EY and the Alliance to End Plastic Waste whitepaper

How EY teams helped develop

a KPI-metrics framework to

report the Alliance to End

Plastic Waste’s impact

EY and the Alliance to End Plastic

Waste whitepaper

Chemicals & Advanced Materials

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Introduction

The Alliance to End Plastic Waste (AEPW)

is a non-profit organization convening

more than 70 companies along the plastic

and plastic waste value chain, with the

mission to end plastic waste.

How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

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As a catalyst for positive change, the Alliance supports the development, de-risking and demonstration of solutions and

facilitates their subsequent replication on a large scale, addressing two issues of global importance:

Measuring the impact of such a mission is challenging.

Developing and demonstrating solutions requires the nurturing

of individual projects, while considering how to create the

enabling conditions for the future replication by others. In

addition, there is a significant time lag between initiating

projects and the generation of positive impact for the

environment and affected communities, typically in the range

of three to five years.

Meaningful measurement of the Alliance’s impact progress,

therefore, requires balancing among three types of metrics:

“indirect metrics” — measuring current activities that will

lead to an increased impact in perspective, “forward-looking”

metrics — projecting future impact and “outcome” metrics —

measuring actual impact achieved today.

To inspire further action from the public and private

sectors, the Alliance needs to create trust in the integrity

of generated and projected impacts. This requires that

impacts reported and measured are transparent and can be

independently assured against a formal standard. Specific

requirements of independent assurance can entail that balance

must be found between what can accurately be measured

and assured, versus what would be most meaningful to report

but may be difficult to substantiate.

An in-depth analysis conducted by EY teams as a supporter

of the Alliance demonstrated that no existing reporting

framework would capture the impacts that the Alliance is

generating. Existing frameworks were either too specific

or too broad. Consequently, the Alliance and EY decided to

develop a dedicated framework, including a tailored set of

impact metrics, to be independently assured and reported

as part of the Alliance’s annual Progress Report. Achieving

such is recognized to be a multiyear endeavor to establish

sufficient integrity of data required by the exacting standards

for assurance, such as ISEA 3000 (revised).

This whitepaper presents the progress and first results of this

journey, leading to a set of impact metrics that best allow for

reporting on the goals and values of the Alliance’s work. It is

intended to provide background and context to the Alliance’s

Impact Metrics Handbook,1 which defines the impact metrics

framework in detail, and the Alliance’s Progress Report,2 which

provides a first-year snapshot of the new and considerably

expanded set of metrics.

The transition to

a circular economy

for plastics

The leakage of plastic

into the environment in

regions lacking mature

waste management

systems

1 Alliance to End Plastic Waste Impact Metrics Handbook, 2022

2 https://endplasticwaste.org/en/our-stories/progress-report-2022

How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

Chemicals & Advanced Materials

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Deriving an impact

metrics framework

from the Alliance’s

mission

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How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

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Plastic brings great benefits to support modern society, generating positive societal

and economic impacts. However, the failure to reduce waste and manage plastic

waste properly results in negative impacts on the environment, human health

and wildlife.

The Alliance’s activities focus on demonstrating approaches

to address plastic waste in the environment by developing

and de-risking solutions spanning reuse, collection, sorting,

recycling, mobilizing capital and fostering cooperation

among governments, industry, financing institutions and

nongovernmental organizations.

To clarify the values, strategic focus, and priorities of the

Alliance necessary to derive the impact metrics framework,

EY teams conducted a series of interviews with the Alliance’s

Senior Leadership Team and Alliance Member Company CEOs.

This led to the identification of a long list of potential metrics,

which were then refined with the Alliance into five “core” and

two “associated” topics as pillars of the framework, as outlined

in detail within the Alliance’s Impact Metrics Handbook.

In summary, the five core topics reflect the approach of

the Alliance to deliver and catalyze long-term impact by

means of:

• developing and encouraging replication of solutions,

• leveraging expertise across the entire value chain, and

• engaging with the stakeholders that can influence and

ultimately drive large-scale deployment.

Albeit not core to the raison d’être of the Alliance a further

two topics, mitigating climate impact and creating social

benefit are recognized to be highly beneficial sustainable

outcomes of the Alliance’s work and are therefore

accounted for as “associated topics.”

Develop

solution models

Enable the

ecosystem

Mobilize

capital

Reduce

unmanaged waste

Capture value

from waste

Create social

benefit

Develop

economically

replicable solutions

for all major types

of plastic waste

in different

situational

archetypes.

Reduce

greenhouse gas

emissions through

increasingly circular

solutions.

Increase household

access to basic or

improved waste

collection and

recycling systems,

as well as create

employment or

improved working

conditions.

Align and

empower different

stakeholders to

bring about rapid

and large-scale

replication of

effective solutions,

through a collective

understanding of

the policies, systems

and infrastructure

required to meet the

scale of the problem.

Mobilize private

and public capital

to deploy into

reducing

environmental

plastic pollution

and advancing

plastic circularity.

Reduce plastic

leakage and

pollution into

the environment

through additional

collection and

proper disposal

and/or beneficial

reductions

in plastic use in

high leakage

geographies.

Increase the

economic and/

or environmental

value recovered

from plastic

waste consistent

with the waste

hierarchy

and increased

circularity,

through material

recovery and

recycling solutions.

Mitigate

climate impact

Associated topics

Core topics

Source: https://endplasticwaste.org/en/our-stories/progress-report-2022, July 2022.

How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

Chemicals & Advanced Materials

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Selecting

impactful metrics

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How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

AEPW Impact Metrics Framework

Core and Associated topics

Member-Directed Contribution

Catalyzed Capital

“Top-level metrics” Externally assured and published in annual report

“Level 2 data” Additional information collected or estimated

Metric Handbook Documentation of the metrics definitions and management framework

“Level 1 data”

Collected internally and aggregated to the top-level metric

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Before the identification of the core and associated topics, a landscape study was

conducted by EY teams, which identified around 150 relevant metrics from academia,

reporting frameworks and standards used by organizations with similar type of work.

From this list, specific metrics were selected or adapted

to provide an appropriate and balanced set of metrics

demonstrating progress against each topic. Selected metrics

were assessed against four criteria:

• Relevance to one or more of the topics

• Nature of the measure (future or outcome-oriented)

• Ease of measurement

• Ability to include in scope of assurance

While assessing the metrics identified, it was quickly found that

some of the metrics most suitable to reflect activities aligned with

the topics would prove difficult to collect data in a sufficiently

consistent and reliable way to allow for assurance. This was

particularly true for “forward-looking” metrics, which either

required predictive estimates or room for different interpretations.

As an example, the Core topic, “Reduce Unmanaged Waste”

addresses increasing the capacity of collection systems. Often

projects will develop their full potential only after several years.

Hence, measuring the actual amount of plastic waste collected

does not reflect the real impact the Alliance is creating from

its actions.

However, future impact can only be based on estimates of the

success of these projects that might not be realized in full, and

therefore does not fulfill the key requirement of transparent and

reliable measurement of impacts. In other areas, such as building

recycling capacity under the Core topic of “Capturing value

from waste” prediction of future capacity can be done with more

definitive methods and certainty.

To differentiate between metrics that can be assured under

external standards and metrics that are more indicative

in nature, a three-level structure for the Impact Metrics

framework was developed comprising:

1. “Top-level metrics” that allow measurement of impact

and are suitable for assurance, typically “outcome” and

“indirect” metrics. “Forward-looking” metrics are only

used where the metric can be projected with reasonably

high confidence.

2. “Level 1 data” comprises the granular level at which data is

collected, for example reflecting different types of collection

models or recycling technologies. Level 1 data may be

assured and then aggregated to the top-level metric.

3.“Level 2 data” comprises additional metrics that capture

other aspects of the work of the Alliance outside the top-

level metrics or reflect future projections or a higher degree

of estimation such that it is not ready for assurance.

Solution Accelerator Fund

How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

Chemicals & Advanced Materials

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Building a framework

fit for assurance

through the Alliance

Metrics Handbook

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How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

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Obtaining assurance on metrics and underlying data must be based on a thorough

framework, especially when international assurance standards, such as ISAE 3000

(Revised),3 are applied. It requires specific processes and quality control mechanisms

to be implemented besides considering applicable criteria when preparing the data.

These guiding principles of data collection have been

formalized in the Alliance Metrics Handbook. In addition to

the general introduction which is published on the Alliance

website, Annexures to the Handbook provide additional

background and a detailed explanation of each of the Level

1 and Level 2 metrics; units of measure; time horizons;

responsibility for data collection, record retention and

verification; identification of scope inclusions and

exclusions; calculation methodologies; and required

standards of integrity.

The definition of each metric is guided by five characteristics

that were established as common factors in leading

frameworks, such as the Global Reporting Initiative

Standards (GRI).

These characteristics are in the figure below:

Accuracy

Additionality

Transparency

To ensure data is correct, measured rather than

estimated to the extent possible and sufficiently

detailed within reasonable boundaries of materiality

on order to properly inform stakeholders

Comparability

To ensure data can be

compared over time and

versus other external

organizations engaged

in similar work

To ensure impact

claimed as a result of

Alliance interventions

is additional versus a

baseline or business-

as-usual scenario

To provide sufficient and

appropriate data to allow

stakeholders to make a

realistic assessment of

the effectiveness of the

Alliance in pursuing

its mission

Verifiability

To ensure data is

captured in such a way

that it can be properly

audited and thereby

ensure an appropriate

level of integrity

3 International Standard on Assurance Engagements ISAE 3000 (Revised) Assurance Engagements Other than Audits or Reviews of Historical Financial Information:

ISAE 3000 Revised - for IAASB.pdf (ifac.org)

How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

Chemicals & Advanced Materials

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Transparency

and independent

assurance

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How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

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The Alliance is committed to achieving increasing year-on-year completeness,

accuracy, and external assurance of its impact metrics. Developing the maturity in

measuring and evidencing to allow assurance of such a broad range of metrics under

an external assurance standard such as ISAE 3000 is challenging — as plastic-related

social and environmental impacts are notoriously difficult to measure.

Many organizations seeking assurance on sustainability-related

data experience the challenge the Alliance has, namely, to

adapt internal structures and processes and create the required

capabilities and know-how across multiple stakeholders.

To ensure robustness of processes, dedicated quality controls

are required at each stage of data collection to ensure

definitions are properly understood, rigorously and

consistently applied, and that adequate evidence exists to

substantiate the data collected.

To date, the Alliance has more than 50 ongoing projects

under the Solution Accelerator Fund, and a similar

number of projects are supported by Member-Directed

How EY teams helped develop a KPI-metrics framework to report Alliance to End Plastic Waste’s impact

Commitments; these are of a very varied nature and cover

many geographies.

It is therefore understood that a multiyear process will be

required to ensure the development of appropriate tools,

training, and familiarization of all stakeholders, and to fine-tune

the data definition and frameworks for evidence required.

The Alliance has appropriately engaged not only with the

EY organization to support the development of the metrics,

but also with other consultants and an external reputable

assurance agency for a multiyear engagement, starting with

pre-assurance and progressing toward achieving limited

assurance within one to two years.

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Conclusion

EY teams and the Alliance to End Plastic

Waste developed a framework and a set

of impact metrics that allow the Alliance

to report on its goals and values.

Contacts

Martyn Tickner

Chief Advisor, Circular Solutions

Acknowledgements

Thank you to our colleagues at the Alliance to End Plastic

Waste who contributed to the development of this white paper:

Fritzie Alcover Dy

Senior Business Analyst

Steve Sikra

Vice President & Head of the Americas

Marie C Dollhofer

Director, Strategy and Transactions,

EY Sustainability

Ernst & Young GmbH

Wirtschaftsprüfungsgesellschaft

Marie.Dollhofer@de.ey.com

Sophia Matzner

Senior Manager, Assurance,

EY Climate Change and

Sustainability Services

Ernst & Young GmbH

Wirtschaftsprüfungsgesellschaft

Sophia.Matzner1@at.ey.com

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