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.
Association Governance Rules – The Equator Principles
The set of Governing Rules that all members of the Association are bound to comply with, including membership requirements, reporting, voting etc.
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).
Guidance Note: On Biodiversity Data Sharing – For EPFI Clients
For EP4, a Guidance Note to support Clients’ understanding of the biodiversity reporting requirements (Principle 10 & Annex B of the EP).
Guidance Note: On Climate Change Risk Assessment
For EP4, a Guidance Note to support understanding of the climate change risk assessment requirements and implementation (Principle 2 & Annex A of the EP).
Guidance Note: Evaluating Projects with Affected Indigenous Peoples
For EP4, a Guidance Note to support EPFIs on the requirements for “Stakeholder Engagement” where projects may affect Indigenous Peoples communities (Principle 5).
Guidance Note: On Implementation of Human Rights Assessments under the Equator Principles
For EP4, a Guidance Note to support the requirement that each Client is expected to conduct Human Rights due diligence in line with the UNGPs and to document that process in it’s Assessment Documentation (Principle 2).
Guidance Note: For Consultants on the Contents of a Report for an Independent ESDD Review
For EP4, a Guidance Note for Consultants to support their engagement with EPFIs when undertaking a Review (Principle 7).
Guidance Note: For EPFIs on Incorporating Environmental & Social Considerations into Loan Documentation
For EP4, a Guidance Note providing an overview of the EP and their applicability to certain financial transactions and services, along with template contractual provisions for EPFIs to refer to in connection with (and adapt for use in) financing agreements.