Organizations need to activate their questionnaire(s) each year before they can start responding. You need to do this for all themes you have been requested to disclose for – climate change, water security and/or forests. Activating your questionnaire includes confirming your organization’s participation, confirming the Main User, the questionnaire version and the activity classification where applicable. Follow the steps below to activate your questionnaire(s) and start responding.
Step 1: Sign in to your account
Step 2: Get started
If you change your mind and do wish to be the Main User, click Continue in the theme block to carry on from step 3 to 4.
Step 4: Check organization details
The next page is your Check organization details page.
If your organization’s operational headquarters are not populated, you must make a selection in order to proceed.
If the operation headquarters are incorrect, please contact us via My Support in the Help Center or contact your Account Manager or local CDP contact.
- Organization Website and Twitter name can be viewed or edited
- Senior stakeholder information can be viewed and edited
- Addresses can be edited
Please confirm the information is correct and click Next:
If you click on Return to dashboard, the theme block will show that you have confirmed participation and will have a Continue button for you to complete your organization details later.
Step 5: Confirm questionnaire version
The next step is to confirm your organization’s revenue and/or the version of the questionnaire you will complete, either minimum or full.
If your organization is not eligible to complete the minimum version, you will not see these pages (skip to step 6).
If your organization needs to confirm its revenue you will see the screen below:
If you click ‘Yes’ and you are not requested to disclose by investors, you will be given the option to choose between the minimum or full version of the questionnaire.
If you click ‘No’ you will see a message informing you that you will be completing the full version.
No sector-specific questions are included in the minimum version. Responses to the minimum version will only be scored in certain circumstances. Please see our Scoring Introduction for more information on scoring eligibility.
If you click on the Return to dashboard link at this stage, the theme block will show that you have confirmed participation and will have a Next button at the previous stage for you to continue later.
If you are eligible to complete the minimum version, the main user can change your selected tier at any stage prior to submission via your questionnaire block.
Step 6: Select or review your organization’s CDP Activity Classification System activity (CDP-ACS)
The final page contains information on your organization’s classification and questionnaire sector. This will either be pre-set by CDP or you will need to select or review this at this stage.
For more information on CDP’s activity classification system, please see our article on CDP-ACS or read more in our FAQs for companies. The full list of CDP-ACS classifications can be found here.
- If you are responding only to investors, RE100 or NZAM, your primary activity will be pre-set. Please contact your account manager or local CDP contact to discuss changing your Primary Activity.
- If you are responding to customers or the Banks program only, you can change your primary activity by clicking Change primary activity and following the steps to change this.
- If you are responding to your customers or the Banks program only, the main user can change the classification via the Primary Activity section in the account menu.
Review your CDP-ACS
If CDP has already classified your organization, you will see your organization’s primary questionnaire sector and primary CDP-ACS activity. If applicable, you will see any subsequent classifications and sectors.
Select your CDP-ACS
If you are responding to your customers or the Banks program only and your organization has not been classified, you will need to select your organization’s CDP-ACS.
Select your organization’s CDP-ACS:
- CDP-ACS Industry
- CDP-ACS Activity Group
- CDP-ACS Primary Activity
Once selected, you can see which sector specific questions you need to answer in the information below the table.
Once selected Start Questionnaire button will turn red and you can move forward.
Step 7: Start questionnaire
Clicking Start Questionnaire opens your questionnaire in the Online Response System (ORS) in a new tab or window:
You can now start responding to the questionnaire. Once you are have finishing entering your response, always ensure you save your changes before clicking on the Exit ORS button in the top right corner. You can return to the questionnaire to continue with your response from your dashboard. For more information on using the ORS, please see our article here.
Your dashboard after activation
Back on your dashboard you will now see the Enter Questionnaire button, which you can use to return to the questionnaire at any time.
You can change your confirmation participation and questionnaire version if those are applicable to you.
For more guidance on how to use the disclosure platform, please see our guide on using CDP’s disclosure platform.
You may also find the following articles helpful:
- Access for companies
- New user access
- Account user types
- CDP request for companies
- Timeline for responding
If you have not found an answer you were looking for, please contact our support team through My Support. You will need to be signed in to access this.
If you are a new user, you can register here. Once you are signed in, please return to the Help Center via the link at the top of the page.