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Equator Principles – EP4 – July 2020
The set of Principles detailing the requirements that all members must apply for managing environmental and social risk in Projects within the scope of the Equator Principles (EP). This fourth iteration of the EP – EP4 – came into effect for all EPFIs on 1 October 2020.
Equator Principles Activity Report 2022
This, our first Activity Report, collates and comments upon reporting data submitted by EPFIs for the 2022 calendar year.
Equator Principles 20th Anniversary Report
The 4 June 2023 marked the 20th anniversary of the Equator Principles, this report summarises our achievements over the last 20 years.
Guidance Note: On Climate Change Risk Assessment
For EP4, a Guidance Note to support the understanding and implementation of climate change risk assessment requirements (Principle 2 & Annex A of the EP).
Guidance Note: On Environmental and Social Impact Assessment Scope of Work
For EP4, this document provides guidance and associated templates to support consistent application of the EP by EPFIs. Guidance is provided specifically in relation to the SoW for the development of ESIA by the Borrower as required under Principle 2. For ease of use, this is part 1 of a 2-part Guidance, which replaces the previous single note “Guidance Note: To Support Effective Consistent Application of the Equator Principles”. Part 2 is called “Guidance Note: On the Selection and Scope of Work for Lender’s Independent Environmental and Social Consultants”.
Guidance Note: On the Selection and Scope of Work for Lender’s Independent Environmental and Social Consultants
For EP4, this document provides guidance and associated templates to support consistent application of the EP by EPFIs. The document provides guidance specifically in relation to the selection, SoW and terms of reference for IESCs undertaking Environmental and Social Due Diligence and monitoring on behalf of EPFIs as defined under the EP. For ease of use, this is part 2 of a 2-part Guidance, which replaces the previous single note “Guidance Note: To Support Effective Consistent Application of the Equator Principles”. Part 1 is called “Guidance Note: On Environmental and Social Impact Assessment Scope of Work”.
Tools: To Enhance Access To Effective Grievance Mechanisms & Enable Effective Remedy
A suite of tools to enhance access to effective grievance mechanisms and enable effective remedy. They are intended to guide users at various stages of the project finance transaction and due diligence process, particularly for higher-risk projects where project-level grievance mechanisms are required or suggested, and adverse human rights impacts may be most likely to occur.
Best Practice Note: On Biodiversity Baseline Surveys
A Best Practice Note to support project developers and financial institutions to better understand biodiversity baseline survey timelines and best practices for the purpose of minimizing risk of delay and added costs during finance opportunities that fall within the scope of the Equator Principles.
Implementation Note – The Equator Principles
For EP4, a Guidance Note to support the implementation of the Equator Principles (EP) requirements. It includes specific modules on scope, climate change (Principle 2 & Annex A of the EP), Designated Countries and applicable standards (Principle 3), and reporting (Principles 5, 10 & Annex B of the EP).
Guidance Note: On Biodiversity Data Sharing – For EPFIs
For EP4, a Guidance Note to support EPFIs’ understanding of the biodiversity reporting requirements (Principle 10 & Annex B of the EP).