Engagement process
From scoping memo to assurance conclusion
Our custom process page walks through how an ESG reporting assurance audit is planned, tested, and concluded—so finance and sustainability teams know what to prepare before we arrive on site.
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Scoping call
We confirm the reporting framework, the metrics proposed for assurance, legal entities in the boundary, and whether you need limited or reasonable assurance. You leave with a list of documents to gather.
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Engagement letter & fee quote
A written memo names scope inclusions and exclusions, site visit plan, timeline, team, and fee. Work starts after the letter is signed and the deposit is received.
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Evidence pack intake
Data owners upload source ledgers, meter logs, HR extracts, and the KPI mapping sheet. We raise clarification queries before fieldwork so plant visits are not spent hunting files.
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Field testing & inquiries
We sample transactions, recalculate selected metrics, inspect meters or production logs on site, and interview process owners. Exceptions are logged with evidence references.
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Draft findings & management responses
You receive a findings schedule. Management may correct disclosures or accept modified wording in the conclusion. Material unresolved items are discussed with the board contact.
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Assurance conclusion letter
The final letter states the level of assurance, the criteria applied, and any qualifications. We brief the audit committee on request.
What you should prepare before week one
- Prior-year ESG report and any previous assurance letters
- Named owners for each metric in scope
- Access to utility invoices, production summaries, and HR extracts covering the reporting period
- Site contact list and visitor clearance for plants in the sample
- Board or audit committee date that must receive the conclusion
