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Date: 2024-06-25 Page is: DBtxt001.php txt00011543

Change Ref ID ID Section Subsection Sector Metric Name Definition Calculation Usage Guidance Citation Metric Type Related Metrics Metric Level Metric Quantity Type Reporting Format


1 PI4060 Product Impact Client Information Cross-Sector Client Individuals: Total Number of unique individuals who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients.' IRIS, 2014. Client Individuals: Total (PI4060). V3.0. Metric This metric has 16 related submetrics. Product/Service, Organization Flow Number of people


2 PI8330 Product Impact Client Information Cross-Sector Client Individuals: Female Number of unique women who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients.' IRIS, 2014. Client Individuals: Female (PI8330). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


3 PI3193 Product Impact Client Information Cross-Sector Client Individuals: Poor Number of unique poor individuals who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' IRIS, 2014. Client Individuals: Poor (PI3193). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


4 PI9835 Product Impact Client Information Cross-Sector Client Individuals: Very Poor 'Number of unique very poor individuals who were clients of the organization during the reporting period. ' 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' IRIS, 2014. Client Individuals: Very Poor (PI9835). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


5 PI7098 Product Impact Client Information Cross-Sector Client Individuals: Low Income Number of unique low-income individuals who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' IRIS, 2014. Client Individuals: Low Income (PI7098). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


6 PI1190 Product Impact Client Information Cross-Sector Client Individuals: Rural Number of unique individuals in rural areas who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients.' IRIS, 2014. Client Individuals: Rural (PI1190). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


7 PI6751 Product Impact Client Information Cross-Sector Client Individuals: Urban Number of unique individuals in urban areas who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients.' IRIS, 2014. Client Individuals: Urban (PI6751). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


8 PI3960* Product Impact Client Information Cross-Sector Client Individuals: Peri-urban Number of unique individuals in peri-urban areas who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients.' Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


9 PI6266 Product Impact Client Information Cross-Sector Client Individuals: Disabilities Number of unique individuals with disabilities who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients.' IRIS, 2014. Client Individuals: Disabilities (PI6266). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


10 PI4237 Product Impact Client Information Cross-Sector Client Individuals: Minorities/Previously Excluded Number of unique individuals who belong to minority or previously excluded groups and were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients.' IRIS, 2014. Client Individuals: Minorities/Previously Excluded (PI4237). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


11 PI1945 Product Impact Client Information Cross-Sector Client Individuals: Children/Adolescents Number of unique children and adolescents who were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients. Organizations operating in the health sector may find it beneficial to report with greater specificity on the ages of their clients. Further guidance and best practices related to this have been provided by the World Health Organization (WHO). Recommended WHO youth classifications include: Neonate (birth to 1 month), infant(1 month to 2 years), children (2 to 12 years) and adolescent (12 to < 16 years). ' IRIS, 2014. Client Individuals: Children/Adolescents (PI1945). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


12 PI9327* Product Impact Client Information Cross-Sector Client Individuals: Active 'Number of unique individuals who were active clients of the organization as of the end of the reporting period. Organizations should footnote the description of the type of clients included in the calculation.' 'This metric is intended to capture the number of unique clients who were unique active users of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients. For financial institutions (including microfinance institutions) this would include the number of individuals who currently have an outstanding loan balance with the organization. For those financial institutions offering deposit products, this would include the number of individuals who have an active deposit account with the organization. For those financial institutions offering insurance products, this would include those with an active insurance policy. In all cases, the number should be based on the number of individuals rather than the number of groups or number of active policies/accounts. ' Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Stock Number of people


13 PI8732 Product Impact Client Information Cross-Sector Client Individuals: New 'Number of unique individuals who were first-time clients of the organization during the reporting period. Organizations should footnote any assumptions or guidelines used when reporting against this metric.' 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients. Depending on the industry and business model, organizations may define new clients as those who re-engage with the organization after a designated time period. For example, the Microfinance Information Exchange (MIX) defines new borrowers as those who receive loans for the first time from the institution or borrowers who rejoin after more than one year.' IRIS, 2014. Client Individuals: New (PI8732). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


14 PI6372 Product Impact Client Information Agriculture Client Individuals: Smallholder Number of unique smallholder farmer individuals who were clients during the reporting period. This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). IRIS, 2014. Client Individuals: Smallholder (PI6372). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of individuals or households


15 PI2822 Product Impact Client Information Cross-Sector Client Individuals: Provided New Access 'Number of client individuals who were served by the organization and provided access, during the reporting period, to products/services they were unable to access prior to the reporting period. Organizations should reference New Access to Water, New Access to Energy, New Access to Education, New Access to Finance or New Access to Healthcare in the glossary for more clarification Organizations should footnote the assumptions used in reporting against this metric.' 'This metric is intended to capture the number of unique clients who were recipients of the organization's products or services during the reporting period. It is not a measure of foot traffic. It is also not intended to capture the number of consumer transactions. For example a customer who makes two purchases during a period should only be counted once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). For healthcare providers, this refers to patients. ' IRIS, 2014. Client Individuals: Provided New Access (PI2822). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


16 PI1807* Product Impact Client Information Cross-Sector Client Individuals: No Direct Payment Number of client individuals who received products/services during the reporting period where no direct payment was provided to the organization at the time of service but for which the organization expects to be reimbursed. 'The metric includes clients who received products/services where no out-of-pocket payment was provided and for which the organization expects to be reimbursed by 3rd parties (insurance, etc.). This metric should capture the unique number of client individuals who received products/services and made no direct payment irrespective of whether these clients may have also received services during the reporting period for which they did make out of pocket payments.' Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


17 PI9622 Product Impact Client Information Cross-Sector Client Individuals: Receiving Free Products/Services Number of client individuals who received free products/services from the organization during the reporting period. 'This metric includes all clients who received products/services provided by the organization for which it did not request payment and for which it did not expect reimbursement. This metric should capture the unique number of client individuals who received free products or services irrespective of whether they also paid the organization for certain products or services during the reporting period.' IRIS, 2014. Client Individuals: Receiving Free Products/Services (PI9622). V3.0. Submetric This is a submetric of Client Individuals: Total (PI4060), which has 15 other related submetrics. Product/Service, Organization Flow Number of people


18 PI7954* Product Impact Client Information Cross-Sector Client Households: Total Number of unique households that were clients of the organization during the reporting period. This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Metric This metric has 9 related submetrics. Product/Service, Organization Flow Number of households


19 PI1726* Product Impact Client Information Cross-Sector Client Households: Poor Number of unique poor households that were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


20 PI6705* Product Impact Client Information Cross-Sector Client Households: Very Poor 'Number of unique very poor households that were clients of the organization during the reporting period. ' 'This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


21 PI7318* Product Impact Client Information Cross-Sector Client Households: Low Income Number of unique low-income households that were clients of the organization during the reporting period. 'This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


22 PI8163* Product Impact Client Information Cross-Sector Client Households: Rural Number of unique households in rural areas that were clients of the organization during the reporting period. This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


23 PI1417* Product Impact Client Information Cross-Sector Client Households: Urban Number of unique households in urban areas that were clients of the organization during the reporting period. This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


24 PI7952* Product Impact Client Information Cross-Sector Client Households: Peri-urban Number of unique households in peri-urban areas that were clients of the organization during the reporting period. This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


25 PI3268* Product Impact Client Information Cross-Sector Client Households: Minorities/Previously Excluded Number of unique households with at least one household member who belongs to minority or previously excluded groups, and were clients of the organization during the reporting period. This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


26 PI6991* Product Impact Client Information Cross-Sector Client Households: New 'Number of unique households who were first-time clients of the organization during the reporting period. Organizations should footnote any assumptions or guidelines used when reporting against this metric.' 'This metric is intended to capture the number of unique households that were recipients of the organization's products or services during the reporting period. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Depending on the industry and business model, organizations may define new clients as those who re-engage with the organization after a designated time period. For example, the Microfinance Information Exchange (MIX) defines new borrowers as those who receive loans for the first time from the institution or borrowers who rejoin after more than one year.' Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


27 PI2845* Product Impact Client Information Cross-Sector Client Households: Provided New Access Number of unique households that were clients of the organization and provided access, during the reporting period, to products/services they were unable to access prior to the reporting period. 'This metric is intended to capture the number of unique households that were recipients of the organization's products or services. Examples of organizations that might report against unique households include those that provide products such as clean cookstoves or water purification systems and services such as home weatherization. Organizations that provide goods and services at the individual level, such as vaccines or school lunches, might find it more appropriate to report using the Client Individuals metric. Please reference New Access to Water, and New Access to Energy, New Access to Education, or New Access to Healthcare in the glossary.' Submetric This is a submetric to Client Households: Total (PI7954), which has 8 other related submetrics. Product/Service, Organization Flow Number of households


28 PI9652 Product Impact Client Information Cross-Sector Client Organizations: Total Number of enterprises that were clients of the organization during the reporting period. Organizations should specify the types of enterprises that were clients using Client Type (PD7993). IRIS, 2014. Client Organizations: Total (PI9652). V3.0. Metric This metric has 6 related submetrics. Product/Service, Organization Flow Number of organizations


29 PI6894 Product Impact Client Information Cross-Sector Client Organizations: New Number of enterprises that were first-time clients of the organization during the reporting period. IRIS, 2014. Client Organizations: New (PI6894). V3.0. Submetric This is a submetric of Client Organizations: Total (PI9652), which has 5 other related submetrics. Product/Service, Organization Flow Number of organizations


30 PI2575 Product Impact Client Information Cross-Sector Client Organizations: Provided New Access 'Number of enterprise clients that were served by the organization and provided access, during the reporting period, to products/services they were unable to access prior to the reporting period. Organizations should reference New Access to Water, New Access to Energy, New Access to Education, New Access to Finance or New Access to Healthcare in the glossary for more clarification Organizations should footnote the assumptions used in reporting against this metric.' IRIS, 2014. Client Organizations: Provided New Access (PI2575). V3.0. Submetric This is a submetric of Client Organizations: Total (PI9652), which has 5 other related submetrics. Product/Service, Organization Flow Number of organizations


31 PI8952* Product Impact Client Information Cross-Sector Client Organizations: No Direct Payment Number of enterprise clients that received products/services during the reporting period where no direct payment was provided to the organization at the time of service but for which the organization expects to be reimbursed. 'The metric includes client organizations that received products/services where no out-of-pocket payment was provided and for which the organization expects to be reimbursed by 3rd parties (insurance, etc.). This metric should capture the unique number of client organizations that received products/services and made no direct payment irrespective of whether these clients may have also received services during the reporting period for which they did make out of pocket payments.' Submetric This is a submetric of Client Organizations: Total (PI9652), which has 5 other related submetrics. Product/Service, Organization Flow Number of organizations


32 PI6050 Product Impact Client Information Cross-Sector Client Organizations: Receiving Free Services Number of enterprise clients that received free products/services from the organization during the reporting period. 'This metric includes all client organizations that received products/services provided by the organization for which it did not request payment and for which it did not expect reimbursement. This metric should capture the unique number of client organizations that received free products or services irrespective of whether they also paid the organization for certain products or services during the reporting period.' IRIS, 2014. Client Organizations: Receiving Free Services (PI6050). V3.0. Submetric This is a submetric of Client Organizations: Total (PI9652), which has 5 other related submetrics. Product/Service, Organization Flow Number of organizations


33 PI9713* Product Impact Client Information Cross-Sector Client Organizations: Microenterprises Number of microenterprises that were clients of the organization during the reporting period. Submetric This is a submetric of Client Organizations: Total (PI9652), which has 5 other related submetrics. Product/Service, Organization Flow Number of organizations


34 PI4940* Product Impact Client Information Cross-Sector Client Organizations: SME Number of small-to-medium enterprises (SMEs) that were clients of the organization during the reporting period. Organizations should specify the types of enterprises that were clients using Client Type (PD7993). Submetric This is a submetric of Client Organizations: Total (PI9652), which has 5 other related submetrics. Product/Service, Organization Flow Number of organizations


35 PI5184 Product Impact Quantity & Reach Cross-Sector Client Transactions Number of sales or client transactions during the reporting period. A client transaction represents an exchange between a client and the organization that results in the purchase or acquisition of the organization's product/service(s). One transaction can include the purchase of multiple units. This metric is different from the Client Individual (PI4060) metric and submetrics, which are intended to capture the number of unique individuals who are clients of the organization during the reporting period. This metric is intended to capture the number of total transactions, which can include repeat sales per unique client. IRIS, 2014. Client Transactions (PI5184). V3.0. Metric Product/Service, Organization Flow Number of sales transactions


36 PI9319 Product Impact Client Information Cross-Sector Client Retention Rate Retention rate of the organization's clients for the reporting period. Err:509 'The relevance and interpretation of this metric relies heavily on the business model. This formula does not differentiate between new and rejoining clients.' IRIS, 2014. Client Retention Rate (PI9319). V3.0. Metric Product/Service, Organization Stock Decimal


37 PI1748* Product Impact Client Information Cross-Sector Client Savings 'Price discount/savings obtained, by the consumer (client) when purchasing a product/service from the organization during the reporting period. This is a ratio of the average price paid by the consumer to the organization compared to the average price that would otherwise be paid for a similar good in the local market. Organizations should footnote assumptions used in calculating this metric. ' Err:508 Metric Product/Service, Organization Flow Decimal


PI2476 Product Impact Client Information Cross-Sector Communities Served 'Number of communities where the organization's products/services were available during the reporting period. Organizations should footnote definition of community and assumptions and guidelines on how this metric was calculated. ' IRIS, 2014. Communities Served (PI2476). V3.0. Metric Product/Service, Organization Flow Number of communities


OI8869 Operational Impact Employees Cross-Sector Permanent Employees: Total Number of people employed by the organization as of the end of the reporting period. This is the sum of all paid full-time and part-time employees. 'This metric is intended to capture the number of unique individuals employed by the organization in full- or part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Permanent Employees: Total (OI8869). V3.0. Metric This metric has 4 related submetrics. Organization Stock Number of people


OI2444 Operational Impact Employees Cross-Sector Permanent Employees: Female Number of females employed by the organization as of the end of the reporting period. This is the sum of all paid full-time and part-time female employees. 'This metric is intended to capture the number of unique individuals employed by the organization in full- or part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Permanent Employees: Female (OI2444). V3.0. Submetric This is a submetric of Permanent Employees: Total (OI8869), which has 3 other related submetrics. Organization Stock Number of people


38 OI8266 Operational Impact Employees Cross-Sector Permanent Employees: Low Income Areas Number of people employed by the organization that reside in low income areas, as of the end of the reporting period. This is the sum of all paid full-time and part-time employees residing in low-income areas. 'This metric is intended to capture the number of unique individuals employed by the organization in full- or part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Permanent Employees: Low Income Areas (OI8266). V3.0. Submetric This is a submetric of Permanent Employees: Total (OI8869), which has 3 other related submetrics. Organization Flow Number of people


39 OI4038 Operational Impact Employees Cross-Sector Permanent Employees: Disabilities Number of people with disabilities employed by the organization as of the end of the reporting period. This is the sum of all paid full-time and part-time employees with disabilities. 'This metric is intended to capture the number of unique individuals employed by the organization in full- or part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Permanent Employees: Disabilities (OI4038). V3.0. Submetric This is a submetric of Permanent Employees: Total (OI8869), which has 3 other related submetrics. Organization Stock Number of people


40 OI3236 Operational Impact Employees Cross-Sector Permanent Employees: Minority/Previously Excluded Number of people employed by the organization who belong to minority or previously excluded groups as of the end of the reporting period. This is the sum of all paid full-time and part-time minority or previously excluded employees. 'This metric is intended to capture the number of unique individuals employed by the organization in full- or part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Permanent Employees: Minority/Previously Excluded (OI3236). V3.0. Submetric This is a submetric of Permanent Employees: Total (OI8869), which has 3 other related submetrics. Organization Stock Number of people


41 OI3160 Operational Impact Employees Cross-Sector Full-time Employees: Total 'Number of paid full-time employees at the organization as of the end of the reporting period. ' 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Total (OI3160). V3.0. Metric This metric has 7 related submetrics. Organization Stock Number of people


42 OI6213 Operational Impact Employees Cross-Sector Full-time Employees: Female Number of paid full-time female employees at the organization as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Female (OI6213). V3.0. Submetric This is a submetric of Full-time Employees: Total (OI3160), which has 6 other related submetrics. Organization Stock Number of people


43 OI2003 Operational Impact Employees Cross-Sector Full-time Employees: Disabilities Number of paid full-time employees at the organization with disabilities as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Disabilities (OI2003). V3.0. Submetric This is a submetric of Full-time Employees: Total (OI3160), which has 6 other related submetrics. Organization Stock Number of people


44 OI8147 Operational Impact Employees Cross-Sector Full-time Employees: Minorities/Previously Excluded Number of paid full-time employees at the organization who belong to minority or previously excluded groups as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Minorities/Previously Excluded (OI8147). V3.0. Submetric This is a submetric of Full-time Employees: Total (OI3160), which has 6 other related submetrics. Organization Stock Number of people


45 OI8251 Operational Impact Employees Cross-Sector Full-time Employees: Managers 'Number of paid full-time management employees at the organization as of the end of the reporting period. ' 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Managers (OI8251). V3.0. Submetric This is a submetric of Full-time Employees: Total (OI3160), which has 6 other related submetrics. Organization Stock Number of people


46 OI1571 Operational Impact Employees Cross-Sector Full-time Employees: Female Managers 'Number of paid full-time female management employees at the organization as of the end of the reporting period. ' 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Female Managers (OI1571). V3.0. Submetric This is a submetric of Full-time Employees: Total (OI3160), which has 6 other related submetrics. Organization Stock Number of people


47 OI8292 Operational Impact Employees Cross-Sector Full-time Employees: Managers with Disabilities 'Number of paid full-time management employees with disabilities at the organization as of the end of the reporting period. ' 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Managers with Disabilities (OI8292). V3.0. Submetric This is a submetric of Full-time Employees: Total (OI3160), which has 6 other related submetrics. Organization Stock Number of people


48 OI3140 Operational Impact Employees Cross-Sector Full-time Employees: Minorities/Previously Excluded Managers Number of paid full-time management employees at the organization who belong to minority or previously excluded groups, as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in full-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Full-time Employees: Minorities/Previously Excluded Managers (OI3140). V3.0. Submetric This is a submetric of Full-time Employees: Total (OI3160), which has 6 other related submetrics. Organization Stock Number of people


49 OI8864 Operational Impact Employees Cross-Sector Part-time Employees: Total Number of paid part-time employees at the organization as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Part-time Employees: Total (OI8864). V3.0. Metric This metric has 3 related submetrics. Organization Stock Number of people


50 OI8838 Operational Impact Employees Cross-Sector Part-time Employees: Female Number of paid female part-time employees at the organization as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Part-time Employees: Female (OI8838). V3.0. Submetric This is a submetric of Part-time Employees: Total (OI8864), which has 2 other related submetrics. Organization Stock Number of people


51 OI4571 Operational Impact Employees Cross-Sector Part-time Employees: Disabilities Number of paid part-time employees with disabilities at the organization as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Part-time Employees: Disabilities (OI4571). V3.0. Submetric This is a submetric of Part-time Employees: Total (OI8864), which has 2 other related submetrics. Organization Stock Number of people


52 OI6508 Operational Impact Employees Cross-Sector Part-time Employees: Minorities/Previously Excluded Number of paid part-time employees at the organization who belong to minority or previously excluded groups, as of the end of the reporting period. 'This metric is intended to capture the number of unique individuals employed by the organization in part-time roles at the point in time defined by the reporting end date. Organizations should account for this when looking to aggregate data for this metric across reporting periods. For example, the sum of this value across four consecutive quarterly reporting periods does not necessarily equal the annual total number of permanent employees. This is because it is likely that multiple permanent employees would be counted in more than one of the quarterly periods.' IRIS, 2014. Part-time Employees: Minorities/Previously Excluded (OI6508). V3.0. Submetric This is a submetric of Part-time Employees: Total (OI8864), which has 2 other related submetrics. Organization Stock Number of people


53 OI9028 Operational Impact Employees Cross-Sector Temporary Employees Number of temporary employees paid by the organization during the reporting period. 'This metric is intended to capture the number of temporary employees who worked for the organization at any point during the reporting period. For example, if a temporary employee worked at some point during the reporting period but was not employed as of the end of the reporting period, this individual should be counted as part of this metric. Organizations should also include contracted employees as part of this metric. ' IRIS, 2014. Temporary Employees (OI9028). V3.0. Metric Organization Flow Number of people


54 OI8408 Operational Impact Employees Cross-Sector Temporary Employees Hours Worked Number of paid hours worked by temporary employees of the organization during the reporting period. 'This metric is intended to capture the total number of hours worked by temporary employees throughout the reporting period. Organizations should capture hours worked by contracted employees as part of this metric. ' IRIS, 2014. Temporary Employees Hours Worked (OI8408). V3.0. Metric Organization Flow Number of hours


55 OI4061 Operational Impact Employees Cross-Sector Healthcare Benefits Participants 'Number of full-time employees who received healthcare benefits through the organization's programs during the reporting period. Organizations should footnote the types of benefits provided, such as health and dental insurance or vision programs.' IRIS, 2014. Healthcare Benefits Participants (OI4061). V3.0. Metric Organization Flow Number of people


OI3757 Operational Impact Employees Cross-Sector Occupational Injuries Indicate the number of occupational injuries which affected any full-time, part-time, or temporary employee of the organization during the reporting period. Organizations should provide a record of occupational injuries suffered by any employee at any point during the reporting period. IRIS, 2014. Occupational Injuries (OI3757). V3.0. Metric Organization Flow Number of injuries


OI1166 Operational Impact Employees Cross-Sector Volunteer Hours Number of hours worked by volunteers who supported the organization during the reporting period. This metric is intended to capture the total number of hours worked by volunteers who are not employees of the organization. IRIS, 2014. Volunteer Hours (OI1166). V3.0. Metric Organization Flow Number of hours


OI8429 Operational Impact Employees Cross-Sector Community Service Hours Contributed Number of hours volunteered by full-time and part-time employees of the organization during the reporting period. Organizations should include both paid and unpaid time spent volunteering during traditional work hours, either for company-organized events or for employee-initiated activities. IRIS, 2014. Community Service Hours Contributed (OI8429). V3.0. Metric Organization Flow Number of hours


OI4499 Operational Impact Employees Cross-Sector Departing Permanent Employees: Total Number of full-time and part-time employees departing the organization (for any reason) during the reporting period. IRIS, 2014. Departing Permanent Employees: Total (OI4499). V3.0. Metric This metric has 2 related submetrics. Organization Flow Number of people


OI3653 Operational Impact Employees Cross-Sector Departing Permanent Employees: Full-time Number of full-time employees departing the organization (for any reason) during the reporting period. IRIS, 2014. Departing Permanent Employees: Full-time (OI3653). V3.0. Submetric This is a submetric of Departing Permanent Employees: Total (OI4499), which has 1 other related submetric. Organization Flow Number of people


56 OI8431* Operational Impact Employees Cross-Sector Departing Permanent Employees: Voluntary Number of full-time and part-time employees departing the organization voluntarily during the reporting period. Voluntary departure is defined as those employees not dismissed with cause, or involuntary separated with the organization. Submetric This is a submetric of Departing Permanent Employees: Total (OI4499), which has 1 other related submetric. Organization Flow Number of people


57 OI1638* Operational Impact Employees Cross-Sector Employee Turnover Ratio of the number of departing permanent (full-time and part-time) employees compared to the average number of permanent (full-time and part-time) employees at the organization during the reporting period. Err:508 'The average number of permanent employees can be calculated a number of ways. One example for organizations reporting on a yearly basis is to calculate the average number of permanent employees on a monthly basis. The number of departing permanent employees should include all employees departing the organization (for any reason) during the reporting period.' Metric Organization Flow Decimal


OI6370 Operational Impact Employees Cross-Sector Employees Dedicated to Social and Environmental Performance Number of full-time equivalent employees dedicated to managing social and environmental performance during the reporting period. If an organization had 4 full-time staff working on social and environmental performance issues each for half of their work time, they would report 2 FTEs. IRIS, 2014. Employees Dedicated to Social and Environmental Performance (OI6370). V3.0. Metric Organization Flow FTEs


58 OI9677 Operational Impact Wages Cross-Sector Permanent Employee Wages: Total Value of wages (including bonuses, excluding benefits) paid to all full-time and part-time employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Permanent Employee Wages: Total (OI9677). V3.0. Metric This metric has 4 related submetrics. Organization Flow Reporting Currency (OD5990)


59 OI4559 Operational Impact Wages Cross-Sector Permanent Employee Wages: Female Value of wages (including bonuses, excluding benefits) paid to all female full-time and part-time employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Permanent Employee Wages: Female (OI4559). V3.0. Submetric This is a submetric to Permanent Employee Wages: Total (OI9677), which has 3 other related submetrics. Organization Flow Reporting Currency (OD5990)


60 OI7064* Operational Impact Wages Cross-Sector Permanent Employee Wages: Low Income Areas Value of wages (including bonuses, excluding benefits) paid to all full-time and part-time employees of the organization who live in low income areas during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. Submetric This is a submetric to Permanent Employee Wages: Total (OI9677), which has 3 other related submetrics. Organization Flow Reporting Currency (OD5990)


61 OI1682* Operational Impact Wages Cross-Sector Permanent Employee Wages: Disabilities Value of wages (including bonuses, excluding benefits) paid to all full-time and part-time employees of the organization with disabilities during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. Submetric This is a submetric to Permanent Employee Wages: Total (OI9677), which has 3 other related submetrics. Organization Flow Reporting Currency (OD5990)


62 OI1084 Operational Impact Wages Cross-Sector Permanent Employee Wages: Minorities/Previously Excluded Value of wages (including bonuses, excluding benefits) paid to all full-time and part-time employees of the organization who belong to minority or previously excluded groups during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Permanent Employee Wages: Minorities/Previously Excluded (OI1084). V3.0. Submetric This is a submetric to Permanent Employee Wages: Total (OI9677), which has 3 other related submetrics. Organization Flow Reporting Currency (OD5990)


63 OI5887 Operational Impact Wages Cross-Sector Full-time Wages: Total Value of wages (including bonuses, excluding benefits) paid to all full-time employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Full-time Wages: Total (OI5887). V3.0. Metric This metric has 5 related submetrics. Organization Flow Reporting Currency (OD5990)


64 OI8941 Operational Impact Wages Cross-Sector Full-time Wages: Female Value of wages (including bonuses, excluding benefits) paid to all female full-time employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Full-time Wages: Female (OI8941). V3.0. Submetric This is a submetric to Full-time Wages: Total (OI5887), which has 4 other related submetrics. Organization Flow Reporting Currency (OD5990)


65 OI1508 Operational Impact Wages Cross-Sector Full-time Wages: Minority/Previously Excluded Value of wages (including bonuses, excluding benefits) paid to all full-time employees of the organization who belong to minority or previously excluded groups during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Full-time Wages: Minority/Previously Excluded (OI1508). V3.0. Submetric This is a submetric to Full-time Wages: Total (OI5887), which has 4 other related submetrics. Organization Flow Reporting Currency (OD5990)


66 OI6069 Operational Impact Wages Cross-Sector Full-time Wages: Management Value of wages (including bonuses, excluding benefits) paid to all full-time management employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Full-time Wages: Management (OI6069). V3.0. Submetric This is a submetric to Full-time Wages: Total (OI5887), which has 4 other related submetrics. Organization Flow Reporting Currency (OD5990)


67 OI5247 Operational Impact Wages Cross-Sector Full-time Wages: Female Management Value of wages (including bonuses, excluding benefits) paid to all full-time female management employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Full-time Wages: Female Management (OI5247). V3.0. Submetric This is a submetric to Full-time Wages: Total (OI5887), which has 4 other related submetrics. Organization Flow Reporting Currency (OD5990)


68 OI3862 Operational Impact Wages Cross-Sector Full-time Wages: Minority/Previously Excluded Management Value of wages (including bonuses, excluding benefits) paid to all full-time management employees of the organization who belong to minority or previously excluded groups during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Full-time Wages: Minority/Previously Excluded Management (OI3862). V3.0. Submetric This is a submetric to Full-time Wages: Total (OI5887), which has 4 other related submetrics. Organization Flow Reporting Currency (OD5990)


69 OI9948 Operational Impact Wages Cross-Sector Part-time Wages: Total Value of wages (including bonuses, excluding benefits) paid to all part-time employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Part-time Wages: Total (OI9948). V3.0. Metric This metric has 2 related submetrics. Organization Flow Reporting Currency (OD5990)


70 OI8725 Operational Impact Wages Cross-Sector Part-time Wages: Female Value of wages (including bonuses, excluding benefits) paid to all female part-time employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Part-time Wages: Female (OI8725). V3.0. Submetric This is a submetric to Part-time Wages: Total (OI9948), which has 1 other submetric. Organization Flow Reporting Currency (OD5990)


71 OI9956 Operational Impact Wages Cross-Sector Part-time Wages: Minority/Previously Excluded Value of wages (including bonuses, excluding benefits) paid to all part-time employees of the organization who belong to minority or previously excluded groups during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Part-time Wages: Minority/Previously Excluded (OI9956). V3.0. Submetric This is a submetric to Part-time Wages: Total (OI9948), which has 1 other submetric. Organization Flow Reporting Currency (OD5990)


72 OI4202 Operational Impact Wages Cross-Sector Temporary Employee Wages Value of wages (including bonuses, excluding benefits) paid to all temporary employees of the organization during the reporting period. This metric is intended to capture pre-tax wages/salaries paid to the organization's employees and should not include benefits nor include payroll expenses. IRIS, 2014. Temporary Employee Wages (OI4202). V3.0. Metric Organization Flow Reporting Currency (OD5990)


73 OI1582 Operational Impact Wages Cross-Sector Wage Equity Ratio between the wages paid during the reporting period to the highest compensated full-time employee (inclusive of bonus) as compared to the lowest paid full-time employee. = Wages of highest paid full-time employee during the reporting period / Wages of lowest paid full-time employee during the reporting period IRIS, 2014. Wage Equity (OI1582). V3.0. Metric Organization Stock Decimal


74 OI9767* Operational Impact Wages Cross-Sector Wage Premium 'Wage premium obtained by the employee as a result of working for the organization during the reporting period. This is the additional average wage paid to an employee of the organization compared to the average wage paid for a similar job in a similar industry/sector in the local market during the reporting period. Organizations should footnote the assumptions used when reporting against this metric.' Err:508 Organizations should footnote the specific position(s) for which the wage premium applies and assumptions related to the similar position at a different organization. Metric Organization Stock Decimal


75 FP5293 Financial Performance Balance Sheet Cross-Sector Total Assets Value, at the end of the reporting period, of all of the organization's assets. Total assets is the sum of current assets plus non-current assets. IRIS, 2014. Total Assets (FP5293). V3.0. Metric This metric has 5 related submetrics Organization Stock Reporting Currency (OD5990)


76 FP9148 Financial Performance Balance Sheet Cross-Sector Fixed Assets Value, at the end of the reporting period, of the organization's long-term tangible assets that are not expected to be converted into cash in the current or upcoming fiscal year. Sometimes referred to as property, plant, and equipment (PP&E). 'Fixed assets (property, plant and equipment) are tangible items that are: (a) Held for use in the production or supply of goods or services, for rental to others, or for administrative property, plant, and equipment purposes. (b) Expected to be used during more than one period. This does not include Investment Properties. Fixed assets are considered a part of non-current assets which are a component of Total Assets.' IRIS, 2014. Fixed Assets (FP9148). V3.0. Submetric This is a submetric of Total Assets (FP5293), which has 4 other related submetrics. Organization Stock Reporting Currency (OD5990)


77 FP6926 Financial Performance Balance Sheet Cross-Sector Current Assets Value, at the end of the reporting period, of the organization's assets that are reasonably expected to be converted into cash within one year in the normal course of business. Current assets can include cash, accounts receivable, inventory, marketable securities, prepaid expenses and other liquid assets that can be readily converted to cash. IRIS, 2014. Current Assets (FP6926). V3.0. Submetric This is a submetric of Total Assets (FP5293), which has 4 other related submetrics. Organization Stock Reporting Currency (OD5990)


78 FP4649 Financial Performance Balance Sheet Cross-Sector Financial Assets Value, at the end of the reporting period, of the organization's non-physical assets such as cash, bank accounts, or other investments. 'Financial assets include debt, equity, and cash assets such as: stocks, bonds, mutual funds, cash, and cash management accounts. Values of assets should be based upon fair market value where efficient secondary markets exist and otherwise at historic cost. Financial assets are considered a part of non-current assets.' IRIS, 2014. Financial Assets (FP4649). V3.0. Submetric This is a submetric of Total Assets (FP5293), which has 4 other related submetrics. Organization Stock Reporting Currency (OD5990)


79 FP5317 Financial Performance Balance Sheet Cross-Sector Equity or Net Assets 'Value of the residual interest, at the end of the reporting period, in the assets of the organization after deducting all its liabilities. Net assets is equivalent to total assets minus total liabilities.' Net assets can also be referred to as stockholders' or shareholders' equity. IRIS, 2014. Equity or Net Assets (FP5317). V3.0. Submetric This is a submetric of Total Assets (FP5293), which has 4 other related submetrics. Organization Stock Reporting Currency (OD5990)


80 FP8653 Financial Performance Balance Sheet Cross-Sector Retained Earnings Value of the sum of the organization's profits, cumulative from inception to the end of the reporting period, not paid out as dividends, but retained by the organization to be reinvested in its core business or to pay debt. Err:509 'The cumulative of earnings recognized in the organization's income statements which have not been paid to the owners of the organization as dividends. Retained earnings is also referred to as retained capital, accumulated earnings, or retained surplus. Organizations should report retained earnings as of the end of the reporting period.' IRIS, 2014. Retained Earnings (FP8653). V3.0. Submetric This is a submetric of Total Assets (FP5293), which has 4 other related submetrics. Organization Stock Reporting Currency (OD5990)


81 FP2852 Financial Performance Balance Sheet Cross-Sector Accounts Payable Value, at the end of the reporting period, of all outstanding debts that must be paid by the organization within a given period of time in order to avoid default. IRIS, 2014. Accounts Payable (FP2852). V3.0. Metric Organization Stock Reporting Currency (OD5990)


82 FP2213 Financial Performance Balance Sheet Cross-Sector Accounts Receivable Value, at the end of the reporting period, of the organization's outstanding debts from clients who received goods or services on credit. IRIS, 2014. Accounts Receivable (FP2213). V3.0. Metric Organization Stock Reporting Currency (OD5990)


FP1996 Financial Performance Balance Sheet Cross-Sector Total Liabilities Value of organization's liabilities at the end of the reporting period. IRIS, 2014. Total Liabilities (FP1996). V3.0. Metric This metric has 2 related submetrics Organization Stock Reporting Currency (OD5990)


FP2269 Financial Performance Balance Sheet Cross-Sector Current Liabilities Value, at the end of the reporting period, of all liabilities that are expected to be settled within one year in the normal course of business. Current liabilities include accounts payable, lines of credit, or other short term debts. IRIS, 2014. Current Liabilities (FP2269). V3.0. Submetric This is a submetric of Total Liabilities (FP1996), which has 1 other related submetric. Organization Stock Reporting Currency (OD5990)


83 FP6094 Financial Performance Balance Sheet Cross-Sector Long Term Financial Liabilities Value, at the end of the reporting period, of an organization's long term financial liabilities. Long term financial liabilities include all borrowed funds, deposits held, or other contractual obligations to deliver cash. IRIS, 2014. Long Term Financial Liabilities (FP6094). V3.0. Submetric This is a submetric of Total Liabilities (FP1996), which has 1 other related submetric. Organization Stock Reporting Currency (OD5990)


84 FP6750 Financial Performance Balance Sheet Cross-Sector Loans Payable Value of the remaining balance, at the end of the reporting period, on all the organization's outstanding debt obligations (both short-term and long-term) carried on the balance sheet. IRIS, 2014. Loans Payable (FP6750). V3.0. Metric Organization Stock Reporting Currency (OD5990)


FP7264 Financial Performance Cash Flow Cross-Sector Cash and Cash Equivalents: Period Start Value of the organization's cash equivalents at the beginning of the reporting period. IRIS, 2014. Cash and Cash Equivalents: Period Start (FP7264). V3.0. Metric Organization Stock Reporting Currency (OD5990)


FP6462 Financial Performance Cash Flow Cross-Sector Cash and Cash Equivalents- Period End Value of the organizations cash equivalents at the end of the reporting period. IRIS, 2014. Cash and Cash Equivalents- Period End (FP6462). V3.0. Metric Organization Stock Reporting Currency (OD5990)


86 FP3466 Financial Performance Cash Flow Cross-Sector Cash Flow: Net Total Value of the organization's net cash flow at the end of the reporting period. Net cash flow equals inflows less outflows of cash and cash equivalents from operating, investing, financing, etc. activities. IRIS, 2014. Cash Flow: Net Total (FP3466). V3.0. Metric This metric has 3 related submetrics Organization Flow Reporting Currency (OD5990)


87 FP4812 Financial Performance Cash Flow Cross-Sector Cash Flow: Operating Activities Value of the organization's cash flows for the reporting period related to operating activities. Operating activities are the principal revenue-producing activities of the entity and other activities that are not investing or financing activities. IRIS, 2014. Cash Flow: Operating Activities (FP4812). V3.0. Submetric This is a submetric of Cash Flow: Net Total (FP3466), which has 2 other related submetrics. Organization Flow Reporting Currency (OD5990)


88 FP9703 Financial Performance Cash Flow Cross-Sector Cash Flow: Investing Activities Value of the organization's cash flows for the reporting period related to investing activities by the organization. Investing activities are the acquisition and disposal of long-term assets and other investments that are not considered to be cash equivalents. IRIS, 2014. Cash Flow: Investing Activities (FP9703). V3.0. Submetric This is a submetric of Cash Flow: Net Total (FP3466), which has 2 other related submetrics. Organization Flow Reporting Currency (OD5990)


89 FP8244 Financial Performance Cash Flow Cross-Sector Cash Flow: Financing Activities Value of the organization's cash flows for the reporting period related to its financing activities. Financing activities are activities that result in changes in the size and composition of the contributed equity and borrowings of the organization. This includes activities such as issuing cash dividends, adding or changing loans, or issuing and selling more stock. IRIS, 2014. Cash Flow: Financing Activities (FP8244). V3.0. Submetric This is a submetric of Cash Flow: Net Total (FP3466), which has 2 other related submetrics. Organization Flow Reporting Currency (OD5990)


90 FP8293 Financial Performance Cash Flow Cross-Sector New Investment Capital Value of funds invested in the organization (both loans and investments) during the reporting period. This metric reflects capital received by the organization from investors in the form of a loan or cash for stock during the reporting period. IRIS, 2014. New Investment Capital (FP8293). V3.0. Metric Organization Flow Reporting Currency (OD5990)


91 FP1301 Financial Performance Income Statement Cross-Sector Net Income Value of the organization's net profit, calculated as total income minus total expenses during the reporting period. IRIS, 2014. Net Income (FP1301). V3.0. Metric Organization Flow Reporting Currency (OD5990)


92 FP3274 Financial Performance Income Statement Cross-Sector Net Income Before Donations Value of the organization's net profit before donations, calculated as total income, excluding donations, minus total expenses during the reporting period. IRIS, 2014. Net Income Before Donations (FP3274). V3.0. Metric Organization Flow Reporting Currency (OD5990)


93 FP3673* Financial Performance Income Statement Cross-Sector EBIT 'Value of the organization's net income before interest and taxes during the reporting period. Earnings Before Interest and Taxes (EBIT).' Metric Organization Flow Reporting Currency (OD5990)


94 FP1657 Financial Performance Income Statement Cross-Sector EBITDA 'Value of the organization's net income before interest, taxes, depreciation and amortization during the reporting period. Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA).' IRIS, 2014. EBITDA (FP1657). V3.0. Metric Organization Flow Reporting Currency (OD5990)


95 FP6510* Financial Performance Income Statement Cross-Sector Total Revenue Value of all revenue received by the organization during the reporting period. Metric This metric has 7 related submetrics Organization Flow Reporting Currency (OD5990)


96 PI1775 Financial Performance Income Statement Cross-Sector Sales Revenue 'Value of the revenue from sales of the organization's products/services during the reporting period. ' Sales revenue should be revenues resulting from the ordinary operating activities of an organization. This is commonly referred to as Earned Revenue. IRIS, 2014. Sales Revenue (PI1775). V3.0. Submetric This is a submetric of Total Revenue (FP6510), which has 6 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


97 FP8300* Financial Performance Income Statement Cross-Sector Sales Revenue: Collected Directly Value of the revenue from sales of the organization's products/services collected from clients directly during the reporting period. This metric may be applicable for organizations that receive revenue directly from the end beneficiaries (clients). For organizations operating in the health sector this will include all out-of-pocket payments paid at time of service/purchase. Submetric This is a submetric of Total Revenue (FP6510), which has 6 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


98 FP5624* Financial Performance Income Statement Cross-Sector Sales Revenue: Collected from Third Party Payers Value of the revenue from sales of the organization's products/services collected from public or private payers, during the reporting period. This metric may be applicable for organizations that have contracts with government and other third parties. For organizations operating in the health sector this will include revenue from insurance reimbursements, government contracts, etc. Users may find it useful to break down this metric further into subcategories. Submetric This is a submetric of Total Revenue (FP6510), which has 6 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


99 PI7321 Financial Performance Income Statement Cross-Sector Sales Revenue: Certified Value of the revenue from sales of the organization's certified products during the reporting period. Organizations should report product certifications separately on Product/Service Certifications (PD2756). IRIS, 2014. Sales Revenue: Certified (PI7321). V3.0. Submetric This is a submetric of Total Revenue (FP6510), which has 6 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


100 PI5920 Financial Performance Income Statement Cross-Sector Sales Revenue: Exports Value of the revenue from sales of international exports of the product/service during the reporting period. IRIS, 2014. Sales Revenue: Exports (PI5920). V3.0. Submetric This is a submetric of Total Revenue (FP6510), which has 6 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


101 FP4849* Financial Performance Income Statement Cross-Sector Non-Operating Revenue Value of the revenue that is derived from activities not related to the organization's core operations, during the reporting period. 'Non-operating revenue would include such items as dividend income, profits (and losses) from investments, gains (and losses) incurred due to foreign exchange, asset write-downs and other non-operating revenues and expenses. As an example, for a hospital, in addition to finance related revenue, non-operating revenue may include parking fees, revenue from the gift shop, cafeteria sales, or rental income.' Submetric This is a submetric of Total Revenue (FP6510), which has 6 other related submetrics. Organization Flow Reporting Currency (OD5990)


102 FP3021 Financial Performance Income Statement Cross-Sector Revenue from Grants and Donations Value of the revenue that is contributed through grants and donations, during the reporting period. 'This includes both unrestricted and restricted operating grants and donations and does not include equity grants for capital, grants that are intended for future operating periods, or grants that will be passed through to other organizations. Grants should be recognized as income over the periods necessary to match them with the related costs which they are intended to compensate, on a systematic basis. If a grant relates to expenses already incurred and no future related costs are expected, the grant should be recognized as income of the period in which it becomes receivable. This metric should only refer to financial grants and donations received and not the value of in-kind donations. ' IRIS, 2014. Revenue from Grants and Donations (FP3021). V3.0. Submetric This is a submetric of Total Revenue (FP6510), which has 6 other related submetrics. Organization Flow Reporting Currency (OD5990)


103 FP7629 Financial Performance Income Statement Cross-Sector Gross Profit Value of the organization's residual profit after incurring the direct costs associated with production/delivery, for the reporting period. Err:509 IRIS, 2014. Gross Profit (FP7629). V3.0. Metric Organization Flow Reporting Currency (OD5990)


104 FP2321* Financial Performance Income Statement Cross-Sector Total Expenses Value of all expenditures incurred by the organization during the reporting period. Metric This metric has 6 related submetrics. Organization Flow Reporting Currency (OD5990)


105 FP9049 Financial Performance Income Statement Cross-Sector Cost of Goods Sold Value of direct expenditures attributable to the production of the goods sold by the organization during the reporting period. The cost should include all costs of purchase, costs of conversion, and other direct costs incurred in producing and selling the organization's products. IRIS, 2014. Cost of Goods Sold (FP9049). V3.0. Submetric This is a submetric of Total Expenses (FP2321), which has 5 other related submetrics. Organization Flow Reporting Currency (OD5990)


106 FP1001 Financial Performance Income Statement Cross-Sector Operating Expenses Value of expenditures incurred by the organization as a result of performing its normal business operations, during the reporting period. For financial services organizations this does not include Financial Expenses (FP2553) or provisions for loan losses (Impairment Loss (FP1717)). IRIS, 2014. Operating Expenses (FP1001). V3.0. Submetric This is a submetric of Total Expenses (FP2321), which has 5 other related submetrics. Organization Flow Reporting Currency (OD5990)


107 FP9649 Financial Performance Income Statement Cross-Sector Selling, General, and Administration Expenses Value of all direct and indirect selling expenses and all general and administrative expenses incurred by the organization during the reporting period. IRIS, 2014. Selling, General, and Administration Expenses (FP9649). V3.0. Submetric This is a submetric of Total Expenses (FP2321), which has 5 other related submetrics. Organization Flow Reporting Currency (OD5990)


108 FP4831 Financial Performance Income Statement Cross-Sector Personnel Expenses Value of expenditures related to personnel, including wages, benefits, trainings, and payroll taxes incurred by the organization, during the reporting period. IRIS, 2014. Personnel Expenses (FP4831). V3.0. Submetric This is a submetric of Total Expenses (FP2321), which has 5 other related submetrics. Organization Flow Reporting Currency (OD5990)


109 FP1012 Financial Performance Income Statement Cross-Sector Interest Expenses Value of expenditures incurred by the organization, during the reporting period, due to interest incurred on all liabilities, including any client deposit accounts held by the organization, borrowings, subordinated debt, and other liabilities. IRIS, 2014. Interest Expenses (FP1012). V3.0. Submetric This is a submetric of Total Expenses (FP2321), which has 5 other related submetrics. Organization Flow Reporting Currency (OD5990)


110 FP9462 Financial Performance Income Statement Cross-Sector Depreciation and Amortization Expenses Value of expenses recorded by the organization during the reporting period for depreciation and amortization. IRIS, 2014. Depreciation and Amortization Expenses (FP9462). V3.0. Submetric This is a submetric of Total Expenses (FP2321), which has 5 other related submetrics. Organization Flow Reporting Currency (OD5990)


111 FP5261* Financial Performance Income Statement Cross-Sector Payments to Government Value of all transfers to the government made by the organization, during the reporting period. At a minimum, this includes payments to the government in the form of corporate income or profit taxes. Additional forms of transfer to be reported as appropriate include (i) sales taxes, (ii) net VAT, (iii) royalties, (iv) dividends and related taxes, (v) management and/or concession fees, (vi) license fees, (vii) tax on payment of interest, and (viii) other material payments net of any direct subsidies received. Metric Organization Flow Reporting Currency (OD5990)


114 FP4761 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Revenue Growth Growth in value of the organization's revenue from one reporting period to another. Err:508 IRIS, 2014. Revenue Growth (FP4761). V3.0. Metric Organization Stock Decimal


115 FP4373 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Gross Margin 'Percent of revenue that the organization retains after incurring the direct costs associated with production/delivery of its products/services, for the reporting period. ' '= (Total Revenue (FP6510) - Cost of Goods Sold (FP9049)) / Total Revenue (FP6510) or = Gross Profit (FP7629) / Total Revenue (FP6510)' IRIS, 2014. Gross Margin (FP4373). V3.0. Metric Organization Stock Decimal


116 FP3297 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Income Growth Growth in value of the organization's net income from one reporting period to another. Err:508 Organizations receiving substantial revenue from grants/donations (Revenue from Grants and Donations (FP3021)) should calculate net income before donations. IRIS, 2014. Income Growth (FP3297). V3.0. Metric Organization Stock Decimal


117 FP7897 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Operating Profit Margin Value of the proportion of the organization's revenue that is left over after paying for variable costs such as wages, raw materials, etc. during the reporting period. Err:509 Organizations receiving substantial revenue from grants/donations (Revenue from Grants and Donations (FP3021)) should calculate net income before donations. IRIS, 2014. Operating Profit Margin (FP7897). V3.0. Metric Organization Stock Decimal


118 FP6856 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Working Capital Value of the organization's operating liquidity, at the end of the reporting period. Err:509 IRIS, 2014. Working Capital (FP6856). V3.0. Metric Organization Stock Reporting Currency (OD5990)


119 FP4326 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Return on Assets (ROA) 'Value of an organization's net profit generated per dollar invested in total assets for the reporting period. This is a profitability ratio calculated as net income divided by average total assets. ' '= EBIT (FP3673)/Average Total Assets Average Total Assets: (Total Assets (FP5293) at the beginning of the period + Total Assets (FP5293) at the end of the period) / 2' IRIS, 2014. Return on Assets (ROA) (FP4326). V3.0. Metric Organization Stock Decimal


120 FP2651 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Return on Equity (ROE) 'Value of an organization's net profit generated per dollar of shareholders' equity for the reporting period. This is a profitability ratio calculated as net income divided by average total equity or net assets. ' '= EBIT (FP3673)/Average Net Assets Average Net Assets: (Net Assets at the beginning of the period + Net Assets at the end of the period) / 2' IRIS, 2014. Return on Equity (ROE) (FP2651). V3.0. Metric Organization Stock Decimal


121 FP3774 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Charitable Donations Value of all financial contributions and in-kind donations of goods and services made by the organization to charities, private foundations, non-profits or non-governmental organizations, during the reporting period. Pricing discounts to non-profits do not count as charitable donations; only free services are considered to be in-kind donations. IRIS, 2014. Charitable Donations (FP3774). V3.0. Metric Organization Flow Decimal


124 OI6697 Operational Impact Environmental Performance Cross-Sector Energy Conservation 'Amount of energy saved by the organization through energy conservation techniques employed to reduce the amount of energy needed to carry out the same processes or tasks, during the reporting period. Organizations should footnote conservation strategies employed and calculation method.' Examples of recommended footnotes include energy saved due to process redesign, use of energy-saving equipment, or the elimination of unnecessary energy use. This does not include overall reduction in energy consumption that result from reduced organizational activities (e.g. partial outsourcing). IRIS, 2014. Energy Conservation (OI6697). V3.0. Metric Organization Flow Number of kWh


125 OI9624 Operational Impact Environmental Performance Cross-Sector Energy Produced On-site: Total 'Amount of on-site energy produced and consumed by the organization during the reporting period. ' IRIS, 2014. Energy Produced On-site: Total (OI9624). V3.0. Metric This metric has 2 related submetrics. Organization Flow Number of kWh


126 OI1495 Operational Impact Environmental Performance Cross-Sector Energy Produced On-site: Non-Renewable Amount of on-site energy produced and consumed by the organization from non-renewable sources such as coal, natural gas, and crude oil derivatives during the reporting period. IRIS, 2014. Energy Produced On-site: Non-Renewable (OI1495). V3.0. Submetric This is a submetric to Energy Produced On-site: Total (OI9624), which has 1 other related submetric. Organization Flow Number of kWh


127 OI2496 Operational Impact Environmental Performance Cross-Sector Energy Produced On-site: Renewable Amount of on-site energy produced and consumed by the organization from renewable sources such as solar, wind, geothermal, hydro energy, and biomass during the reporting period. IRIS, 2014. Energy Produced On-site: Renewable (OI2496). V3.0. Submetric This is a submetric to Energy Produced On-site: Total (OI9624), which has 1 other related submetric. Organization Flow Number of kWh


128 OI8825 Operational Impact Environmental Performance Cross-Sector Energy Purchased: Total Amount of purchased energy consumed by the organization during the reporting period. IRIS, 2014. Energy Purchased: Total (OI8825). V3.0. Metric This metric has 2 related submetrics. Organization Flow Number of kWh


129 OI1496 Operational Impact Environmental Performance Cross-Sector Energy Purchased: Non-Renewable Amount of purchased energy consumed by the organization from non-renewable sources such as coal, nuclear energy, natural gas, and crude oil derivatives during the reporting period. IRIS, 2014. Energy Purchased: Non-Renewable (OI1496). V3.0. Submetric This is a submetric to Energy Purchased: Total (OI8825), which has 1 other related submetric. Organization Flow Number of kWh


130 OI3324 Operational Impact Environmental Performance Cross-Sector Energy Purchased: Renewable Amount of purchased energy consumed by the organization from renewable sources such as solar, wind, geothermal, hydro energy, and biomass during the reporting period. IRIS, 2014. Energy Purchased: Renewable (OI3324). V3.0. Submetric This is a submetric to Energy Purchased: Total (OI8825), which has 1 other related submetric. Organization Flow Number of kWh


131 OI1479 Operational Impact Environmental Performance Cross-Sector Greenhouse Gas Emissions: Total 'Amount of greenhouse gases (GHG) emitted through the organization's operations during the reporting period. This should include GHG emissions from direct and indirect sources. Organizations should footnote calculations and assumptions.' 'Organizations should refer to the following sources for further guidance: - WRI Greenhouse Gas Protocol Standards (http://www.ghgprotocol.org/standards) - International Panel on Climate Change (IPCC) emission factors (http://www.ipcc-nggip.iges.or.jp) - Global Reporting Initiative (GRI) (https://www.globalreporting.org/reporting/g4/Pages/default.aspx) ' IRIS, 2014. Greenhouse Gas Emissions: Total (OI1479). V3.0. Metric This metric has 2 related submetrics. Organization Flow Number of metric tonnes of CO2 equivalent


132 OI4112 Operational Impact Environmental Performance Cross-Sector Greenhouse Gas Emissions: Direct 'Amount of greenhouse gases (GHG) emitted from direct emissions sources during the reporting period. Organizations should footnote calculations and assumptions.' 'Organizations should refer to the following sources for further guidance: - WRI Greenhouse Gas Protocol Standards (http://www.ghgprotocol.org/standards) - International Panel on Climate Change (IPCC) emission factors (http://www.ipcc-nggip.iges.or.jp) - Global Reporting Initiative (GRI) (https://www.globalreporting.org/reporting/g4/Pages/default.aspx) ' IRIS, 2014. Greenhouse Gas Emissions: Direct (OI4112). V3.0. Submetric This is a submetric to Greenhouse Gas Emissions: Total (OI1479), which has 1 other related submetric. Organization Flow Number of metric tonnes of CO2 equivalent


133 OI9604 Operational Impact Environmental Performance Cross-Sector Greenhouse Gas Emissions: Indirect 'Amount of greenhouse gases (GHG) emitted from indirect emissions sources during the reporting period. Organizations should footnote calculations and assumptions.' 'Organizations should refer to the following sources for further guidance: - WRI Greenhouse Gas Protocol Standards (http://www.ghgprotocol.org/standards) - International Panel on Climate Change (IPCC) emission factors (http://www.ipcc-nggip.iges.or.jp) - Global Reporting Initiative (GRI) (https://www.globalreporting.org/reporting/g4/Pages/default.aspx)' IRIS, 2014. Greenhouse Gas Emissions: Indirect (OI9604). V3.0. Submetric This is a submetric to Greenhouse Gas Emissions: Total (OI1479), which has 1 other related submetric. Organization Flow Number of metric tonnes of CO2 equivalent


134 OI4328 Operational Impact Environmental Performance Cross-Sector Recycled Materials Amount of recycled materials used in the organization's products (including packaging) during the reporting period. IRIS, 2014. Recycled Materials (OI4328). V3.0. Metric Product/Service, Organization Flow Number of metric tonnes


135 OI5942 Operational Impact Environmental Performance Cross-Sector Toxic Materials Amount of toxic materials used in the organization's manufacturing processes during the reporting period. IRIS, 2014. Toxic Materials (OI5942). V3.0. Metric Organization Flow Number of metric tonnes


136 OI6192 Operational Impact Environmental Performance Cross-Sector Waste Disposed: Total Amount of waste disposed by the organization during the reporting period. IRIS, 2014. Waste Disposed: Total (OI6192). V3.0. Metric This metric has 5 related submetrics. Organization Flow Number of metric tonnes


137 OI9847 Operational Impact Environmental Performance Cross-Sector Waste Disposed: Composted Amount of waste disposed by the organization through composting during the reporting period. IRIS, 2014. Waste Disposed: Composted (OI9847). V3.0. Submetric This is a submetric of Waste Disposed: Total (OI6192), which has 4 other related submetrics. Organization Flow Number of metric tonnes


138 OI8357 Operational Impact Environmental Performance Cross-Sector Waste Disposed: Incinerated Amount of waste disposed by the organization through incineration during the reporting period. IRIS, 2014. Waste Disposed: Incinerated (OI8357). V3.0. Submetric This is a submetric of Waste Disposed: Total (OI6192), which has 4 other related submetrics. Organization Flow Number of metric tonnes


139 OI4483 Operational Impact Environmental Performance Cross-Sector Waste Disposed: Landfill Amount of waste disposed by the organization through landfills during the reporting period. IRIS, 2014. Waste Disposed: Landfill (OI4483). V3.0. Submetric This is a submetric of Waste Disposed: Total (OI6192), which has 4 other related submetrics. Organization Flow Number of metric tonnes


140 OI2535 Operational Impact Environmental Performance Cross-Sector Waste Disposed: Recycled/Reused Amount of waste disposed by the organization through reuse and recycling during the reporting period. IRIS, 2014. Waste Disposed: Recycled/Reused (OI2535). V3.0. Submetric This is a submetric of Waste Disposed: Total (OI6192), which has 4 other related submetrics. Organization Flow Number of metric tonnes


141 OI8843 Operational Impact Environmental Performance Cross-Sector Waste Disposed: Other Amount of waste disposed by the organization through other means during the reporting period. IRIS, 2014. Waste Disposed: Other (OI8843). V3.0. Submetric This is a submetric of Waste Disposed: Total (OI6192), which has 4 other related submetrics. Organization Flow Number of metric tonnes


OI6709 Operational Impact Environmental Performance Cross-Sector Waste Produced: Total Amount of waste created by the organization's operations during the reporting period. IRIS, 2014. Waste Produced: Total (OI6709). V3.0. Metric This metric has 2 related submetrics. Organization Flow Number of metric tonnes


OI1346 Operational Impact Environmental Performance Cross-Sector Waste Produced: Hazardous Waste Amount of hazardous waste created by the organization's operations during the reporting period. The definition of hazardous waste used should be defined by national legislation. IRIS, 2014. Waste Produced: Hazardous Waste (OI1346). V3.0. Submetric This is a submetric to Waste Produced: Total (OI6709), which has 1 other related submetric. Organization Flow Number of metric tonnes


OI7442 Operational Impact Environmental Performance Cross-Sector Waste Produced: Non-Hazardous Waste Amount of non-hazardous waste created by the organization's operations during the reporting period. Organizations can refer to the hazardous waste definition on the glossary for more guidance on what is categorized as non-hazardous waste. IRIS, 2014. Waste Produced: Non-Hazardous Waste (OI7442). V3.0. Submetric This is a submetric to Waste Produced: Total (OI6709), which has 1 other related submetric. Organization Flow Number of metric tonnes


142 OI7920 Operational Impact Environmental Performance Cross-Sector Waste Reductions 'Amount of waste reductions achieved by the organization during the reporting period through programs for substitution, recycling or recovery. Organizations should footnote calculations and assumptions.' IRIS, 2014. Waste Reductions (OI7920). V3.0. Metric Organization Flow Number of metric tonnes


143 OI9412 Operational Impact Environmental Performance Cross-Sector Wastewater Treatment 'Amount of wastewater treated by the organization during the reporting period that is derived from its productive processes. Organizations should footnote calculations and assumptions.' IRIS, 2014. Wastewater Treatment (OI9412). V3.0. Metric Organization Flow Unit of Measure (PD1602)


144 OI4015 Operational Impact Environmental Performance Cross-Sector Water Conservation 'Amount of reduced water usage achieved as a result of the organization's water conservation efforts during the reporting period. Organizations should footnote conservation strategies employed and calculation method.' Conservation efforts could include low-flow toilets, rainwater collection facilities, etc. IRIS, 2014. Water Conservation (OI4015). V3.0. Metric Organization Flow Unit of Measure (PD1602)


145 OI1697 Operational Impact Environmental Performance Cross-Sector Water Use: Total Amount of water used for the organization's operations during the reporting period, including uses for productive processes such as packaging, manufacturing, and for human consumption. IRIS, 2014. Water Use: Total (OI1697). V3.0. Metric This metric has 4 related submetrics. Organization Flow Unit of Measure (PD1602)


146 OI3031 Operational Impact Environmental Performance Cross-Sector Water Use: Municipal Amount of water drawn from municipal water sources for the organization's operations during the reporting period, including uses for productive processes such as packaging, manufacturing, and for human consumption. IRIS, 2014. Water Use: Municipal (OI3031). V3.0. Submetric This is a submetric to Water Use: Total (OI1697), which has 3 other related submetrics. Organization Flow Unit of Measure (PD1602)


147 OI6721 Operational Impact Environmental Performance Cross-Sector Water Use: Rainwater Amount of rainwater used for the organization's operations during the reporting period, including uses for productive processes such as packaging, manufacturing, and for human consumption. IRIS, 2014. Water Use: Rainwater (OI6721). V3.0. Submetric This is a submetric to Water Use: Total (OI1697), which has 3 other related submetrics. Organization Flow Unit of Measure (PD1602)


148 OI1927 Operational Impact Environmental Performance Cross-Sector Water Use: Recycled Amount of recycled water used for the organization's operations during the reporting period, including uses for productive processes such as packaging, manufacturing, and for human consumption. IRIS, 2014. Water Use: Recycled (OI1927). V3.0. Submetric This is a submetric to Water Use: Total (OI1697), which has 3 other related submetrics. Organization Flow Unit of Measure (PD1602)


149 OI8828 Operational Impact Environmental Performance Cross-Sector Water Use: Wastewater Amount of wastewater used for the organization's operations during the reporting period, including uses for productive processes such as packaging, manufacturing, and for human consumption. IRIS, 2014. Water Use: Wastewater (OI8828). V3.0. Submetric This is a submetric to Water Use: Total (OI1697), which has 3 other related submetrics. Organization Flow Unit of Measure (PD1602)


150 OI4448 Operational Impact Environmental Policies Cross-Sector Biodiversity Assessment 'Indicate whether the organization has undertaken any biodiversity-related assessments to evaluate the biological diversity present on the land that is directly or indirectly controlled by the organization. Organizations should footnote specific assessments undertaken.' Examples of assessments to footnote may include surveys to evaluate the species present in a given area, wildlife habitat conditions, availability and quality of water resources, potential impact of production on adjacent crops, historical/archaeological importance of the land, or existence of regulations related to the site (i.e. catchments area, protected area, etc) IRIS, 2014. Biodiversity Assessment (OI4448). V3.0. Metric Organization Stock Yes/No


151 OI1254 Operational Impact Environmental Policies Cross-Sector Environmental Management System 'Indicate whether the organization has a written environmental management system in place. Organizations should footnote the relevant details about their environmental management system.' Examples of environmental management system details to footnote may include whether there are written policy documents, stated objectives and targets, relevant programming, periodic auditing and evaluation practices, etc. IRIS, 2014. Environmental Management System (OI1254). V3.0. Metric Organization Stock Yes/No


152 OI6765 Operational Impact Environmental Policies Cross-Sector Green Building Practices 'Indicate whether the organization employs green building practices. Organizations should footnote the specific green building practices employed by the organization. ' Examples of practices to footnote may include energy saving strategies (e.g. energy use monitoring, efficient appliances and lighting, renewable energy use), systems for increasing water efficiency (e.g. water efficient appliances, fixtures, and landscaping), systems to monitor and improve air quality (e.g. increased ventilation, access to natural daylight), use of sustainable materials (e.g. reclaimed products), LEED certification or LEED equivalent certification, etc. IRIS, 2014. Green Building Practices (OI6765). V3.0. Metric Organization Stock Yes/No


153 OI7365 Operational Impact Environmental Policies Cross-Sector Water Management 'Indicate whether the organization employs management practices for water quality protection. Organizations should footnote the specific details of their water management practices. ' 'This metric is intended to capture the practices employed by the organization to reduce its water quality impacts. It is intended to be reported by organizations with direct control over the agricultural land on which these practices are employed . Direct control refers to land for which the organization completely controls land use through direct operation or management. Examples of water management practices include: Creation of buffer zones (particularly with native species), responsible management of manure, sewage and fertilizer, water recycling/reuse, and water quality assessment.' IRIS, 2014. Water Management (OI7365). V3.0. Metric Organization Stock Yes/No


OI7860 Operational Impact Environmental Policies Cross-Sector Waste Water Treatment Compliance Indicate whether the organization's practices related to discharge of wastewater comply with local legal requirements. IRIS, 2014. Waste Water Treatment Compliance (OI7860). V3.0. Metric Organization Stock Yes/No


154 OI1075 Operational Impact Governance & Ownership Cross-Sector Board of Directors: Total Number of members of the organization's board of directors or other governing body, as of the end of the reporting period. IRIS, 2014. Board of Directors: Total (OI1075). V3.0. Metric This metric has 3 related submetrics. Organization Stock Number of people


OI8118 Operational Impact Governance & Ownership Cross-Sector Board of Directors: Female Number of female members of the organization's board of directors or other governing body, as of the end of the reporting period. IRIS, 2014. Board of Directors: Female (OI8118). V3.0. Submetric This is a submetric of Board of Directors: Total (OI1075), which has 2 other related submetrics. Organization Stock Number of people


OI6696 Operational Impact Governance & Ownership Cross-Sector Board of Directors: Minority/Previously Excluded Number of board of directors or other governing body members who belong to minority or previously excluded groups, as of the end of the reporting period. IRIS, 2014. Board of Directors: Minority/Previously Excluded (OI6696). V3.0. Submetric This is a submetric of Board of Directors: Total (OI1075), which has 2 other related submetrics. Organization Stock Number of people


155 OI4070 Operational Impact Governance & Ownership Cross-Sector Board of Directors: Independent Number of independent board members of the organization's board of directors or governing body, as of the end of the reporting period. IRIS, 2014. Board of Directors: Independent (OI4070). V3.0. Submetric This is a submetric of Board of Directors: Total (OI1075), which has 2 other related submetrics. Organization Stock Number of people


156 OI3630 Operational Impact Governance & Ownership Cross-Sector Meeting Frequency of Board of Directors 'Frequency of board of directors or governing body meetings (virtual meetings should be included in this count). Select one: - Annually - Semi-annually - Quarterly - Other ' IRIS, 2014. Meeting Frequency of Board of Directors (OI3630). V3.0. Metric Organization Stock Selection


OI2840 Operational Impact Governance & Ownership Cross-Sector Female Ownership Percentage of the organization that is female-owned, as of the end of the reporting period. = (Number of total shares owned by females)/(Number of total shares) Where regional or local laws apply for calculating ownership by previously excluded groups (including women), reporting should be consistent with these laws. Where laws do not exist, shares that are publicly traded or owned by institutions cannot contribute to the number of female owned shares. IRIS, 2014. Female Ownership (OI2840). V3.0. Metric Organization Stock Decimal


OI7194 Operational Impact Governance & Ownership Cross-Sector Minority/Previously Excluded Ownership Percentage of the organization that is owned by individuals who belong to minority or previously excluded groups, as of the end of the reporting period. = (Number of total shares owned by minorities)/(Number of total shares) Where regional or local laws apply for calculating ownership by previously excluded groups, reporting should be consistent with these laws. Where laws do not exist, shares that are publicly traded or owned by institutions cannot contribute to the number of minority owned shares. IRIS, 2014. Minority/Previously Excluded Ownership (OI7194). V3.0. Metric Organization Stock Decimal


OI2330 Operational Impact Governance & Ownership Cross-Sector Governance Policies Indicate whether the organization has written corporate governance policies that have been communicated to stakeholders. IRIS, 2014. Governance Policies (OI2330). V3.0. Metric Organization Stock Yes/No


OI1984 Operational Impact Governance & Ownership Cross-Sector Social and Environmental Board Committee Indicate whether there is a formal board of directors committee dedicated to social and environmental performance. IRIS, 2014. Social and Environmental Board Committee (OI1984). V3.0. Metric Organization Stock Yes/No


OI4432 Operational Impact Social Policies Cross-Sector Child Labor Policy Indicate whether the organization has a written child labor policy in line with International Labor Organization (ILO) standards. Organizations can reference the ILO standards here: http://www.ilo.org/ipec/facts/ILOconventionsonchildlabour/lang--en/index.htm IRIS, 2014. Child Labor Policy (OI4432). V3.0. Metric Organization Stock Yes/No


157 OI5049* Operational Impact Social Policies Cross-Sector Client Feedback 'Indicate whether the organization has a feedback system to solicit client feedback and an established procedure and/or committee to deal with client feedback. Organizations should footnote the process and frequency by which they obtain client feedback.' Metric Organization Stock Yes/No


OI4753 Operational Impact Social Policies Cross-Sector Client Protection Policy Indicate whether the organization has a written policy for client protection with mechanisms to ensure compliance. IRIS, 2014. Client Protection Policy (OI4753). V3.0. Metric Organization Stock Yes/No


OI4324 Operational Impact Social Policies Cross-Sector Community Service Indicate whether the organization has a written community service policy. The policy may include provisions for time spent volunteering during traditional work hours, either for company-organized events or for employee-initiated activities, service sabbaticals or leaves of absence to complete charitable services. IRIS, 2014. Community Service (OI4324). V3.0. Metric Organization Stock Yes/No


OI2596 Operational Impact Social Policies Cross-Sector Conflict of Interest Policy Indicate whether the organization has a written policy to monitor and disclose any potential conflicts of interest between the company, board members, owners, or material investors. IRIS, 2014. Conflict of Interest Policy (OI2596). V3.0. Metric Organization Stock Yes/No


158 OI3601 Operational Impact Social Policies Cross-Sector Employee Feedback 'Indicate whether the organization has a system in place to solicit feedback from employees. Organizations should footnote the relevant details about the employee feedback system. ' Examples of relevant details to footnote may include frequency with which feedback is solicited, whether it is anonymous, established procedures to deal with feedback and other relevant aspects of the feedback system. IRIS, 2014. Employee Feedback (OI3601). V3.0. Metric Organization Stock Yes/No


159 OI5102* Operational Impact Social Policies Cross-Sector Employee Policy Documentation 'Indicate which employee policy documentation is provided by the organization to its employees. Select all that apply: - Employee handbook - Discrimination/harassment policy - Code of ethics' Metric Organization Stock Selection


160 OI2742 Operational Impact Social Policies Cross-Sector Employment Benefits 'Indicate which benefits are provided to full-time employees. Select all that apply: - Health Insurance - Dental Insurance - Disability Coverage - Life Insurance - Maternity/Paternity Leave - Retirement Provisions - Stock Ownership - Other (footnote)' Benefits can be offered directly by the organization, or by regional governmental programs in the region of operations. IRIS, 2014. Employment Benefits (OI2742). V3.0. Metric Organization Stock Selection


161 OI4884 Operational Impact Social Policies Cross-Sector Fair Career Advancement Practices 'Indicate whether the organization has a written policy to support progression/promotion of employees fairly and equally. Organizations should footnote the personal characteristics explicitly referenced in the organization's fair career advancement policies. ' Examples of characteristics to footnote include: gender, race, color, disabilities, political opinion, sexual orientation, age, religion, social origin, and ethnic origin. IRIS, 2014. Fair Career Advancement Practices (OI4884). V3.0. Metric Organization Stock Yes/No


162 OI3819 Operational Impact Social Policies Cross-Sector Fair Compensation Practices 'Indicate whether the organization has a written policy to compensate employees fairly and equally. Organizations should footnote the personal characteristics explicitly referenced in the organization's fair compensation policies. ' ' Examples of characteristics to footnote include: gender, race, color, disabilities, political opinion, sexual orientation, age, religion, social origin, and ethnic origin.' IRIS, 2014. Fair Compensation Practices (OI3819). V3.0. Metric Organization Stock Yes/No


163 OI9478 Operational Impact Social Policies Cross-Sector Fair Dismissal Policy Indicate whether the organization has a written policy and practice of ensuring fair dismissal of employees according to International Labor Organization (ILO) standards. Organizations can reference the ILO fair dismissal standards here: http://www.ilo.org/global/standards/subjects-covered-by-international-labour-standards/employment-security/lang--en/index.htm IRIS, 2014. Fair Dismissal Policy (OI9478). V3.0. Metric Organization Stock Yes/No


164 OI1150 Operational Impact Social Policies Cross-Sector Fair Hiring/Recruiting Practices 'Indicate whether the organization has a written employment policy to recruit employees fairly and equally. Organizations should footnote the characteristics explicitly referenced in the organization's employment policies. ' Examples of characteristics to footnote include: gender, race, color, disabilities, political opinion, sexual orientation, age, religion, social origin, and ethnic origin. IRIS, 2014. Fair Hiring/Recruiting Practices (OI1150). V3.0. Metric Organization Stock Yes/No


165 OI5164 Operational Impact Social Policies Cross-Sector Financial Statement Review Indicate whether it is the organization's policy to produce financial statements that are verified annually by a certified independent auditor. IRIS, 2014. Financial Statement Review (OI5164). V3.0. Metric Organization Stock Yes/No


166 OI1503 Operational Impact Social Policies Cross-Sector Healthcare Benefits Premium Covered Percentage of a full-time employee's healthcare premium that is covered. This should be based on benefits available to full-time employees as of the end of the reporting period. 'Benefits premiums could be covered directly by the organization, or by regional governmental programs in the region of operations. Provide a weighted average based upon number of employees if percentage differs between full-time employees. ' IRIS, 2014. Healthcare Benefits Premium Covered (OI1503). V3.0. Metric Organization Stock Decimal


OI9379 Operational Impact Social Policies Cross-Sector Local Compliance Indicate whether the organization has been found to be out of compliance with any local labor, tax, or environmental regulations during the reporting period. IRIS, 2014. Local Compliance (OI9379). V3.0. Metric Organization Stock Yes/No


167 OI8113 Operational Impact Social Policies Cross-Sector Market Research on Clients 'Indicate whether the organization uses market research to identify the needs of clients and potential clients. Organizations should footnote the process and frequency with which they conduct market research.' IRIS, 2014. Market Research on Clients (OI8113). V3.0. Metric Organization Stock Yes/No


168 OI1120 Operational Impact Social Policies Cross-Sector Operational Certifications List the third-party certifications held by the organization that are related to its business processes and practices and that are valid as of the end of the reporting period. 'Organizations wishing to report product-level certifications should use the metric Certifications (PD2765). For organizations providing healthcare delivery services this might include SafeCare certification, ISO 900 certification and government accreditation.' IRIS, 2014. Operational Certifications (OI1120). V3.0. Metric Organization Stock Text


169 OI9088 Operational Impact Social Policies Cross-Sector Sexual Harassment Policy Indicate whether the organization has a written policy and practice to combat sexual harassment of employees in line with internationally-recognized standards. IRIS, 2014. Sexual Harassment Policy (OI9088). V3.0. Metric Organization Stock Yes/No


170 OI4739 Operational Impact Social Policies Cross-Sector Supplier Evaluation 'Indicate whether the organization considers social and environmental performance when evaluating suppliers. Organizations should footnote the type of factors taken under consideration.' IRIS, 2014. Supplier Evaluation (OI4739). V3.0. Metric Organization Stock Yes/No


171 OI8001 Operational Impact Social Policies Cross-Sector Worker Safety 'Indicate whether the organization has systems and policies in place to monitor, evaluate and ensure worker safety. Organizations should footnote details around these systems and policies including information on safety training, protection gear required, testing of equipment, posting of signs, etc. ' Examples of relevant systems and policies may include placing and maintaining the worker in an environment adapted to the worker’s physiological and psychological capabilities, preventing health-related departures caused by working conditions, promoting and maintaining the physical, mental, and social wellbeing of workers in all occupations, protecting workers from health risks resulting from working conditions, etc. IRIS, 2014. Worker Safety (OI8001). V3.0. Metric Organization Stock Yes/No


173 OI7390 Operational Impact Training & Assessment Cross-Sector Employee Training Costs: Total Value of the costs incurred by the organization as a result of training provided to employees (full-time, part-time, or temporary) during the reporting period. These costs should not include salary/payroll expenses that are incurred during the training hours. IRIS, 2014. Employee Training Costs: Total (OI7390). V3.0. Metric Organization Flow Reporting Currency (OD5990)


174 OI7877 Operational Impact Training & Assessment Cross-Sector Employee Training Hours: Total 'Number of training hours provided for employees (full-time, part-time, or temporary) during the reporting period. Organizations should footnote the types of training provided, particularly those that lead to recognized certifications.' This metric is intended to capture the sum of all training hours provided to employees and not the average per employee. IRIS, 2014. Employee Training Hours: Total (OI7877). V3.0. Metric Organization Flow Number of hours


175 OI4229 Operational Impact Training & Assessment Cross-Sector Employees Trained: Total 'Number of employees (full-time, part-time, or temporary) who were trained through programs provided by the organization (both internally and externally) during the reporting period. Organizations should footnote the types of training provided and duration of training, with particular emphasis on those that lead to recognized certifications.' IRIS, 2014. Employees Trained: Total (OI4229). V3.0. Metric Organization Flow Number of people


OD4108 Organizational Description Impact Objectives Cross-Sector Environmental Impact Objectives 'Environmental impact objectives pursued by the organization. Select all that apply: - Biodiversity conservation - Energy and fuel efficiency - Natural resources conservation - Pollution prevention & waste management - Sustainable energy - Sustainable land use - Water resources management' IRIS, 2014. Environmental Impact Objectives (OD4108). V3.0. Metric Organization Stock Selection


OD6247 Organizational Description Impact Objectives Cross-Sector Social Impact Objectives 'Social impact objectives pursued by the organization. Select all that apply: - Access to clean water - Access to education - Access to energy - Access to financial services - Access to information - Affordable housing - Agricultural productivity - Capacity-building - Community development - Conflict resolution - Disease-specific prevention and mitigation - Employment generation - Equality and empowerment - Food security - Generate funds for charitable giving - Health improvement - Human rights protection or expansion - Income/productivity growth ' IRIS, 2014. Social Impact Objectives (OD6247). V3.0. Metric Organization Stock Selection


OD2735 Organizational Description Impact Objectives Cross-Sector Mission Statement The mission statement of the organization. IRIS, 2014. Mission Statement (OD2735). V3.0. Metric Organization Stock Text


OD8350 Organizational Description Organizational Information Cross-Sector Customer Model 'Customer model. Select all that apply: - Business to Business (B2B) - Business to Consumer (B2C) - Business to Government (B2G)' IRIS, 2014. Customer Model (OD8350). V3.0. Metric Organization Stock Selection


176 OD2999 Organizational Description Organizational Information Cross-Sector Legal Structure 'Legal structure of the organization. Select one: - Benefit Corporation - Co-op - Corporation - Limited Liability Company - Non-Profit/Non-Governmental Organization - Partnership - Sole-proprietorship - Other' IRIS, 2014. Legal Structure (OD2999). V3.0. Metric Organization Stock Selection


OD6855 Organizational Description Organizational Information Cross-Sector Location of Organization's Headquarters Address of the organization's headquarters. Organizations are encouraged to include the full address of facilities including Street Name and Number, District/City, Postal Code and Country. IRIS, 2014. Location of Organization's Headquarters (OD6855). V3.0. Metric Organization Stock Text


OD1777 Organizational Description Organizational Information Cross-Sector Location of Organization's Operating Facilities Address of the organization's operating facilities. 'Operating facilities can include manufacturing, distributing or other operating functions. Organizations are encouraged to include the full address of facilities including Street Name and Number, District/City, Postal Code and Country.' IRIS, 2014. Location of Organization's Operating Facilities (OD1777). V3.0. Metric Organization Stock Text (multiple entries possible)


OD5828 Organizational Description Organizational Information Cross-Sector Name of Organization Name of the organization. IRIS, 2014. Name of Organization (OD5828). V3.0. Metric Organization Stock Text


177 OD6306 Organizational Description Organizational Information Cross-Sector Operational Model 'Operational model of the organization. Select all that apply: - Production/Manufacturing: Production and/or manufacturing of goods (e.g., farming, construction, manufacturing) - Processing/Packaging: Processing and/or packaging of goods (can include both raw materials, such as wheat, or secondary materials/goods) - Distribution: Delivery of good or service to the target audience, whether through traditional transport (e.g., vehicle, rail, air) or infrastructure (electric grid operator) - Wholesale/Retail: Intermediary organization that purchases goods and sells them to new target customers - Services: Services such as education, health, communication, transportation, social services, etc. - Financial Services: Financial products and services ' IRIS, 2014. Operational Model (OD6306). V3.0. Metric Organization Stock Selection


OD7796 Organizational Description Organizational Information Cross-Sector Organization Web Address Web address (URL) of the organization. IRIS, 2014. Organization Web Address (OD7796). V3.0. Metric Organization Stock Text


178 PD3017 Product Description Product/Service Information Cross-Sector Product/Service Type 'Primary sector(s) that define the organization's economic activity/operations. Select all that apply: - Agriculture, forestry and fishing - Energy, mining and quarrying - Manufacturing - Electricity, gas, steam and air conditioning supply - Water supply; sewerage, waste management and remediation activities - Construction - Wholesale and retail trade; repair of motor vehicles and motorcycles - Transportation and storage - Accommodation and food service activities - Information and communication - Financial and insurance activities - Real estate activities - Professional, scientific and technical activities - Administrative and support service activities - Public administration and defense; compulsory social security - Education - Human health and social work activities - Arts, entertainment and recreation - Other service activities - Activities of households as employers; undifferentiated goods - and services-producing activities of households for own use - Activities of extraterritorial organizations and bodies - Environmental Management - Other (footnote) Source: UN -International Standard Industrial Classification of All Economic Activities, Rev.4 http://unstats.un.org/unsd/cr/registry/regcst.asp?Cl=27' 'These sectors are aligned with the UN International Standard Industrial Classification (ISIC) standards of economic activities. Because an organization's sector of economic activity/operations may differ from the sector(s) it seeks to influence, this metric is intended to capture the economic activity/operational sector of the organization. For example, an ITC company that creates mobile software to inform rural farmers of market price data would select ''Information and Communication'' as its Product/Service Type (PD3017), and would select ''Agriculture'' as its Sector of Focus (OD8808).' IRIS, 2014. Product/Service Type (PD3017). V3.0. Metric Product/Service, Organization Stock Selection


179 PD1516 Product Description Product/Service Information Cross-Sector Product/Service Detailed Type Detailed type of product or service provided by the organization. Select one from the Excel Detailed List tab. Organizations can report on this metric at an organization level (selecting all of the product/service details of the organization) or at the specific product/service level (selecting the product/service detail for the product/service reporting against). IRIS, 2014. Product/Service Detailed Type (PD1516). V3.0. Metric Product/Service, Organization Stock Selection


180 PD7899 Product Description Product/Service Information Cross-Sector Product/Service Description Description of the product or service provided by the organization. IRIS, 2014. Product/Service Description (PD7899). V3.0. Metric Product/Service, Organization Stock Text


181 PD8808* Product Description Product/Service Information Cross-Sector Sector Focus 'Indicate the sector(s) in which the organization focuses and seeks to influence. Select all that apply: - Agriculture - Artisanal - Culture - Education - Energy - Environment - Financial Services - Health - Housing Development - Information and Communication Technologies (ICT) - Infrastructure/ Facilities Development - Supply Chain Services - Technical Assistance Services - Tourism - Water - Other' 'Because an organization's sector of economic activity/operations may differ from the sector(s) it seeks to influence, this metric is intended to capture the non-operational sector of focus. For example, an ITC company that creates mobile software to inform rural farmers of market price data would select ''Agriculture'' as its Sector of Focus (PD8808), but would select ''Information and Communication'' as its Product/Service Type (PD3017). Organizations can report on this metric at an organization level (selecting all of the sectors of focus for the organization) or at the specific product/service level (selecting the specific sector of focus for the product/service reporting against).' Metric Product/Service, Organization Stock Selection


OD3520 Organizational Description Organizational Information Cross-Sector Year Founded Year the organization was founded. IRIS, 2014. Year Founded (OD3520). V3.0. Metric Organization N/A Date


183 OD3725 Organizational Description Report Information Cross-Sector IRIS ID IRIS ID of the organization reporting data. The metric is only applicable for organizations submitting data to IRIS as part of the voluntary data contribution process. IRIS, 2014. IRIS ID (OD3725). V3.0. Metric Organization Stock Number


184 OD6951 Organizational Description Report Information Cross-Sector Report Start Date Start date of the reporting period for which the organization is providing data. 'This metric is intended to clarify the starting point of the time period for which the data applies. Organizations should specify the day, month, and year of the reporting period start date. ' IRIS, 2014. Report Start Date (OD6951). V3.0. Metric Organization Stock Date


185 OD7111 Organizational Description Report Information Cross-Sector Report End Date End date of the reporting period for which the organization is providing data. 'This metric is intended to clarify the end point of the time period for which the data applies. Organizations should specify the day, month, and year of the reporting period end date. ' IRIS, 2014. Report End Date (OD7111). V3.0. Metric Organization Stock Date


OD5990 Organizational Description Report Information Cross-Sector Reporting Currency 'The national currency used to report currency figures for this IRIS report. Indicate based on the International Organization for Standardization (ISO) Currency List. Select one from the Excel Detailed List tab.' 'Organizations should indicate separately the currency for each product or service for which data is being reported. For example, if reporting on Revenue for two crops in different countries, one for which revenue is measured in West African CFA franc and the other for which revenue is measured in USD, the organization should provide separately the Reporting Currency for each crop.' IRIS, 2014. Reporting Currency (OD5990). V3.0. Metric Organization Stock Selection of 3 letter code


186 PD1602 Product Description Report Information Cross-Sector Unit of Measure 'Unit of measure for reporting the units sold, produced, exported, or installed by the organization. Select one: - Hectares - Hours - Kilograms - Km - kWh - Licenses - Liters - Square feet - Square meters - Metric tonnes - Pounds - Quintile - Tons - Transactions - Units Note: Several indicators are reported in conjunction with this indicator, for example Units Sold (PI1263).' 'Organizations should indicate separately the unit of measure for each product or service for which data is being reported. For example, if reporting on units sold for two crops, one for which sales volume is measured in pounds and the other for which sales volume is measured in tons, the organization should provide separately the unit of measure and units sold for each crop.' IRIS, 2014. Unit of Measure (PD1602). V3.0. Metric Product/Service N/A Selection


OI5101 Product Description Environmental Policies Cross-Sector Biodegradable Materials Amount of biodegradable materials used in the organization's products (including packaging) during the reporting period. IRIS, 2014. Biodegradable Materials (OI5101). V3.0. Metric Product/Service, Organization Flow Number of metric tonnes


187 PD4587 Product Description Product/Service Information Cross-Sector Product Lifetime 'Lifetime of the product provided by the organization (based on reasonable use). Organizations should footnote the method used for estimating life span (e.g. research & development, field test, customer surveys).' Product lifetime refers to the length of time for which it is estimated that the product will perform its intended functions, assuming reasonable use. IRIS, 2014. Product Lifetime (PD4587). V3.0. Metric Product/Service N/A Number of years


188 PD2756 Product Description Product/Service Information Cross-Sector Product/Service Certifications 'Indicate third-party certifications for products/services sold by the organization, that are valid as of the end of the reporting period. Organization should footnote the certification name, certifying body, and date since the product/service has been continuously certified, for all product/service level certifications obtained by the organization.' This metric may be reported in conjunction with Operational Certifications (OI1120) held by the organization. IRIS, 2014. Product/Service Certifications (PD2756). V3.0. Metric Product/Service Stock Text


189 PD9364* Product Description Product/Service Information Cross-Sector Recycled Materials Ratio Percentage of recycled materials used to manufacture the organization’s product (including packaging)/services, during the reporting period. '= Recycled Materials (OI4328)/Total weight or volume of materials used in products or = Weight or volume of recycled materials used in products/Total weight or volume of materials used in products' Metric Product/Service Flow Decimal


190 PD2587 Product Description Target Beneficiaries Cross-Sector Client Locations Countries where the organization's products/services are purchased/used. Select all that apply from the Excel Detailed List tab. IRIS, 2014. Client Locations (PD2587). V3.0. Metric Organization Stock Selection


PD1634 Product Description Target Beneficiaries Cross-Sector Client Type: Individual/Household 'Level at which the organization tracks information about its clients. Select one: -Individual -Household' IRIS, 2014. Client Type: Individual/Household (PD1634). V3.0. Metric Product/Service, Organization Stock Selection


191 PD7993 Product Description Target Beneficiaries Cross-Sector Client Type: Organization 'Types of entities that are buyers or recipients of the organization's products/services. Select all that apply: - Individuals/Households - Microenterprises - Small-to-Medium Enterprises - Large Enterprises - Non-profit / Non-Governmental Organizations - Governmental Organizations - Other (footnote)' IRIS, 2014. Client Type: Organization (PD7993). V3.0. Metric Product/Service, Organization Stock Selection


192 PD6806 Product Description Target Beneficiaries Cross-Sector Client State/Province/Region States or provinces where the organization's products/services are purchased/used. In countries where state postal abbreviations exist, use appropriate codes (e.g., New York, USA = NY or Andhra Pradesh, India= AP). IRIS, 2014. Client State/Province/Region (PD6806). V3.0. Metric Organization Stock Text


193 PD3569* Product Description Target Beneficiaries Cross-Sector Poverty Assessment 'Indicate whether the organization assesses the poverty levels of its intended beneficiaries. Organizations should footnote the details around the frequency and ways in which poverty levels are assessed and the type of beneficiary (clients, suppliers, distributors, etc.) assessed.' Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households. Metric Product/Service, Organization Stock Yes/No


194 PD4565 Product Description Target Beneficiaries Cross-Sector Supplier Locations Countries where the organization's suppliers are located. Select all that apply from the Excel Detailed List tab. Organizations should determine the precise threshold for which they report suppliers but it is recommended that only enterprises that supply goods and services that are fundamental to the operations of the reporting organization be included. IRIS, 2014. Supplier Locations (PD4565). V3.0. Metric Organization Stock Selection


195 PD5752 Product Description Target Beneficiaries Cross-Sector Target Beneficiary Demographic 'Demographic groups of beneficiaries targeted by the organization. Select all that apply: - Young children (younger than 5 years old) - Children and adolescents (5 year 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 - Other target populations' This metric is intended to capture the basic demographics of the organization's targeted beneficiaries. IRIS, 2014. Target Beneficiary Demographic (PD5752). V3.0. Metric Product/Service, Organization Stock Selection


196 PD6384 Product Description Target Beneficiaries Cross-Sector Target Beneficiary Setting 'Setting of the groups of beneficiaries targeted by the organization.  Select all that apply: - Rural - Urban - Peri-urban ' This metric is intended to capture the basic geographic settings of the organization's targeted beneficiaries. IRIS, 2014. Target Beneficiary Setting (PD6384). V3.0. Metric Product/Service, Organization Stock Selection


PD2541 Product Description Target Beneficiaries Cross-Sector Target Beneficiary Socioeconomics 'Socioeconomic groups of beneficiaries targeted by the organization.  Select all that apply: - Very poor - Poor - Low income - Other' This metric is intended to capture the basic socioeconomics of the organization's targeted beneficiaries. IRIS, 2014. Target Beneficiary Socioeconomics (PD2541). V3.0. Metric Product/Service, Organization Stock Selection


197 PI2758 Product Impact Distributor Information Cross-Sector Distributor Individual: Total Number of individuals who serve as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors.' IRIS, 2014. Distributor Individual: Total (PI2758). V3.0. Metric This metric has 9 related submetrics. Product/Service, Organization Flow Number of people


198 PI6659 Product Impact Distributor Information Cross-Sector Distributor Individual: Female Number of female individuals who serve as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors.' IRIS, 2014. Distributor Individual: Female (PI6659). V3.0. Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


199 PI9516* Product Impact Distributor Information Cross-Sector Distributor Individual: Poor Number of poor individuals who serve as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their distribution chains. Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


200 PI9113* Product Impact Distributor Information Cross-Sector Distributor Individual: Very Poor Number of very poor individuals who serve as distributors to sell the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their distribution chains. Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


201 PI2125* Product Impact Distributor Information Cross-Sector Distributor Individual: Low Income Number of low income individuals who served as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


202 PI3972 Product Impact Distributor Information Cross-Sector Distributor Individual: Rural Number of individuals in rural areas who served as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors.' IRIS, 2014. Distributor Individual: Rural (PI3972). V3.0. Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


203 PI8982 Product Impact Distributor Information Cross-Sector Distributor Individual: Urban Number of individuals in urban areas who served as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors.' IRIS, 2014. Distributor Individual: Urban (PI8982). V3.0. Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


204 PI3995* Product Impact Distributor Information Cross-Sector Distributor Individual: Peri-urban Number of individuals in peri-urban areas who served as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors.' Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


205 PI1160* Product Impact Distributor Information Cross-Sector Distributor Individual: Disabilities Number of individuals with disabilities who served as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors.' Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


206 PI8470 Product Impact Distributor Information Cross-Sector Distributor Individual: Minority/Previously Excluded Number of individuals who belong to minority or previously excluded groups and served as distributors of the organization’s products/services during the reporting period. 'This metric is intended to capture self employed individuals who sell the organization's products or services - either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Direct employees that distribute the organization's goods or services should be considered as employees and not as distributors.' IRIS, 2014. Distributor Individual: Minority/Previously Excluded (PI8470). V3.0. Submetric This is a submetric to Distributor Individual: Total (PI2758), which has 8 other related submetrics. Product/Service, Organization Flow Number of people


207 PI4881 Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Total Earnings generated by individual distributors from selling the organization's products/services during the reporting period. This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. IRIS, 2014. Distributors Individual Earnings: Total (PI4881). V3.0. Metric This metric has 9 related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


208 PI2551 Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Female 'Earnings generated by female individual distributors from selling the organization's products/services, during the reporting period. ' This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. IRIS, 2014. Distributors Individual Earnings: Female (PI2551). V3.0. Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


209 PI3962* Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Poor 'Earnings generated by poor individual distributors from selling the organization's products/services, during the reporting period. ' 'This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their distribution chains. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


210 PI5391* Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Very Poor 'Earnings generated by very poor individual distributors from selling the organization's products/services, during the reporting period. ' 'This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their distribution chains. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


211 PI2594* Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Low Income 'Earnings generated by low income individual distributors from selling the organization's products/services, during the reporting period. ' 'This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


212 PI8943 Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Rural 'Earnings generated by individual distributors in rural areas from selling the organization's products/services, during the reporting period. ' This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. IRIS, 2014. Distributors Individual Earnings: Rural (PI8943). V3.0. Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


213 PI9676 Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Urban 'Earnings generated by individual distributors in urban areas from selling the organization's products/services, during the reporting period. ' This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. IRIS, 2014. Distributors Individual Earnings: Urban (PI9676). V3.0. Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


214 PI9973* Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Peri-urban 'Earnings generated by individuals distributors in peri-urban areas from selling the organization's products/services, during the reporting period. ' This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


215 PI4341* Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Disabilities 'Earnings generated by individual distributors with disabilities from selling the organization's products/services during the reporting period. ' This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


216 PI9654 Product Impact Distributor Information Cross-Sector Distributors Individual Earnings: Minority/Previously Excluded 'Earnings generated by individuals who belong to minority or previously excluded groups from selling the organization's products/services during the reporting period. ' This metric is intended to capture the total gross margin earned by, or commission paid to, individual distributors. IRIS, 2014. Distributors Individual Earnings: Minority/Previously Excluded (PI9654). V3.0. Submetric This is a submetric to Distributors Individual Earnings: Total (PI4881), which has 8 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


217 PI1060* Product Impact Distributor Information Cross-Sector Distributor Organization: Total Number of enterprises that served as distributors of the organization’s products/services during the reporting period. This metric is intended to capture enterprises that sell the organization's products or services, either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Metric This metric has 2 related submetrics. Product/Service, Organization Flow Number of organizations


218 PI8415* Product Impact Distributor Information Cross-Sector Distributor Organization: Microenterprises Number of microenterprises that served as distributors of the organization’s products/services during the reporting period. This metric is intended to capture enterprises that sell the organization's products or services, either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Submetric This is a submetric to Distributor Organization: Total (PI1060), which has 1 other related submetric. Product/Service, Organization Flow Number of organizations


219 PI9401* Product Impact Distributor Information Cross-Sector Distributor Organization: SME Number of small-to-medium enterprises (SMEs) that served as distributors of the organization’s products/services during the reporting period. This metric is intended to capture enterprises that sell the organization's products or services, either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Submetric This is a submetric to Distributor Organization: Total (PI1060), which has 1 other related submetric. Product/Service, Organization Flow Number of organizations


220 PI6218* Product Impact Distributor Information Cross-Sector Distributors Organization Earnings: Total 'Earnings generated by distributor enterprises from selling the organization's products/services during the reporting period. ' This metric is intended to capture enterprises that sell the organization's products or services, either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Metric This metric has 2 related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


221 PI8021* Product Impact Distributor Information Cross-Sector Distributors Organization Earnings: Microenterprise Earnings generated by microenterprise distributors from selling the organization's products/services, during the reporting period. This metric is intended to capture enterprises that sell the organization's products or services, either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Submetric This is a submetric to Distributor Organization Earnings: Total (PI6218), which has 1 other related submetric. Product/Service, Organization Flow Reporting Currency (OD5990)


222 PI2888* Product Impact Distributor Information Cross-Sector Distributors Organization Earnings: SME Earnings generated by small-to-medium enterprise (SME) distributors from selling the organization's products/services, during the reporting period. This metric is intended to capture enterprises that sell the organization's products or services, either to other distributors (wholesale) or to the ultimate consumer (retail). Distributors do not need to exclusively sell the organization's products or services. Submetric This is a submetric to Distributor Organization Earnings: Total (PI6218), which has 1 other related submetric. Product/Service, Organization Flow Reporting Currency (OD5990)


223 PI2998* Product Impact Quantity & Reach Cross-Sector Individuals Receiving Training: Total 'Number of individuals who received training offered by the organization during the reporting period. Organizations should footnote the type and extent of training provided.' Examples of training could include enterprises/business development, women's empowerment, educational services, etc. Metric This metric has 2 related submetrics. Product/Service, Organization Flow Number of people


224 PI7997 Product Impact Quantity & Reach Cross-Sector Individuals Receiving Training: Group-Based Training Number of individuals who received group-based training from the organization during the reporting period. Examples of training could include enterprises/business development, women's empowerment, educational services, etc. IRIS, 2014. Individuals Receiving Training: Group-Based Training (PI7997). V3.0. Submetric This is a submetric to Individuals Receiving Training: Total (PI2998), which has 1 other related submetric. Product/Service, Organization Flow Number of people


225 PI5352 Product Impact Quantity & Reach Cross-Sector Individuals Receiving Training: Technical Assistance Number of individuals who received one-on-one technical assistance from the organization during the reporting period. IRIS, 2014. Individuals Receiving Training: Technical Assistance (PI5352). V3.0. Submetric This is a submetric to Individuals Receiving Training: Total (PI2998), which has 1 other related submetric. Product/Service, Organization Flow Number of people


PI6065 Product Impact Quantity & Reach Cross-Sector Organizations Receiving Training 'Number of businesses/entities that received training from the organization during the reporting period. Organizations should footnote the type and extent of training provided.' Examples of training could include enterprises/business development, women's empowerment, educational services, etc. IRIS, 2014. Organizations Receiving Training (PI6065). V3.0. Metric Product/Service, Organization Flow Number of businesses/entities


PI1263 Product Impact Quantity & Reach Cross-Sector Units/Volume Sold: Total 'Amount of the product/service sold by the organization during the reporting period. ' IRIS metrics can be used to differentiate between values that apply to specific products/services offered by the organization and values that apply to the organization as a whole. This metric can be reported for either a specific product or the organization as a whole. Organizations selling different types of products and services should consider reporting against each type of different product/service separately. IRIS, 2014. Units/Volume Sold: Total (PI1263). V3.0. Metric This metric has 4 related submetrics. Product/Service Flow Unit of Measure (PD1602)


226 PI9029 Product Impact Quantity & Reach Cross-Sector Units/Volume Sold: Exported Amount of the product/service exported internationally by the organization, during the reporting period. IRIS, 2014. Units/Volume Sold: Exported (PI9029). V3.0. Submetric This is a submetric to Units/Volume Sold: Total (PI1263), which has 3 other related submetrics. Product/Service Flow Unit of Measure (PD1602)


PI7289 Product Impact Quantity & Reach Cross-Sector Units/Volume Sold: Certified Amount of the product sold by the organization as certified during the reporting period. Organizations should report product certifications separately, in Product/Service Certifications (PD2756). IRIS, 2014. Units/Volume Sold: Certified (PI7289). V3.0. Submetric This is a submetric to Units/Volume Sold: Total (PI1263), which has 3 other related submetrics. Product/Service Flow Number, based on Unit of Measure (PD1602) selection


227 PI8454* Product Impact Quantity & Reach Cross-Sector Units/Volume Sold: No Direct Payment Amount of the product/service sold during the reporting period where no direct payment was provided to the organization at the time of service but for which the organization expects to be reimbursed. This metric is intended to capture the products/services that were sold to individuals for whom no out-of-pocket payment was provided and for which the organization expects to be reimbursed by third parties (insurance, etc.). Submetric This is a submetric to Units/Volume Sold: Total (PI1263), which has 3 other related submetrics. Product/Service Flow Unit of Measure (PD1602)


228 PI8329* Product Impact Quantity & Reach Cross-Sector Units/Volume Sold: Free Amount of the product/service provided by the organization for free during the reporting period. This metric is intended to capture all products/services provided by the organization for which it did not request payment and for which it did not expect reimbursement. Submetric This is a submetric to Units/Volume Sold: Total (PI1263), which has 3 other related submetrics. Product/Service Flow Unit of Measure (PD1602)


PI1290 Product Impact Quantity & Reach Cross-Sector Units/Volume Produced Amount of the product/service produced by the organization during the reporting period. This metric is intended to describe the amount of the product that has been manufactured or the volume of the product that has been cultivated by the organization during the reporting period. IRIS, 2014. Units/Volume Produced (PI1290). V3.0. Metric Product/Service Flow Number, based on Unit of Measure (PD1602) selection


232 PI5350 Product Impact Supplier Information Cross-Sector Supplier Individuals: Total Number of individuals who sold goods or services to the organization during the reporting period. IRIS, 2014. Supplier Individuals: Total (PI5350). V3.0. Metric This metric has 10 related submetrics. Product/Service, Organization Flow Number of people


233 PI1728 Product Impact Supplier Information Cross-Sector Supplier Individuals: Female Number of female individuals who sold goods or services to the organization during the reporting period. IRIS, 2014. Supplier Individuals: Female (PI1728). V3.0. Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


234 PI2242* Product Impact Supplier Information Cross-Sector Supplier Individuals: Poor Number of poor individuals who sold goods or services to the organization during the reporting period. 'This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their supply chains. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


235 PI8337* Product Impact Supplier Information Cross-Sector Supplier Individuals: Very Poor Number of very poor individuals who sold goods or services to the organization during the reporting period. 'This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their supply chains. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


236 PI8819* Product Impact Supplier Information Cross-Sector Supplier Individuals: Low Income Number of low income individuals who sold goods or services to the organization during the reporting period. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households. Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


237 PI2566 Product Impact Supplier Information Cross-Sector Supplier Individuals: Rural Number of individuals, living in rural areas, who sold goods or services to the organization during the reporting period. IRIS, 2014. Supplier Individuals: Rural (PI2566). V3.0. Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


238 PI6179 Product Impact Supplier Information Cross-Sector Supplier Individuals: Urban Number of individuals, living in urban areas, who sold goods or services to the organization during the reporting period. IRIS, 2014. Supplier Individuals: Urban (PI6179). V3.0. Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


239 PI6085* Product Impact Supplier Information Cross-Sector Supplier Individuals: Peri-urban Number of individuals, living in peri-urban areas, who sold goods or services to the organization during the reporting period. Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


240 PI6189* Product Impact Supplier Information Cross-Sector Supplier Individuals: Disabilities Number of individuals with disabilities who sold goods or services to the organization during the reporting period. Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


241 PI9261 Product Impact Supplier Information Cross-Sector Supplier Individuals: Minorities/Previously Excluded Number of individuals who belong to minority or previously excluded groups and who sold goods or services to the organization during the reporting period. IRIS, 2014. Supplier Individuals: Minorities/Previously Excluded (PI9261). V3.0. Submetric This is a submetric to Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


PI9991 Product Impact Supplier Information Agriculture Supplier Individuals: Smallholder Number of smallholder farmers who sold to the organization during the reporting period. IRIS, 2014. Supplier Individuals: Smallholder (PI9991). V3.0. Submetric This is a submetric of Supplier Individuals: Total (PI5350), which has 9 other related submetrics. Product/Service, Organization Flow Number of people


PI1492 Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Total Value of payments made by the organization to individuals who sold to the organization during the reporting period. IRIS, 2014. Payments to Supplier Individuals: Total (PI1492). V3.0. Metric This metric has 10 related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


242 PI2302 Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Female Value of payments made by the organization to female individuals who sold goods or services to the organization during the reporting period. IRIS, 2014. Payments to Supplier Individuals: Female (PI2302). V3.0. Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


243 PI7815* Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Poor Value of payments made by the organization to poor individuals who sold goods or services to the organization during the reporting period. 'This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their supply chains. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


244 PI9048* Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Very Poor Value of payments made by the organization to very poor individuals who sold goods or services to the organization during the reporting period. 'This metric is intended to be used by organizations who seek to support the Base of the Pyramid (BoP) through their supply chains. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households.' Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


245 PI8999* Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Low Income Value of payments made by the organization to low income individuals who sold goods or services to the organization during the reporting period. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households. Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


246 PI4096 Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Rural Value of payments made by the organization to individuals living in rural areas who sold goods or services to the organization during the reporting period. IRIS, 2014. Payments to Supplier Individuals: Rural (PI4096). V3.0. Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


PI3406 Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Urban Value of payments made by the organization to individuals living in urban areas who sold goods or services to the organization during the reporting period. IRIS, 2014. Payments to Supplier Individuals: Urban (PI3406). V3.0. Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


247 PI9850* Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Peri-Urban Value of payments made by the organization to individuals living in peri-urban areas who sold goods or services to the organization during the reporting period. Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Currency, based on Reporting Currency (OD5990) selection


248 PI6858* Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Disabilities Value of payments made by the organization to individuals with disabilities who sold goods or services to the organization during the reporting period. Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Currency, based on Reporting Currency (OD5990) selection


249 PI7814 Product Impact Supplier Information Cross-Sector Payments to Supplier Individuals: Minorities/Previously Excluded Value of payments made by the organization to individuals belonging to minority or previously excluded groups who sold goods or services to the organization during the reporting period. IRIS, 2014. Payments to Supplier Individuals: Minorities/Previously Excluded (PI7814). V3.0. Submetric This is a submetric to Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Currency, based on Reporting Currency (OD5990) selection


PI7852 Product Impact Supplier Information Agriculture Payments to Supplier Individuals: Smallholder Value of payments made to smallholder farmers who sold to the organization during the reporting period. IRIS, 2014. Payments to Supplier Individuals: Smallholder (PI7852). V3.0. Submetric This is a submetric of Payments to Supplier Individuals: Total (PI1492), which has 9 other related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


250 PI9566 Product Impact Supplier Information Cross-Sector Supplier Organizations: Total Number of enterprises that sold goods or services to the organization during the reporting period. 'This metric is intended to capture information about the enterprises that supply goods or services to the reporting organization. Organizations should determine the precise threshold for which they report suppliers but it is recommended that only enterprises that supply goods and services that are fundamental to the operations of the reporting organization be included. Subcontractors should not be included as part of this calculation but can be reported under temporary employees.' IRIS, 2014. Supplier Organizations: Total (PI9566). V3.0. Metric This metric has 2 related submetrics. Product/Service, Organization Flow Number of organizations


251 PI6385 Product Impact Supplier Information Cross-Sector Supplier Organizations: Local 'Number of local enterprises that sold goods or services to the organization during the reporting period. Organizations should footnote their definition of ''local''. ' 'Individual organizations' definitions of local will depend on their business model and impact objective. For example, if the purpose is economic development, ''local'' may be defined within geo-political boundaries. If the focus is around reducing emissions, then ''local'' maybe defined based on specific distance factors. This metric is intended to capture information about the enterprises that supply goods or services to the reporting organization. Organizations should determine the precise threshold for which they report suppliers but it is recommended that only enterprises that supply goods and services that are fundamental to the operations of the reporting organization be included. Subcontractors should not be included as part of this calculation but can be reported under temporary employees.' IRIS, 2014. Supplier Organizations: Local (PI6385). V3.0. Submetric This is a submetric to Supplier Organizations: Total (PI9566), which has 1 other related submetric. Product/Service, Organization Flow Number of organizations


252 PI9495 Product Impact Supplier Information Cross-Sector Supplier Organizations: SME Number of small-to-medium enterprises (SMEs) that sold goods or services to the organization during the reporting period. 'This metric is intended to capture information about the enterprises that supply goods or services to the reporting organization. Organizations should determine the precise threshold for which they report suppliers but it is recommended that only enterprises that supply goods and services that are fundamental to the operations of the reporting organization be included. Subcontractors should not be included as part of this calculation but can be reported under temporary employees.' IRIS, 2014. Supplier Organizations: SME (PI9495). V3.0. Submetric This is a submetric to Supplier Organizations: Total (PI9566), which has 1 other related submetric. Product/Service, Organization Flow Number of organizations


253 PI5478 Product Impact Supplier Information Cross-Sector Payments to Supplier Organizations: Total Value of payments made to enterprises that sold goods or services to the organization during the reporting period. 'This metric is intended to capture information about the enterprises that supply goods or services to the reporting organization. Organizations should determine the precise threshold for which they report suppliers but it is recommended that only enterprises that supply goods and services that are fundamental to the operations of the reporting organization be included. Subcontractors should not be included as part of this calculation but can be reported under temporary employees.' IRIS, 2014. Payments to Supplier Organizations: Total (PI5478). V3.0. Metric This metric has 2 related submetrics. Product/Service, Organization Flow Reporting Currency (OD5990)


254 PI1849 Product Impact Supplier Information Cross-Sector Payments to Supplier Organizations: Local 'Value of payments made to local enterprises that sold goods or services to the organization during the reporting period. Organizations should footnote their definition of ''local''. ' 'Individual organizations' definitions of local will depend on their business model and impact objective. For example, if the purpose is economic development, ''local'' may be defined within geo-political boundaries. If the focus is around reducing emissions, then ''local'' maybe defined based on specific distance factors. This metric is intended to capture information about the enterprises that supply goods or services to the reporting organization. Organizations should determine the precise threshold for which they report suppliers but it is recommended that only enterprises that supply goods and services that are fundamental to the operations of the reporting organization be included. Subcontractors should not be included as part of this calculation but can be reported under temporary employees.' IRIS, 2014. Payments to Supplier Organizations: Local (PI1849). V3.0. Submetric This is a submetric to Payments to Supplier Organizations: Total (PI5478), which has 1 other related submetric. Product/Service, Organization Flow Reporting Currency (OD5990)


255 PI7867 Product Impact Supplier Information Cross-Sector Payments to Supplier Organizations: SME Value of payments to small-to-medium enterprises (SMEs) that sold goods or services to the organization during the reporting period. 'This metric is intended to capture information about the enterprises that supply goods or services to the reporting organization. Organizations should determine the precise threshold for which they report suppliers but it is recommended that only enterprises that supply goods and services that are fundamental to the operations of the reporting organization be included. Subcontractors should not be included as part of this calculation but can be reported under temporary employees.' IRIS, 2014. Payments to Supplier Organizations: SME (PI7867). V3.0. Submetric This is a submetric to Payments to Supplier Organizations: Total (PI5478), which has 1 other related submetric. Product/Service, Organization Flow Currency, based on Reporting Currency (OD5990) selection


256 PD1620 Product Description Product/Service Information Agriculture Crop Type 'Type of crop(s) produced by the organization. Select from the options in the Excel Reference List tab. Source: Adapted from Food and Agriculture Organization (FAO) of the United Nations' IRIS, 2014. Crop Type (PD1620). V3.0. Metric Product/Service, Organization Flow Selection


257 PD4686 Product Description Product/Service Information Agriculture Livestock/Fish Type 'Type of livestock product(s) produced by the organization. Select from the options in the Excel Reference List tab. Source: Food and Agriculture Organization (FAO) of the United Nations.' IRIS, 2014. Livestock/Fish Type (PD4686). V3.0. Metric Product/Service, Organization Flow Selection


259 OI5408 Operational Impact Environmental Performance Agriculture Land Directly Controlled: Total Area of land, in hectares, directly controlled by the organization at any point during the reporting period. 'IRIS differentiates between land that is directly controlled by the organization and land that is indirectly controlled. This metric is intended to capture the land area, in hectares, that is under the organization's direct control. Direct control refers to land for which the organization completely controls land use through direct operation or management. This includes situations where the organization's employees cultivate the land directly. Note that land ownership is not always equivalent to control. For example, in situations where land is leased to another entity or individual to cultivate, land is only directly controlled if the lease is accompanied by exhaustive land use criteria.' IRIS, 2014. Land Directly Controlled: Total (OI5408). V3.0. Metric This metric has 3 related submetrics Organization Flow Number of hectares


260 OI1674 Operational Impact Environmental Performance Agriculture Land Directly Controlled: Cultivated Area of land, in hectares, directly controlled by the organization and under cultivation. Report hectares cultivated at any point during the reporting period. 'IRIS differentiates between land that is directly controlled by the organization and land that is indirectly controlled. This metric is intended to capture the land area, in hectares, that is under the organization's direct control that is under cultivation. Direct control refers to land for which the organization completely controls land use through direct operation or management. This includes situations where the organization's employees cultivate the land directly. Note that land ownership is not always equivalent to control. For example, in situations where land is leased to another entity or individual to cultivate, land is only directly controlled if the lease is accompanied by exhaustive land use criteria.' IRIS, 2014. Land Directly Controlled: Cultivated (OI1674). V3.0. Submetric This metric is a submetric of Land Directly Controlled: Total (OI5408), which has 2 other related submetrics. Organization Flow Number of hectares


261 OI6912 Operational Impact Environmental Performance Agriculture Land Directly Controlled: Sustainably Managed Area of land, in hectares, directly controlled by the organization and under sustainable cultivation or sustainable stewardship. Report directly-controlled hectares sustainably managed at any point during the reporting period. 'IRIS differentiates between land that is directly controlled by the organization and land that is indirectly controlled. This metric is intended to capture the land area, in hectares, that is under the organization's direct control that is sustainably managed. Direct control refers to land for which the organization completely controls land use through direct operation or management. This includes situations where the organization's employees cultivate the land directly. Note that land ownership is not always equivalent to control. For example, in situations where land is leased to another entity or individual to cultivate, land is only directly controlled if the lease is accompanied by exhaustive land use criteria.' IRIS, 2014. Land Directly Controlled: Sustainably Managed (OI6912). V3.0. Submetric This metric is a submetric of Land Directly Controlled: Total (OI5408), which has 2 other related submetrics. Organization Flow Number of hectares


262 OI2569 Operational Impact Environmental Performance Agriculture Land Directly Controlled: Treated with Pesticides Area of land, in hectares, directly controlled by the organization and treated with highly hazardous pesticides. Report number of hectares treated at any point during the reporting period. IRIS differentiates between land that is directly controlled by the organization and land that is indirectly controlled. Direct control refers to land for which the organization completely controls land use through direct operation or management. This includes situations where the organization's employees cultivate the land directly. Note that land ownership is not always equivalent to control. For example, in situations where land is leased to another entity or individual to cultivate, land is only directly controlled if the lease is accompanied by exhaustive land use criteria. IRIS, 2014. Land Directly Controlled: Treated with Pesticides (OI2569). V3.0. Submetric This metric is a submetric of Land Directly Controlled: Total (OI5408), which has 2 other related submetrics. Organization Flow Number of hectares


263 OI9891 Operational Impact Environmental Performance Agriculture Pesticide Use Amount of highly hazardous pesticides used during the reporting period on land area directly controlled by the organization. IRIS, 2014. Pesticide Use (OI9891). V3.0. Metric Organization Flow Number of kilograms


264 PI9988 Product Impact Quantity & Reach Agriculture Purchase Contracts Number of contracts/purchase agreements that the organization holds for purchase of its products/services. Report contracts fulfilled and outstanding as of the end of the reporting period. This metric is intended to capture the number of buyers or clients with whom the organization has a written agreement, contract, or ongoing business relationship as of the end of the reporting period. IRIS, 2014. Purchase Contracts (PI9988). V3.0. Metric Product/Service, Organization Flow Number of contracts


265 PI3789 Operational Impact Environmental Performance Agriculture Land Indirectly Controlled: Total Area of land, in hectares, indirectly controlled by the organization at any point during the reporting period. 'IRIS differentiates between land that is directly controlled by the organization and land that is indirectly controlled. This metric is intended to capture the land area, in hectares, that is under the organization's indirect control. Hectares under the organization's indirect control are those for which the organization exerts significant influence or total control over land use practices, but that the organization does not directly cultivate or manage. Examples in which the organization indirectly controls land may include purchase contracts specifying cultivation techniques on a significant portion of an operating entity's land. This may occur when organizations, such as a cooperatives, source agricultural inputs from smallholder farmers on the condition that the smallholders adhere to specific land use practices. ' IRIS, 2014. Land Indirectly Controlled: Total (PI3789). V3.0. Metric This metric has 2 related submetrics. Organization Flow Number of hectares


266 PI7403 Operational Impact Environmental Performance Agriculture Land Indirectly Controlled: Cultivated Number of hectares indirectly controlled by the organization and under cultivation. Report hectares cultivated at any point during the reporting period. 'IRIS differentiates between land that is directly controlled by the organization and land that is indirectly controlled. This metric is intended to capture the land area, in hectares, that is under the organization's indirect control that is cultivated. Hectares under the organization's indirect control are those for which the organization exerts significant influence or total control over land use practices, but that the organization does not directly cultivate or manage. Examples in which the organization indirectly controls land may include purchase contracts specifying cultivation techniques on a significant portion of an operating entity's land. This may occur when organizations, such as a cooperatives, source agricultural inputs from smallholder farmers on the condition that the smallholders adhere to specific land use practices. ' IRIS, 2014. Land Indirectly Controlled: Cultivated (PI7403). V3.0. Submetric This metric is a submetric to Indirectly Land Indirectly Controlled: Total (PI3789), which has 1 other related submetric. Organization Flow Number of hectares


267 PI6796 Operational Impact Environmental Performance Agriculture Land Indirectly Controlled: Sustainably Managed Number of hectares indirectly controlled by the organization and under sustainable cultivation or sustainable stewardship. Report indirectly-controlled hectares sustainably managed at any point during the reporting period. 'IRIS differentiates between land that is directly controlled by the organization and land that is indirectly controlled. This metric is intended to capture the land area, in hectares, that is under the organization's indirect control that is sustainably managed. Hectares under the organization's indirect control are those for which the organization exerts significant influence or total control over land use practices, but that the organization does not directly cultivate or manage. Examples in which the organization indirectly controls land may include purchase contracts specifying cultivation techniques on a significant portion of an operating entity's land. This may occur when organizations, such as a cooperatives, source agricultural inputs from smallholder farmers on the condition that the smallholders adhere to specific land use practices. ' IRIS, 2014. Land Indirectly Controlled: Sustainably Managed (PI6796). V3.0. Submetric This metric is a submetric to Indirectly Land Indirectly Controlled: Total (PI3789), which has 1 other related submetric. Organization Flow Number of hectares


268 PI1568 Product Impact Quality & Performance Agriculture Producer Price Premium 'Price premium obtained, by the producer of goods, by selling to the organization. This is relative to the average price that would otherwise be obtained in the local area for a similar good during the reporting period. Organizations should footnote the assumptions used when reporting against this metric. ' = (Sales revenue obtained by the producer for a quantity of goods - potential sales revenue from the same quantity of goods in the local market) / (potential sales revenue from the same quantity of goods in the local market) An example of how this metric might be calculated: By selling to the organization, farmers get $2/pound for good X and only $1 for selling the same good in the local market. The reporting organization would report this as ($2-$1)/$1 = 1 (or 100%) and would footnote assumptions on how they derived the local market rate. IRIS, 2014. Producer Price Premium (PI1568). V3.0. Metric Product/Service Stock Decimal


269 PI2422* Product Impact Quantity & Reach Agriculture Units/Volume Purchased at Price Premium Units/volume purchased from suppliers that sold to the organization that have received a price premium, during the reporting period. 'This metric is intended to capture the amount of goods purchased by the reporting organization at a price premium. This metric should be reported in conjunction with Producer Price Premium (PI1568) which measures the premium percentage price received by selling to the organization, when possible.' Metric Product/Service Flow Number, based on Unit of Measure (PD1602) selection


270 PI3468 Product Impact Client Information Agriculture Client Crop Yield Average agricultural yield per hectare, of clients (who were farmers) of the organization during the reporting period. Err:508 'This metric is intended to capture the average output per hectare per farmer among an organization's clients. Organizations should not calculate this metric using aggregate data across all clients. Rather, organizations should use farmer-specific data as noted in the calculation. Organizations should report yield from most recent harvest and provide details on the group and unit of measure reporting against. This metric could be valuable for organizations that sell inputs or for organizations like co-ops that support farmers.' IRIS, 2014. Client Crop Yield (PI3468). V3.0. Metric This metric has 1 related submetric. Product/Service Stock Kilograms per hectare


271 PI9421 Product Impact Client Information Agriculture Client Crop Yield: Smallholder The average agricultural yield per hectare, of clients (who were smallholder farmers) of the organization during the reporting period. Err:508 'This metric is intended to capture the average output per hectare per smallholder farmer among an organization's clients. Organizations should not calculate this metric using aggregate data across all clients. Rather, organizations should use smallholder farmer-specific data as noted in the calculation. Organizations should report yield from most recent harvest and provide details on the group and unit of measure reporting against. This metric could be valuable for organizations that sell inputs or for organizations like co-ops that support farmers.' IRIS, 2014. Client Crop Yield: Smallholder (PI9421). V3.0. Submetric This metric is a submetric of Client Crop Yield (PI3468). Product/Service Stock Kilograms per hectare


PI2019 Product Impact Supplier Information Agriculture Units/Volume Purchased from Supplier Organizations: Total Units/volume purchased from organizations that sold to the reporting organization during the reporting period. IRIS, 2014. Units/Volume Purchased from Supplier Organizations: Total (PI2019). V3.0. Metric This metric has 2 related submetrics. Product/Service, Organization Flow Number, based on Unit of Measure (PD1602) selection


PI8418 Product Impact Supplier Information Agriculture Units/Volume Purchased from Supplier Organizations: Local 'Units/volume purchased from local organizations that sold to the reporting organization during the reporting period. Organizations should footnote their definition of ''local.''' Individual organizations' definitions of local will depend on their business model and impact objective. For example, if the purpose is economic development, 'local' may be defined within geo-political boundaries. If the focus is around reducing emissions, then 'local' maybe defined based on specific distance factors. IRIS, 2014. Units/Volume Purchased from Supplier Organizations: Local (PI8418). V3.0. Submetric This metric is a submetric of Units/Volume Purchased from Supplier Organizations: Total (PI2019) which has 1 other related submetric. Product/Service, Organization Flow Number, based on Unit of Measure (PD1602) selection


PI5473 Product Impact Supplier Information Agriculture Units/Volume Purchased from Supplier Organizations: SME Units/volume purchased from small-to-medium enterprises (SMEs) that sold to the reporting organization during the reporting period. IRIS, 2014. Units/Volume Purchased from Supplier Organizations: SME (PI5473). V3.0. Submetric This metric is a submetric of Units/Volume Purchased from Supplier Organizations: Total (PI2019) which has 1 other related submetric. Product/Service, Organization Flow Number, based on Unit of Measure (PD1602) selection


PI7923 Product Impact Supplier Information Agriculture Units/Volume Purchased from Supplier Individuals: Total Units/volume purchased from individuals who sold to the organization during the reporting period. IRIS, 2014. Units/Volume Purchased from Supplier Individuals: Total (PI7923). V3.0. Metric This metric has 3 related submetrics. Product/Service, Organization Flow Number, based on Unit of Measure (PD1602) selection


PI9428 Product Impact Supplier Information Agriculture Units/Volume Purchased from Supplier Individuals: Female Units/volume purchased from female individuals who sold to the organization during the reporting period. IRIS, 2014. Units/Volume Purchased from Supplier Individuals: Female (PI9428). V3.0. Submetric This metric is a submetric of Units/Volume Purchased from Supplier Individuals: Total (PI7923) which has 2 other related submetric. Product/Service, Organization Flow Number, based on Unit of Measure (PD1602) selection


PI6646 Product Impact Supplier Information Agriculture Units/Volume Purchased from Supplier Individuals: Minorities/Previously Excluded Units/volume purchased from individuals belonging to minority or previously excluded groups who sold to the organization during the reporting period. IRIS, 2014. Units/Volume Purchased from Supplier Individuals: Minorities/Previously Excluded (PI6646). V3.0. Submetric This metric is a submetric of Units/Volume Purchased from Supplier Individuals: Total (PI7923) which has 2 other related submetric. Product/Service, Organization Flow Number, based on Unit of Measure (PD1602) selection


PI4982 Product Impact Supplier Information Agriculture Units/Volume Purchased from Supplier Individuals: Smallholder Units/volume purchased from smallholder farmers who sold to the organization during the reporting period. IRIS, 2014. Units/Volume Purchased from Supplier Individuals: Smallholder (PI4982). V3.0. Submetric This metric is a submetric of Units/Volume Purchased from Supplier Individuals: Total (PI7923) which has 2 other related submetric. Product/Service, Organization Flow Number, based on Unit of Measure (PD1602) selection


272 PI2046 Product Impact Supplier Information Agriculture Supplier Individuals Yield: Total Average agricultural yield per hectare of individuals who sold to the organization (supplier individuals) during the reporting period. Err:508 'This metric is intended to capture the average output per hectare per farmer among an organization's suppliers. Organizations should not calculate this metric using aggregate data across all suppliers. Rather, organizations should use farmer-specific data as noted in the calculation. Organizations should report yield from most recent harvest and provide details on the group and unit of measure reporting against. This metric could be valuable for organizations that procure from farmers and provide support that benefit their yields.' IRIS, 2014. Supplier Individuals Yield: Total (PI2046). V3.0. Metric This metric has 1 related submetrics. Product/Service, Organization Stock Kilograms per hectare


273 PI1405 Product Impact Supplier Information Agriculture Supplier Individuals Yield: Smallholder Average agricultural yield per hectare of smallholder farmers who sold to the organization during the reporting period. Err:508 'This metric is intended to capture the average output per hectare per smallholder farmer among an organization's suppliers. Organizations should not calculate this metric using aggregate data across all suppliers. Rather, organizations should use smallholder farmer-specific data as noted in the calculation. Organizations should report yield from most recent harvest and provide details on the group and unit of measure reporting against. This metric could be valuable for organizations that procure from smallholder farmers and provide support that benefit their yields.' IRIS, 2014. Supplier Individuals Yield: Smallholder (PI1405). V3.0. Submetric This metric is a submetric of Supplier Individuals Yield: Total (PI2046). Product/Service, Organization Stock Kilograms per hectare


274 PI2389 Product Impact Client Information Education School Enrollment: Total Number of students enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. IRIS, 2014. School Enrollment: Total (PI2389). V3.0. Metric This metric has 9 related submetrics Product/Service, Organization Stock Number of people


275 PI1081 Product Impact Client Information Education School Enrollment: Female Number of female students enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. IRIS, 2014. School Enrollment: Female (PI1081). V3.0. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


276 PI7254* Product Impact Client Information Education School Enrollment: Poor Number of poor students enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


277 PI5583* Product Impact Client Information Education School Enrollment: Very Poor Number of very poor students enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


278 PI2173* Product Impact Client Information Education School Enrollment: Low Income Number of low income students enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. Due to the complexities of assessing the poverty level of clients, organizations will likely have to use specific assessment tools to report on this accurately. See the glossary definition for additional information on commonly used tools to help determine the absolute poverty level of individuals and households. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


279 PI6569 Product Impact Client Information Education School Enrollment: Rural Number of students, living in rural areas, enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. IRIS, 2014. School Enrollment: Rural (PI6569). V3.0. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


280 PI8069 Product Impact Client Information Education School Enrollment: Urban Number of students, living in urban areas, enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. IRIS, 2014. School Enrollment: Urban (PI8069). V3.0. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


281 PI3337* Product Impact Client Information Education School Enrollment: Peri- urban Number of students, living in peri-urban areas, enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


282 PI5954* Product Impact Client Information Education School Enrollment: Disabilities Number of students with disabilities enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


283 PI7774 Product Impact Client Information Education School Enrollment: Minorities/Previously Excluded Number of students who belong to minority or previously excluded groups and are enrolled as of the end the reporting period, both full-time and part-time, where each discrete student is counted regardless of number of courses. IRIS, 2014. School Enrollment: Minorities/Previously Excluded (PI7774). V3.0. Submetric This metric is a submetric of School Enrollment: Total (PI2389), which has 8 other related submetrics Product/Service, Organization Stock Number of people


284 OI5896 Operational Impact Employees Education Teachers Employed Number of full-time and part-time teachers employed by the organization as of the end of the reporting period. IRIS, 2014. Teachers Employed (OI5896). V3.0. Metric Product/Service, Organization Stock Number of people


PI3651 Product Impact Quality & Performance Education Teacher Attendance Rate 'Rate of teacher attendance during the reporting period. ' Err:508 IRIS, 2014. Teacher Attendance Rate (PI3651). V3.0. Metric Product/Service, Organization Flow Decimal


285 PI1902 Product Impact Quality & Performance Education Teacher Qualifications 'Number of teachers as of the end of the reporting period who have obtained training or have qualifications that meet or exceed minimum requirements of the local area. Organizations should footnote the minimum level of qualifications required in local area.' IRIS, 2014. Teacher Qualifications (PI1902). V3.0. Metric Product/Service, Organization Stock Number of people


PI7871 Product Impact Quality & Performance Education Teaching Experience Average number of years of formal education for teachers/instructors, as of the end of the reporting period. IRIS, 2014. Teaching Experience (PI7871). V3.0. Metric Product/Service, Organization Stock Number of years 286 PI3786 Product Impact Quality & Performance Education Student Attendance Rate Rate of student attendance during the reporting period. Err:508 IRIS, 2014. Student Attendance Rate (PI3786). V3.0. Metric Product/Service, Organization Flow Decimal


289 PI9910* Product Impact Quality & Performance Education Student Dropout Rate Percentage of students that were attending school at the beginning of the reporting period but dropped-out during the reporting period. #REF! 'For example, if 10 students started out in Grade 5 at the beginning of the reporting period and 9 of them finish Grade 5 at the end of the reporting period (meaning that 1 student dropped-out); the student dropout rate is calculated as 1/10 = 10%. This metric is different from Student Transition Rate (PI4924), as this metric captures dropouts during the reporting period. ' Metric Product/Service, Organization Flow Decimal


290 PI4924 Product Impact Quality & Performance Education Student Transition Rate Percentage of students advancing from one level of schooling to the next. #REF! 'This metric is intended to capture the percent of students that transition from one level to the next for example, from primary to secondary school or the third year of secondary school to the fourth year. For example, if 100 students complete their final year of primary school at the end of the previous reporting period and 90 of them transition on to the first year of secondary school at the beginning of the following reporting period; the student transition rate is calculated as 90/100 = 90%. This metric is different than Student Dropout Rate (PI9910) which captures the rate at which students dropout during the reporting period.' IRIS, 2014. Student Transition Rate (PI4924). V3.0. Metric Product/Service, Organization Stock Decimal


291 PI8372 Product Impact Quality & Performance Education Student Tests Pass Rate 'Percentage of school students passing standardized tests as defined by regional standards, during the reporting period. Organizations should footnote the description of the test, threshold for passing, how many tests were taken, etc.' #REF! If more than one test is taken, an average of the pass rates should be reported. IRIS, 2014. Student Tests Pass Rate (PI8372). V3.0. Metric Product/Service, Organization Flow Decimal


PI5501 Product Impact Quality & Performance Education Student to Classroom Ratio Number of students per classroom during the reporting period. Err:509 IRIS, 2014. Student to Classroom Ratio (PI5501). V3.0. Metric Product/Service, Organization Stock Decimal


292 PI5380 Product Impact Quality & Performance Education Classroom Area per Student 'Area of classroom space per student during the reporting period. ' Err:509 IRIS, 2014. Classroom Area per Student (PI5380). V3.0. Metric Product/Service, Organization Stock Number of square feet or square meters


PI4243 Product Impact Quality & Performance Education Student to Toilet Ratio Number of functioning toilets per student during the reporting period. Err:509 IRIS, 2014. Student to Toilet Ratio (PI4243). V3.0. Metric Product/Service, Organization Stock Decimal


PI5110 Product Impact Quality & Performance Education Student to Teacher Ratio Number of students per teacher during the reporting period. Err:509 IRIS, 2014. Student to Teacher Ratio (PI5110). V3.0. Metric Product/Service, Organization Stock Decimal


293 PI4279 Product Impact Quality & Performance Education Textbook to Student Ratio Number of textbooks per student provided by the organization during the reporting period. Err:509 IRIS, 2014. Textbook to Student Ratio (PI4279). V3.0. Metric Product/Service, Organization Stock Decimal


294 PI8836 Product Impact Quality & Performance Education Vocational/ Technical Training Number of students receiving vocational or technical training during the reporting period. IRIS, 2014. Vocational/ Technical Training (PI8836). V3.0. Metric Product/Service, Organization Flow Number of people


295 PI3527* Product Impact Quality & Performance Education Job Placement Rate Percentage of students who were placed in part-, full-, temporary, or permanent jobs during the reporting period. #REF! This metric may be most applicable to organizations providing students with vocational/technical training. Metric Product/Service, Organization Flow Decimal


296 PI6971 Product Impact Quality & Performance Education School Meals Number of free or subsidized meals provided by the organization during the reporting period. Include meals funded directly by the organization as well as those paid for by another organizations/donor. IRIS, 2014. School Meals (PI6971). V3.0. Metric Product/Service, Organization Flow Number of meals


298 PI1136* Product Impact Quality & Performance Education Student Transportation 'Indicate whether or not the organization provided transportation to students that needed/requested it during the reporting period. Organizations should footnote the type of transportation provided and the percentage of students that use it.' Metric Product/Service, Organization Stock Yes/No


PI4509 Product Impact Client Information Education Students Provided Full Scholarship Number of students receiving full scholarships during the reporting period. Full scholarships allow a student to attend school without tuition or fee payment required of the student or his/her family. IRIS, 2014. Students Provided Full Scholarship (PI4509). V3.0. Metric Product/Service, Organization Flow Number of people


PI3499 Product Impact Client Information Education Students Provided Partial Scholarship Number of students receiving partial scholarships during the reporting period. Partial scholarships allow a student to attend school with partial, but not total, tuition or fee payment required of the student or his/her family. IRIS, 2014. Students Provided Partial Scholarship (PI3499). V3.0. Metric Product/Service, Organization Flow Number of people


299 PI5736 Product Impact Quality & Performance Education Value of New Education Instructional Materials Value of new educational instructional materials provided to students by the organization during the reporting period. Examples of educational instructional materials include textbooks, notebooks, writing implements, etc. IRIS, 2014. Value of New Education Instructional Materials (PI5736). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


300 PI4554 Product Impact Quality & Performance Education Value of New Education Facility Materials Value of new educational facility materials provided to students by the organization during the reporting period. Examples of educational facility materials include chairs, computers, desks, etc. IRIS, 2014. Value of New Education Facility Materials (PI4554). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


301 PI7268 Product Impact Quality & Performance Education Classroom Space New/Improved Area of classroom space that was built, converted, or expanded for use within educational facilities. Report only space completed during the reporting period. IRIS, 2014. Classroom Space New/Improved (PI7268). V3.0. Metric Product/Service, Organization Stock Number of square feet or square meters


302 PD4120 Product Description Product/Service Information Education Hours of School Offered per Week 'Number of classroom hours taught to a representative student per week. Organizations should footnote assumptions used in deriving the calculation.' An example of how this metric might be calculated: A school begins the day at 8:00 am and ends at 2:00pm. Each day, approximately 1 hour is spent on lunch, breaks or other non-classroom learning time. Therefore, each day a student received 5 hours of learning. Students receiving schooling 5 days a week. The reporting organization would report 5 * 5 = 25 hours. IRIS, 2014. Hours of School Offered per Week (PD4120). V3.0. Metric Product/Service, Organization Flow Number of hours


303 PD8635 Product Description Product/Service Information Education Days of School Offered per Year Number of days of school offered by the organization per year. IRIS, 2014. Days of School Offered per Year (PD8635). V3.0. Metric Product/Service, Organization Flow Number of days


304 PD1392 Product Description Product/Service Information Education Parent/Community-Teacher Engagement 'Indicate whether the organization initiates engagement with the community/parents. Organizations should footnote their description of engagement. ' IRIS, 2014. Parent/Community-Teacher Engagement (PD1392). V3.0. Metric Product/Service, Organization Stock Yes/No


305 PD9759 Product Description Product/Service Information Education Extracurricular Programs Offered 'Indicate whether the organization provides extracurricular activities. Organizations should footnote the specific extracurricular programs provided.' Examples of the type of extracurricular programs that may be provided include arts, community service, religion, sports, etc. IRIS, 2014. Extracurricular Programs Offered (PD9759). V3.0. Metric Product/Service, Organization Stock Yes/No


306 PI2718 Product Description Product/Service Information Education School Fees Average school fee per student per month during the reporting period. IRIS, 2014. School Fees (PI2718). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


317 PD2713 Product Description Product/Service Information Energy Energy Capacity of Product 'Amount of potential energy generation over the lifetime of the product based on the planned operation of the product/system. Organizations should footnote the energy type(s) and other calculation assumptions when reporting against this metric.' 'This metric is intended to capture the potential energy that could be generated by the product during its the lifetime. It is most applicable for products that will be operated or used by a client of the organization as opposed to the organization itself. Organizations with oversight of product use beyond the initial sale should consider using Energy Produced for Service Sale (PI8706). Organizations interested in reporting on the total energy capacity of all products sold during the reporting period should report against Energy Capacity of Products Sold (PD1504).' IRIS, 2014. Energy Capacity of Product (PD2713). V3.0. Metric Product/Service N/A Number of kWh


318 PD1504* Product Description Product/Service Information Energy Energy Capacity of Products Sold 'Amount of potential energy generation over the lifetime of the product for all products sold during the reporting period. Organizations should footnote the energy type(s) and other calculation assumptions when reporting against this metric.' Err:509 'This metric is intended to capture the total potential energy production of the products that were sold during the reporting period. This metric should be based on the amount of energy that could be generated by the product during its lifetime. It is most applicable for products that will be operated or used by a client of the organization as opposed to the organization itself. Organizations interested in reporting on the energy capacity of an individual product should report against Energy Capacity of Product (PD2713).' Metric Product/Service Flow Number of kWh


319 PD6596 Product Description Product/Service Information Energy Energy Consumption of Product 'Amount of energy used by the product during the product lifetime. Organizations should footnote assumptions made with respect to product utilization (e.g., hours used and watts/hr).' This metric is intended to capture lifetime energy use of an individual product, and not energy used by the product during the reporting period. This metric can be used to gauge efficiency gains associated with the product. IRIS, 2014. Energy Consumption of Product (PD6596). V3.0. Metric Product/Service N/A Number of kWh


320 PD5578 Product Description Product/Service Information Energy Energy Consumption of Product Replaced 'Amount of energy that would have been used by the replaced product during the lifetime of the organization's product. Organizations should footnote the product replaced, source for product utilization information and other calculation assumptions.' This calculation should be for energy consumed by the product replaced over the course of the lifetime of the organization’s product and not over the course of the product lifetime of the product that is being replaced. IRIS, 2014. Energy Consumption of Product Replaced (PD5578). V3.0. Metric Product/Service N/A Number of kWh


321 PI7623 Product Description Quality & Performance Energy Energy Savings from Products Sold 'Amount of energy savings over the lifetime of the organization's products for those products that were sold during the reporting period. Organizations should footnote the energy type(s) and calculation assumptions used when reporting against this metric.' Err:508 'This metric is intended to capture the energy savings to consumers for organizations that sell energy-efficient products. This metric captures the lifetime energy savings of products sold. ' IRIS, 2014. Energy Savings from Products Sold (PI7623). V3.0. Metric Product/Service Flow Number of kWh


322 PI8706 Product Impact Quality & Performance Energy Energy Produced for Service Sale 'Energy produced and delivered to offtaker(s) during the reporting period. Organizations should footnote the energy type(s) and calculation assumptions used when reporting against this metric.' 'This metric is intended to capture energy generated for commercial sale by the organization, and not energy produced for the organization's consumption. Organizations interested in reporting on energy production at a product level should report against Energy Capacity of Products Sold (PD1504) and/or Energy Capacity of Product (PD2713).' IRIS, 2014. Energy Produced for Service Sale (PI8706). V3.0. Metric Product/Service Flow Number of kWh


323 PD4927* Product Description Quality & Performance Energy Energy Savings from Services Sold 'Amount of energy savings due to the organization's services that were sold during the reporting period. Organizations should footnote the energy type(s) and calculation assumptions used when reporting against this metric.' Err:509 This metric is intended to capture the consumer energy savings for organizations that provide services to help conserve or reduce energy use. Organizations should use the same reporting period when reporting the number of clients and the average energy savings per client. Metric Product/Service Flow Number of kWh


324 PD9427 Product Impact Quality & Performance Environment Greenhouse Gas Emissions of Product 'Greenhouse gas (GHG) emissions of the product during the product lifetime. Organizations should footnote emissions calculation assumptions/tools used.' 'This metric is intended to capture the potential GHG emissions of the product during its useable lifetime. Organizations that wish to report the GHG emissions reduced due to the product can report against Greenhouse Gas Reductions due to Products Sold (PI5376). Organizations should refer to the following sources for further guidance: - WRI Greenhouse Gas Protocol Standards (http://www.ghgprotocol.org/standards) - International Panel on Climate Change (IPCC) emission factors (http://www.ipcc-nggip.iges.or.jp) - Global Reporting Initiative (GRI) (https://www.globalreporting.org/reporting/g4/Pages/default.aspx) ' IRIS, 2014. Greenhouse Gas Emissions of Product (PD9427). V3.0. Metric Product/Service N/A Number of metric tonnes of CO2 equivalent


325 PD2243 Product Impact Quality & Performance Environment Greenhouse Gas Emissions of Product Replaced 'Greenhouse gas (GHG) emissions that would have been produced by the replaced product during the lifetime of the organization's product. Organizations should footnote details on the product replaced and emissions calculation assumptions/tools used.' 'This metric is intended to capture the GHG emissions of the existing product that is being replaced by the organization's product, over the lifetime of the organization's product. For example, an organization that sells solar lights might report the product replaced as being a kerosene lamp and would report the GHG emissions produced during the lifetime of the organization's solar light. Organizations should refer to the following sources for further guidance: - WRI Greenhouse Gas Protocol Standards (http://www.ghgprotocol.org/standards) - International Panel on Climate Change (IPCC) emission factors (http://www.ipcc-nggip.iges.or.jp) - Global Reporting Initiative (GRI) (https://www.globalreporting.org/reporting/g4/Pages/default.aspx) ' IRIS, 2014. Greenhouse Gas Emissions of Product Replaced (PD2243). V3.0. Metric Product/Service N/A Number of metric tonnes of CO2 equivalent


326 PI5376 Product Impact Quality & Performance Environment Greenhouse Gas Reductions due to Products Sold 'Amount of reductions in greenhouse gas (GHG) emissions over the lifetime of products sold during the reporting period.   Organizations should footnote the energy type(s) and calculation assumptions used when reporting against this metric.' Err:508 'This metric is intended to capture the GHG emissions reduced/mitigated due to the organization's products sold. The lifetime reduction in greenhouse gas emissions is calculated by subtracting the Greenhouse Gas Emissions of Product Replaced (PD2243) minus the Greenhouse Gas Emissions of Product (PD9427). This is then multiplied by the units/volume sold to get the total reductions over the lifetime of the product, for all products sold during the reporting period. Organizations should refer to the following sources for further guidance: - WRI Greenhouse Gas Protocol Standards (http://www.ghgprotocol.org/standards) - International Panel on Climate Change (IPCC) emission factors (http://www.ipcc-nggip.iges.or.jp) - Global Reporting Initiative (GRI) (https://www.globalreporting.org/reporting/g4/Pages/default.aspx) Calculations should be made leveraging GHG Protocol guidelines/methodologies to the extent possible.' IRIS, 2014. Greenhouse Gas Reductions due to Products Sold (PI5376). V3.0. Metric Product/Service Flow Number of metric tonnes of CO2 equivalent


327 PI2073 Product Impact Quality & Performance Environment Hazardous Waste Avoided 'Amount of hazardous waste avoided based on refurbishing/reusing/recycling as part of delivering or developing the organization's products/services during the reporting period. Organizations should footnote assumptions used when reporting against this metric.' 'This metric is intended to capture hazardous waste avoided as a result of using non-hazardous recycled materials in the organization's products as opposed to hazardous materials. Organizations should report the total amount of hazardous waste avoided for all products produced during the reporting period. For organization's that offer recycling services, it is intended to capture hazardous waste avoided as a result of the organization's facilitation of hazardous waste recycling. Organizations delivering services should report the total amount of hazardous waste avoided based on services delivered during the reporting period.' IRIS, 2014. Hazardous Waste Avoided (PI2073). V3.0. Metric Product/Service, Organization N/A Number of kilograms


328 PI8177 Product Impact Quality & Performance Environment Non-hazardous Waste Avoided 'Amount of non-hazardous waste disposal avoided based on the organization's refurbishing/reusing/recycling as part of delivering or developing the organization's products/services during the reporting period. Organizations should footnote assumptions used when reporting against this metric.' 'This metric is intended to capture non-hazardous waste avoided as a result of using non-hazardous recycled materials in the organization's products as opposed to new materials. Organizations should report the total amount of non-hazardous waste avoided for all products produced during the reporting period. For organization's that offer recycling services, it is intended to capture non-hazardous waste avoided as a result of the organization's facilitation of non-hazardous waste recycling. Organizations delivering services should report the total amount of non-hazardous waste avoided based on services delivered during the reporting period.' IRIS, 2014. Non-hazardous Waste Avoided (PI8177). V3.0. Metric Product/Service, Organization N/A Number of kilograms


329 PI4127 Product Impact Quality & Performance Environment Trees Planted Hectares of trees planted by the organization during the reporting period. IRIS, 2014. Trees Planted (PI4127). V3.0. Metric This metric has 1 related submetric. Product/Service Flow Number of hectares


330 PI3848 Product Impact Quality & Performance Environment Trees Planted: Native Species Hectares of native species planted by the organization during the reporting period. IRIS, 2014. Trees Planted: Native Species (PI3848). V3.0. Submetric This metric is a submetric to Trees Planted (PI4127). Product/Service Flow Number of hectares


331 PI4907 Product Impact Quality & Performance Environment Land Reforested Hectares of land that have been reforested by the organization during the reporting period. IRIS, 2014. Land Reforested (PI4907). V3.0. Metric Product/Service Flow Number of hectares


336 FP2392 Financial Performance Balance Sheet Financial Services Impairment Loss Allowance Value of contra asset account set up by the organization as a provision for the potential future loss of capital that has been lent out by the firm at the end of the reporting period. IRIS, 2014. Impairment Loss Allowance (FP2392). V3.0. Metric Organization Stock Reporting Currency (OD5990)


FP2630 Financial Performance Balance Sheet Financial Services Loans Receivable Gross Value of outstanding principals for all of the organization's outstanding loans due from clients at the end of the reporting period. This includes current, delinquent, and renegotiated loans, but not loans that have been written off. It does not include interest receivable. IRIS, 2014. Loans Receivable Gross (FP2630). V3.0. Metric Organization Stock Reporting Currency (OD5990)


FP1129 Financial Performance Balance Sheet Financial Services Loans Receivable Net Net value of the organization's loans receivable, at the end of the reporting period. Err:509 IRIS, 2014. Loans Receivable Net (FP1129). V3.0. Metric Organization Stock Reporting Currency (OD5990)


FP3939 Financial Performance Income Statement Financial Services Loans Recovered Value collected by the organization during the reporting period on loans that had previously been written off. IRIS, 2014. Loans Recovered (FP3939). V3.0. Metric Organization Flow Reporting Currency (OD5990)


FP9083 Financial Performance Balance Sheet Financial Services Total Deposits Value of the organization's customer deposits, whether voluntary, compulsory, demand, or term at the end of the reporting period. IRIS, 2014. Total Deposits (FP9083). V3.0. Metric Organization Stock Reporting Currency (OD5990)


338 FP2553 Financial Performance Income Statement Financial Services Financial Expenses Value of expenditures incurred by the organization, during the reporting period, due to interest, fees, and commissions incurred on the organization's liabilities, including any client deposit accounts held by the organization, borrowings, subordinated debt, and other financial liabilities during the reporting period. IRIS, 2014. Financial Expenses (FP2553). V3.0. Metric Organization Flow Reporting Currency (OD5990)


339 FP1717 Financial Performance Income Statement Cross-Sector Impairment Loss Value of non-cash expenses recorded by the organization during the reporting period. IRIS, 2014. Impairment Loss (FP1717). V3.0. Submetric Organization Flow Reporting Currency (OD5990)


340 FP1192 Financial Performance Ratios, Concepts, and Calculations Financial Services Loan to Deposit (LTD) Ratio Ratio used to assess an organization's liquidity, calculated by dividing the organization's loans receivable gross by it's total deposits, as of the end of the reporting period. Err:509 IRIS, 2014. Loan to Deposit (LTD) Ratio (FP1192). V3.0. Metric Organization Stock Reporting Currency (OD5990)


341 FP8569 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Operating Efficiency 'Ratio used to assess an organization's operating efficiency, calculated by dividing the organization's operating expense by it's average loans receivable gross. ' Err:509 IRIS, 2014. Operating Efficiency (FP8569). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


342 FP8295 Financial Performance Ratios, Concepts, and Calculations Cross-Sector Personnel Efficiency 'Ratio used to assess an organization's personnel efficiency, calculated by dividing the organization's personnel expense by it's average loans receivable gross. ' Err:509 IRIS, 2014. Personnel Efficiency (FP8295). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


FP2635 Financial Performance Ratios, Concepts, and Calculations Financial Services Non Performing Loans (Portfolio at Risk)- 30 days Value of all of the organization's loans outstanding at the end of the reporting period that have one or more installments of principal past due for more than 30 days. This includes the entire unpaid principal balance, including both the past due and future installments, but not accrued interest. It also includes loans that have been restructured or rescheduled. IRIS, 2014. Non Performing Loans (Portfolio at Risk)- 30 days (FP2635). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


343 FP6354 Financial Performance Ratios, Concepts, and Calculations Financial Services Non Performing Loans (Portfolio at Risk)- 60 days Value of all of the organization's loans outstanding at the end of the reporting period that have one or more installments of principal past due for more than 60 days. This includes the entire unpaid principal balance, including both the past due and future installments, but not accrued interest. It also includes loans that have been restructured or rescheduled. IRIS, 2014. Non Performing Loans (Portfolio at Risk)- 60 days (FP6354). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


FP6373 Financial Performance Ratios, Concepts, and Calculations Financial Services Non Performing Loans (Portfolio at Risk)- 90 days Value of all of the organization's loans outstanding at the end of the reporting period that have one or more installments of principal past due for more than 90 days. This includes the entire unpaid principal balance, including both the past due and future installments, but not accrued interest. It also includes loans that have been restructured or rescheduled. IRIS, 2014. Non Performing Loans (Portfolio at Risk)- 90 days (FP6373). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


FP9717 Financial Performance Ratios, Concepts, and Calculations Financial Services Loan Write-offs Value of loans written off by the organization during the reporting period. This metric references the accounting transaction of removing a loan from the balance sheet and decreasing the Impairment Loss Allowance (FP2392) on the balance sheet. IRIS, 2014. Loan Write-offs (FP9717). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


344 FP1307 Financial Performance Ratios, Concepts, and Calculations Financial Services Capital Available: Total Value of capital available to the organization for lending and investing, at the end of the reporting period. This capital can come from debt obligations or equity investments in the organization. IRIS, 2014. Capital Available: Total (FP1307). V3.0. Metric This metric has 2 related submetrics. Organization Flow Reporting Currency (OD5990)


345 FP2638 Financial Performance Ratios, Concepts, and Calculations Financial Services Capital Available: Borrowed Funds Value of capital available to the organization for lending and investing, at the end of the reporting period that is attributed to debt obligations on the organization's balance sheet. This metric includes debt obligations with equity characteristics. IRIS, 2014. Capital Available: Borrowed Funds (FP2638). V3.0. Submetric This metric is a submetric to Capital Available: Total (FP1307), which has 1 other related submetric. Organization Flow Reporting Currency (OD5990)


346 FP5662 Financial Performance Ratios, Concepts, and Calculations Financial Services Capital Available: Equity Capital Value of capital available to the organization for lending and investing, at the end of the reporting period, that is attributed to equity contributions. Organizations that are non-profits/non-governmental organizations should report on permanent capital, which is calculated as net assets available for lending/investing at the end of the fiscal year. IRIS, 2014. Capital Available: Equity Capital (FP5662). V3.0. Submetric This metric is a submetric to Capital Available: Total (FP1307), which has 1 other related submetric. Organization Flow Reporting Currency (OD5990)


347 OI7783 Operational Impact Social Policies Financial Services Social Responsibility to Financial Services Clients 'Policies the organization may use to protect clients. Select all that apply: - All employees involved in collections are trained on collection practices in particular on acceptable and unacceptable debt collection practices which are clearly spelled out in a code of ethics, book of employee rules or debt collection manual. - Internal audits check household debt exposure, lending practices that violate procedures including unauthorized re-financing, multiple borrowers or co-signers per household, and other practices that could increase indebtedness. - Productivity targets and incentive systems value portfolio quality at least as highly as other factors, such as disbursement or customer growth. Growth is rewarded only if portfolio quality is high. - The institution’s collection practices are covered during the initial training of all employees involved in collections (loan officers, collections employees, and branch managers). In particular, collections employees receive training in acceptable debt collections practices and loan recovery procedures. - The institution documents and communicates to clients about loan policies and procedures for rescheduling credit. - The institution's pre-payment penalties, account closure fees, transaction fees or other penalties are not excessive. - The organization's corporate culture values and rewards high standards of ethical behavior and customer service. - Other ' IRIS, 2014. Social Responsibility to Financial Services Clients (OI7783). V3.0. Metric Organization Stock Reporting Currency (OD5990)


351 OI4136 Operational Impact Training & Assessment Financial Services Social Performance Management Training 'Indicate whether any member of the organization's board of directors participated in training sessions related to any aspect of environmental or social performance management during the reporting period. Organizations should footnote details on the type and duration of training.' IRIS, 2014. Social Performance Management Training (OI4136). V3.0. Metric Organization Stock Reporting Currency (OD5990)


352 OI3943 Operational Impact Training & Assessment Financial Services Social Performance Staff Training 'Indicate whether any of the organization's employees participated in training sessions related to any aspect of environmental or social performance management during the reporting period. Organizations should footnote details on the type and duration of training.' Examples of training may include: acceptable practices of payment collection; being responsive to clients needs; collecting high-quality social information; communications with clients about product pricing, terms, and conditions, gender sensitivity, mission orientation, over-indebtedness prevention, policy and procedures on safeguarding of clients' data; poverty measurement; referring clients complaints to those responsible for handling and resolving them; social objectives, etc. IRIS, 2014. Social Performance Staff Training (OI3943). V3.0. Metric Organization Stock Reporting Currency (OD5990)


353 OI4953 Operational Impact Training & Assessment Financial Services Social Performance Incentives 'Indicate whether the organization implemented any employee incentive schemes related to social performance goals during the reporting period. Organizations should footnote the types of social performance employee incentives and the types of employees that qualify. ' 'Examples of employee incentives to footnote include client retention/drop-out rates, outreach to women, outreach to specified target markets, results of client feedback mechanisms, etc. Examples of types of employee categories include board members, top management, middle management, loan officers, back office staff, etc.' IRIS, 2014. Social Performance Incentives (OI4953). V3.0. Metric Organization Stock Reporting Currency (OD5990)


OI2818 Operational Impact Employees Financial Services Loan Officers Employed Number of loan officers employed by the organization, at the end of the reporting period. For organizations providing insurance products, this refers to insurance agents. IRIS, 2014. Loan Officers Employed (OI2818). V3.0. Metric Organization Stock Reporting Currency (OD5990)


354 OI5803 Operational Impact Wages Financial Services Loan Officer Wages Value of wages (including bonuses) paid to loan officers during the reporting period. For organizations providing insurance products, this refers to insurance agent wages. IRIS, 2014. Loan Officer Wages (OI5803). V3.0. Metric Organization Flow Reporting Currency (OD5990)


OD9109 Organizational Description Organizational Information Financial Services Type of Financial Institution 'Type of financial institution. Select one: - Community Action Agency (CAA) - Community Development Financial Institution (CDFI) - Credit Union/Cooperative - Loan Fund (including microenterprise fund or Multibank Community Development Corporation (CDC)) - Non-Banking Financial Institution/Non-Banking Financial Corporation (NBFI/NBFC) - Non-Profit/Non-Governmental Organization, including CDCs - Rural Bank - Thrift, Bank, Bank Holding Company - Venture Capital Fund - Other (footnote)' IRIS, 2014. Type of Financial Institution (OD9109). V3.0. Metric Organization Stock Selection


355 PD7356 Product Description Product/Service Information Financial Services Microfinance Delivery Methodology 'Financial services delivery methodologies used. Select all that apply: - Individual Lending - Solidarity Group Lending - Village/Self-Help Group Lending - Other (footnote)' IRIS, 2014. Microfinance Delivery Methodology (PD7356). V3.0. Metric Product/Service Stock Selection


356 PD2691 Product Description Product/Service Information Financial Services Interest Rate Method 'Amortization method used for the product reporting against. Select one: - Declining balance method - Flat interest method ' IRIS, 2014. Interest Rate Method (PD2691). V3.0. Metric Product/Service Stock Selection


357 PD1928 Product Description Product/Service Information Financial Services Compulsory Insurance Products 'Insurance products that are compulsory for the product reporting against. Select all that apply: - Agricultural Insurance - Credit Life Insurance - Other (footnote)' IRIS, 2014. Compulsory Insurance Products (PD1928). V3.0. Metric Product/Service Stock Selection


358 PD9337 Product Description Product/Service Information Financial Services Compulsory Deposits Indicate whether the organization requires clients to establish savings accounts. IRIS, 2014. Compulsory Deposits (PD9337). V3.0. Metric Product/Service Stock Yes/No


359 PD5098 Product Description Product/Service Information Financial Services Other Financial Services Offered 'Types of financial services offered by the organization in addition to core credit, savings, and insurance products. Select all that apply: - Debit/Credit Cards - Microleasing - Mobile Banking Services - Payments by Check - Remittance Services - Savings Facilitation Services - Other (footnote)' IRIS, 2014. Other Financial Services Offered (PD5098). V3.0. Metric Product/Service Stock Selection


360 PD9681 Product Description Product/Service Information Financial Services Non-financial Support Offered 'Indicate whether the organization provides any non-financial support services to clients. Organizations should footnote the details on the types of services offered.' Examples of services to footnote include trainings covering topics such as: education (financial literacy, workplace safety, etc.); enterprise (business development services, etc.); female empowerment (women's leadership training, etc.); health (nutrition, basic medical services, etc.); etc. IRIS, 2014. Non-financial Support Offered (PD9681). V3.0. Metric Product/Service Stock Selection


361 PD7932 Product Description Product/Service Information Financial Services Environmental Policies for Financial Services Clients 'Indicate whether the organization implements environmental policies associated with the organization's financing practices. Organizations should footnote details on the types of policies in place.' Examples of environmental policies include: raising clients'/enterprises' awareness about environmental impact; training/educating clients/enterprises' regarding environmental improvements; including specific clauses in the loan contract to mitigate social and environmental risks; identifying enterprises with environmental risk; linking lend lines to alternative energies and linking lend lines to other environment-friendly products. IRIS, 2014. Environmental Policies for Financial Services Clients (PD7932). V3.0. Metric Product/Service Stock Selection


362 PI9250 Product Impact Quality & Performance Financial Services Active Borrowers per Loan Officer Number of active borrowers (clients) per loan officer at the organization, as of the end of the reporting period. '= Number of Active Borrowers / Loan Officers Employed (OI2818) or = Client Individuals: Active (PI9327) / Loan Officers Employed (OI2818)' IRIS, 2014. Active Borrowers per Loan Officer (PI9250). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


363 PI7467 Product Impact Quality & Performance Financial Services Effective Interest Rate (EIR) 'Effective interest rate (EIR) for the most representative loan product of the organization during the reporting period. Organizations should footnote the assumptions used when calculating this metric.' 'This metric is intended to capture the rate that converts all the borrower's financial costs for a loan into a single declining balance interest calculation. It includes the effects of interest rates (whether they are calculated on a flat or declining basis), payment schedules, commissions, fees, discounting, and compensating balances. Organizations should refer to the tool created by the MFTransparency Organization that provides guidance on EIR calculations: http://www.mftransparency.org/pages/ctp-tool/ ' IRIS, 2014. Effective Interest Rate (EIR) (PI7467). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


364 PI4874* Product Impact Quality & Performance Cross-Sector Jobs in Directly Supported/Financed Enterprises: Total 'Number of full-time equivalent employees working for enterprises financed or supported by the organization at the end of the reporting period. Organizations should footnote the calculation assumptions, specifically the definition of full time work used when reporting against this metric. ' 'This metric is intended to capture jobs at all financed or directly supported enterprises, as of the end of the reporting period. This metric is mostly likely only applicable for organizations involved in the financial and land conservation sectors. For example, if an organization is providing financing to 10 enterprises, they would calculate the total full-time equivalent employees across these 10 enterprises at the end of the reporting period. See glossary definition for more information on how to calculate full-time equivalent. ' Metric Organization Flow Number, FTEs


365 PI5691 Product Impact Quality & Performance Cross-Sector Jobs Maintained at Directly Supported/Financed Enterprises  'Number of full-time equivalent employees working for enterprises financed or supported by the organization at the time when the organization began its support/investment. Organizations should footnote the calculation assumptions, specifically the definition of full time work used when reporting against this metric.' 'This metric is intended to capture the jobs maintained at the time of investment or support. This metric is mostly likely only applicable for organizations involved in the financial and land conservation sectors. For example, if an organization is provided financing to 10 enterprises, they would calculate the total full-time equivalent employees across these 10 enterprises at the time of the investment. See glossary definition for more information on how to calculate full-time equivalent. ' IRIS, 2014. Jobs Maintained at Directly Supported/Financed Enterprises  (PI5691). V3.0. Metric This metric has 1 related submetric. Product/Service, Organization Flow FTEs


366 PI2688 Product Impact Quality & Performance Cross-Sector Jobs Maintained at Directly Supported/Financed Enterprises: Low Income Areas 'Number of full-time equivalent employees living in low-income areas, who work for enterprises financed or supported by the organization at the time when the organization began its support/investment. Organizations should footnote the calculation assumptions, specifically the definition of full time work used when reporting against this metric.' 'This metric is intended to capture the jobs maintained at the time of investment or support in low income areas. This metric is mostly likely only applicable for organizations involved in the financial and land conservation sectors. For example, if an organization is provided financing to 10 enterprises, they would calculate the total full-time equivalent employees across these 10 enterprises at the time of the investment. See glossary definition for more information on how to calculate full-time equivalent. ' IRIS, 2014. Jobs Maintained at Directly Supported/Financed Enterprises: Low Income Areas (PI2688). V3.0. Submetric This is a submetric to Jobs Maintained at Directly Supported/Financed Enterprises (PI5691). Product/Service, Organization Flow FTEs


367 PI3687 Product Impact Quality & Performance Cross-Sector Jobs Created at Directly Supported/Financed Enterprises: Total 'Net number of new full-time equivalent employees working for enterprises financed or supported by the organization at the end of the reporting period, and since the beginning of support/investment by the organization. Organizations should footnote the calculation assumptions, specifically the definition of full time work used when reporting against this metric.' 'This metric is intended to capture the jobs created from the time of investment/support until the end of the reporting period. This metric is mostly likely only applicable for organizations involved in the financial and land conservation sectors. For example, if an organization is providing financing to 10 enterprises, they would calculate the total number of new full-time equivalent employees across these 10 enterprises from the time of investment until the end of the reporting period. See glossary definition for more information on how to calculate full-time equivalent.' IRIS, 2014. Jobs Created at Directly Supported/Financed Enterprises: Total (PI3687). V3.0. Metric This metric has 1 related submetric. Product/Service, Organization Stock FTEs


368 PI2251 Product Impact Quality & Performance Cross-Sector Jobs Created at Directly Supported/Financed Enterprises: Low Income Areas 'Net number of new full-time equivalent employees living in low-income areas working for enterprises financed or supported by the organization at the end of the reporting period, and since the beginning of support/investment by the organization. Organizations should footnote the calculation assumptions, specifically the definition of full time work used when reporting against this metric.' 'This metric is intended to capture the jobs created from the time of investment/support until the end of the reporting period in low income areas. This metric is mostly likely only applicable for organizations involved in the financial and land conservation sectors. For example, if an organization is providing financing to 10 enterprises, they would calculate the total number of new full-time equivalent employees across these 10 enterprises from the time of investment until the end of the reporting period. See glossary definition for more information on how to calculate full-time equivalent.' IRIS, 2014. Jobs Created at Directly Supported/Financed Enterprises: Low Income Areas (PI2251). V3.0. Submetric This is a submetric to Jobs Created at Directly Supported/Financed Enterprises: Total (PI3687). Product/Service, Organization Stock FTEs


PI4583 Product Impact Quality & Performance Financial Services New Businesses Created Number of new businesses created as a result of investments made by the organization during the reporting period. IRIS, 2014. New Businesses Created (PI4583). V3.0. Metric Product/Service, Organization Flow Number of businesses


369 PI3734 Product Impact Quality & Performance Financial Services Average Insurance Premium Average amount of annualized insurance premium charged for a particular insurance product provided by the organization during the reporting period. IRIS, 2014. Average Insurance Premium (PI3734). V3.0. Metric This metric has 1 related submetric. Product/Service, Organization Flow Reporting Currency (OD5990)


370 PI6414 Product Impact Quality & Performance Financial Services Minimum Insurance Premium Minimum annualized insurance premium offered for the insurance product provided by the organization during the reporting period. IRIS, 2014. Minimum Insurance Premium (PI6414). V3.0. Submetric This is a submetric to Average Insurance Premium (PI3734). Product/Service, Organization Flow Number of businesses


PI1934 Product Impact Quality & Performance Financial Services Earned Premium Value of gross earned premiums collected by the organization during the reporting period. Err:509 IRIS, 2014. Earned Premium (PI1934). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990) 371 PI2025 Product Impact Quality & Performance Financial Services Claims Rejection Ratio Ratio of claims rejected by the organization during the reporting period to total claims submitted to the organization during the reporting period. #REF! IRIS, 2014. Claims Rejection Ratio (PI2025). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


372 PI1478 Product Impact Quantity & Reach Financial Services Number of Loans Outstanding Number of loans on the organization's balance sheet at the end of the reporting period. 'For MFIs using a group-lending methodology, this should include every individual who is responsible for repaying a portion of a group loan, unless another definition is specified. This metric should include all loans that haven’t been fully re-paid and have not been written off. ' IRIS, 2014. Number of Loans Outstanding (PI1478). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


373 PI7569 Product Impact Quantity & Reach Financial Services Value of Loans Outstanding Value of loans on the organization's balance sheet at the end of the reporting period. This metric should include the value of all loans that haven’t been fully re-paid and have not been written off. It should not include accrued interest. IRIS, 2014. Value of Loans Outstanding (PI7569). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


374 PI8381 Product Impact Quantity & Reach Financial Services Number of Loans Disbursed Number of loans disbursed by the organization during the reporting period. For MFIs using a group-lending methodology, this should include every individual who is responsible for repaying a portion of a group loan, unless another definition is specified. IRIS, 2014. Number of Loans Disbursed (PI8381). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


375 PI5476 Product Impact Quantity & Reach Financial Services Value of Loans Disbursed Value of loans disbursed by the organization during the reporting period. IRIS, 2014. Value of Loans Disbursed (PI5476). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


376 PI1914 Product Impact Quantity & Reach Financial Services Number of Equity Investments Outstanding Number of equity investments on the organization's balance sheet at the end of the reporting period. 'Equity investments are made in for-profit enterprises in which the organization receives an ownership interest in the equity (stock) of the enterprise. Can be common or preferred stock. Organizations may wish to specify whether this is equity directly in enterprises or through funds.' IRIS, 2014. Number of Equity Investments Outstanding (PI1914). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


377 PI7940 Product Impact Quantity & Reach Financial Services Value of Equity Investments Outstanding Value of equity investments on the organization's balance sheet at the end of the reporting period. 'Equity investments are made in for-profit enterprises in which the organization receives an ownership interest in the equity (stock) of the enterprise. Can be common or preferred stock. Organizations may wish to specify whether this is equity directly in enterprises or through funds. Values should be reported at book value for non-traded equities and at market rate for marketable securities.' IRIS, 2014. Value of Equity Investments Outstanding (PI7940). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


378 PI5066 Product Impact Quantity & Reach Financial Services Number of Equity Deals Closed Number of equity investments closed by the organization during the reporting period. 'This metric is meant to capture the number of equity investment deals completed during the reporting period and not the number of investments exited. Equity investments are made in for-profit enterprises in which the enterprise receives an ownership interest in the equity (stock) of the enterprise. Can be common or preferred stock. Organizations may wish to specify whether this is equity directly in enterprises or through funds.' IRIS, 2014. Number of Equity Deals Closed (PI5066). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


379 PI4142 Product Impact Quantity & Reach Financial Services Value of Equity Deals Closed Value of equity investments closed by the organization at the end of the reporting period. 'This metric is meant to capture the value of equity investment deals completed during the reporting period and not the number of investments exited. Equity investments are made in for-profit enterprises in which the organization receives an ownership interest in the equity (stock) of the enterprise Can be common or preferred stock. Organizations may wish to specify whether this is equity directly in enterprises or through funds. Values should be reported at book value for non-traded equities and at market rate for marketable securities.' IRIS, 2014. Value of Equity Deals Closed (PI4142). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


380 PI6439 Product Impact Quantity & Reach Financial Services Number of Voluntary Savings Accounts Number of voluntary savings accounts managed by the organization, including demand deposits and time deposits, at the end of the reporting period. IRIS, 2014. Number of Voluntary Savings Accounts (PI6439). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


381 PI3240 Product Impact Quantity & Reach Financial Services Value of Voluntary Savings Accounts Value of voluntary savings accounts managed by the organization, including demand deposits and time deposits, at the end of the reporting period. IRIS, 2014. Value of Voluntary Savings Accounts (PI3240). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


395 OI5323 Operational Impact Employees Health Caregivers Employed: Total Number of caregivers, with current licenses, certifications, or trainings based on local requirements, employed by the organization as of the end of the reporting period. This metric is intended to capture individuals who provide preventive, curative, rehabilitative and promotional health services. Examples of caregivers include doctors, nurses, clinicians, community health workers, etc. Caregivers do not need necessarily need to be certified or licensed. IRIS, 2014. Caregivers Employed: Total (OI5323). V3.0. Metric This metric has 1 related submetric. Organization Stock Reporting Currency (OD5990)


396 OI4919* Operational Impact Employees Health Caregivers Employed: Professionals Number of caregiver professionals, with current licenses or certifications based on local requirements, employed by the organization as of the end of the reporting period. This metric is intended to capture the subset of caregivers who have received more advanced degrees, trainings and certifications. See glossary term for explanations on the difference between caregivers and caregiver professionals. Submetric This is a submetric to Caregivers Employed: Total (OI5323). Organization Stock Reporting Currency (OD5990)


397 PI1017 Product Impact Quality & Performance Health Healthcare Facilities Number of healthcare units/facilities under the organization's management as of the end of the reporting period. IRIS, 2014. Healthcare Facilities (PI1017). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


398 PI3902* Product Impact Quality & Performance Health Health Intervention Completion Rate 'Percentage of the organization's clients, or patients, who successfully complete the course of a health intervention. Successful completion means that all required steps were completed and taken in the appropriate timeframe, and that the treatment adhered to local protocols. Report the number of clients that completed treatment as a percentage of the number of clients who were expected to complete the treatment program during the reporting period. Organizations should footnote the expected timeframe and clinical protocols that define a completed treatment.' '= (Number of patients completing treatment within the clinically recommended timeframe) / (number of patients who started treatment and who were expected to complete treatment) Both the numerator and denominator should be within the reporting period.' 'Examples of interventions in which this metric might apply include: - Percentage of pregnant patients who had all required ANC visits during the reporting period. - Percentage of patients who completed all required counseling visits during the reporting period.' Metric Product/Service, Organization Flow Reporting Currency (OD5990)


399 PI5743* Product Impact Quality & Performance Health Critical Equipment/Facility Utilization Rate 'Utilization rate of identified critical equipment/facility during the reporting period. Organizations should footnote the specific critical equipment described and calculation assumptions.' Err:508 'This metric should be the ratio of days when the machine or facility actually was available over the expected availability. Expected availability should not be reduced for times in which the equipment or facility was broken, not in use due to electricity shortages, etc. This metric should be reported on separately for each equipment and facility. A common usage example for organizations operating in the health sector could be patient bed occupancy rates.' Metric Product/Service, Organization Flow Reporting Currency (OD5990)


400 PI3863* Product Impact Quality & Performance Health Quality Assurance Mechanism 'Quality assurance mechanisms that may be in place. Choose all that apply: - Peer review/supervision - Audit and feedback - Checklists and logs - Electronic monitoring systems - Communication an education strategies - Guidelines, protocols and registries - Other (footnote)' 'This is a list of process measures that have evidence-based correlations to improvements in clinical quality but may not be applicable to all organizations operating in the health sector. Please see the glossary term, Quality Assurance Mechanisms, for more details on each of these options. Note: this list of quality assurance mechanisms was adapted from the results of a systematic review of quality assurance best practices from the NHS. http://evidencecentre.com/Best%20practice%20in%20clinical%20quality%20assurance.pdf' Metric Product/Service, Organization Stock Reporting Currency (OD5990)


401 PI1533* Product Impact Quality & Performance Health Disease/Condition Addressed 'Diseases/conditions addressed by the organization's products or services, provided during the reporting period. Choose all that apply: General: Primary Care General: Acute or Emergency Care Specific: Infectious and parasitic diseases Specific: Infections and parasitic diseases: Tuberculosis Specific: Infections and parasitic diseases: HIV/AIDS Specific: Infections and parasitic diseases: Diarrheal diseases Specific: Infections and parasitic diseases: Childhood cluster diseases Specific: Infections and parasitic diseases: Malaria Specific: Infections and parasitic diseases: Tropical-cluster diseases Specific: Respiratory infections Specific: Maternal conditions Specific: Prenatal period Specific: Nutritional deficiencies Specific: Malignant neoplasms (cancer) Specific: Other neoplasms Specific: Diabetes mellitus Specific: Endocrine disorders Specific: Neuropsychiatric conditions Specific: Sense organ diseases Specific: Cardiovascular diseases Specific: Respiratory diseases Specific: Digestive diseases Specific: Genitourinary diseases Specific: Skin diseases Specific: Musculoskeletal diseases Specific: Congenital anomalies Specific: Oral conditions Specific: Unintentional injuries Specific: Unintentional injuries: Traffic accidents Specific: Intentional injuries Sources: World Health Organization 2004 Global Burden of Disease Report http://www.who.int/healthinfo/global_burden_disease/2004_report_update/en/ and Disease Control Priorities Network http://www.dcp-3.org/ ' 'This metric provides an overview of the types of diseases and conditions addressed by organizations operating in the Health sector. Organizations that focus on these disease/conditions but do not provide direct treatment should select the diseases/conditions that their products/services address (for example: a company that produces and sells vaccines should choose the diseases/conditions to which those vaccines address).' Metric Product/Service, Organization Stock Selection


428 PD7557 Product Description Product/Service Information Housing/Community Facilities Community Facilities Type 'Type of community development facilities projected to be built, renovated, or purchased as a result of investments made by the organization the during reporting period. Choose all that apply: - Childcare - Education - Healthcare - Other (footnote)' IRIS, 2014. Community Facilities Type (PD7557). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


429 PD2532 Product Description Product/Service Information Housing/Community Facilities Housing Type 'Type of housing units projected to be constructed or preserved as a result of investments made by the organization the during reporting period. Choose all that apply: - Rent - Sale - Other ' IRIS, 2014. Housing Type (PD2532). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


430 PD1007 Product Description Product/Service Information Housing/Community Facilities Setting of Housing/Community Facilities 'Setting of community development facilities or housing units projected to be constructed or preserved as a result of investments made by the organization during the reporting period. Choose all that apply: - Urban - Rural - Peri-urban - Other (footnote)' IRIS, 2014. Setting of Housing/Community Facilities (PD1007). V3.0. Metric Product/Service, Organization Stock Reporting Currency (OD5990)


431 PD5833 Product Description Product/Service Information Housing/Community Facilities Percent Affordable Housing 'Percentage of housing units projected to be constructed or preserved as a result of investments made by the organization during the reporting period that will be considered to be affordable housing. Organizations should footnote the assumptions used when defining affordable housing.' Err:508 IRIS, 2014. Percent Affordable Housing (PD5833). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


433 PI2640 Product Impact Client Information Housing/Community Facilities Individuals Housed Number of individuals projected to be housed in single-family or multi-family dwellings as a result of new construction, loans, repairs, or remodeling resulting from investments made by the organization during the reporting period. IRIS, 2014. Individuals Housed (PI2640). V3.0. Metric Product/Service, Organization Flow Number of people


434 PI2491* Product Impact Product/Service Information Housing/Community Facilities Number of Housing Units Constructed Number of housing units constructed by the organization during the reporting period. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


435 PI6058* Product Impact Product/Service Information Housing/Community Facilities Number of Housing Units Improved Number of housing units improved or refurbished by the organization during the reporting period. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


436 PI1586 Product Impact Quality & Performance Housing/Community Facilities Energy Efficiency Improvements Area of buildings projected to receive energy efficiency improvements as a result of investments made by the organization during the reporting period. This can include efficiency improvements of lighting (lower usage fixtures, fewer fixtures), increase in building performance through improved insulation, installation of energy-efficient windows, and increased heating/cooling and appliance efficiency. IRIS, 2014. Energy Efficiency Improvements (PI1586). V3.0. Metric Product/Service, Organization Flow Number of square feet or square meters


437 PI4009 Product Impact Quality & Performance Housing/Community Facilities Energy Saved/Conserved Amount (estimated) of energy conserved as a result of energy-efficient construction/renovation investments made by the organization during the reporting period. IRIS, 2014. Energy Saved/Conserved (PI4009). V3.0. Metric Product/Service, Organization Flow Number of kWh


438 PI9170 Product Impact Quality & Performance Housing/Community Facilities Area of Buildings Reused Area of buildings projected to be renovated/remodeled that qualify for reuse as a result of investments made by the organization during the reporting period.  In order to qualify for reuse, the time elapsed since the completion of original construction must meet or exceed 40 years. IRIS, 2014. Area of Buildings Reused (PI9170). V3.0. Metric Product/Service, Organization Flow Number of square feet or square meters


439 PI5965 Product Impact Quantity & Reach Housing/Community Facilities Number of Housing Units Financed Number of housing units projected to be constructed or preserved as a result of investments made by the organization during the reporting period. IRIS, 2014. Number of Housing Units Financed (PI5965). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


440 PI7233 Product Impact Quantity & Reach Housing/Community Facilities Value of Housing Units Financed Value of housing units projected to be constructed or preserved as a result of investments made by the organization during the reporting period. This metric is intended to capture the value of the investments made to construct new housing units or preserve existing housing units and not the value of the actual housing units themselves. IRIS, 2014. Value of Housing Units Financed (PI7233). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


441 PI8007 Product Impact Quantity & Reach Housing/Community Facilities Number of Community Facilities Financed Number of community development facilities projected to be built, renovated, or purchased as a result of investments made by the organization during the reporting period. IRIS, 2014. Number of Community Facilities Financed (PI8007). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


442 PI2410 Product Impact Quantity & Reach Housing/Community Facilities Value of Community Facilities Financed Value of community development facilities projected to be built, renovated, or purchased as a result of investments made by the organization during the reporting period. This metric is intended to capture the value of the investments made to construct new community facilities and not the value of the actual housing units themselves. IRIS, 2014. Value of Community Facilities Financed (PI2410). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


443 PI4765 Product Impact Quantity & Reach Housing/Community Facilities Area of Community Facilities Financed Area of community facilities projected to be constructed or preserved as a result of investments made by the organization during the reporting period. IRIS, 2014. Area of Community Facilities Financed (PI4765). V3.0. Metric Product/Service, Organization Flow Number of square feet or square meters


444 PI5983 Product Impact Quantity & Reach Housing/Community Facilities Value of Commercial or Retail Infrastructure Financed Value of commercial or retail infrastructure projected to be built or renovated as a result of investments made by the organization during the reporting period. IRIS, 2014. Value of Commercial or Retail Infrastructure Financed (PI5983). V3.0. Metric Product/Service, Organization Flow Reporting Currency (OD5990)


446 PD9009* Product Description Product/Service Information Land Conservation Conservation Priority Characteristics 'Indicate the primary characteristics of hectares directly or indirectly controlled, during the reporting period, that are desirable to maintain or enhance through protection, restoration, or sustainable stewardship. (Select all that apply): Ecology and Habitat - Wilderness, or wilderness-quality lands (biologically/ecologically intact ecosystems, free of significant human intervention) - Significant biodiversity - Critical habitat for endangered or vulnerable species - Wildlife habitat - Land with shared boundaries to existing protected land, to increase conservation assemblage or create buffer areas Public / Human Use - Park, land for community recreation, and access to public lands - Natural or cultural features of outstanding/unique value, because of rarity, representativeness, aesthetic qualities or cultural significance (e.g. waterfalls, distinct scenic landscapes, geological features, cave dwellings, natural pilgrimage sites) - Open space - Working lands, specifically land for traditional activities related to the sustainable use of natural resources, including agriculture, timber, and ranching - Scientific value (research reserves, field stations, etc.) Ecosystem Services - Land that provides basic ecosystem services in critical situations (e.g., watershed function, flood control) - Land providing other ecosystem services (regulating values/services, supporting values/services, provisioning values/services, and/or cultural values/services). ' 'Examples of relevant descriptions that organizations should footnote include details about selections (e.g. list the relevant endangered or vulnerable species), third-party entity identified the conservation priority of the land (e.g., local community, inter-governmental entity, nonprofit, government) and the priority level. If available, cite published plans or other documentation that identifies the land as a conservation priority. This metric should be reported in conjunction with the following metrics: Protected Land Area (PI4716), Land Directly Controlled: Sustainably Managed (OI6912), Land Indirectly Controlled: Sustainably Managed (PI6796), Ecosystem Services (PD8494), Protected Land Adjacency (PI2135), Protected Land Assemblage Total Area (PI5750)' Metric Product/Service, Organization Stock Selection


447 PD3922* Product Description Product/Service Information Land Conservation Type of Land Area 'Type(s) of land present on hectares directly or indirectly controlled by the organization. Report for hectares controlled at any point during the reporting period. (Select all that apply): -Urban/Built-up Land -Agricultural Land -Rangeland -Forest Land -Water Areas -Wetland -Barren Land -Tundra -Perennial Snow or Ice ' 'Options above are based on the Anderson Classification System (ACS) for land use and land cover. Report in conjunction with: Land Indirectly Controlled: Total (PI3789), Land Directly Controlled: Total (OI5408)' Metric Product/Service, Organization Flow Selection


448 PD8494* Product Description Product/Service Information Land Conservation Ecosystem Services 'The ecosystem services provided by land during the reporting period. Report for hectares directly or indirectly controlled during the reporting period. (Select all that apply): Provisioning Values/Services - Food - Biological raw materials - Biomass fuel - Freshwater - Genetic resources - Biochemical's, natural medicines, pharmaceuticals Regulating Values/Services - Maintenance of air quality - Regulation of climate - Regulation of water timing and flows - Erosion control - Water purification and waste treatment - Disease mitigation - Maintenance of soil quality - Pest mitigation - Pollination - Natural hazard mitigation Supporting Values/Services - Habitat - Nutrient cycling - Primary production - Water cycling Cultural Values/Services - Recreation and ecotourism - Ethical and spiritual values - Educational and inspirational values Organizations should footnote specific details around the selections. ' 'Organizations should footnote an explanation of how land provides the selected ecosystem services, as well as any external validation or verification that has been conducted to demonstrate the provision of the ecosystem services, including which services were covered, the date, and the entity providing verification/validation (e.g. university researcher, consultant, ecosystem service bank). Report in conjunction with: Protected Land Area (PI 4716), Protected Land Area: Permanent (PI 3924), Land Directly Controlled: Sustainably Managed (OI6912), Land Indirectly Controlled: Sustainably Managed (PI6796), Land Indirectly Controlled: Total (PI3789), Land Directly Controlled: Total (OI5408) Source: World Resources Institute (WRI) ' Metric Product/Service, Organization Stock Selection


449 PI7170* Product Impact Quality and Performance Land Conservation Fresh Water Bodies Present 'Surface area in hectares of freshwater bodies present during the reporting period on protected land, land under sustainable stewardship, or land under sustainable cultivation. ' Report in conjunction with: Land Directly Controlled: Sustainably Managed (OI6912), Land Indirectly Controlled: Sustainably Managed (PI6796), Protected Land Area (PI4716) Metric Product/Service, Organization Flow Hectares


450 PI3239* Product Impact Quality and Performance Land Conservation Streams Present 'Length of freshwater streams present during the reporting period on protected land, land under sustainable stewardship, or land under sustainable cultivation. ' Report in conjunction with: Land Directly Controlled: Sustainably Managed (OI6912), Land Indirectly Controlled: Sustainably Managed (PI6796), Protected Land Area (PI4716) Metric Product/Service, Organization Flow Kilometers


451 PI5840* Product Impact Quality and Performance Land Conservation Coastline Present 'Length of marine or freshwater coastline present during the reporting period on protected land, land under sustainable stewardship, or land under sustainable cultivation. ' Report in conjunction with: Land Directly Controlled: Sustainably Managed (OI6912), Land Indirectly Controlled: Sustainably Managed (PI6796), Protected Land Area (PI4716) Metric Product/Service, Organization Flow Kilometers


452 PI4716* Product Impact Quality and Performance Land Conservation Protected Land Area: Total 'Number of hectares with a status of protected land during the reporting period. Organizations should footnote the mechanisms used to ensure protection. ' 'This metric was meant to capture hectares that were protected and transitioned to a protected status by the organization during the reporting period. Protection may be permanent or non-permanent. Hectares may be transitioned as a result of new legal encumbrances placed on the land or transfer of ownership to a qualified conservation organization. Organizations should footnote the land protection mechanisms in place including legal encumbrances placed on land, whether permanent or non-permanent with duration if non-permanent, etc. Organizations should also footnote the type of entity that will own the land under conservation status or the entity that owns the easement (e.g. type of organization that owns the protected status of the land). ' Metric This metric has 1 related submetric. Product/Service, Organization Flow Hectares


453 PI3924* Product Impact Quality and Performance Land Conservation Protected Land Area: Permanent 'Number of hectares with a status of permanently protected land during the reporting period. Organizations should footnote the mechanisms used to ensure protection. ' 'This metric was meant to capture hectares that were protected and transitioned to a protected status by the organization during the reporting period. The transition to a state of permanent protection will be the result of new legal encumbrances placed on the land or transfer of ownership to a qualified conservation organization. Organizations should footnote examples of land protection mechanisms in place including legal encumbrances placed on land, etc. If relevant, organizations specify the qualified conservation organization that will own the land under permanent conservation status (e.g. type of organization that owns the protected status of the land).' Submetric This is a submetric to Protected Land Area; Total (PI4716). Product/Service, Organization Flow Hectares


454 PI9556* Product Impact Quality and Performance Land Conservation Ecological Restoration Management Area 'Hectares under ecological restoration management during the reporting period. Include both hectares directly controlled and hectares indirectly controlled by the organization. Organizations should footnote relevant ecological restoration activities undertaken during the reporting period. ' Organizations should report this metric in conjunction with: Land Indirectly Controlled: Total (PI3789), Land Directly Controlled: Total (OI5408) Metric Product/Service, Organization Flow Hectares


455 PI6885* Product Impact Quality and Performance Land Conservation Streams Restored Length of freshwater streams under ecological restoration management on protected land, land under sustainable stewardship, or land under sustainable cultivation during the reporting period. This metric is meant to capture the length of streams under restoration management during the reporting period and not only the additional length of streams under restoration management during this reporting period. Metric Product/Service, Organization Flow Kilometers


456 PI2538* Product Impact Quality and Performance Land Conservation Coastline Restored Length of marine or freshwater coastline under ecological restoration management on protected land, land under sustainable stewardship, or land under sustainable cultivation during the reporting period. This metric is meant to capture the length of coastline under restoration management during the reporting period and not only the additional length of coastline under restoration management during this reporting period. Metric Product/Service, Organization Flow Kilometers


457 PI2135* Product Impact Quality and Performance Land Conservation Protected Land Adjacency 'Kilometers of protected land boundary shared with other protected land, as of the end of the reporting period. ' 'Organizations should report kilometers of boundary that protected land on hectares directly or indirectly controlled, shared with other protected land not controlled by the reporting organization. This metric is intended to capture the boundary of protected lands which are immediately adjacent to already-protected land parcels, thus compounding the total amount of protected land.' Metric Product/Service, Organization Stock Hectares


458 PI5750* Product Impact Quality and Performance Land Conservation Protected Land Assemblage Total Area Number of hectares of contiguous protected land areas, as of the end of the reporting period. This should include hectares controlled by other entities as long as they form a contiguous assemblage with the protected land on hectares directly controlled or hectares indirectly controlled by the reporting organization. Metric Product/Service, Organization Stock Hectares


459 PI3180* Product Impact Quantity & Reach Land Conservation Revenue Generated at Directly Supported Enterprises Revenue generated by enterprises operating on hectares indirectly controlled by the organization that are under sustainable stewardship. Report revenue generated by the enterprises during the reporting period. 'This metric is intended to cover the revenue of enterprises deriving revenue from the land, such as a sustainable ranching company leasing access to the land, as opposed to enterprises that provide services to maintain the land, such as a pest control company. Report in conjunction with: Land Indirectly Controlled: Sustainably Managed (PI6796). For organizations earning revenue through sustainable economic activity on hectares directly controlled, report Earned Revenue (FP5958) and Land Directly Controlled: Sustainably Managed (OI6912). ' Metric Product/Service, Organization Flow Reporting Currency (OD5990)


461 PD6052 Product Description Product/Service Information Water Water Production Capacity of Product: Total 'Volume of potential water production capacity over the lifetime of the product based on the planned operation of the product/system. Organizations should footnote the calculation assumptions when reporting against this metric.' 'This metric is intended to capture the total amount of water that could be produced by the product during its lifetime. It is most applicable for products that will be operated or used by a client of the organization as opposed to the organization itself. Organizations with oversight of product use beyond the initial sale should consider using Water Savings from Products Sold (PD5786). Organizations interested in reporting on the total water production capacity of all products sold during the reporting period should report against Water Production Capacity of Products Sold: Total (PD2020).' IRIS, 2014. Water Production Capacity of Product: Total (PD6052). V3.0. Metric This metric has 1 submetric. Product/Service N/A Number of liters


462 PD6929 Product Description Product/Service Information Water Water Production Capacity of Product: Potable 'Volume of potential potable water production capacity over the lifetime of the product based on the planned operation of the product/system. Organizations should footnote the calculation assumptions when reporting against this metric.' This metric is intended to capture the total amount of potable water that could be produced by the product during its lifetime. It is most applicable for products that will be operated or used by a client of the organization as opposed to the organization itself. IRIS, 2014. Water Production Capacity of Product: Potable (PD6929). V3.0. Submetric This is a submetric of Water Production Capacity of Product: Total (PD6052). Product/Service N/A Number of liters


463 PD8586 Product Description Product/Service Information Water Wastewater Treated Capacity of Product 'Volume of potential wastewater treated over the lifetime of the product based on the planned operation of the product/system. Organizations should footnote the calculation assumptions when reporting against this metric.' 'This metric is intended to capture the total amount of wastewater that could be treated by the product during its lifetime. It is most applicable for products that will be operated or used by a client of the organization as opposed to the organization itself. Organizations interested in reporting on the total wastewater treated of all products sold during the reporting period should report against Wastewater Treated Capacity of Products Sold (PD3523).' IRIS, 2014. Wastewater Treated Capacity of Product (PD8586). V3.0. Metric Product/Service N/A Number of liters


464 PD3931 Product Description Product/Service Information Water Water Consumption of Product 'Average volume of water utilization/consumption over the lifetime of the product based on the planned operation of the product/system. Organizations should footnote assumptions made with respect to product consumption.' This metric is intended to capture lifetime water consumption of an individual product, and not water consumption of products sold within the reporting period. IRIS, 2014. Water Consumption of Product (PD3931). V3.0. Metric Product/Service N/A Number of liters


465 PD7621 Product Description Product/Service Information Water Water Consumption of Product Replaced 'Average volume of water that would have been consumed by the replaced product during the lifetime of the organization's product. Organizations should footnote the product replaced, source for product utilization information and other calculation assumptions.' This calculation should be for water consumption by the product replaced over the course of the product lifetime of the organization’s product and not over the course of the product lifetime of the product that is being replaced. IRIS, 2014. Water Consumption of Product Replaced (PD7621). V3.0. Metric Product/Service N/A Number of liters


466 PD2020* Product Description Product/Service Information Water Water Production Capacity of Products Sold: Total 'Volume of potential water produced over the lifetime of the product, for all products sold during the reporting period. Organizations should footnote calculation assumptions when reporting against this metric.' Err:509 This metric is intended to capture the total potential water production of the products that were sold during the reporting period. This metric should be based on the amount of water that could be produced by the product during its lifetime. Metric This metric has 1 submetric. Product/Service N/A Number of kWh


467 PD1403* Product Description Product/Service Information Water Water Production Capacity of Products Sold: Potable 'Volume of potential potable water produced over the lifetime of the product, for all products sold during the reporting period. Organizations should footnote calculation assumptions when reporting against this metric.' Err:508 This metric is intended to capture the total potential potable water production of the products that were sold during the reporting period. This metric should be based on the amount of potable water that could be produced by the product during its lifetime. Submetric This is a submetric of Water Production Capacity of Products Sold: Total (PD2020). Product/Service N/A Number of liters


468 PD3523* Product Description Product/Service Information Water Wastewater Treated Capacity of Products Sold 'Volume of potential wastewater treated over the lifetime of the product, for all products sold during the reporting period. Organizations should footnote the calculation assumptions when reporting against this metric.' This metric is intended to capture the potential wastewater treated over the lifetime of all products being reported on that were sold during the reporting period. This metric is most applicable for products that will be operated or used independently of the reporting organizations. Organizations interested in reporting on the wastewater production of an individual product should report against Wastewater Treatment Capacity of Product (PD8586). Metric Product/Service N/A Number of liters


469 PD5786* Product Description Product/Service Information Water Water Savings from Products Sold 'Amount of water savings over the lifetime of the organization's products for products that were sold during the reporting period. Organizations should footnote the energy type(s) and calculation assumptions used when reporting against this metric.' Err:508 This metric is intended to capture the water savings to consumers for organizations that sell water-efficient products. This metric captures the lifetime water savings of products sold. Metric Product/Service N/A Number of liters


470 PI9468 Product Impact Quality & Performance Water Water Produced for Service Sale: Total 'Volume of water produced and delivered to offtaker(s) during the reporting period. Organizations should footnote the calculation assumptions used when reporting against this metric.' 'This metric is intended to capture commercial water generated directly by the organization and not water produced for the organization's consumption. This metric is relevant for organizations such as XXXX, YYYY and ZZZZ. [get examples from Kelly] Organizations interested in reporting on water production at a product level should report against Water Production Capacity of Products Sold: Total (PD2020) and/or Water Production Capacity of Product: Total (PD6052).' IRIS, 2014. Water Produced for Service Sale: Total (PI9468). V3.0. Metric This metric has 1 submetric. Product/Service Flow Number of liters


471 PI8043 Product Impact Quality & Performance Water Water Produced for Service Sale: Potable 'Volume of potable water produced and delivered to offtaker(s) during the reporting period. Organizations should footnote the calculation assumptions used when reporting against this metric.' 'This metric is intended to capture commercial potable water generated directly by the organization for sale and not water produced for the organization's consumption. ' IRIS, 2014. Water Produced for Service Sale: Potable (PI8043). V3.0. Submetric This is a submetric of Water Produced for Service Sale: Total (PI9468). Product/Service Flow Number of liters


472 PI2884 Product Impact Quality & Performance Water Water Savings from Services 'Amount of water savings over the course of the reporting period due to the organization’s services. Organizations should footnote the energy type(s) and calculation assumptions used when reporting against this metric.' Err:509 'This metric is intended to capture the water savings to consumers for organizations that provide water conservation offerings. Organizations should use the same reporting period for reporting the number of clients and the average water savings per client. ' IRIS, 2014. Water Savings from Services (PI2884). V3.0. Metric Product/Service Flow Number of liters



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