Trust & firm
Engagement eligibility
Some contexts require a manual review without depriving the visitor of useful content.
Decide before proposing
The eligibility review checks whether the mandate can be accepted in the countries, with the parties and in the format envisaged.
The eligibility review answers a simple question before any commitment is made: can the mandate be contracted, insured and delivered in the countries and format envisaged?
The decision states the conditions met, the checks still required and the precise reason for any impossibility.
Eligibility decision
A manual review clarifies the possible conditions instead of promising premature intervention.
Payment and insurance
Travel and local delivery
Scope and responsibilities
Putting into practice
Trace the conditions that authorise or limit the commitment.
Identify
Establish the parties, beneficiaries, countries, payments and persons concerned.
Verify
Review contractual capacity, restrictions, insurance and travel conditions.
Condition
Name the agreements, documents or partners required before engagement.
Decide
Authorise the mandate, limit its format or explain why it cannot be proposed.
Checkpoints
Parties
Identity and role of the entities involved.
Payment
Currency, channel, beneficiary and contractual feasibility.
Assurance
Activities and territories covered by the intended mandate.
Delivery
Distance, site, travel or local contribution required.
Mandate trace
Trace the conditions that authorise or limit the commitment.
The eligibility decision sets out the conditions met, the checks still required and the limitations that may prevent an engagement remotely, on site or with a local partner.
Review traceability →Preliminary exchange
Submit the context to an eligibility review.
The contractual context, the countries concerned, payment, insurance and the expected access allow for an explicit eligibility decision to be made.

