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Independent review

Review release

The current build provides module-specific working records, decision tools and supported calculations, alongside the captured BII source library. These tools are available for independent review. This is not production certification or BII approval.

Important boundaries remain: linked records require review rather than automatic downstream recalculation; institution-approved models must supply scenario assumptions; disputed source classifications are withheld. CSV register imports include preview and validation. Arbitrary Excel workbook imports and workspace reviewer permissions are not included.

Tools in review

Working tool

Institutional climate maturity

Complete BII Tool 1's 18-question assessment, review the score and record improvement actions.

Open assessment

Working tool

Rapid climate risk screening

Review the screening decisions, evidence gaps and follow-up actions for a fictional client.

Open assessment

Working tool

Financed emissions

Review the supported calculations, financing share, units, assumptions and data quality using fictional inputs.

Open assessment

Working tool

M1: Mapping climate risk management across the typical credit cycle

Turn the eight climate work areas into your institution's working map. Name who does the work and who receives its output.

Open assessment

Working tool

M3: Climate risk governance framework

Assign oversight, delivery, challenge and independent assurance. Make the reporting routes explicit.

Open assessment

Working tool

M4: Climate risk management policy

Write your policy using BII's section outline. The review assembles your actual wording into one document.

Open assessment

Working tool

M5: Climate risk appetite statement

Define your limits, then test an observation against them. You decide the institution's thresholds; the tool applies them consistently.

Open assessment

Working tool

M7: Climate finance opportunities identification

Explore all four opportunities. A project may receive several potential flags; one Yes does not end the assessment.

Open assessment

Working tool

M8: Physical risk assessment

Assess each asset and hazard using evidence about location, vulnerability and adaptation. The source relationship is not a calibrated damage model.

Open assessment

Working tool

M9: Transition risk assessment

Review five transition drivers. Sector examples provide context, but the client's evidence determines the recorded judgment.

Open assessment

Working tool

M11: Climate risk data collection

Track the information an assessment needs, why it is needed and whether it has been verified.

Open assessment

Working tool

M12: Client climate risk maturity assessment

Assess the client's current practice across the fourteen source questions and agree support actions.

Open assessment

Working tool

M13: Materiality quantification

Keep each materiality trigger visible. A High finding cannot be averaged away. Optionally quantify a scenario's incremental cash-flow effect.

Open assessment

Working tool

M14: Climate risk clauses and action plans

Turn findings into accountable actions. Keep proposed contract clauses separate from agreed client commitments.

Open assessment

Working tool

M15: Metrics for tracking client climate performance

Compare observations with their baseline and target. Preserve units and reporting dates so changes mean something.

Open assessment

Working tool

M16: Client engagement on climate risk management

Prepare the conversation, assess needs, design responses, structure the proposal and review progress.

Open assessment

Working tool

M17: Transition plan development and assessment

Review the seven elements of the client's transition plan against the actual source criteria.

Open assessment

Working tool

M18: Adaptation plan development and assessment

Connect hazards, adaptation actions, resources and monitoring. Identify what is missing before judging the plan.

Open assessment

Working tool

M19: Science-based target setting

Calculate the target from a baseline, then make the boundary, dates and pathway source explicit.

Open assessment

Working tool

M20: Strategic portfolio management

Reconcile exposure rows, examine concentrations and distinguish measured emissions from missing information.

Open assessment

Working tool

M21: Scenario analysis

Compare documented scenarios for the same boundary. Keep supplied assumptions separate from calculated financial effects.

Open assessment

Working tool

M22: Climate stress testing

Compare baseline and stressed expected losses using explicit credit assumptions for each exposure.

Open assessment

Working tool

M23: IFRS S2-aligned disclosures

Review all twenty-one items and connect each statement to evidence. Progress is not a compliance certification.

Open assessment

Module 1: credit-cycle working map records owners, inputs, outputs and handoffs. It does not produce an assessment score.

Full toolkit and captured library keeps every module and its captured original resources accessible.

Coverage and readiness matrix identifies the status of each module.

Practice accounts and fictional data

Use separate practice accounts and fictional client, financing and emissions data. Review with your own fictional inputs as well as source examples. Review records and outputs are not live client decisions, regulatory submissions or evidence of production readiness.

Compare decisions and calculations with the original sources, including assumptions, units and limitations.
Exercise missing information, legitimate zero values and invalid inputs; check that incomplete work stays incomplete.
Check saving, returning, editing and exports against the same record, and confirm that separate accounts cannot access each other's work.
Record the tool, steps, fictional inputs, expected outcome and observed behavior when reporting an issue.

Known source issues

Tool 2: maturity band and formula: The Developing band and weighted-total formula need source confirmation. The working tool records all fourteen answers and a transparent arithmetic sum, but does not assign the disputed maturity classification.
Tool 5: adaptation criteria: The adaptation heading and mismatched criteria need clarification. Retain the original checklist as a reference; automated judgments against disputed criteria are not released.
Module 1, Diagram 4: wrong source link: The information-flow link opens the Climate Resilience Investment Framework (CRIF). It must not be presented as the missing information-flow diagram. Credit-cycle orientation uses Diagram 3.
Module 14: template aliases: Some action-plan resource links reuse risk-appetite and threshold documents. Treat these as source-link discrepancies, identify documents by their actual content and confirm the intended templates before use.
Six external documents unavailable: The captured library contains 77 distinct downloadable files. Six external documents could not be retrieved: Bangladesh Bank sustainability reporting, NGFS blended finance, BIS d517 and d560, the ECB climate stress test and Nigeria FRC's roadmap. Their original links are retained and marked unavailable locally; they are not claimed as downloaded.

Learning media

13 Brag-based lessons cover climate foundations, institutional responsibilities and practical assessment concepts. Original toolkit diagrams accompany labeled examples, narration, captions and transcripts. Watching is optional; the source guidance and interactive tools remain usable independently.

Learning library and availability