Questionnaire Part 1: BMO Assessment of Proponent’s Environmental and Social Performance
Question
Information Required from Proponent
1. Contact Details
1.1
Proponent has a person with overarching responsibility for coordinating the
company’s corporate responsibility/sustainability initiatives?
If yes, please provide person’s name, title and contact details.
Yes
No
If yes, provide contact information:
2. Policies
2.1
Proponent has an overarching written policy relating to corporate
responsibility/sustainability?
Yes
No
2.2
Proponent has a written environmental policy?
Yes
No
2.3
Proponent has a written human rights policy?
Yes
No
2.4
Proponent has written policies dealing with the following labour/human resource issues:
2.5
 Anti-discrimination
Yes
No
 Workforce diversity (e.g. gender, ethnicity, persons with disability)
Yes
No
 Opposition to child labour
Yes
No
 Opposition to forced and compulsory labour
Yes
No
 Freedom of association and right to collective bargaining
Yes
No
 Employee health and safety
Yes
No
 Workplace and Sexual Harassment
Yes
No
 Working hours
Yes
No
 Fair compensation and benefits
Yes
No
Proponent has a Code of Conduct, or other written policy, addressing corruption?
Yes
No
3. Management, Practices and Procedures
BMO Financial Group Sustainable Procurement Questionnaire - 1 -
Questionnaire Part 1: BMO Assessment of Proponent’s Environmental and Social Performance
Question
3.1
Proponent has in place a documented environmental management system (EMS)?
If yes, please state whether or not it is certified to ISO (International Standards
Organization) 14001 or equivalent.
3.2
Proponent has in place a documented system to manage occupational/ employee
health and safety?
If yes, please state whether or not it is certified to OHSAS (Occupational Health
and Safety Assessment Series) 18001 or equivalent.
3.3
Proponent has in place a documented system to manage workplace and labour
practices?
If yes, please state whether or not it is certified to SA (Social Accountability)
8000 or equivalent.
Information Required from Proponent
Yes
No
If yes, explain:
Yes
No
If yes, explain:
Yes
No
If yes, explain:
3.4
Proponent has integrated environmental and social considerations within its risk
management procedures?
Yes
No
3.5
Proponent provides employee training on business ethics and conduct?
Yes
No
3.6
Proponent provides its employees with a confidential grievance or whistle
blowing facility?
Yes
No
3.7
Proponent has in place practices and procedures designed to minimize environmental impacts flowing from the following:
 Greenhouse gas emissions
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
 Non-greenhouse polluting emissions
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
Yes
No
If yes, explain:
Yes
No
If yes, explain:
BMO Financial Group Sustainable Procurement Questionnaire - 2 -
Questionnaire Part 1: BMO Assessment of Proponent’s Environmental and Social Performance
Question
 Energy consumption
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
 Resource Consumption
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
 Material Consumption
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
 Waste: hazardous and non-hazardous
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
 Water Consumption
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
 Effluents
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
 Biodiversity Impacts
If yes, please state whether proponent measures its environmental impacts in
this area and sets specific reduction targets.
3.8
Proponent uses or is intending to use renewable energy sources?
Information Required from Proponent
Yes
No
If yes, explain:
Yes
No
If yes, explain:
Yes
No
If yes, explain:
Yes
No
If yes, explain:
Yes
No
If yes, explain:
Yes
No
If yes, explain:
Yes
No
If yes, explain:
Yes
No
BMO Financial Group Sustainable Procurement Questionnaire - 3 -
Questionnaire Part 1: BMO Assessment of Proponent’s Environmental and Social Performance
Question
3.9
Proponent has documented procurement policies and practices designed to
consider the environmental and social performance of your own suppliers and
sub-contractors?
If yes, please briefly describe the policies and practices employed.
Information Required from Proponent
Yes
No
If yes, explain:
4. Reporting
4.1
Proponent publicly reports on its environmental and social performance?
If yes, please identify whether such reporting takes place through an integrated
annual report or a free-standing CSR/sustainability report. Please also identify
whether the report is prepared in accordance with the ‘Sustainability Reporting
Guidelines’ of the Global Reporting Initiative (GRI).
Yes
No
If yes, explain:
5. Other Relevant Details
5.1
Are there any further details the proponent wishes to add about the environmental
and/or social performance that have not been expressed above?
If yes, provide details:
BMO Financial Group Sustainable Procurement Questionnaire - 4 -
Questionnaire Part 2: BMO Assessment of Environmental and Social Attributes of a Product/Service
Question
Information Required from Proponent
1. Environment
1.1
Does proponent’s product or service have any attribute(s) that will aid in lowering
the environmental footprint of BMO?
If yes, provide details of the relevant attributes as well the environmental impacts
addressed, e.g.:









1.2
Has proponent’s product or service obtained any certification or any other form of
external recognition on account of its environmental attributes?
Does proponent’s product or service have environmental attributes that will result
in cost savings for BMO?
If yes, provide details and an indication of the potential cost savings. For example,
cost savings might result from resulting reductions in:





No
If yes, provide details:
Greenhouse gas emissions
Non-greenhouse polluting emissions
Energy consumption
Resource Consumption
Material Consumption
Waste: hazardous and non-hazardous
Water Consumption
Effluents
Biodiversity Impacts
If yes, provide details.
1.3
Yes
Yes
No
If yes, provide details:
Yes
No
If yes, provide details:
Energy consumption
Resource Consumption
Material Consumption
Waste: hazardous and non-hazardous
Water Consumption
BMO Financial Group Sustainable Procurement Questionnaire - 5 -
Questionnaire Part 2: BMO Assessment of Environmental and Social Attributes of a Product/Service
Question
1.4
Does proponent’s product or service have any attributes that would make it more
environmentally friendly than other like products or services?
If yes, provide details.
1.5
Has proponent performed an environmental lifecycle analysis of your product or
service?
If yes, provide details of the analysis and a summary of major findings.
1.6
Are there any further details proponent wishes to add about the environmental
attributes of product or service that have not been expressed above?
Information Required from Proponent
Yes
No
If yes, provide details:
Yes
No
If yes, provide details:
Yes
No
Yes
No
2. Social
2.1
Does proponent’s product or service have any specific attributes that are socially
beneficial?
If Yes, provide details of the relevant attributes which might include, amongst
other things:






If yes, provide details:
Advance Human Rights
Support the Local Economy
Support Social Enterprises
Supports Aboriginal Peoples and or Enterprises
Support for Fair Trade
Promote employee health and safety
BMO Financial Group Sustainable Procurement Questionnaire - 6 -
Questionnaire Part 2: BMO Assessment of Environmental and Social Attributes of a Product/Service
Question
2.2
Does proponent’s product or service have any attributes that will promote
employee health and safety?
If yes, provide details.
2.3
Has proponent’s product or service obtained any certification or any other form of
external recognition on account of its social attributes?
If yes, provide details.
2.4
2.5
Are there any aspects of proponent’s product or service that pose a risk to human
health or safety?
Information Required from Proponent
Yes
No
If yes, provide details:
Yes
No
If yes, provide details:
Yes
No
If yes, provide details.
If yes, provide details:
Are there any further details proponent wishes to add about the socially beneficial
attributes of product or service that have not been expressed above?
If yes, provide details:
BMO Financial Group Sustainable Procurement Questionnaire - 7 -