Development of Social & Environmental Impact Measurement Tool

Walden Mutual is a digital bank focused on financing sustainable food and agriculture businesses. Part of our loan due diligence process is measuring these businesses’ progress on issues of social and environmental responsibility. 'To date, the bank collects this information using a Qualtrics form, whose data is queried and post-processed into a CSV file using an AWS lambda function. The goals of this project are to update the Qualtrics form (configuration within Qualtrics form) to match an updated questionnaire and add a post processing script to render the resulting data into a presentable PDF report.

Our mission (and main reason for existing) is “Enabling anyone to create positive and lasting change in our local food ecosystem”. This tool helps us quantify the impact of our borrowers. The report is used internally by portfolio managers and account managers and shared with external audiences such as our Audit Committee and Board of Directors. Given the dynamic nature of impact assessment and constantly changing standards, it is imperative to build a tool that can be maintained with limited intervention from a developer, and can be used to regenerate reports for legacy submissions using new criteria.

The freelancer will work with the Bank’s Chief Technology Officer and Product Lead to translate project requirements into a Design Proposal. Initial diligence will include a light review of existing documentation, code, and configuration. Once approved, work will be approached in iterative sprints to deliver key functionality – building companion documentation along the way.

• Demonstrated project management and implementation experience building user forms, data pipelines, and reports for external clients
• 3+ years experience building secure, no-trust applications in AWS leveraging infrastructure-as-code
• Familiarity with Qualtrics, Node.js. Ongoing development work in Python. Past portfolio of report building using publicly available libraries
• Strong communication and documentation skills

• AWS: Lambda, S3, API Gateway, IAM, Secrets Manager, SAM/CDK, Cloudwatch
• Platforms/Tools: Qualtrics, Github, PDF report writers, generating XLS files
• Languages: Node.js, TypeScript, Python  

The finished output will:

1. Enable an end user to provide answers to a pre-defined set of questions via a user-friendly web-based interface

2. Create a structured payload based on the content of the answers provided

3. Deliver the payload to a specified end point for processing

4. Process the input data from the payload according to a pre-defined set of logic (specifically translating the input data into quantitative scores)

5. Deliver the output (scores) to another end point for the purposes of rendering a user-facing results visualization

6. Render the results visualization based on the delivered output.

Our Impact Assessment is largely modeled off of the B Impact Assessment, a free impact measurement tool provided by B Lab (the organization that maintains the B Corp Certification). B Lab is in the process of evolving the B Corp standard away from the B Impact Assessment and towards a discrete set of requirements – where any Certified B Corp will need to satisfy every requirement (versus today, any company that secures enough points on the B Impact Assessment becomes a B Corp). This redesign of our Assessment is an attempt to align ourselves with the new (yet-to-be released) version of the B Corp standard.

1. Do you have experience working in Qualtrics (survey platform)? If so, please provide examples of past work.

2. Propose an initial workflow, describing the path of data from for submission through to report generation. Identify any tools you believe would be beneficial in streamlining the process.  

3. Recommend a storage structure for Qualtrics survey results. Keep in mind that end users may want to generate a new version of a reports using historical data.