BASIC DOCUMENTATION
I02-1 Organization Selection Narrative
Brief description of the approved habitat conservation organization or Land Trust detailing:
- Organization and program purpose
- How the organization functions
- Why the organization was selected for the donation
I02-2 Profit Statement
A statement detailing the gross profit generated by the sale of the product through the 12-month performance period, as well as projected profit over the next three years. Manufacturers may use the performance period (fiscal year prior to certification) to set these predictions, and at each annual check-in may “true up” to ensure that donations meet the requirement. Manufacturers who do not make a donation covering all 3 years by the time of certification must offset at minimum the first year of sales, and identify the costs of the total certification period to demonstrate awareness and commitment to meeting these donation requirements per the Standard.
The statement must include a calculation demonstrating that the required annual donation amount reflects the gross profit multiplied by .0025.
Manufacturers may meet the donation requirement either entirely through money, or through a combination of money, time, or product only to an approved habitat conservation organization. Calculation requirements are as follows:
- A minimum of 50% of the donation must be monetary
- Up to 25% of the donation may be contributed through volunteer hours. Manufacturers must use the US national average for hourly value of volunteer time, as calculated by Independent Sector in the Value of Volunteer Time tool to calculate the monetary value of the volunteer time donated.
- Up to 25% of the donation may be made through product donations. Product donations must be calculated using the list price of the product, Discounts may not be counted toward the donation, only the complete donation of product.
I02-3 Receipt
Receipt for the donation from the selected conservation organization or the Approved Land Trust reflecting the required offset amount.
I02-4 Legal Documents (if following the Approved Land Trust path)
An official letter or document from the Land Trust stating the terms of the offset and confirming that the selected Land Trust is approved.
