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Please note that translations were carefully prepared to ensure the accuracy and integrity of the content, however, the EP Association does not accept any responsibility for omissions or discrepancies, and cannot guarantee that users will interpret the content as originally intended.

Best Practice Note: On Biodiversity Baseline Surveys

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.

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Equator Principles – EP4 – July 2020

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

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.

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Implementation Note – 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

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).

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Guidance Note: On Biodiversity Data Sharing – For EPFI Clients

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).

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Guidance Note: On Climate Change Risk Assessment

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).

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Guidance Note: Evaluating Projects with Affected Indigenous Peoples

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).

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Guidance Note: On Implementation of Human Rights Assessments under the Equator Principles

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).

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Guidance Note: For Consultants on the Contents of a Report for an Independent ESDD Review

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).

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