User Manual

The SROI calculator has three sections:

1. SROI Data Entry Form: Investment

Duration

The investment period (Note: the maximum period is up to 6 years)

Amount of funding

The aggregate amount of funding committed to the initiative within the investment period. The funding sources include but are not limited to the following:

1. Government subvention and funds

2. Donations

3. Grants from private foundations

4. Sales

5. Self investment or private investment

2. SROI Data Entry Form: Social Return

Target Beneficiary	The target beneficiary group of the identified social outcome
Number of beneficiaries reached	The number of target beneficiaries reached by the identified social outcome (Note: enter “1” to indicate the whole population of the target beneficiary group)
Social Outcome	The changes in target beneficiaires as a result of the acitivities
Financial Proxy	An approximation to the monetized social outcome
Reference Amount	The value of the approximation to the monetized social outcome (Note: Amount of financial proxies provided in the calculator should be considered as reference. However, it is recommended users to consider whether the amount fit with their study context.)
Unit	Unit of the financial proxy
No. of unit provided to each target beneficiary	Number of financial proxy unit provided to each target beneficiary
“+”	Account for a new social outcome
Calculate	Calculate the SROI
Advanced Options	Show advanced options in the calculation of SROI (see below)

Deadweight	A measure of the amount of monetized social return that would have happened even if the activity had not taken place.
Attribution	A measure of how much of the monetized social returns was caused by the contribution of other interventions.
Discount rate	The opportunity cost of the funding committed to the initiative.
Drop-off	The amount of change (e.g., decrease) in social returns of the intervention in relation to time.

3. SROI Results Page

Social Return	The social return estimate (present value) of the initiative at the end of the investment period
SROI	The SROI estimate of the initiative at the end of the investment period
Options	Users can choose the results breakdown or forecast they would like to display
Back	Go back to the data entry form with saved information
Print	Print out the SROI results page
Recalculate	Go back to the blank data entry form