Categories

The Global Climate Partnership Award recognizes outstanding efforts to develop an energy-efficient and/or renewable energy lending portfolio in a series of categories. The evaluation criteria aim to measure your financial institution’s efforts to deliver incremental improvements in this area and to scale up your green lending portfolio.

I. Capacities and skills to implement green lending (individual/employee level)
Evaluation criteria Qualitative and quantitative aspects

Training and information

  • Allocation of time for the completion of green lending training by employees
  • Tailored training courses for in-house employees and/or on-the-job training
  • Active measures taken to raise internal awareness of the green lending business among employees.
Capacity
  • Capacity in terms of internal/external employees supporting green lending efforts
  • Dedicated green lending staff (full-time equivalents)
  • Available knowhow
  • Relevant staff have capacity to promote green lending
  • Sales force actively promotes green lending
  • Access to network of specialists for green lending busines
innovative approaches
  • New ways of managing and sharing resources
  • Piloting of unconventional partnerships to develop a green lending pipeline
II. Institutional capacities, infrastructure, strategies and processes (organisation level)
Evaluation criteria Qualitative and quantitative aspects

Integration level

  • Specific green lending processes and tools are available (manuals, checklists, specific and clearly assigned referral route for managing green loans is in place and implemented)
  • Tools or IT systems are in place, allowing for easy identification and tracking of green loans
Green lending strategy
  • Priorities for green lending are carefully defined and implemented (non-opportunistic approach)
  • Green lending targets are defined with on-lending targets
  • Marketing and client outreach strategy is defined
  • Integrated marketing plan implemented
Structures and processes
  • Adequate coordination processes in place within the bank to manage cross-departmental green lending efforts
  • Specific green lending processes and tools are available (manuals, checklists, specific and clearly assigned referral route for managing green loans is in place and implemented)
  • Tools or IT systems are in place, allowing for easy identification and tracking of green loans
Incremental improvements
  • Continuous small improvements to existing products, services and processes
Innovation at corporate level
  • Innovative financing methods are defined and tested

 

III. Project and green lending product range (product/service level)
Evaluation criteria Qualitative and quantitative aspects

Innovation

  • First mover in the local market or project is first of its kind in the local banking industry
Scalability/replicability
  • Replicability of specific types of projects assured
  • Potential of further projects identified
  • Lessons learned from the project
Impact
  • Potential local impact potential for broad sections of society is known
  • Contribution to Sustainable Development Goals: e.gbasic needs, well-being, decent work, healthy ecosystem, resource security, climate stability, markets and infrastructure
Carbon impact
  • Greater energy efficiency or energy savings compared to other similar types of investment
Product and services
  • Introduction of new or significantly improved product that generates new client value
  • Continuous improvements to existing products and/or services /communication
  • Market needs are analyzed and known, needs are identified and products/services fit client needs