This article is for disclosing companies and contains guidance on how to view and respond to disclosure requests on the Portal. Requests for disclosure can come from different types of Requesters, including Capital Markets Signatories, Supply Chain requests from your Customers, RE100, and Banks.
This article also highlights the specific instances in which a re-submission of the questionnaire setup is required. The need for re-submission arises from the changes to your requests or as a solution for some issues that you might have been experiencing. Re-submitting the questionnaire setup will ensure that you can see the correct questions relevant to you.
Contents
- View and manage requests
- Re-submitting the questionnaire setup
- How to manage late requests
- Questionnaire not appearing
As a standalone/subsidiary organization
To view the requesting organizations and environmental issues relevant to your organization as a Discloser, you will need to sign in to the Portal.
Once signed in, navigate to your ‘Requests’ page by clicking ‘Requests’ in the left navigation panel or click on the ‘Requests’ tile on the homepage. You will then see a full list of requests for your organization. For further information on requests, please see our article on understanding your CDP disclosure request.
Note: you can only respond to all requests or none. To request more information about a specific request you have received, please contact CDP or the requesting organization directly.
Once you have viewed your requests, you can complete onboarding and begin to respond to the questionnaire. Please see our article on CDP Portal onboarding steps for further instructions.
Alternatively, if you have a parent organization, your parent organization may choose to disclose on your behalf, please see the section below for more information or for further guidance please visit our article on CDP’s parent-subsidiary policy and process for Disclosers.
Parent companies that have subsidiary companies with requests can view and manage those requests via the ‘SUBSIDIARIES’ tab in the ‘Requests’ page.
To accept to disclose on behalf of a subsidiary, click the arrow on the right side of the desired subsidiary and then click ‘Merge requests’ in the popup that appears. After a subsidiary request is merged, it will go to the ‘DELEGATED’ tab.
Important: if the subsidiary already started their disclosure and the parent organization merges their requests, any response data that subsidiary had previously entered will be lost.
Important: if you choose to disclose a consolidated response as the parent organization and merge your direct requests after you have started your response, please note that you will also need to resubmit your questionnaire setup to ensure Supply Chain member names and relevant questions appear in your questionnaire. You will also be able to answer questions which require you to select the requesting member, as after re-submitting the setup your list of Requesters will be up to date and contain the full list. To view and double check this, you can navigate to your Request list.
Re-submitting the questionnaire setup
After any changes to your request list, please ensure to resubmit your questionnaire setup. In all instances, to resubmit your questionnaire setup you will need to navigate to your questionnaire page in your Portal. From here, please click the ‘Edit questionnaire setup’ button, which is displayed alongside a pencil icon on the far right of the page under the questionnaire KPI tile.
Important: When you re-submit your pre-questionnaire set up, no data will be lost. You will, however, see changes in additional questions. Please note that only the user with the Submission Lead role will be able to re-submit the questionnaire setup.
Other than the instance previously described, where a parent discloses a consolidated response, please see the other instances outlined below and follow the steps to re-submit your questionnaire setup, if any of the following concerns you.
How to manage Late requests
Following your questionnaire setup submission and you starting your response, you may receive new requests from your customers. These will be visible under your questionnaire progress banner in the questionnaire page of your Portal, e.g., “You have 15 new requests”, as seen in the example below.
These types of requests are known as late request. These can be sent to a Discloser on or after June 18, and until the end of the disclosure cycle. Following June 18, Disclosers can review and either accept or decline any new requests being added by a Requester to ensure minimal disruption to your Disclosure.
You must accept any late requests before the end of the disclosure cycle on November 19. Any request not accepted by this date will be lost.
Important: after accepting any new request, a user must manually resubmit their questionnaire set up in order to update the questionnaire and include all requesting authorities or customers in the relevant section of the response. Any questionnaire progress already made will not be lost when resubmitting the questionnaire set up.
Important: If you have already submitted your response, please ensure that you click on ‘Edit submission’ before you accept the request. If you do not take this step, you will not be able to resubmit the questionnaire set up. Please see our article on editing your response for more guidance. If you edit your response prior to the scoring deadline, please ensure you resubmit your response by the scoring deadline to ensure any changes are scored. After the scoring deadline, you can continue to edit and resubmit your response to accept late request, but changes will not be reflected in your score.
If you have not yet submitted your response or if you are in the process of amending your response, the Submission Lead will be able to resubmit the questionnaire set up as needed. For more guidance, please see our article on managing team members and their roles.
Follow the steps below to accept or decline late requests. Before you proceed, please make sure your response is not yet submitted or resubmitted as per the guidance above.
- Navigate to the ‘Requests’ page by clicking the ‘Requests’ button in the left navigation panel.
- Late requests will appear in the ‘FOR REVIEW’ tab. Once opened, navigate and click the arrow to the right of the request to open the side panel.
- To confirm a pending late request, click ‘Accept’. It will then move from your ‘FOR REVIEW’ to your ‘REQUESTED’ tab. Or, to refuse a pending late request, click ‘Decline’.
Note: if you have already submitted your response, please ensure that you click ‘Edit submission’ before you accept the request.
- Declined requests will remain in your ‘FOR REVIEW’ tab. Requesters will be informed of your decision to refuse the request.
Important: To accept a late request post-submission, please reopen your response for amendments using the ‘Edit submission’ function and accept your requests. You will then need to resubmit your questionnaire set up and your response and we encourage you to resubmit as soon as possible, before the scoring deadline.
- If you are still in the onboarding stage, please navigate and click ‘Set up questionnaire’ from the blue onboarding tile on the homepage and resubmit the set up.
- If you are currently answering the questionnaire, to resubmit the questionnaire set up, please click on ‘Edit questionnaire setup’ which can be found under the questionnaire progress banner. This will not impact your draft questionnaire response.
If you have registered an account and have been associated with your organization’s account on the Portal and have requests under your Requests tab, but the questionnaire is not appearing, please try resubmitting the questionnaire set up.
As mentioned previously please note, that your organization will need to select a Submission Lead first in order to submit the questionnaire set up.
If you have a Submission Lead and have resubmitted your questionnaire and this solution still does not work, please contact the support team through My Support in our Help Centre. When raising a case, choose the category ‘I have a technical issue’ and the subcategory ‘I have system errors’ to ensure your case goes to the right team. You can also attach screenshots within the case.
You may also find the following articles helpful: