Overview of Help Center guidance for Requesters

In 2025, CDP continues to provide a Portal for disclosure, streamlining how organizations request environmental data from their suppliers, portfolios, and other stakeholders. The Portal is designed for efficiency and ease of use, benefiting both Requesters and Disclosers.

For Requesters, including Supply Chain, Private Markets, Corporate Banking, and Sustainable Supply Chain Financing members, as well as other partners, the Portal offers enhanced self-service features, such as creating Request lists, managing Disclosers, tracking collections, and data visualizations. For more information, see our video on what Requesters can expect from CDP's Portal. This article outlines the key knowledge articles on our Help Center to support Requesters on CDP’s Portal.   

Contents

• • Step 1 - Access the Portal
  • Step 2 - Create your Request list
  • Step 3 - Submit your Request list
  • Step 4 - Update your Request list
  • Step 5 - Track your Request list

Step 1 – Access the Portal

To begin, Requesters must ensure they have an account and access to the Requester Portal. For guidance on how to navigate the Requester homepage, please see our article on how to access and navigate the Portal as a Requester and our video on the Requester homepage overview.


Step 2 – Create your Request list – from w/c April 28

Once you have access to the Portal and have accepted the Requester Admin role you can then start building your Request list; the list of organizations you are requesting to disclose through CDP.

To create your Request list, first navigate to ‘Manage organizations’ in the navigation panel on the left of your Portal and then click ‘Create a list for this cycle (2025)’. Three options will appear:

1. For returning Requesters: Select the first option ‘Use an existing list’ and select a list. This will copy over a Request list from a previous disclosure cycle. You can then edit your list for the current cycle as needed. Please visit our article oncreating a Request list from a previous list and our video onusing a previous cycle list for more information.

2. For new Requesters: Select the second option ‘Add from database’ which will allow you to select and add organizations individually, either from the CDP database or from the D&B database. Please visit our article onadding organizations to your Request list and our video onsearching for an organization for more information.

3. (Optional) For returning Requesters: Select the third option ‘Upload a file’ which will allow you to make bulk edits to your Request list by uploading a CSV file, once all the organizations you are requesting have DUNS numbers. Please note that this will overwrite the data from the previous list and replace it with the new information added so it is only recommended to make bulk changes to the previous list such as contacts import, removal & changes to environmental themes. Please visit our article onusing a CSV file and our video onuploading a Request list for more information. 

Step 3 – Submit your Request list – by w/c June 9

Once you have completed your Request list, the next step is to submit it. Please see our article on how to submit your Request list for more information. Once your list has been submitted, contacts you provided at requested organizations will receive an email request to disclose. If you were not able to share your requested organizations’ contact details via the Portal, you can invite your requested organizations to complete our register to disclose form to request access to the Portal.

We request that you submit your Request list before disclosure launch, to allow organizations sufficient time to submit their response.

Step 4 – Update your Request List – from w/c June 16 to w/c November 10

You can still remove organizations from or add organizations to your Request list after submitting your list. Once you have finished making the necessary changes, the Requester Admin will need to resubmit the Request list.

All changes to request lists must be made by the Requester and approved by the Discloser before the close of the disclosure cycle, w/c November 17.

Note: any changes to requests submitted after the launch of the questionnaire will also need to be approved by the requested organization(s).

Step 5 – Track your Request list – from w/c June 16

Once your Request list has been submitted, you will be able to track your requested organizations questionnaire’s status and progress, along their disclosure. Please see our article on tracking a Request list for further information.

The scoring deadline for Disclosers is w/c September 15 and the platform for Disclosers will close w/c November 17.

Other than the articles previously linked above, you may also find the following articles useful:

• Access and navigate the Portal as a Requester
• How to manage team members as a Requester
• Understanding and resolving CSV file upload errors
• Resolving issues with DUNS numbers
• Guidance on requesting parent or subsidiary companies
• View your Request list as a Requester
• Remove organizations from your Request list