The Pre-engagement is the second step of the GIF Due Diligence process after the Application.

The overall purpose of pre-engagement is to ensure that the “GIF Responsible Organization” claim is understood and the process for validation activities can be achieved (ISO 17029).

Firstly, the Validation Body conducts a pre-engagement review of the information and documents received by the applicant.

Secondly, the Validation Body verifies the Materiality Matrix.

Thirdly, the verification of the self assessment prepared and submitted by the Applicant.

After that, the Validation Body can take the decision whether the Organization is ready for the Site Assessment.

In conclusion, upon positive decision, the Validation Body issues a Registration Number and start the following phase.


Firstly, the Organization must conduct the Materiality Assessment and prepare the Materiality Matrix.

The Materiality Assessment aims to identify what are, in the specific context, the significant aspects able to affect decisions and judgment of the Organization and its stakeholders and to prioritize such aspects.

The organization can prepare its own Materiality Matrix or using the standard form provided by the Validation Body.

During the Site Assessment the Assessors will:

  • verify how the Organization engaged stakeholders
  • check the consistency of the Materiality Matrix
  • validate the Materiality Matrix
materiality matrix


Self assessment process

At the same time, the Applicant shall complete the Self-Assessment enabling the Applicant to:

  • Familiarize the Customer with the Get It Fair Framework.
  • Understand how the organization deployed its social responsibility strategy.
  • Identify the relationships between “approaches” and “risk level”.
  • Gain an insight on the strengths points and areas for improvement.
  • Prepare the Assessment.

The Self-Assessment consists of a subset of questions from the GIF Criteria covering all the “core Areas”.

The Organization will conduct the Self Assessment with the support of a GIF AP.

After that, the organization shall submit the Self-Assessment to the Validation Body for verification.

The Validation Body takes the final decision whether confirming or rejecting the Application and conduct the Assessment. In the event of positive decision, the Validation Body shall assign a Registration Number (unique identification number) to complete the pre-engagement activity.

Engagement & planning

Firstly, the Validation Body and the Applicant sign a contractual agreement for the provision of validation and ESG risks assessment activities. In other words the agreement confims that the Organization engages the Validation Body to undertake validation activities.

After that, the Validation Body will assign the Assessment Team and confirm the timing and the arrangements with the Organization.

Secondly, the Assessment Team will prepare and communicate to the Customer the Assessment Plan