> For the complete documentation index, see [llms.txt](https://guides.gresb.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.gresb.com/fundamentals/completing-the-assessment/fundamentals-guidance.md).

# Fundamentals Guidance

**Fundamentals** is a low-burden, focused approach for real estate firms to align with sustainability expectations, validate core management practices, and demonstrate progress—building clarity and credibility **before** committing to a [**GRESB Real Estate Assessment**](https://guides.gresb.com/completingassessments/)**.**

It focuses on **17 core management indicators** aligned with the GRESB Real Estate Standard and recognized as good practice across the sector. Together, they establish a practical baseline for sustainability management and disclosure.

***

## **How is the assessment organized?**

<details>

<summary><strong>Assessment Levels</strong></summary>

<table><thead><tr><th width="145.6484375">Level</th><th width="540.55859375">Description</th></tr></thead><tbody><tr><td><strong>Aspect</strong></td><td>The Fundamentals Assessment is made up of several aspects, which group together related themes. For example, within the <em>Governance</em> aspect, there are indicators about sustainability leadership and decision-making.</td></tr><tr><td><strong>Indicator</strong></td><td>Indicators are specific, measurable questions used to assess performance within an aspect (e.g., “<em>Does the entity have a sustainability taskforce or committee</em>?”). </td></tr></tbody></table>

</details>

### Entity & Reporting Characteristics \[Not Scored]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.359375"></th><th width="161.03125"></th><th width="161.18359375"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicators</td><td><i class="fa-flag">:flag:</i> Topics</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/entity-and-reporting-characteristics/entity-characteristics.md" class="button secondary">EC1-4</a></td><td><strong>Entity Characteristics</strong></td><td>Not scored</td><td>Not required</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/entity-and-reporting-characteristics/reporting-characteristics.md" class="button secondary">RC1-6</a></td><td><strong>Reporting Characteristics</strong></td><td>Not scored</td><td>Not required</td></tr></tbody></table>

### Commitments \[1 Point]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="249.70703125"></th><th width="159.78125"></th><th width="160.84765625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td><i class="fa-flag">:flag:</i> Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/commitments.md#le1-sustainability-leadership-commitments" class="button secondary">LE1</a></td><td><strong>Sustainability Commitments</strong></td><td>Not scored</td><td>Required<br><sub><em>Not validated</em></sub></td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/commitments.md#le2-sustainability-objectives" class="button secondary">LE2</a></td><td><strong>Sustainability</strong> <strong>Objectives</strong></td><td>1 Point</td><td>Required</td></tr></tbody></table>

### Governance \[2 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.66015625"></th><th width="159.92578125"></th><th width="161.34375"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td><i class="fa-flag">:flag:</i> Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/governance.md#rle3-sustainability-taskforce-committee" class="button secondary">LE3</a></td><td><strong>Sustainability Taskforce</strong></td><td>1 Point</td><td>Not required</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/governance.md#rle4-sustainability-climate-related-and-or-human-capital-senior-decision-maker" class="button secondary">LE4</a></td><td> <strong>Senior Decision Maker</strong></td><td>1 Point</td><td>Not required</td></tr></tbody></table>

### Policies \[4.5 points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/policies.md#po1-environmental-policies" class="button secondary">PO1</a></td><td><strong>Environmental Policies</strong></td><td>1.5 Points</td><td>Required</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/policies.md#po2-social-policies" class="button secondary">PO2</a></td><td><strong>Social Policies</strong></td><td>1.5 Points</td><td>Required</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/policies.md#po3-governance-policies" class="button secondary">PO3</a></td><td><strong>Governance Policies</strong></td><td>1.5 Points</td><td>Required</td></tr></tbody></table>

### Risk Assessment \[3.75 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/qQOlFAEdo8evIdcR12c7#rm3.1-social-risk-assessments" class="button secondary">RM3.1</a></td><td><strong>Social Risk Assessments</strong></td><td>0.25 Points</td><td>Required</td></tr><tr><td><a href="/pages/qQOlFAEdo8evIdcR12c7#rm3.2-governance-risk-assessments" class="button secondary">RM3.2</a></td><td><strong>Governance Risk Assessments</strong></td><td>0.25 Points</td><td>Required</td></tr><tr><td><a href="/pages/qQOlFAEdo8evIdcR12c7#rm4.1-sustainability-due-diligence-for-new-acquisitions" class="button secondary">RM4.1</a></td><td><strong>Sustainability Due Diligence for New Acquisition</strong></td><td>0.25 Points</td><td>Not required</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/risk-assessment.md#ra1-risk-assessments-for-standing-investments" class="button secondary">RA1</a></td><td><strong>Risk Assessments</strong></td><td>3 Points</td><td>Required</td></tr></tbody></table>

### Stakeholder Engagement \[5 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/stakeholder-engagement.md#rse6-supply-chain-engagement-program" class="button secondary">SE6</a></td><td><strong>Supply Chain Engagement Program</strong></td><td>1.5 Points</td><td>Not required</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/stakeholder-engagement.md#rse8-stakeholder-grievance-process" class="button secondary">SE8</a></td><td><strong>Stakeholder Grievance Process</strong></td><td>0.5 Points</td><td>Not required</td></tr><tr><td><a href="/fundamentals/completing-the-assessment/fundamentals-guidance/stakeholder-engagement.md#rtc1-tenant-engagement-program" class="button secondary">TC1</a></td><td><strong>Tenant Engagement Program</strong></td><td>1 Point</td><td>Not required</td></tr><tr><td><a href="/pages/5FvUFXR6i8KmdRYmPH8Z#rtc6.1-community-engagement-program" class="button secondary">TC6.1</a></td><td><strong>Community Engagement Program</strong></td><td>2 Points</td><td>Not required</td></tr></tbody></table>

### Monitoring \[2 Points]

<table data-header-hidden data-full-width="false"><thead><tr><th width="159.55078125"></th><th width="250.2890625"></th><th width="160.41015625"></th><th width="158.75390625"></th></tr></thead><tbody><tr><td><i class="fa-tag">:tag:</i> Indicator</td><td>Topic</td><td><i class="fa-bullseye">:bullseye:</i> Max Score</td><td><i class="fa-shield">:shield:</i> Evidence</td></tr><tr><td><a href="/pages/1QWjMpJYeF9IV7NyiP6f#rse7.1-monitoring-property-asset-managers" class="button secondary">SE7.1</a></td><td><strong>Monitoring Asset Managers</strong></td><td>1 Point</td><td>Not required</td></tr><tr><td><a href="/pages/1QWjMpJYeF9IV7NyiP6f#rse7.2-monitoring-external-suppliers-service-providers" class="button secondary">SE7.2</a></td><td><strong>Monitoring External Providers</strong></td><td>1 Point</td><td>Not required</td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://guides.gresb.com/fundamentals/completing-the-assessment/fundamentals-guidance.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
