Guides · 3 min read

Sustainability-Linked Loan Borrower Checklist

Use this list before each verification cycle.

Before the cycle

Confirm KPIs, SPTs and reporting period
Check the agreed methodology and baseline
Identify data owners internally

During preparation

Collect source data for each KPI
Document calculations and assumptions
Note any scope or methodology changes
Check units and periods are consistent

Before submission

Resolve flagged gaps
Name files clearly per requirement
Keep one point of contact for questions