ESG Data Snapshot — Form Schema (v1.0)

Purpose: 5-minute in-platform inventory served in SP-T1 module 5. Captures availability of data sources — never values, never uploads. Output seeds the personalized starting checklist in Tier 2 (Supplier Data Foundations).

Answer enum (every item): HAVE ("I have this") · DONT_HAVE ("I don't have this") · UNKNOWN ("I don't know") Default state: unanswered (null). Form submittable only when all items answered — "I don't know" is always a legitimate answer, so completion is never blocked by uncertainty.

Gating: completing the Snapshot is required before the Tier 2 checklist personalizes, but is NOT part of the SP-T1 completion gate (quiz only). If a supplier reaches Tier 2 without a Snapshot, Tier 2 opens with the generic checklist and a prompt to complete the Snapshot (2-minute detour, then personalizes).

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Field list

Section E — Environmental sources

id	Label (EN master)	Helper text
e_energy_bills	Electricity / energy bills	From your energy supplier — paper or digital, last 12 months
e_fuel_records	Fuel or vehicle records	Fuel receipts, fuel cards, or vehicle logs
e_heating	Heating records	Gas, oil, district heating, or similar — if separate from electricity
e_waste_invoices	Waste collection invoices	From your waste contractor — often shows weights or container sizes
e_water_bills	Water bills	From your water supplier
e_travel_records	Business travel records	Flights, hotels, mileage claims — expense system counts

Section S — Social sources

id	Label (EN master)	Helper text
s_headcount	Employee headcount records	Payroll or HR list — number of employees, contract types
s_safety_log	Accident / safety log	Workplace incident register, however simple
s_training_records	Training records	Any record of staff training completed
s_working_conditions_policy	Working-conditions or HR policy	Written rules on working hours, leave, conduct — an employee handbook counts

Section G — Governance sources

id	Label (EN master)	Helper text
g_org_responsibilities	Ownership / responsibility overview	Who owns the company and who is responsible for what — an org chart or a simple written note
g_code_of_conduct	Code of conduct or ethics policy	Your own, or one you signed for a customer
g_supplier_overview	List of your own main suppliers	Any list — accounting system export counts
g_certificates	Certificates	ISO, industry, or product certificates — any kind
g_insurance_docs	Business insurance documents	Current policy documents

Total: 15 items · 3 sections · target completion time ≤ 5 minutes.

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Data contract

{
  "snapshot_version": "1.0",
  "supplier_eco_number": "string",
  "completed_at": "ISO-8601",
  "answers": {
    "e_energy_bills": "HAVE | DONT_HAVE | UNKNOWN",
    "...": "..."
  }
}

• Keyed to the supplier's E-C-O Number (entity-level, survives user changes).
• Immutable per submission; resubmission creates a new version (Tier 2 reads latest). Version history retained — a later DONT_HAVE → HAVE transition is itself progress worth surfacing.
• Snapshot answers do not affect the ESG score (stated in the form UI to keep answers honest: "This inventory never changes your score — answer honestly, it only shapes your checklist.").

Tier 2 checklist mapping

Snapshot answer	Tier 2 checklist behavior
HAVE	Item appears as "Ready to enter — you have the source" (fast lane, listed first)
UNKNOWN	Item appears as "Find out — here's where this usually lives" with locate-it hint
DONT_HAVE	Item appears as "Set up — simplest way to start collecting this" with minimal-setup guidance

Sequencing rule in Tier 2: fast-lane items first (early wins → momentum), then UNKNOWN, then DONT_HAVE. The three behavior texts above are Tier 2 course content — flagged here so the Tier 2 spec includes locate-it hints and minimal-setup guidance for all 15 items.

UI notes

• Render as three collapsible sections (E/S/G) with progress indicator (answered / 15).
• Three-state segmented control per row; helper text always visible on mobile (suppliers will do this on phones).
• On submit: confirmation with count summary ("You already have 9 of 15 common sources — better than most companies at this stage") — count-based encouragement only, no scoring language.
• Localize labels + helper texts with course languages (same batch as SP-T1 translation).