%+ of time
Don't know
.1-.9% of time1.083.24
33
CommunityCivic Engagement & GivingRelative Input for Community InvestmentsIf you use an independent methodology to measure total commitment to community investment, what is the equivalent % of revenue contributed in the form of community investment?None
Less than 0.1% of revenues
0.1-0.4% of revenues
0.5-0.9% of revenues
1-1.9% of revenues
>2%
>2%3.243.24
34
CommunityCivic Engagement & GivingTotal Amount of Charitable DonationsTotal amount (in currency terms) donated to registered charities in the last fiscal year1292500
35
CommunityCivic Engagement & Giving% of Revenue DonatedWhat was the equivalent percentage of revenue donated to charity during the last fiscal year?No donations last fiscal year
0.1-0.4% of revenue
0.5-1% of revenue
1.1-2.4% of revenue
2.5-5%. of revenue
5%+ of revenue
Don't know
5%+ of revenue6.486.48
36
CommunityCivic Engagement & Giving
Policy Advocacy for Social and Environmental Standards
Has your company worked with policymakers to develop or advocate for policy changes explicitly designed to improve social or environmental outcomes in the past two years?Yes, company has offered support in name and/or signed petitions
Yes, company has provided active staff time or financial support
Yes, company has directly introduced, testified, made recommendations or provided expertise to advance standards
Yes, and efforts resulted in a specific institutional, industry or regulatory reform
Other - please describe
None of the above
Yes, company has offered support in name and/or signed petitions
Yes, company has provided active staff time or financial support
1.211.62
37
CommunityCivic Engagement & Giving
Advancing Social and Environmental Performance
How has your company worked with its stakeholders (including competitors) to improve behavior or performance on social or environmental issues in the past two years?We have worked with other industry players on a cooperative initiative on relevant social and environmental standards for our industry
We have provided data or contributed to academic research on social or environmental topics
We participate in panel presentations or other public forums on social or environmental topics
We provide public resources for other businesses or stakeholders on improving social or environmental performance
Other - please describe
None of the above
We participate in panel presentations or other public forums on social or environmental topics
None of the above
0.40.81
38
CommunitySupply Chain ManagementSignificant Supplier DescriptionsPlease select the types of companies that represent your Significant Suppliers:Product Manufacturers
Professional Service Firms (Consulting, Legal, Accounting)
Independent Contractors
Marketing and advertising
Office Supplies
Benefits Providers
Technology
Raw materials
Farms
Other - please describe
Professional Service Firms (Consulting, Legal, Accounting)
Marketing and advertising
Technology
00
39
CommunitySupply Chain Management
Social or Environmental Screening of Suppliers
Does your company screen or evaluate Significant Suppliers for social and environmental impact?Yes
No
Yes00
40
CommunitySupply Chain ManagementSupplier Screen TopicsWhat does your company formally screen for regarding the social or environmental practices and performance of your suppliers?Compliance with all local laws and regulations, including those related to social and environmental performance
Good governance, including policies related to ethics and corruption
Positive practices beyond what is required by regulations (e.g. environmentally-friendly manufacturing process, excellent labor practices)
Third-party certifications related to positive social and/or environmental performance
Other - please describe
We have no formal screening process in place
Positive practices beyond what is required by regulations (e.g. environmentally-friendly manufacturing process, excellent labor practices)
Third-party certifications related to positive social and/or environmental performance
1.381.38
41
CommunitySupply Chain ManagementSupplier Evaluation PracticesWhat methods does your company use to evaluate the social or environmental impact of your suppliers?We share policies or rules with suppliers but we don't have a verification process in place
We require suppliers to complete an assessment we designed
We use third-party risk or impact assessment tools (Sedex, BIA)
We conduct routine audits or reviews of suppliers at least every two years
We have third parties conduct routine audits or reviews of suppliers at least every two years
Other (please describe)
None of the above
None of the above01.38
42
CommunitySupply Chain ManagementOutsourced Staffing ServicesDoes your company outsource support services (staffing) essential to the delivery of your services to other individuals or organizations?Yes
No
No00
43
CommunityDesigned to GiveDesigned to Give DescriptionAre any of the following true regarding your charitable giving structure?20% or more of my company is owned by a nonprofit organization
We are formally committed to donate more than 20% of profits to charity each year.
We are formally committed to donate the equivalent of 5% of revenues or more to charitable partners each year (including in-kind product donations).
We are formally committed to donate the equivalent of 5% or more of our time through pro-bono services
We have created and provide the majority of funding for a nonprofit foundation, of which at least 10% of company profits (or 2% of sales) are donated each year
None of the above
We are formally committed to donate the equivalent of 5% of revenues or more to charitable partners each year (including in-kind product donations).18.9518.95
44
CommunityDesigned to GiveTotal DonationsHow much was donated during the last fiscal year?1252400
45
CommunityDesigned to Give% Revenue Donated to CharityBased on the above structures and commitments in place, what is the equivalent percentage of company revenues that was donated or distributed to nonprofit partners in the last fiscal year?0-4.9% revenues
5-7.4% revenues
7.5-9.9% revenues
10-12.4% revenues
12.5%+ revenues
5-7.4% revenues11.3718.95
46
CommunityDesigned to GiveCharitable Giving PracticesDoes your company do any of the following?Play a leadership role with recipient charitable organizations (e.g. board or advisory board participation)
Use a third-party screen to ensure that recipient organizations meet specific guidelines to qualify for donations
Use a third-party screen to ensure that recipient organizations are efficiently allocating resources (e.g. Guidestar, Charity Navigator)
Company screens charitable partners based on their own criteria
None of the above
Use a third-party screen to ensure that recipient organizations are efficiently allocating resources (e.g. Guidestar, Charity Navigator)
Company screens charitable partners based on their own criteria
1.782.37
47
CommunityDesigned to GiveDefining OutcomesHas your company defined the outcomes (separate from the outputs) it seeks through your donations?Yes
No
Yes1.181.18
48
CommunityDesigned to GiveOutcome MeasurementHow has your company measured outcomes or determined whether your product or service contributes to the positive outcomes previously identified?We surveyed beneficiaries to understand outcomes created
We used non-randomized control groups to compare performance
We used randomized control groups to determine the level of causality of our product or service
We used aggregated third-party data to benchmark and compare impact performance
Our selected methods determined that the product or service contributed to the outcome
Other - please describe
None of the above
Other - please describe0.121.18
49
CommunityDesigned to GiveEfficacy of Charitable GivingFor what percentage of your beneficiaries can you verify your positive impact on the outcome stated above?0%
1-25%
26-49%
50-74%
75-99%
100%
Don’t know
100%1.181.18
50
CommunityDesigned to GiveLong Term OutcomesDoes your outcome measurement demonstrate that your company is creating long-term or permanent outcomes for your beneficiaries?Yes
No
Yes1.181.18
51
CommunityDesigned to GiveInnovative Charitable Giving PracticesIs there something different or innovative about the company's approach to charitable-giving that has changed the industry? Is this something replicable, unique at the time it was created, and that has been emulated by other organizations?No00
52
Environment
Environment Impact Area Introduction
Type of FacilitiesWhat kind of facilities does your business primarily operate in?Company-owned office space
Leased office space
Co-working Space
Virtual or home offices
Virtual or home offices00
53
Environment
Environment Impact Area Introduction
Environmental Business ModelAre your company's products or process structured to restore or preserve the environment in any of the following ways?Through a manufacturing, wholesale or agriculture process which is designed to significantly reduce environmental impact compared to typical practices for the industry
Through a product or service that preserves, conserves, or restores the environment or resources
None of the above
Through a product or service that preserves, conserves, or restores the environment or resources00
54
Environment
Environment Impact Area Introduction
Description of Positive Environmental Product / Service Impact
How would you describe the positive outcome for the environment created by your product/service?We work with clients whose business purpose is around creating positive impact for the environment. We help them with marketing so they can grow and create more impact.00
55
Environment
Environment Impact Area Introduction
Environmental Product or Service ImpactIs the environmental impact you’ve described part of your products’ or services’ impact, or is it a part of the way that your company operates?The impact is created by a revenue-generating product/service line (e.g. selling non-toxic cleaning products, sustainability consultancy)
The impact is created by the company’s daily operations (e.g. using non-toxic cleaning products in the company’s headquarters) and not the core product/service
The impact is created by a revenue-generating product/service line (e.g. selling non-toxic cleaning products, sustainability consultancy)00
56
Environment
Environment Impact Area Introduction
Environmental Product BenefitsIn what way or ways does your product/service conserve the environment?Provides or is powered by renewable energy or cleaner-burning energy than market alternatives (e.g. solar panel manufacturers/installers, hybrid vehicles)
Conserves or diverts resources (including energy, water, materials, etc.)
Conserves or preserves the well-being of land and/or animals (e.g. land protection or reforestation services, sustainably harvested agricultural products)
Reduces or is made of less toxic/hazardous substances (e.g. brownfield remediation services, organic food, non-toxic cleaners)
Educates, measures, researches, or provides information to solve environmental problems (e.g. environmental consulting or auditing)
None of the above
None of the above00
57
EnvironmentEnvironmental ManagementVirtual Office StewardshipHow does your company encourage good environmental stewardship in how employees manage their virtual offices?We have a written policy encouraging environmentally preferred products and practices in employee virtual offices (e.g. recycling)
Our company shares resources with employees regarding environmental stewardship in home offices (e.g. energy efficiency)
We have a policy in place for the safe disposal of e-waste and other hazardous materials purchased for employee home offices
Employees are provided with a list of environmentally-preferred vendors for office supplies
None of the above
N/A
We have a written policy encouraging environmentally preferred products and practices in employee virtual offices (e.g. recycling)
We have a policy in place for the safe disposal of e-waste and other hazardous materials purchased for employee home offices
Employees are provided with a list of environmentally-preferred vendors for office supplies
2.82.8
58
EnvironmentAir & ClimateMonitoring Energy UsageDoes your company monitor, record, or report its energy usage?We do not currently monitor and record usage
We monitor and record usage but have set no reduction targets
We monitor usage and have set intensity targets (e.g. relative to dollars of revenue, volume produced, etc.) that are being monitored
We monitor usage and have set absolute reduction targets regardless of company growth
We have met specific reduction targets during the reporting period
We monitor usage and have set absolute reduction targets regardless of company growth0.620.82
59
EnvironmentAir & ClimateTotal Energy UseTotal energy used (Gigajoules) during the last 12 months:9.900
60
EnvironmentAir & ClimateRenewable Energy UsageWhat percentage of energy use is produced from renewable sources?0%
1-24%
25-49%
50-74%
75-99%
100%
Don't Know
50-74%0.260.41
61
EnvironmentAir & ClimateTotal Renewable Energy UseTotal energy used from renewable resources (Gigajoules) during the last 12 months:6.5300
62
EnvironmentAir & ClimateLow Impact Renewable Energy UseWhat percentage of energy use is produced from low-impact renewable sources?0%
1-24%
25-49%
50-74%
75-99%
100%
Don't know
50-74%0.991.65
63
EnvironmentAir & ClimateMonitoring Greenhouse Gas EmissionsHow does your company manage its greenhouse gas emissions for at least Scope 1 and 2?We do not currently monitor and record emissions
We regularly monitor and record emissions but have not set any reduction targets
We regularly monitor and record emissions and have set specific reduction targets relative to previous performance (e.g. a 5% reduction of GHGs from baseline year)
We regularly monitor and record emissions and have set specific science-based targets necessary to achieve global goals to address climate change
We have met the specific reduction targets set during this reporting period
We have achieved carbon neutrality
We do not currently monitor and record emissions00.82
64
EnvironmentWaterMonitoring and Managing Water UseDoes your company monitor and manage your water usage?We do not currently monitor and record water usage
We regularly monitor and record water usage but have not set any reduction targets
We monitor and record water usage and have set specific reduction targets relative to previous performance (e.g. a 5% reduction of water usage from baseline year)
We regularly monitor and record emissions and have set science-based targets necessary to achieve sustainable usage linked to our local watershed
We have met specific reduction targets set during this reporting period
We regularly monitor and record water usage but have not set any reduction targets0.251
65
EnvironmentWaterTotal Water UseTotal water use (liters) during the last 12 months2320000
66
EnvironmentLand & Life
Monitoring and Reporting Non-hazardous Waste
How does your company monitor and manage your waste production?We do not currently monitor and record waste production
We regularly monitor and record waste production but have not set any reduction targets
We regularly monitor and record waste production and have set specific reduction targets relative to previous performance (e.g. a 5% reduction of waste to landfill from baseline year)
We regularly monitor and record waste produced and have set a zero waste target
We have met the specific reduction targets set during this reporting period
We produce zero waste to landfill / ocean
We regularly monitor and record waste produced and have set a zero waste target0.751
67
EnvironmentLand & LifeNon-hazardous Waste GeneratedWaste Produced: Non-Hazardous Waste (metric tonnes) during the last 12 months00
68
EnvironmentLand & LifeTotal Waste DisposedWaste Disposed (metric tonnes) during the last 12 months00
69
EnvironmentLand & LifeTotal Waste RecycledWaste Disposed: Recycled/Reused (metric tonnes) during the last 12 months00
70
EnvironmentLand & LifeReducing WasteThe past two years00
71
EnvironmentLand & LifeHazardous Waste DisposalCan your company verify that your hazardous waste is always disposed of responsibly?Yes
No
N/A - We have eliminated hazardous waste
Yes11
72
Customers
Customers Impact Area Introduction
Customer Impact Business Model Introduction
Does your product/service address a social or economic problem for or through your customers?Yes
No
Yes00
73
Customers
Customers Impact Area Introduction
Customer Focus of Product or ServiceIs this social or economic problem addressed for your customers and/or their beneficiaries?Yes
No, customers support in our ability to produce the impact we described but the primary beneficiaries are other stakeholders (i.e. we donate to charities based on sales to customers, or we use sales to buy fair trade ingredients)
Yes00
74
Customers
Customers Impact Area Introduction
Positive Impact of Product/ServiceHow would you describe the positive outcome for customers created by your product/service?Our client's businesses are actively improving the world and positively impacting one or more of the UN Sustainability Goals (e.g. gender equality, climate change). See weareharvey.com for case study examples.00
75
Customers
Customers Impact Area Introduction
Beneficial Product TypeWhich of the following most closely matches the outcome and/or problem solved for your customers as defined above?Access to products/services that fulfill basic human needs for individuals without prior access (e.g. providers of electricity or clean drinking water to rural poor communities, affordable housing projects, waste and sanitation systems or disposal)
Improved or maintained health and wellness (e.g. medical equipment, medical services and medicines, preventative health services or products, healthy living products, exercise and sporting products, prescription eyeglasses)
Improved education or skills development (e.g. schools, textbooks, tutoring services, career leadership training, education tools, games and software)
Increased economic opportunity for underserved groups (e.g. financial or insurance services or benefits consulting for the underserved, new mechanisms to connect products to market)
Increased operational success or capital for purpose driven or underserved enterprises (e.g. impact investing or fundraising platforms, nonprofit accounting services)
Increased social and/or environmental impact for businesses or other organizations (e.g. sustainability consulting)
Increased access to arts, media, or culture (e.g. independent media, artisanal crafts, photography, information services)
Improves market access through physical or technological infrastructure (e.g. mobile telecommunications, business technologies or software, roads, bridges, railways, ports, building and construction materials not previously available)
None of the above
Increased operational success or capital for purpose driven or underserved enterprises (e.g. impact investing or fundraising platforms, nonprofit accounting services)00
76
Customers
Customers Impact Area Introduction
Flow of Capital OverviewPlease tell us more about how your product or service increases the flow of capital and/or provide capacity building to purpose driven enterprises.We provide consulting, education and implementation of growth services using digital (websites, content, social, advertising), brand strategy and broad campaign/communications to reach targeted audiences, measure results, and ultimately improve their operational efficiency and revenue.00
77
Customers
Customers Impact Area Introduction
Direct Impact on Supporting Purpose Driven / Underserved Businesses
For your services that are focused on increasing the success of purpose driven or underserved enterprises, did you also select another specific outcome that is produced by your services?Yes, I also selected a direct outcome that is produced through my service or the clients that I support
No
No00
78
Customers
Customers Impact Area Introduction
Impact on Underserved PopulationsDoes your product or service benefit underserved populations, either directly or by supporting organizations that directly serve them?Our products or services directly support underserved populations
Our products or services support organizations that directly support underserved populations
Don’t know
None of the above
Our products or services support organizations that directly support underserved populations00
79
Customers
Customers Impact Area Introduction
Total Customer OrganizationsOrganizations:2800
80
Customers
Customers Impact Area Introduction
Total Customer IndividualsIndividuals:000
81
CustomersCustomer StewardshipManaging Customer StewardshipDoes your company do any of the following to manage the impact and value created for your customers or consumers?We offer product / service guarantees, warranties, or protection policies
We have third party quality certifications or accreditations
We have formal quality control mechanisms
We have feedback / customer service feedback or complaint mechanisms
We monitor customer or consumer satisfaction
We assess the outcomes produced for our customers through the use of our product or service
We have written policies in place for ethical marketing, advertisement, or customer engagement
We manage the privacy and security of client / customer data
None of the above
We offer product / service guarantees, warranties, or protection policies
We have feedback / customer service feedback or complaint mechanisms
We monitor customer or consumer satisfaction
We assess the outcomes produced for our customers through the use of our product or service
We have written policies in place for ethical marketing, advertisement, or customer engagement
We manage the privacy and security of client / customer data
1.251.25
82
CustomersCustomer Stewardship
Monitoring Customer Satisfaction and Retention
Which of the following are true of your company with regards to customer or client satisfaction and/or retention?Company monitors customer satisfaction
Company shares customer satisfaction internally within the company
Company shares customer satisfaction publicly
Company has specified targets for customer / client satisfaction
In the last year, company has achieved specified targets for satisfaction
None of the above
Company monitors customer satisfaction
Company shares customer satisfaction internally within the company
Company shares customer satisfaction publicly
Company has specified targets for customer / client satisfaction
In the last year, company has achieved specified targets for satisfaction
1.251.25
83
CustomersCustomer StewardshipManaging Product ImpactsDoes the company do any of the following with regards to managing the potential impact their products have on customers / beneficiaries?Company regularly monitors customer outcomes and well-being
Company has formal program to incorporate customer testing and feedback into product design
Company has formal programs in place to continuously improve outcomes produced for customers (including reducing negative effects or increasing positive effects)
Other
None of the above
Company regularly monitors customer outcomes and well-being
Company has formal program to incorporate customer testing and feedback into product design
Company has formal programs in place to continuously improve outcomes produced for customers (including reducing negative effects or increasing positive effects)
1.251.25
84
CustomersCustomer StewardshipData Usage and PrivacyDoes your company have any of the following to address data usage and privacy issues?Company has a formal publicly available data and privacy policy
Company makes all users aware of information collected, length of time it is preserved, how it’s used, and whether and how it is shared with other entities (public or private)
All customers have option to decide how their data can be used
Company’s all email list building and email marketing strategies are GDPR compliant
Other
None of the above
N/A - Company does not collect sensitive data
Company has a formal publicly available data and privacy policy
Company makes all users aware of information collected, length of time it is preserved, how it’s used, and whether and how it is shared with other entities (public or private)
All customers have option to decide how their data can be used
Company’s all email list building and email marketing strategies are GDPR compliant
1.251.25
85
Customers
Support for Underserved/Purpose Driven Enterprises
Flow of Capital Product DescriptionWhich of the following product or service descriptions best fit your company?Products or services support the operations of purpose driven enterprises or organizations (e.g. accounting services for nonprofit organizations)
Products or services support the operations of underserved enterprises, such as women/ minority owned or small to medium sized community businesses that lack access to services (e.g. incubators for urban businesses)
Products or services that directly raise capital for purpose-driven enterprises or underserved businesses (e.g. fundraising campaigns for a social service agencies)
These descriptions do not apply to our company's product/service (Skip the remainder of this section)
Products or services support the operations of purpose driven enterprises or organizations (e.g. accounting services for nonprofit organizations)00
86
Customers
Support for Underserved/Purpose Driven Enterprises
Revenue from Flow of CapitalWhat were your total revenues last fiscal year from the previous products or services?23494400
87
Customers
Support for Underserved/Purpose Driven Enterprises
Tracking BeneficiariesDoes your company track the amount of any of the following beneficiary categories served?Individuals
Households
Communities
Businesses or nonprofit organizations
Governments
None of the above
Businesses or nonprofit organizations00
88
Customers
Support for Underserved/Purpose Driven Enterprises
Organizations ServedBusinesses and nonprofits700
89
Customers
Support for Underserved/Purpose Driven Enterprises
Client Tracking MethodsPlease provide a brief description of how you track your customer/client/beneficiary figures.We have a spreadsheet where we review all of our clients against our SDG goals and their role in impacting each goal.00
90
Customers
Support for Underserved/Purpose Driven Enterprises
Management of Support for Underserved/Purpose Driven Enterprises
How does your company measure and manage the results, outcomes, effects, or impact of your product or service?We have formally defined the outcomes sought by our product or service and have developed a theory of change for them
We have based our impactful product or service business model on established secondary research that demonstrates potential impact
We have directly and formally engaged stakeholders in understanding their desires and needs when developing, refining, and or delivering our products or services
We are verified to meet third-party standards for impact (e.g. we have impact-related product certifications)
We measure near-term outcomes of the product or service to determine whether it is meeting the needs and expectations of our beneficiaries
We measure long-term outcomes in order to assess whether the results of our product produce lasting positive impacts for our beneficiaries
We have identified and measure and manage the unintentional or potential negative impacts of the product or service in addition to intentional positive effects
We have identified and managed potential causes that could lead to a failure to deliver the positive outcome, to do so less efficiently than possible, or to produce other negative effects
None of the above
We have based our impactful product or service business model on established secondary research that demonstrates potential impact
We have directly and formally engaged stakeholders in understanding their desires and needs when developing, refining, and or delivering our products or services
We measure near-term outcomes of the product or service to determine whether it is meeting the needs and expectations of our beneficiaries
We measure long-term outcomes in order to assess whether the results of our product produce lasting positive impacts for our beneficiaries
1.611.61
91
Customers
Support for Underserved/Purpose Driven Enterprises
Outcome MeasurementHow has your company measured outcomes or determined whether your product or service contributes to the positive outcomes previously identified?We surveyed beneficiaries to understand outcomes created
We used non-randomized control groups to compare performance
We used randomized control groups to determine the level of causality of our product or service
We used aggregated third-party data to benchmark and compare impact performance
Our selected methods determined that the product or service contributed to the outcome
Other - please describe
None of the above
We surveyed beneficiaries to understand outcomes created0.41.61
92
Customers
Support for Underserved/Purpose Driven Enterprises
Efficacy of Flow of CapitalFor what percentage of your beneficiaries can you verify your positive impact on the outcome stated above?0%
1-25%
26-49%
50-74%
75-99%
100%
Don’t know
75-99%1.411.61
93
Customers
Support for Underserved/Purpose Driven Enterprises
Long Term OutcomesDoes your outcome measurement demonstrate that your company is creating long-term or permanent outcomes for your beneficiaries?Yes
No
No01.61
94
Customers
Support for Underserved/Purpose Driven Enterprises
Innovative Support for Underserved/Purpose Driven Enterprises
Is there something different or innovative about the company's product/service that support flow of capital that has changed the industry? Is this something that is replicable, unique at the time that it was created, and that has been emulated by other organizations?No00
95
Customers
Serving Underserved Populations (Indirect)
Underserved Beneficiaries OverviewDescribe the beneficiaries or end-users of your products or services and how you characterize them as underserved.ATEC (client) provides a biodigestor to vulnerable farmers to give them economic empowerment (stop spending money on gas and fertilizer) and it improves their health in the ktichen with clean cooking while improving their crop yields. www.atecbio.com00
96
Customers
Serving Underserved Populations (Indirect)
Tracking Underserved BeneficiariesIn what ways do you determine whether the organizations you serve directly support underserved populations?We collect demographic data about the beneficiaries of the organizations that we work with (e.g. income level) that might qualify them as traditionally underserved
We review the mission of the organizations or projects that we work with to determine whether a core part of their mission specifically identifies underserved individuals
Other - please describe
None of the above
We review the mission of the organizations or projects that we work with to determine whether a core part of their mission specifically identifies underserved individuals00
97
Customers
Serving Underserved Populations (Indirect)
Underserved Beneficiary TypesBased on the results of how you track the demographics that you serve, which of the following best describe the populations that the organizations you serve work with?Low-income, poor, or very poor individuals
Other individuals without access to positive outcomes delivered by the product or service
Individuals at the bottom of the pyramid
Don’t know
N/A
Low-income, poor, or very poor individuals00
98
Customers
Serving Underserved Populations (Indirect)
Impact on Underserved Populations Description
Which of the following best describes how your product or service benefits underserved populations described above?Our product or service directly helps purpose-driven enterprises improve positive impact for their underserved beneficiaries and is specifically designed to benefit that underserved population (e.g. teacher training or curriculum specifically designed to address challenges of teaching low income students)
Our product or service directly helps purpose-driven enterprises improve positive impact for their underserved beneficiaries, but it is not designed specifically for that underserved population (e.g. general teaching curriculum sold to low income schools)
Our product or service helps the financial viability of purpose-driven enterprises, which in turn allows them to continue to serve their underserved target population above (e.g. marketing or accounting services for a social service agency)
None of the above
Our product or service helps the financial viability of purpose-driven enterprises, which in turn allows them to continue to serve their underserved target population above (e.g. marketing or accounting services for a social service agency)00
99
Customers
Serving Underserved Populations (Indirect)
Underserved Group DemographicsIf relevant, which of the following beneficiary groups is your product/service targeting?Young children (younger than 5 years old)
Children and adolescents (5 years of age or older but younger than 18)
Adults
Elderly/older adults
Persons with disabilities
Minority/previously excluded populations
Women
Pregnant women
Other at risk populations
None of the above
Adults
Elderly/older adults
Women
00
100
Customers
Serving Underserved Populations (Indirect)
Underserved Client TrackingWhich of the following statements are true about your in-need customers/ clients?Most customers/clients continue with us year by year and latest figures for the year roughly reflect the total number of beneficiaries to date
Customers/clients we reach each year are in addition to previous customers/clients and total number served should be calculated by adding together the numbers for each year
Don't know - we don't sell direct to customers/clients
Most customers/clients continue with us year by year and latest figures for the year roughly reflect the total number of beneficiaries to date00