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Confidential Healthcare Provider

Overview
This client is the nation's largest nonprofit health plan, serving 8.2 million members,
with headquarters in California.

Opportunity
To lead healthcare industry on sustainability to explore corporate social responsibility (CSR)
opportunities to provide community benefit.

Wallace Partners Solution
Wallace Partners provided strategic advisory services to the Community Benefit team to help
build the business case for a structured and focused program. We assisted by providing a view
of global CSR trends, as well as industry specific actions on sustainability and CSR. Wallace
Partners also identified several organizations and initiatives for CHP to provide
sustainability leadership.

Results
CHP has established itself as a sustainability leader in healthcare, receiving
numerous accolades and leading an industry initiative to measure environmental and public
health impacts from health care facilities. Wallace Partners continues to provide continual
market surveillance and strategic support on internal communications and other initiatives.

 

Global Health & Safety Initiative

Overview
The Global Health and Safety Initiative (GHSI) is a sector-wide collaboration to transform the
way that healthcare designs, builds and operates its facilities, as well as the products used
within those facilities.

Opportunity
To fulfill mission of sector-wide collaboration to increase environmental stewardship and public
health benefits from the healthcare sector.

Wallace Partners Solution
Wallace Partners serves as a co-leader of the CSR / Public Policy Working Group along with
Kaiser Permanente.  We also serve on a special task group that is developing the Eco-Health
Footprint, a measurement tool-kit that will enable healthcare systems to measure and manage
their footprint, as well as that of their supply chain.

Results
The GHSI ended 2008, its first full year, with the active participation of 60 plus organizations
including approximately 25 of the U.S.'s leading health systems. Co-authored by Wallace
Partners, the GHSI’s landmark first Eco-Health Footprint Guide will be unveiled in 2009.
The GHSI is successfully at the beginning of a journey to fulfill its ambitious mission.

 

ValleyCrest Companies

Overview
ValleyCrest Companies – a privately held, Fortune 500 firm - traces their “roots” back to its
nurseries business founded in 1949. ValleyCrest is now a national, full-service site design,
engineering, landscaping and horticultural services contractor for landscape maintenance
and construction and golf course maintenance.

Opportunity
To further integrate sustainability into culture, reduce operating costs and respond to inquiries
from large corporate clients about ValleyCrest’s overall sustainability policy and capabilities.

Wallace Partners Solution
Wallace Partners developed the policy and designed and implemented a sustainability strategy
that included creating an internal governance team.  We identified unique business development
and partnership opportunities for ValleyCrest and are actively supporting their sustainability
program and the development of sustainability solutions for their clients.

Results
ValleyCrest has identified discrete cost savings and training initiatives and is now partnering
with large corporate clients as a sustainability solutions provider. ValleyCrest’s water reduction
solution for client Cisco Networks was recently profiled in the San Jose Business Journal.

 

Genentech Client Story

Overview:
Genentech is one of the world's leading biotech companies and the leading provider of anti-tumor therapeutics in the United States.

Opportunity:
To gain greater impact from existing sustainability efforts and promote its industry leadership on sustainability

Wallace Partners Solution:
Wallace Partners presented a global perspective on CSR and sustainability trends and demonstrated the financial and reputational imperative to enhance the program. We worked closely with Investor Relations, Legal and EH&S to help identify high priority stakeholders and issues, and develop measurement and reporting protocols to efficiently address these emerging market demands.

Results:
Genentech demonstrated industry leadership in 2008 with its response to the Carbon Disclosure Project (CDP) and inclusion on the Dow Jones Sustainability Index (DJSI). Wallace Partners identified these opportunities and supported Genentech in bringing the CDP response and DJSI listing to fruition. Wallace Partners continues to serve as a strategic advisor.

 

Meeting Professionals International (MPI)

Overview
Meeting Professionals, Inc.(MPI) is the meetings & events industry’s largest global community
with nearly 23,000 worldwide members.

Opportunity
To develop and integrate a CSR program.

Wallace Partners Solution
Wallace Partners was engaged by the CEO to support the development of a CSR program.
We conducted an internal assessment through a series of interviews with Board members and
executive staff. We prepared and delivered a presentation to the Board outlining the business
opportunities associated with the development and implementation of a CSR program.

Results
Wallace Partners guided the organization in its voluntary commitment to join the United
Nations Global Compact. We conducted on-site training of the Executive Team and created
a “CSR Roadmap” for the organization, its foundation and members. We are currently working
with the internal team to support the integration of the sustainability program, as well as
identify new business opportunities for MPI.

 

Seagate Technology

Overview
Seagate Technology has been at the forefront of the electronic storage industry for nearly 30 years. From the first 5.25-inch hard drive for the PC to the development of perpendicular recording technology, the company has been pioneering new industry standards that have fueled advancements in the digital information age.

Opportunity
To implement and promote a CSR program that responds to key stakeholders and industry-specific issues

Wallace Partners Solution
Wallace Partners supported the implementation of Seagate's CSR program. Wallace Partners also advised Seagate Technology in its declaration of participation in the UN Global Compact. In addition, Wallace Partners monitored business-critical sustainability issues and transformed our issue and stakeholder research into concrete action items for Seagate Technology.

Results
Seagate Technology is a declared participant in the UN Global Compact. They also actively promote their global citizenship in communities, environmental compliance and efforts to design for the environment.

 

MCI Group

Overview
MCI Group is the foremost global association, communications & event management group.

Opportunity
To address the growing market interest in sustainability for communications and events.

Wallace Partners Solution
Wallace Partners worked closely with the senior executive team to understand their operational
needs and identify practical sustainability solutions. We uncovered market opportunities through
a series of interviews with the Board and senior staff. We established an internal team and
developed a sustainability program to address the company’s own footprint. We are currently
working with the internal team to support the integration of the sustainability program, as well
as identify new business opportunities for MCI Group.

Results
The MCI Group has embedded sustainability into operations and communications. Supported
by Wallace Partners, they adopted the United Nations Global Compact for MCI Group and have
strategically developed and disseminated collateral communications materials to key stakeholders
relating to sustainability at MCI Group.

 

United Technologies Corporation

Overview
United Technologies provides a broad range of high-technology products and support services
to customers in the aerospace and building industries worldwide.

Opportunity
To develop a strategy on sustainability and understand current market opportunities and risk
exposures.

Wallace Partners Solution
Wallace Partners supported the EHS team to build the business case to implement a
sustainability strategy. As part of the engagement, Wallace Partners conducted an in-depth
benchmarking study and created the resulting presentation materials to share with the board
of directors.

Results
Sustainability is now part of United Technologies core business strategy. United Technologies
tracks and reports its sustainability performance. United Technologies has received several
sustainability-related accolades and promotes its sustainability-related products and services
at conferences across the globe.


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