Templates and records · SGE 21
SGE 21 templates and records
Ten records of Foretica’s ethical, sustainable and responsible management system, with the section of the 2024 version that requires each one and what the auditor looks for.
In one sentence
SGE 21, Foretica’s certifiable standard, requires in its 2024 version a code of conduct with a channel for queries and reports, a committee that meets at least every six months, stakeholder engagement with evidence of results, annual management of environmental, social and governance risks, evidence of equality actions, a documented supplier approval process and an internal audit every year with its report.
- Version
- SGE 21, October 2024 Replaces the 2017 version; Foretica describes the transition as “very light”
- Management areas
- 9 From organisational governance to public authorities (chapter 6)
- Exclusions
- Not permitted Every requirement in chapter 6 must be met
- Certification cycle
- 3 years Initial audit and two annual surveillance audits, by bodies authorised by Foretica
- Internal audit
- Annual Section 6.1.11, with a record of deviations and a report
Contents
SGE 21 templates and records
Sections are cited using the numbering of the October 2024 version of SGE 21, the one Foretica publishes on its website. The Academy groups its nine management areas into six blocks.
Code of conduct
What the code of conduct required by SGE 21 (6.1.2) must include: approval by the governing body, a channel…
Committee minutes
How to document the meetings of the committee required by SGE 21 (6.1.3): membership, six-monthly frequency…
Ethics channel log
How to log ethics channel queries and reports under SGE 21 (6.1.2) and Law 2/2023: anonymity, receipt in 7…
Stakeholder engagement plan
How to document the stakeholder engagement and dialogue required by SGE 21 (6.1.7): classification…
ESG risk matrix
How to identify, categorise and review each year the environmental, social and governance risks required by…
Equality actions
How to keep evidence of the equality and non-discrimination actions required by SGE 21 (6.2.2): department…
Workplace climate assessment
How to document the workplace climate assessment SGE 21 requires at least every two years (6.2.6): method…
Responsible supplier approval
How to document the evaluation, classification and approval of suppliers against responsible purchasing…
Social impact assessment
How to identify and review each year the positive and negative social impacts required by SGE 21 (6.5.1)…
Internal audit report
What the annual internal audit required by SGE 21 (6.1.11) must contain: written procedure, deviations…
Frequently asked questions
What people ask us before getting started
Which records does SGE 21 require?
Those the standard calls for with wording such as “maintain evidence” or “keep a record”: the results of stakeholder engagement (6.1.7), equality actions (6.2.2), the results of the work-life balance plan (6.2.4), sustainable consumption actions (6.3.6) and internal audit records (6.1.11), among others. It also requires documents such as the sustainability policy, the code of conduct and the supplier approval methodology.
Which version of SGE 21 is current?
The October 2024 version, which Foretica publishes on its website together with a comparison against the 2017 one. According to Foretica, organisations that already had the 2017 version in place face a very light transition.
Can just part of the company be certified?
The scope can be limited to business units, regions or sites, but no requirement may be excluded, and partial certification of a location for specific activities is not allowed.
How does it relate to ISO 26000?
ISO 26000 is guidance that cannot be certified; SGE 21 is a requirements standard that takes ISO 26000 among its reference documents and allows certification. Many records in this section have a good-practice counterpart in the ISO 26000 one.
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Related pages
Sources
Where each figure comes from
References to the official text in force. If a standard is revised, this page is updated and the review date says so.
- SGE 21. Sistema de Gestión Ética, Sostenible y Responsable (Ethical, Sustainable and Responsible Management System) Forética · October 2024 version
- SGE 21 standard: certification and documents Forética · Official page of the standard
- SGE 21 v.2017 versus v.2024 comparison Forética · February 2025
- ISO 26000:2010 — Guidance on social responsibility ISO · 2010 ed.