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A collective review of work being done to make coffee sustainable

Steering committee:

Annette Pensel (Global Coffee Platform)

Bambi Semroc (Sustainable Coffee Challenge)

Joost Gorter (IDH Sustainable Trade Initiative)

Kim Elena Ionescu (Specialty Coffee Association of America)

Author: Sanne Steemers (Valued Chain)

(3)

Coffee Sustainability Catalogue 2016

The coffee sector has invested heavily in sustainability for decades, recognizing that we must

ensure our ability to meet rising demand for coffee while also increasing the prosperity and

well-being of producers and conserving nature. In 2014, leaders in the sector came together

to develop a vision for coffee sustainability that resulted in Vision 2020: a call for improved

alignment within the sector on our sustainability efforts.

In late 2015 the

Global Coffee Platform

, the

Specialty Coffee Association of America

and the

Sustainable Coffee Challenge

jointly recognized the need to inventory existing efforts to make

coffee a sustainable agricultural product, understand who is doing what sort of work, where

the investments are going and how we can better understand and share our impacts and

experiences.

We are grateful for the collaboration and participation of over 80 respondents in this

first-of-its-kind catalogue of efforts underway to increase sustainability within the coffee sector. This

report, which synthesizes the contributions of those respondents, attempts to organize this

work into a coherent strategy that recognizes the role and contribution of actors throughout

the sector – retailers, roasters, traders, producers, governments, certification organizations,

NGOs and many others.

We hope that this study sheds more light on the tremendous efforts already underway to

advance sustainability in the coffee sector and catalyses the additional collaboration and

investment necessary to achieve our shared sustainability objectives.

(4)

Coffee Sustainability Catalogue 2016

Executive summary

WHO

: the actors in coffee sustainability

WHY

: what we aim to achieve

WHAT

: our activities

WHERE

: geographical focus

HOW

: collaboration for strategy, funding and measurement

Appendix A: current initiatives framework: overview of current sector strategies

Appendix B: stakeholder directory

(5)
(6)

Wide involvement in sustainability dialogue

Partnerships between coffee companies and

non-profit organizations are common practice

and mentioned as a strength by many

respondents.

Sustainability is on the agenda of most large

value chain actors.

Low inclusion of specific stakeholder groups in

our sample of the current sustainability

dialogue: producers, specific large consuming

countries in Asia and Europe (Italy, France and

Eastern Europe), smaller roasters and retailers

that together represent a large share of total

coffee volume, governments, service providers

in inputs and finance.

Good mix of value chain actors and partners, but low

representation of government and specific stakeholder groups

Source: interview and survey respondents, ICO Source: interview and survey respondents

23%

20% 7% 47%

Sustainability stakeholders in and

around the value chain

Roaster Trader

Producer (organization) Exporter

Retailer

Non-value chain actors

34% 45% 18% 32% 11% 7% 11% 57% 20% 8% 31% 21%

Share of production (ICO 2014/15) Share of consumption (ICO 2014) Sustainability stakeholders included in mapping (headoffice location)

Representation by region

(7)

Impact priorities aligned with Global Goals

Objectives are naturally aligned with UN Global

Goals (Sustainable Development Goals).

Most respondents share the consensus that

economic sustainability is a pre-requisite for

prosperity and well-being of producers and

environment conservation.

Respondents are missing one documented

shared vision on sustainability.

Priorities vary between individual respondents

and any shared vision needs to allow for

different practical definitions to meet the

various aims of actors involved.

Social and economical impact together with climate action are

pursued by most respondents, but individual priorities vary

Source: interview and survey respondents Source: interview and survey respondents

0% 10% 20% 30% 40% 50% 60%

Forest, water and soil conservation

Prosperity and well-being of producers Sustained supply of coffee % o f re sp o n d en ts p riorit izin g t h is impa ct in t h eir t o p 5

Prioritization by respondent type

coffee value chain non-value chain actors Better Coffee Quality

Responsible Consumption Decent Work And Economic Growth Climate Action No Poverty

Top 5 coffee sector desired impacts

Prosperity and well-being of producers Forest, water and soil conservation Sustained supply of coffee

(8)

Sustainability embedded in business models

As a sector, we jointly have experience to

address most needs. Experienced respondents

are willing to share best practices and lessons

learned.

Certification/verification is a common business

model included in most sustainability

initiatives.

Coffee value chain has largely integrated

farmer outreach in business as usual.

Identify and share tools and best practices for

supply chain services.

A sustainable smallholder farm is diversified,

sufficiently large and inclusive, but this needs

to be more widely addressed in programs.

Develop strategy based on facts and research.

Increase involvement from governments in

embedding measures in policy and law.

Certification is common business model, several other

activities are introduced, but strategy is rarely fact-based

Source: interview and survey respondents

0% 20% 40% 60% 80% 100% Disaster Relief

Logistics Services Value Addition In Origin Diversification Support Demand Generation Access To Inputs Incentives Access To Finance Traceability And Assurance Social Inclusiveness Business Support Agricultural Extension Services

% of respondents including this in their programs

Sustainability activities

Certification/verification Supply chain services Non-coffee activities

(9)

Geographical focus follows supply & demand

Several volume origins have embedded

sustainability in business as usual.

Focus countries for sustainability mainly

prioritized because of quality, potential

productivity increase and supply risks.

Strong regional sustainability relations

between North and Latin America, and

between Europe, Africa and Asia building on

current supply and demand.

Innovation budget is mainly focused on Latin

America. Budget per farmer in Africa is low,

partly attributed to economies of scale, but

also to low volume per farmer resulting in high

cost per MT which puts pressure on cost.

The Tanzania case illustrates how different

programs likely reach out to the same farmers.

Discuss justification of current investments in

East Africa in relation to possible overlap,

efficiency and impact achieved.

Geographic focus follows flows of coffee and origin needs, with

risk of overlap in East Africa, and some origins left out

$423 $519 $256 $200 $400 $600 0% 50% 100%

LatAm Asia Africa

Innovation and scaling projects per region

Innovation projects >$500 per farmer Scaling projects <$500 per farmer Average budget per farmer 0%

30% 60%

LatAm Asia Africa

% of respondents active in sustainability in this region

Sustainability focus of main consuming regions

% of ICO production 2015/16 North American respondents European respondents

Source: data provided by donors, public spending databases, interviews Source: interview and survey respondents, ICO

(10)

Strategy, funding and measurement

Collectively, the sector has a lot of experience

in developing sustainability programs.

Attributed to experience, most respondents

feel comfortable with communication,

collaboration and learning.

Existing platforms have trust of members and

overlap is less than perceived.

Annual available budget of 350M$ (2% of

green coffee value), in sector with low margins.

Ensure that variety in platforms does not lead

to a scattered approach by coordinating

between platforms. Balancing inclusiveness

and ability to act of platforms.

Explore pooling resources by investing jointly

via a platform or fund. Explore carbon

financing for funding coffee sustainability.

Impact measurement not yet embedded in

sustainability work, because of cost and effort.

With current approach we need until 2045 to become a

sustainable

sector

350 M$ 0,0% 0,5% 1,0% 1,5% 2,0% 2,5% 0 M$ 50 M$ 100 M$ 150 M$ 200 M$ 250 M$ 300 M$ 350 M$ 400 M$ Estimated total annual budget % o f gre en co ff ee v alu e An n u al to ta l b u d ge t

Estimated current annual budget for coffee

sustainability in relation to green coffee value

Annual private sector premiums paid Annual private sector budget (excl premiums) Annual other funding Annual donor budget

Source: data provided by donors, public spending databases, interviews, Valued Chain

0 10 20 1985 2000 2015 2030 2045 2060 2075 # farme rs (m ill ion s)

time to implement current sustainability approach/definition

Estimated time to become a 'sustainable' sector

At current implementation speed (350.000 farmers/year) At historical realized implementation speed (140.000 farmers/year) Producers reached to date

(11)
(12)
(13)

Coffee sustainability stakeholders

Coffee value chain actors are supported by a large number of

other public and private organizations

The sample of participating organizations is

representative for the membership and network of

GCP, IDH, SCAA and SCC. Roasters and traders are well

represented, whereas many unorganized producers

are less active in the international sustainability

dialogue.

High number of non-profit organizations compared to

coffee value chain actors. Partnerships between coffee

companies and non-profit organizations are common

practice and mentioned as a strength by many

respondents.

53%

47%

Respondents in and around the value chain

Coffee value chain Non-value chain actors

44%

37% 13%

Respondents in coffee value chain

Roaster Trader Producer (organization) Exporter Retailer 49% 24% 10% 10% 7%

Types of non-value chain actors

NGO Platform / partnership Government / public Research Service provider / supplier

Source: interview and survey respondents Source: interview and survey respondents Source: interview and survey respondents

(14)

- 500 1.000 1.500 2.000 2.500 Producer (organization) Exporter Trader Roaster Retailer Co ffe e valu e c h ain

Coffee value chain actors - overall

# estimated large actors # estimated small / other

Value chain representation

Sector has an hourglass shape: volumes are concentrated with a few large roasters and traders, whereas

the top and bottom of the value chain have many more smaller actors.

Large roasters and traders are considered to be leading the sustainability dialogue. Some small roasters

are specifically committed to integrating sustainability. Involvement of retailers in sustainability is limited,

and often mainly a certification policy managed by their private label roaster and/or trade supplier.

Involvement of producers and local exporters is limited, attributed to a lack of organization and

resources, and language. Some stakeholders believe that this underrepresentation also relates to a

demand-driven agenda more than real needs, although this is debated by others.

Roasters and traders lead the sustainability dialogue, producer

and retailer representation is limited

> 0 5 10 15 20 25 Producer (organization) Exporter Trader Roaster Retailer Co ffe e valu e c h ain

Coffee value chain respondents

# actors included in mapping

Source: interview and survey respondents Source: estimate Valued Chain

(15)

Enabling environment representation

Public representation in the sustainability dialogue is still considered too low by most respondents.

Government involvement is needed for an effective enforced legal framework and extension to farmers.

ICO is an exception but has only a representative role, whereas a few producing countries have national

platforms where government participates. The UN "Protect, Respect and Remedy" Framework for

Business and Human Rights developed by Special Representative John Ruggie provides a starting point

for defining roles and responsibilities.

Larger involvement of service providers especially in inputs and finance is considered a success factor in

realizing a sustainable sector, as inputs and finance are a pre-requisite for impact in agricultural

practices. Several respondents suggest that a number of large industry associations in consuming

countries should become more involved in sustainability.

Ruggie framework: Protect, Respect, Remedy

The State Duty to Protect

The Corporate Responsibility to Respect

Access to Effective Remedy

0 5 10 15 20 25

Service provider / supplier Research Government / public Platform / partnership NGO N o n -va lu e c h ain ac to rs

Non-value chain respondents

# actors included in mapping

Sector is supported by civil society and research, but needs

more government involvement

Source: interview and survey respondents Source: UN "Protect, Respect and Remedy" Framework

(16)

Stakeholder representation by region

Representation is based on the headoffice

location of the organization which causes some

bias, especially some very large roasters are

based in Europe and market their coffee

globally. Even correcting for this bias,

sustainability seems to be led from consuming

regions Europe and North America.

Europe is missing representation from large

consuming countries including Italy, France

and Eastern Europe. Several respondents

believe this is partially caused by a lower

interest in sustainability, and by a dominant

national regulatory approach from government

reducing the interest in international dialogue.

Representation of producing regions with

domestic markets in Africa, Latin America and

Asia is low. There is a partial bias following the

decision to conduct the survey only in English.

Respondents however believe that producer

representation in the international dialogue is

low, even when corrected for this bias.

Sustainability agenda appears to be influenced mainly by

consuming regions, missing certain markets and many origins

34% 45% 18% 32% 11% 7% 11% 57% 20% 8% 31% 21%

Share of production (ICO 2014/15) Share of consumption (ICO 2014) Sustainability stakeholders included in mapping (headoffice location)

Representation by region

Europe North America Africa Latin America Asia

26%

26% 23%

10% 5%5%

Sustainability stakeholders by country in Europe

Switzerland Netherlands Germany United Kingdom Spain Belgium Italy Norway

Source: interview and survey respondents Source: interview and survey respondents, ICO

(17)

WHO

: summary of strengths and gaps

Strengths already achieved:

A good mix of value chain actors and other

stakeholders.

Partnerships between coffee companies and

non-profit organizations are common practice

and mentioned as a strength by many

respondents.

Sustainability is on the agenda of most large

value chain actors.

Gaps and challenges going forward:

Low inclusion of specific stakeholder groups in

our sample of the current sustainability

dialogue:

Producers

Specific large consuming countries in

Asia and Europe (Italy, France and

Eastern Europe)

Smaller roasters and retailers that

together represent a large share of total

coffee volume

Governments

Service providers in inputs and finance

Building on existing collaboration and commitment, the agenda

should address inclusiveness

(18)
(19)

Sustained supply of

coffee

Current collective desired impact

People planet profit widely recognized as sustainable impact

categories, large overlap with global goals

Prosperity and

well-being of producers

Forest, water and soil

conservation

No poverty

Zero hunger

Good health and

well-being

Quality education

Gender equality

Decent work and

economic growth

Clean water and

sanitation

Affordable and clean

energy

Climate action

Life on land

More coffee availability

Better coffee quality

Stable coffee prices

Value addition for

improved margins

Sector trusted by society

UN Sustainable Development Goal

(20)

Impact priorities aligned with Global Goals

4 out of the top 5 coffee

sustainability impacts

link directly to UN

Global Goals (SDG’s 1,

13, 8 and 12).

Most stakeholders are

driven by social impact,

with profit being the

main shared interest,

and climate change

considered the largest

risk.

No poverty is pursued

by most but only half of

the respondents,

priorities vary between

individual respondents.

Desired impacts are

overall aligned, with no

significant differences

between regions and

types of actors.

Social and economical impact together with climate action are

pursued by most respondents, but individual priorities vary

Source: interview and survey respondents

0% 10% 20% 30% 40% 50% 60%

Affordable And Clean Energy Sector Trusted By Society Life On Land Quality Education Zero Hunger Clean Water And Sanitation Good Health And Well-Being Stable Coffee Prices More Coffee Availability Gender Equality Value Addition For Improved Margins Better Coffee Quality Responsible Consumption And Production Decent Work And Economic Growth Climate Action No Poverty

% of respondents prioritizing this aim in their top 5

Prioritization of desired impact

(21)

Supply impact more important to value chain

Respondents in the value chain (mainly

roasters and traders) prioritize economic

impact, whereas non-value chain actors more

frequently pursue social and environmental

impact.

Most respondents share the consensus that

economic sustainability is a pre-requisite for

prosperity and well-being of producers and

environment conservation.

Most programs are executed in partnerships

between profit and non-profit actors, which

should ensure impact is balanced.

Whereas profitability is a shared aim for most,

the focus varies between volumes, quality,

price and cost.

Desired impacts are overall aligned, with economic and

commercial impact more important to coffee value chain actors

Source: interview and survey respondents

0% 10% 20% 30% 40% 50% 60%

Forest, water and soil conservation

Prosperity and well-being of producers Sustained supply of coffee % o f re sp o n d en ts p riorit izin g t h is imp act in t h eir t o p 5

Prioritization by respondent type

(22)

WHY

: summary of

strengths and gaps

Strengths already achieved:

Objectives are naturally aligned with UN Global

Goals (Sustainable Development Goals).

Most respondents share the consensus that

economic sustainability is a pre-requisite for

prosperity and well-being of producers and

environment conservation.

Gaps and challenges going forward:

Respondents are missing one documented

shared vision on sustainability.

Priorities vary between individual respondents

and any shared vision needs to allow for

different practical definitions to meet the

various aims of actors involved.

We are aligned on activities and aims, but relation between

implementation and impact is rarely explicit

(23)
(24)

Current initiatives framework

WHAT

/ Activities

WHY

/ Motivations

Current individual sustainability strategies and theories of

change are classified in a theory of change framework

Implementation

Outcomes

Impact

Enablers

Policy / law Research Sustainability definition Platform Extension Business support Social and community Disaster relief

Diversified farm & household Access to inputs

Access to finance Logistics

Incentives

Traceability & assurance Value addition in origin Demand generation Yield / productivity Quality Cost Price Resilience Cashflow Market access Inclusivity Labour conditions Profit ab ilit y

Prosperity and well-being of producers

Forest, water and soil conservation

Sustained supply of coffee

Ecosystem services Green house gas reduction

(25)

Common implementation activities

Almost all programs include

outreach via agricultural

extension services.

Certification is the common

business model, including

consumer awareness, social

inclusiveness, traceability

and assurance and

incentives.

Business support, access to

inputs and access to finance

are recognized as important

but challenging with a lack

of best practices available.

Value addition via grading or

washing is gaining interest.

Fewer programs have

activities outside the coffee

value chain. Diversification

and disaster relief are least

addressed.

Certification is the common business model, additional

activities are introduced

Source: interview and survey respondents

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Disaster Relief

Logistics Services Value Addition In Origin Diversified Farm And Household Support Demand Generation And Consumer Awareness Access To Inputs Incentives Access To Finance And Risk Management Traceability And Assurance Social Inclusiveness And Community Welfare Business Support Agricultural Extension Services

% of respondents including this in their programs

Sustainability activities

(26)

Common enabling activities

18% 32% 45% 47% Policy/Law Research Sustainability Definitions Platform En ab le rs

% of respondents executing this activity

Enabling activities

Platforms and partnerships are common and

appreciated by respondents for sharing lessons

learned.

Many recognize the need to define

sustainability in a certification code of conduct,

supplier code, or national curriculum, but

agree this needs to be complemented with

other activities. Few respondents can provide a

definition, but several tools and curricula are

available.

Several respondents see a need for more

agronomy and development research to

substantiate strategies and measure impact

based on facts instead of assumptions. This is

currently in progress but takes time.

Many indicate they would like more

involvement from governments in embedding

measures in policy and law.

Dialogue and sustainability definitions are well-developed,

fact-based research and government regulation are needed

(27)

Stakeholder roles in execution

Implementation largely executed by actors that

are a direct part of the coffee value chain,

embedded in core business.

Value chain actors also very involved in

enabling activities, although their research

findings and sustainability definitions are not

always shared outside of their own

organization.

Civil society works on inclusiveness, business

support and diversification.

Coffee value chain executes many sustainability activities and

has largely integrated farmer outreach in business as usual

Policy/Law Platform Research Sustainability Definitions Enablers # o f re sp o n d en ts e xe cu tin g t h is act iv ity

Enabling activities by actor type

My organization executes this - Coffee value chain My organization executes this - Non-value chain actors

Source: interview and survey respondents Source: interview and survey respondents

Di sas te r R e lie f Di ve rs ificatio n S u p p o rt A cc es s T o F in an ce So ci al In cl u si ve n es s V al u e A d d iti o n In O ri gi n A cc es s T o In p u ts Lo gi sti cs S ervi ce s Bus in e ss S u p p o rt A gri cu lt u ral E xte n si o n S er vic e s De man d G e n e rat io n In ce n ti ve s Trac e ab ili ty A n d A ss u ra n ce Implementation # o f re sp o n d en ts e xe cu tin g t h is act iv ity

Implementation activities by actor type

My organization executes this - Coffee value chain My organization executes this - Non-value chain actors

(28)

Vision on sustainable smallholder farms

Several respondents suggest that smallholder coffee farms are

sustainable when:

they are diversified with multiple cash and food crops and other

income sources

have a minimum size allowing to generate enough income and

implement good practices

are managed jointly by the full household of man, woman and

youth

Whereas inclusiveness is generally considered, diversification is not

widely implemented, following the sector interest in mainly coffee.

Diversification reduces economic risks of price and productivity. It also

conserves biodiversity on the farm, increases self-sufficiency, and offers

inclusive opportunities to women and youth. A mix of coffee, food crops,

livestock, processing and/or renewable energy generation is

recommended.

In addition, certain very small and unproductive farms are considered

not viable and will never provided a living income to the household, even

with support. The sector needs to discuss farmer segmentation and what

is considered viable, and what alternatives can be offered to those

farmers that are not in that position.

A sustainable smallholder farm is diversified, sufficiently large

and inclusive, but this is not widely included in programs

(29)

WHAT

: summary of

strengths and gaps

Strengths already achieved:

Many activities being implemented in the field.

Each project has a different individual focus,

sometimes limited in scope. As a sector, we

jointly have experience to address most needs.

Experienced respondents are willing to share

best practices and lessons learned.

Certification/verification is a common business

model included in most sustainability

initiatives.

Coffee value chain executes many

sustainability activities and has largely

integrated farmer outreach in business as

usual.

Gaps and challenges going forward:

Identify and share tools and best practices for

business support, access to inputs, access to

finance and logistics.

A sustainable smallholder farm is diversified,

sufficiently large and inclusive, but this needs

to be more widely addressed in programs.

Increase involvement from governments in

embedding measures in policy and law.

Relation between activities and desired impact

is rarely explicit. Develop a sector wide

strategy based on facts and research, and

define and measure explicit tangible

outcomes.

Certification is common business model, several other

activities are introduced, but strategy is rarely fact-based

(30)
(31)

Focus countries for sustainability

Most coffee value chain

actors focus on a limited

number of origins for their

sustainability work, mainly

the origins that are

important for their sourcing.

Non profit actors more

frequently work across a

wide range of origins.

Sustainability work focuses on Latin America and Africa,

interest of stakeholder varies between origins

0% 10% 20% 30% 40% 50% Co lo mb ia G u ate mala Per u H o n d u ras Braz il N ic arag u a Me xi co El S alvad o r Co sta R ic a Ec u ad o r V en e zu el a In d o n es ia V ie tn am In d ia Pa p u a N ew G u in ea La o s Ch in a Th ail an d Ta n za n ia Ug an d a Eth io p ia Ke n ya R w an d a Bur u n d i DR C o n go Camer o o n Cô te d 'Ivo ir e Mad ag as car

LatAm Asia Africa

Stakeholder sustainability focus

% of respondents active in sustainability in this origin

0% 10% 20% 30% 40% < 5 origins 6-10 origins 11-15 origins > 16 origins % of respondents

Number of origins in which respondents work on sustainability

Coffee value chain Non-value chain actors

(32)

Relation between volumes and sustainability

Less focus on Brazil,

Colombia, Vietnam,

Indonesia and India

where certification has

become common with

local ownership.

Larger interest in

Central American

countries with specific

challenges from leaf rust

and climate change.

Larger interest in Africa

because of coffee

quality in combination

with livelihood needs.

Larger interest in origins

in Africa and Asia that

have a potential for

productivity increase:

Kenya, Tanzania, Laos,

Thailand, China.

Ease of working in a

country and donor

priorities influence

prioritization.

Sustainability interest is less driven by current volumes, more

by quality, potential productivity increase and supply risks

-25% 0% 25% Braz il Co lo mb ia H o n d u ras Me xi co G u ate m ala Per u N ic arag u a Co sta R ic a El S alvad o r Ec u ad o r V en e zu el a * V ie tn am In d o n es ia In d ia Pa p u a N ew G u in ea La o s Th ail an d Ch in a * Eth io p ia Ug an d a Cô te d 'Ivo ir e Ke n ya Ta n za n ia Camer o o n Mad ag as car DR C o n go R w an d a Bur u n d i *

LatAm Asia Africa

Difference between % of respondents active in sustainability in this origin and % of ICO production volume

Sustainability focus in relation to production volume

Regional total Sustainability interest smaller than share of volume Sustainability interest larger than share of volume

(33)

Sustainability relations are regional

Following a larger commercial interest of value

chain actors, there is some more activity in

high volume origins by coffee roasters and

traders compared to non profits in the

enabling environment. This is visible both on a

regional and country level.

The general alignment in focus origins can be

explained by the partnership approach that the

sector has developed, with companies and

other organizations working together in

projects in the same countries.

Sustainability relations build on current

physical flows of coffee, with strong ties

between North and Latin America, and

between Europe, Africa, and Asia.

Consumer palates differ between consuming

regions and affect demand for a specific

quality or flavour profile.

Geographical proximity is a key factor in supply

chain relations, especially for volume.

Regional ties between North and Latin America and between

Europe, Asia and Africa

0% 30% 60%

LatAm Asia Africa

% of respondents active in sustainability in this region

Sustainability focus by respondent type

% of ICO production 2015/16 coffee value chain non-value chain actors

0% 30% 60%

LatAm Asia Africa

% of respondents active in sustainability in this region

Sustainability focus of main consuming regions

% of ICO production 2015/16 North American respondents European respondents

Source: interview and survey respondents, ICO Source: interview and survey respondents, ICO

(34)

Regional focus of investments

Major donors are USAID, World Bank, IDH, Bill

& Melinda Gates Foundation and regional

development banks.

Overall donor focus on Africa, driving

investment in the region.

Major donors each have different individual

focus:

USAID invests mainly in Latin America

and Africa

World Bank invests more in Asia

Gates Foundation focuses on Africa

IDH invests in line with private sector

priorities across all continents

Regional development banks invest in

their own region

Sustainability investments by major donors and their private

partners focus on Africa

LatAm;

30%

Asia; 24%

Africa;

46%

Total donor budget allocated to regions

(35)

Public and private investment priorities

Interest in Africa and specific origins in Asia is

strongly donor driven.

Projects in Africa are generally larger scale with

lower investment per farmer. This can be partly

attributed to economies of scale and lower

cost levels locally, but is also attributed to low

volume per farmer resulting in high cost per

MT which puts pressure on cost.

Projects in Africa and Latin America largely publicly funded,

with larger outreach and lower budgets per farmer

51% 32% 21% 49% 68% 79% 0% 20% 40% 60% 80% 100% LatAm Asia Africa

Private/public funding ratio per region

Private sector % Matchfunding %

14.000 8.000 24.000 5.000 10.000 15.000 20.000 25.000 30.000

LatAm Asia Africa

Average # of farmers/households per project

Average project size per region

$420 $520 $260 $0 $200 $400 $600

LatAm Asia Africa

Average budget per farmer (excl certification premiums)

Average project budget per region

Source: data provided by donors, public spending databases, interviews Source: data provided by donors, public spending databases, interviews

(36)

Investment categories

Projects can be categorized:

Implementation projects, aimed to reach out

to farmers, with an average budget of around

$200 per farmer.

Enabling environment and/or innovative pilots,

with high budgets per farmer, or even pure

research without any farmer outreach.

Investments in innovation are currently mainly in Latin

America, attributed to research in relation to leaf rust

and other climate change impacts. With existing high

reach of certification reaching further scale is less

needed.

Implementation projects in all regions, innovation focus in

Latin America to address climate change impacts

0% 5% 10% 15% 20% 25% <$100 $100-150 $150-300 $300-500 $500-1000 >$1000 Impl e me n tati o n /s cale En ab lin g/ in n o vatio n

Innovation and scaling projects per region

LatAm Asia Africa 48%

52%

Total donor budget allocated to project types

Enabling/innovation Implementation/scale

Source: data provided by donors, public spending databases, interviews Source: data provided by donors, public spending databases, interviews

(37)

0 100.000 200.000 300.000 400.000 500.000 Cumulative reported # farmer outreach Estimated # coffee farmers in Tanzania Potential gap or overlap

Reported farmer outreach compared to

estimated number of farmers in Tanzania

Risk of overlap in East Africa

Several respondents see risk of overlapping

investments. This is illustrated by the case of Tanzania.

Summing up reported project outreach compared to

different assumptions about the numbers of farmers,

we are not sure whether there is an overlap in projects

or a gap in outreach.

Respondents consider it likely that some overlap

occurs, while there is also still a large number of

farmers that have not been reached. There is a need

for coordination and reliable data.

Analysis of sustainability focus and volumes suggests

the same risk applies in Kenya, Rwanda and Burundi.

High interest and investment in East Africa suggests risk of

overlap and emphasizes need for coordination and reliable data

Source: data provided by donors, respondent progress reports, interviews Source: interview and survey respondents, ICO

0% 2% 4% 6% 0% 15% 30% 45% % o f ICO p ro d u ctio n 2015 /16 % r es p o n d en ts act iv e in o rigin

Sustainability focus and production volume

% of respondents active in sustainability in origin % of ICO production 2015/16

Potential

overlap

Potential

gap

(38)

WHERE

: summary of strengths and gaps

Strengths already achieved:

Several large origins show local ownership and

embed sustainability in business as usual, need

for temporary projects is decreasing.

Focus countries for sustainability are mainly

prioritized because of quality, potential

productivity increase and supply risks.

Interest in ‘new’ origins that have potential to

increase productivity.

Strong regional sustainability relations

between North and Latin America, and

between Europe, Africa and Asia building on

current supply and demand.

Large investments in all regions.

Gaps and challenges going forward:

Innovation budget is mainly focused on Latin

America. Budget per farmer in Africa is low,

partly attributed to economies of scale, but

also to low volume per farmer resulting in high

cost per MT which puts pressure on cost.

Discuss justification of current investments in

East Africa in relation to possible overlap,

efficiency and impact achieved.

Increase activity in origins currently left out

because of perceived difficulty to work there,

including Venezuela and West Africa.

Geographic focus follows flows of coffee and origin needs, with

risk of overlap in East Africa, and some origins left out

(39)
(40)

Sustainability challenges

Financing, strategy and impact measurement are current

challenges, respondents suggest a role for platforms

Financing our sustainability work

Developing an appropriate strategy for our sustainability work

Measuring impact

Executing our sustainability work

Collaboration in the sector

Communicating about our sustainability work

Learning from other sectors

Financing sustainability, developing strategy and measuring impact are the largest challenges. Most

respondents see a role for platforms to address these:

Explore pooling resources for cost efficiency by investing jointly via a platform or fund. Explore

carbon financing as a means of funding coffee sustainability programs. This is not currently on the

agenda in the platforms.

Develop a sector wide strategy and define contributions of different platforms and actors.

Develop a set of common indicators for outputs and impact. This facilitates individual

organizations in measuring their impact, as well as allows for comparison.

Source: interview and survey respondents Source: interview and survey respondents

Learning from other sectors Communicating about sustainability Collaboration in the sector Executing our sustainability work Measuring impact Developing appropriate strategy Financing our sustainability work

(41)

Sector organization

The coffee sector cooperates in a number of platforms,

partnerships and alliances

Global Coffee

Platform

Specialty Coffee

Association of

America

Sustainable Coffee

Challenge

Alliance for Coffee

Excellence

African and

Malagasy Robusta

Coffee Agency

(ACRAM)

African Fine Coffees

Association (AFCA)

Coalition for Coffee

Communities

Coffee & Climate

Coffee Farmer

Resilience Fund

European Coffee

Federation

Finance Alliance for

Sustainable Trade

Green Coffee

Association

International Coffee

Genome Network

International Coffee

Partners

National Coffee

Association USA

(NCA)

SAFE Platform

Specialty Coffee

Association of

Europe

Sustainable

Commodity

Assistance Network

World Coffee

Research

several national

coffee platforms

several non-coffee

specific platforms

(42)

Overlap in platforms

Global Coffee Platform

IDH

Sustainable

Trade

Initiative

(field level)

Specialty Coffee

Association of America

Sustainable

Coffee

Challenge

Interviewed respondents perceive a large

overlap, and “see the same people in different

settings”. This is likely within their own ‘circle’.

The overlap is visible but appears to be less

than expected:

GCP has largest unique membership.

Largest overlap in membership between

SCAA and SCC.

Also large overlap between GCP and

IDH, which is now formalized with the

merger to GCP.

There is less overlap between platform membership than most

respondents expect

13%

14%

6%

1%

2%

16%

8%

8%

0%

0%

0%

0%

0%

% of respondents member of this/these platforms

No memberships: 18% / Unknown: 14%

Overlap in platform memberships

(43)

Platforms are regionally organized

The perceived ‘Atlantic divide’ is visible in

platform membership and is in line with

current supply and demand relations:

Respondents in Africa, Asia and Europe

are more likely to be members of GCP

and IDH.

Respondents in North America are more

likely to be members of SCAA and SCC.

Respondents in Latin America adhere to

these platforms equally.

Common platforms appear to have a good mix

between value chain actors and the enabling

environment.

0% 20% 40% 60% 80% 100% North America Latin America Europe Asia Africa

Platform memberships per region

GCP IDH SCAA SCC

0% 20% 40% 60% 80% 100% Non-value chain actors

Coffee value chain

Platform memberships per respondent type

GCP IDH SCAA SCC

Platform membership confirms the perceived

Atlantic divide

which builds on current trade relations

Source: interview and survey respondents Source: interview and survey respondents

(44)

Feedback to sector organization

Importance of inclusiveness

Coordination, shared vision and interest,

learning, embedding sustainability in policy

and value chain

Importance of inclusiveness mainly

emphasized by NGO’s and large companies,

specifically in Europe

But: inclusive dialogue is time-consuming &

several respondents feel that producers and

governments are not sufficiently involved

Importance of ability to act

Commitment, innovation, scale directly visible

on the ground

Mainly emphasized by private sector,

specifically in North America

But: assumptions are made in order to act

quickly & specific interests may dominate

Respondents see large progress made in collaboration, but also

a tension between inclusiveness and ability to act

“We should not try to create another United Nations”

“Producers are not sufficiently heard”

(45)

Private sector and matchfunding

All types of actors use matchfunding grants

especially when reaching out to new farmers,

on average between 30-50%. Major part of

sustainability work is funded privately. This is in

line with the data obtained from major donors.

Certification has led to a business model for

sustainability based on premiums which are

commonly used to maintain existing programs.

Traders indicate that declining premiums are

insufficient to implement and maintain

outreach. Several respondents indicate that

certification has an impact but does not

address all needs.

Respondents indicate that budgets are not

sufficient to reach out to full value chain and

address issues beyond the immediate coffee

sector interest.

Other sources of funding are not yet common,

but some respondents are exploring

specifically carbon financing.

Private sector is financing major part of sustainability work,

matchfunding and certification premiums are common

29% 33%

48%

67%

0% 10% 20% 30% 40% 50% 60% 70% Other / own sources of funding

Public funding / grants Private funding: premiums Private funding: investment

% of respondents using this type of financing

Financing sources for sustainability

Coffee value chain Non-value chain actors

< 30% 30% - 50% 51% - 70% 71% - 100%

Public / grants contribution as % of total budget

% of respondents

Source: interview and survey respondents Source: interview and survey respondents

(46)

Estimated total sustainability investment

Implementation speed has increased, significant investments

still needed to reach all farmers and address wider challenges

Annual available budget of 350M$ represents 2% of

green coffee value, in sector with low margins.

A lot of work has been done since the 1980s, but we

are not there yet. At current implementation speed we

could complete outreach by 2045. Required budget to

completion (based on current practices) would be 4,1

bln$.

This can be adjusted up or down based on increased

efficiency, new challenges, new definitions of

sustainability and/or new findings about the size of the

producer population.

350 M$ 0,0% 0,5% 1,0% 1,5% 2,0% 2,5% 0 M$ 50 M$ 100 M$ 150 M$ 200 M$ 250 M$ 300 M$ 350 M$ 400 M$ Estimated total annual budget % o f gre en co ff ee v alu e An n u al to ta l b u d ge t

Estimated current annual budget for coffee

sustainability in relation to green coffee value

Annual private sector premiums paid Annual private sector budget (excl premiums) Annual other funding Annual donor budget

2.600 M$ 1.500 M$

Estimated budget needed to become a

'sustainable' sector in 2045

Implementation ($200/farmer) Research and innovation budget needed (50M$/year)

Source: data provided by donors, public spending databases, Valued Chain Source: interviews, Coffee Barometer, Valued Chain

Source: data provided by donors, public spending databases, interviews, Valued Chain

0 10 20 1985 2000 2015 2030 2045 2060 2075 # farme rs (m ill ion s)

time to implement current sustainability approach/definition

Estimated time to become a 'sustainable' sector

At current implementation speed (350.000 farmers/year) At historical realized implementation speed (140.000 farmers/year) Producers reached to date

(47)

Ongoing efforts on financial constraints

Respondents are working on increasing available funds and

decreasing cost of implementation

Wider private sector

involvement and

investment

Increase commitment from stakeholders in large

coffee markets (e.g. Sustainable Coffee Challenge)

Reducing cost of

assurance

Standards collaboration reduce

cost of audits and traceability (ISEAL) Company own standards and auditing (various) Data-driven assurance (suggested) Regional assurance (suggested)

Pooling resources for

cost efficient direct

investment via a

platform or fund

Funding for research via a check-off program (e.g. World

Coffee Research)

Shared investment in baseline studies and

impact measurement (e.g. SAFE) Non-coffee specific investments in landscapes and communities (e.g. Coalition for Coffee

Communities)

National ownership and

investments

Farmer outreach via national extension services (e.g. Minas

Gerais Brazil)

Involvement of national research institutes for plant

material (e.g. Vietnam)

Coffee sustainability

outreach contributes to

climate action and can

tap into climate

financing

Carbon credits and loans (various)

Nationally Appropriate Mitigation Actions (NAMA) (suggested)

(48)

Monitoring depends on supply chain data

Cost and effort of impact measurement are

given as a main challenge.

Current impact measurement mainly based on

activity outputs: farm data and traceability.

This quantitative data is collected within the

supply chain, often in relation to certification.

Programs are evaluated annually but not

always with a baseline. Attribution is a

challenge, with rarely a control group in place

and very few longitudinal studies.

Currently impact measurement is mainly

driven by donor demands. Respondents

suggest these could be aligned.

Impact measurement is gaining interest.

Current workgroups exist within GCP, SCC and

COSA, as well as many individual organizations.

Some NGO’s and research institutes have

developed specific expertise in impact

measurement.

Impact measurement is not yet embedded in sector

sustainability work, mainly because of cost and effort

0% 10% 20% 30% 40% Control Group Outside Of Project

Structured Surveys Narratives Farm Performance Data

Coffee Traceability

% of respondents

Data collection methods

0% 10% 20% 30% 40% 50% Longitudinal Study After

Project/Program End End Of Project/Program Evaluation

Baseline Annual Progress Evaluation

% of respondents

Data collection frequency

Source: interview and survey respondents Source: interview and survey respondents

(49)

Lack of consensus on indicators

Different definitions for common indicators

# farmers/ # households reached % farmers reached by M/F by age <25/<30/<35 # / % coffee produced/ sourced sustainable/ certified/ verified in MT/ kg/ bags # yield / % increase per tree/ ha/

farmer in MT/ kg/ bags

Common indicators are not comparable, and mainly measure

coffee output and outreach but not impact

Even common indicators for outreach to farmers, inclusiveness, volumes and yields are used in different

ways and as such can’t be added up or compared easily.

A number of respondents are currently working on defining indicators, as well as several platforms

notably the Global Coffee Platform and Sustainable Coffee Challenge.

Most respondents agree that certification data provides a good starting point for measuring output.

Some respondents indicate that the IDH KPI framework is a good starting point, while others say this is

too much focused on output not impact.

0% 10% 20% 30% 40% Investments Inclusiveness Social Impact Environmental Impact Activities Performed Economic Impact Outreach Coffee Output % of respondents

Indicator categories

Output Impact

(50)

HOW

: summary of strengths and gaps

Strengths already achieved:

Collectively, the sector has a lot of experience

in developing sustainability programs.

Attributed to experience, most respondents

feel comfortable with communication,

collaboration and learning.

Existing platforms have trust of members and

overlap is less than perceived.

Certification premiums have allowed to

integrate sustainability in business as usual.

Annual available budget of 350M$ represents

2% of green coffee value, in sector with low

margins.

Indicators from certification and current global

programs are a good starting point in

developing indicators, and further

development and harmonization is underway.

Gaps and challenges going forward:

Ensure that variety in platforms does not lead

to a scattered approach by coordinating

between platforms. Balancing inclusiveness

and ability to act of platforms.

Develop a sector wide strategy and define

contributions of different platforms and actors.

Explore pooling resources for cost efficiency by

investing jointly via a platform or fund.

Explore carbon financing as a means of funding

coffee sustainability programs.

Align different initiatives that are developing a

set of common indicators for outputs and

impact. This facilitates individual organizations

in measuring their impact, as well as allows for

comparison.

Whereas collaboration on strategy and impact measurement is

recognized as a need, funding is still a less visible challenge

(51)
(52)

A reliable catalogue but not exhaustive, as input for further

sector discussion

Study summarizes the current initiatives in coffee sustainability. This is on overview of what we are

currently implementing. It does not specify what the agenda forward should be, this is up for sector

discussion.

Study has focused on organizational strategies not individual projects.

Findings are based on a sample of respondents from the membership and network of the organizations

in the steering committee that were willing to provide input. The overview is not exhaustive. The

participation of respondents is however sufficiently large and representative to allow for interpretation.

We have consulted 36 respondents in interviews and 51 organizations participated in a survey.

Perspectives from producing countries are possibly underrepresented following the membership and

network of the steering committee, and the decision to conduct this study in English only. Any bias is

mentioned in the applicable section of this report.

Historical data on investment, output and impact is rarely available. Furthermore, most sustainability

work is done in partnerships of public and private organizations who all report on investment and

outreach, so there is overlap in the numbers reported. We have used mainly data from donors and

roasters. Donors and roasters most commonly collect data, and partnerships rarely contain more than

one donor and more than one roaster.

(53)

Appendix A: current initiatives framework: overview of current

sector strategies

(54)

Appendix A: current initiatives framework: overview of current

sector strategies

Current initiatives framework

Current collective desired impact

Insights into outcomes

Categories of activities

Analysis of dependencies and assumptions

(55)

Current individual sustainability strategies and theories of

change are classified in a theory of change framework

WHAT

Activities taking place can be categorized in

enablers (create a context that facilitates sustainability)

and implementation (direct activities aimed at

reaching out to farmers and production areas), each

actor has their own strength and focus

WHY

Stakeholders are motivated by different things.

The relation between WHAT and WHY is based on a

number of assumptions.

Assumptions and dependencies

Implementation

Outcomes

Impact

(56)

Current initiatives framework

WHAT

/ Activities

WHY

/ Motivations

Current individual sustainability strategies and theories of

change are classified in a theory of change framework

Implementation

Outcomes

Impact

Enablers

Policy / law Research Sustainability definition Platform Extension Business support Social and community Disaster relief

Diversified farm & household Access to inputs

Access to finance Logistics

Incentives

Traceability & assurance Value addition in origin Demand generation Yield / productivity Quality Cost Price Resilience Cashflow Market access Inclusivity Labour conditions Profit ab ilit y

Prosperity and well-being of producers

Forest, water and soil conservation

Sustained supply of coffee

Ecosystem services Green house gas reduction

(57)

Sustained supply of

coffee

Current collective desired impact

People planet profit widely recognized as sustainable impact

categories, largely overlap with global goals

Prosperity and

well-being of producers

Forest, water and soil

conservation

No poverty

Zero hunger

Good health and

well-being

Quality education

Gender equality

Decent work and

economic growth

Clean water and

sanitation

Affordable and clean

energy

Climate action

Life on land

More coffee availability

Better coffee quality

Stable coffee prices

Value addition for

improved margins

Sector trusted by society

UN Sustainable Development Goal

(58)

Insights into outcomes

Tangible outcomes should link our activities to our aims, but

these are generally not explicitly defined by stakeholders

Outcome

Common description provided in interviews as a starting point

Inclusiveness

Inclusion of women and men, youth, and minorities in farming leads to prosperity of

communities, as well as increases adoption of good practices for sustained supply

Labour conditions

Safe, healthy and appropriately rewarded labour contributes to prospering

communities and eliminates unacceptable practices in line with international norms

Profitability

Coffee farming has a profit that represents a living income, following from yield /

productivity, quality, price and cost

Resilience

Greater social, economic and environmental stability by reducing impact from

environmental factors on farm and market

Cashflow

Income is distributed over time to allow a consistent livelihood and allow to invest in

farms as a business

Market access

Coffee farmers are linked to markets and are in a position to negotiate allowing them

to make a profit

Ecosystem services

Coffee farmers conserve soil, forests, water and biodiversity for their farms,

communities and the landscape they are part of

Green house gas

reduction

On farm reduction of emissions by implementing good agricultural practices or

generating renewable energy

(59)

Categories of activities: implementation

Implementation are direct activities aimed at reaching out to

farmers and production areas

• Knowledge transfer of good agricultural practices via training or other media, aimed at farmers directly or

via extension/field officers

1. Agricultural extension services

• Supporting farming as a business, by offering financial or business training, supporting producer

organizations, organizational capacity building, enterprise development, farm performance monitoring,

quality control, provision of market or weather info

2. Business support

• Creating awareness and adopting solutions for gender equality, minority inclusiveness, youth involvement,

nutrition, hired labor conditions, community services and infrastructure

3. Social inclusiveness and community welfare

• Emergency response to natural disasters and political crises unrelated to coffee but hitting coffee

communities

4. Disaster relief

References

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