S4ag Certification

---
name: s4ag-certification
description: "Navigate organic, biodynamic, or regenerative certification — deciding whether to pursue it, what it costs, what the process requires, and whether a lower-cost alternative achieves the same market goal."
allowed-tools: [Read]
---

# Certification

Certification is a business decision before it is an ecological one. The question is not whether your farming practice is good — it is whether a certificate will convert that practice into better prices, better market access, or better customer trust, and whether those gains outweigh the cost and administrative burden of achieving it. Get that question answered first. Then, if certification makes sense, this skill walks you through the process for each major scheme.

The right answer for many farms is to farm to the standard and not certify — especially at early stages. The right answer for others is that certification is the single most important commercial decision they will make. This skill helps you tell which situation you are in.

**How this skill works:** Each sub-tool pauses at a **Checkpoint** to confirm the assumptions it is about to build on before producing output. A recommendation built on a wrong assumption wastes time and money — confirm the checkpoint before acting. Each sub-tool ends with **Next steps** — the skills worth running once you have acted on this one.

---

## Expert Lineage

*The thinkers whose frameworks underpin this skill — and what they specifically discovered that changes how you farm.*

**Demeter International — Biodynamic Certification Standard**
Demeter is the oldest agricultural certification body in the world, founded 1928. Its specific contribution: certifying to a biodynamic standard requires demonstrably more than organic practice — including the use of preparations, closing the farm's nutrient cycle, and managing the farm as a self-contained organism. The commercial implication: Demeter-certified products command consistently higher premiums than organic equivalents in the same market, because the certification signals a more demanding and verifiable standard.

**Rodale Institute — Regenerative Organic Certified**
Rodale developed the ROC standard in 2018 specifically to address what they identified as a ceiling on the organic standard: organic certification says nothing about whether soil health is improving, worker welfare is fair, or animals are raised humanely. ROC adds three additional pillars — soil health, animal welfare, and farmer and worker fairness — and requires measurable improvement over time, not just compliance with a practice list. The practical implication: ROC is the only major scheme where your certification requires you to demonstrate year-on-year biological progress.

**Soil Association (UK) — Organic Certification Practice**
The Soil Association has operated the UK's leading organic certification body since 1967 and built the most complete body of practical guidance on transition and compliance. Their specific contribution: documented evidence that organic certification delivers a meaningful price premium only when the farmer has an identified buyer or market pathway before they certify. The most common certification mistake is certifying without a market — and the Soil Association's guidance is unusually honest about this.

**Participatory Guarantee Systems (PGS) — IFOAM**
The PGS model, documented and promoted by IFOAM, is the most important alternative to third-party certification for small and direct-market farms. PGS schemes use peer inspection and community verification rather than commercial inspectors. The core finding: PGS schemes achieve equivalent customer trust levels to third-party certification in direct-market contexts (farmers markets, box schemes, direct restaurant sales) at 10–30% of the cost. For farms selling direct, PGS often delivers the same commercial outcome at radically lower overhead.

**Elaine Ingham — Soil Food Web**
Ingham's framework connects to certification through the Regenerative Organic Certified standard and through the soil health measurement requirements emerging in leading organic schemes. Her specific finding: soil biology testing (active bacteria, active fungi, protozoa, nematode populations) provides a more sensitive and faster signal of practice quality than chemical tests alone — and meaningful certification of regenerative claims must include biological measurement, not just a practice checklist. Farms that can demonstrate improving food web metrics have a more defensible and valuable certification story.

**Michael Hart — Small Farm Certification Economics**
Hart's detailed analysis of UK organic certification economics across small farms established that the break-even point for certification — where premium income exceeds certification costs — is heavily dependent on market channel. For farms selling through supermarket supply chains, certification is almost always required and financially justified. For farms selling through direct channels, it is often not required and frequently uneconomical. The channel decision comes first; the certification decision follows from it.

---

## Which tool fits

| You need to... | Tool |
|---|---|
| Decide whether certification is worth pursuing at all | is-it-worth-it |
| Understand and navigate the organic certification process | organic-process |
| Understand Demeter biodynamic certification requirements | biodynamic-process |
| Understand Regenerative Organic Certified or equivalent schemes | regenerative-certification |
| Find a lower-cost alternative to third-party certification | participatory-guarantee |

## Routing Decision

- **Unsure whether to certify at all — weighing cost vs. benefit** → is-it-worth-it
- **Decided to pursue organic certification — need the process and requirements** → organic-process
- **Already organic or biodynamic practice, want Demeter certification** → biodynamic-process
- **Want to certify regenerative farming claims beyond organic** → regenerative-certification
- **Small-scale direct-market farm, third-party cost feels prohibitive** → participatory-guarantee
- **Unclear** → is-it-worth-it first; it determines which path (if any) makes sense

---

## Is It Worth It

*Runs a costs-vs-benefits analysis on certification before committing to the process.*

Most farmers reach certification as a gut feeling rather than a calculation. This sub-tool makes the calculation explicit. The goal is a clear yes, no, or not-yet answer before investing time and money in the process.

**Step 1: Identify your current and target market channel.**

| Market channel | Certification typically... |
|---|---|
| Supermarket supply chain | Required — no contract without it |
| Wholesale distributor or processor | Required or strongly preferred |
| Independent retailer | Expected by many; negotiable with some |
| Restaurant or food service | Often valued; rarely required |
| Box scheme / CSA | Rarely required; customer trust often substitutes |
| Farmers market | Rarely required; story and relationship substitute |
| Farm shop | Rarely required |
| On-farm direct | Not required |

If your channel requires certification: the analysis is largely settled. Calculate the cost and proceed to the appropriate process sub-tool.

If your channel does not require certification: the question becomes whether the premium or market access gain justifies the overhead. Continue to Step 2.

**Step 2: Estimate the premium available in your market.**

Organic price premiums vary by product category and region. Use current buyer data wherever possible — ask your buyer directly. Indicative ranges (confirm with your specific market):

| Product | Typical organic premium over conventional |
|---|---|
| Vegetables (direct market) | 20–50% |
| Vegetables (wholesale) | 10–25% |
| Beef and lamb (wholesale) | 15–30% |
| Pork (wholesale) | 20–40% |
| Dairy (liquid milk) | 20–40% |
| Grain (milling wheat) | 15–30% |
| Eggs (retail) | 40–80% |

**Step 3: Estimate annual certification cost.**

Certification costs vary by certifying body and farm size. Indicative ranges:

| Scheme | Annual fee range | Inspection cost | Transition period |
|---|---|---|---|
| Soil Association (UK) | £500–£2,500+ | Included | 2 years (arable/horticulture) / 12–18 months (livestock) |
| Organic Farmers & Growers (UK) | £400–£2,000+ | Included | Same |
| USDA NOP (US, via certifier) | $500–$3,000+ | Varies by certifier | 36 months |
| Demeter (Biodynamic) | Higher than organic equivalent | Separate | Organic certification first, then additional 2 years |
| Regenerative Organic Certified | On application; typically higher than organic | Separate | Requires existing organic certification |

Add administration time: expect 10–20 hours/year for record-keeping and inspection preparation once certified.

**Step 4: Calculate the break-even.**

```
Annual certification benefit = (certified premium % × annual revenue from certified products)
Annual certification cost = fees + inspection + administration time at your hourly rate
Break-even ratio = benefit / cost

If > 1.5: certification likely pays well
If 1.0–1.5: certification pays, but margin is thin
If < 1.0: certification does not pay at current revenue — revisit when revenue grows, or explore PGS
```

**Step 5: Consider non-financial factors.**

Certification provides:
- Legal protection for labelling claims (you cannot call yourself organic without certification in most jurisdictions)
- Access to organic supply chain buyers who will not deal with uncertified farms
- A discipline for record-keeping and practice standards that some farmers find independently valuable

Against:
- The administrative overhead is real — some farmers find it disproportionate to their operation
- Small farms (<£50k revenue) often find the cost-benefit ratio unfavourable through wholesale channels
- Transition period costs money without delivering premium — plan cash flow for 2–3 lean years

**Checkpoint — confirm before finalising:**
- What is your current and intended market channel — wholesale, direct, or mixed?
- What is your approximate annual revenue from the products you intend to certify?
- Are you currently in the transition period, pre-transition, or already farming to the standard without certification?

Acting without these three pieces of information produces a meaningless calculation — the break-even number changes fundamentally between a direct-market and wholesale scenario.

**Output:**
```
CERTIFICATION DECISION ANALYSIS

Farm profile:
- Market channel: [channel]
- Products for certification: [products]
- Annual revenue from these products: [£/$]

BENEFIT ESTIMATE
Applicable organic premium: [%]
Estimated annual premium income: [£/$]

COST ESTIMATE
Annual certification fees: [£/$]
Inspection cost (if separate): [£/$]
Administration time: [hours/year × hourly rate]
Total annual certification cost: [£/$]

BREAK-EVEN RATIO: [value]
ASSESSMENT: [pays well / marginal / does not pay at current scale]

RECOMMENDATION: [certify now / certify when revenue reaches £/$ X / explore PGS / not recommended]

RATIONALE: [2-3 sentences]

TRANSITION PERIOD CASH FLOW NOTE:
[How long the transition is, and what that costs in foregone premium income]
```

**Next steps:**
- Run **organic-process** (within this skill) if the analysis recommends proceeding with organic certification.
- `/s4ag-finance` — model the transition period cash flow before committing to certification costs.
- Run **participatory-guarantee** (within this skill) if the analysis shows third-party certification does not pay at current scale.

---

## Organic Process

*Guides the farmer through the organic certification process — from application to first certified sale.*

Organic certification is a process with defined stages. The key insight: it is not difficult, but it requires systematic record-keeping from the first day of transition. Farmers who start records late spend disproportionate time reconstructing them.

**Stage 1: Choose your certification body.**

In most countries, multiple approved certifiers operate under the same national organic standard. The standard is the same; the service, costs, and administrative experience differ.

| Certifier | Jurisdiction | Notes |
|---|---|---|
| Soil Association | UK | Largest UK certifier; premium brand recognition; higher fees |
| Organic Farmers & Growers (OF&G) | UK | Lower cost; strong arable and livestock focus |
| USDA National Organic Program (via certifier) | USA | Must use an accredited certifying agent — CCOF, Oregon Tilth, MOSA are well-regarded |
| BioSuisse | Switzerland / export | One of the highest-standard organic labels globally |
| AB (Agriculture Biologique) | France | National standard; wide recognition |
| EU Organic (via national body) | EU member states | Unified standard since 2022 |
| NASAA | Australia | Largest Australian certifier |

**Stage 2: Begin the transition period — and start records now.**

The transition period (typically 2–3 years, depending on scheme and previous land management) begins when you formally apply and stop using prohibited substances — not when you receive your certificate. Records must demonstrate prohibited substance non-use for the full transition period.

What to record from Day 1:
- Every input applied to every field (name, rate, date, field reference)
- Every purchase receipt for inputs
- Field maps with reference numbers matching your records
- Spray records (if any) from before transition — certifiers want to see the full history

**Stage 3: Submit the application.**

A typical organic application includes:
- Farm map with field references and areas
- Field history (inputs for the last 3 years — longer if you have them)
- Organic management plan (what you will grow, how you will manage fertility and pests)
- System description (livestock, storage, equipment that contacts organic produce)

The certifier reviews your application and schedules an initial inspection.

**Stage 4: Initial inspection.**

An inspector visits the farm and checks:
- That the records match the land management described
- That equipment and storage used for organic produce cannot be contaminated by conventional materials (if mixed farm)
- That prohibited substances are not present in stores
- That livestock requirements are met (if applicable)

Inspections are typically annual thereafter, with some certifiers conducting unannounced spot checks.

**Stage 5: Transition period management.**

During the transition period, you farm to the organic standard but cannot sell produce as organic. Key management priorities:

- Establish the record-keeping system — it is the most time-consuming compliance requirement
- Review the permitted inputs list: the certifier will provide it, or consult the Soil Association Input Checker (UK) or OMRI list (US)
- Plan fertility for the transition: you cannot use synthetic N, P, K but must maintain crop productivity. This is where biological fertility investment (composting, cover crops, green manures) becomes immediately practical
- Manage the cash flow gap: transition period income is at conventional prices; costs may be similar to organic production. Budget for this explicitly

**Permitted inputs — key rules across most schemes:**

| Input category | Generally permitted | Generally prohibited |
|---|---|---|
| Fertilisers | Compost, manure, rock phosphate, kelp, gypsum, wood ash | Soluble synthetic NPK (urea, ammonium nitrate, superphosphate, muriate of potash) |
| Pest and disease | Copper, sulphur, neem, Bt, pyrethrin (some schemes restrict), Bacillus subtilis | Synthetic insecticides, most synthetic fungicides, synthetic herbicides |
| Weed management | Mechanical, flame, mulch | Synthetic herbicides (glyphosate is specifically prohibited) |
| Seed | Organic seed where available | GM/GMO seed |
| Livestock | Roughage-based diet, access to pasture | Routine antibiotic use, growth promoters |

**Soil health note:** The organic standard prohibits the inputs most damaging to soil biology — soluble synthetics and most synthetic pesticides. Transitioning to organic practice, done correctly, is the beginning of food web recovery. The compliance calendar and the biology calendar should be the same calendar.

**Stage 6: Conversion to certified status.**

When the transition period is complete and the inspector is satisfied, the certifier issues a certificate. You can now:
- Label produce as certified organic
- Apply for organic supply chain contracts
- Access the organic market at premium prices

**Checkpoint — confirm before finalising:**
- What country or jurisdiction are you certifying in — the standard and process differ by country?
- Is this a mixed farm (conventional and organic enterprises) or a whole-farm conversion?
- Have you identified a buyer for certified organic produce, or will you find one during transition?

Recommending a specific certifier or process without knowing the jurisdiction is not useful — the process differs significantly between countries.

**Output:**
```
ORGANIC CERTIFICATION PATHWAY

Jurisdiction: [country / region]
Recommended certifier: [name and rationale]
Enterprise type: [crops / livestock / mixed]

TRANSITION TIMELINE
Start date (transition begins): [date]
Earliest certified sale date: [date — transition period + processing time]

KEY MILESTONES
Month 1: [submit application, set up record system]
Month [X]: [initial inspection]
Month [X]: [mid-transition check]
Month [X]: [end of transition — apply for certification]
Month [X]: [first certified sale possible]

RECORD-KEEPING REQUIREMENTS
- Field records: [what to record]
- Input records: [what to record]
- Sales records: [what to record]

ANNUAL COST
Certification fee: [£/$ estimate]
Inspection: [included / separate — £/$]
Administration: [hours/year estimate]

FIRST ACTIONS THIS WEEK
1. [contact certifier and request application pack]
2. [pull together field history records]
3. [review prohibited inputs list against current store]
```

**Next steps:**
- `/s4ag-soil` — plan the biological fertility strategy that replaces prohibited synthetic inputs during transition.
- `/s4ag-finance` — model the transition period cash flow to avoid being caught short in years 2–3.
- Run **is-it-worth-it** (within this skill) if you have not yet confirmed the certification makes financial sense before committing.

---

## Biodynamic Process

*Guides the farmer through Demeter biodynamic certification — what it requires beyond organic, and how to prepare.*

Demeter certification is the most demanding mainstream agricultural certification available. It requires meeting the full organic standard plus a set of additional biodynamic requirements. It also commands the highest premiums of any agricultural certification in most markets. The question is whether you are ready for what it requires.

**What Demeter requires beyond organic:**

| Requirement | Detail |
|---|---|
| Biodynamic preparations | Must use the nine preparations (500–508) — horn manure, horn silica, and the compost preparations |
| Farm organism | The farm should be managed as a self-contained organism: livestock should be integrated, at least 10% of farm area in biodiversity habitat |
| Seed | Biodynamic seed preferred; untreated seed required |
| Livestock integration | Ruminants must have access to horns (dehorning discouraged); outdoor access; roughage-based diet |
| Soil health | Ongoing improvement in humus content required over time |
| Prohibited inputs | All organic prohibited inputs plus additional restrictions on some permitted organic products |

**The certification pathway:**

Step 1: Achieve organic certification first (or simultaneously). Demeter requires organic compliance as a baseline. Most farmers certify organic and then convert to Demeter.

Step 2: Begin using the biodynamic preparations. Horn manure (500) and horn silica (501) are the field sprays; preparations 502–507 are the compost preparations. You can purchase prepared preparations from a Demeter-approved supplier or a biodynamic association while you learn to make your own.

Step 3: Apply to Demeter through your national Demeter association. The main bodies:
- Demeter International (global standard-setting body)
- Demeter UK
- Demeter USA
- Demeter Germany (where many of the highest-volume certified producers operate)

Step 4: Inspection includes all organic requirements plus verification that preparations are being used and farm organism requirements are being met.

**Conversion period:**
- Already organic certified: typically 2 additional years of biodynamic practice before Demeter certification
- Not yet organic: the full organic transition period applies first

**Premiums:**
Demeter-certified products typically command premiums of 30–100% above conventional, depending on product category — substantially higher than standard organic premiums in most markets. Biodynamic wine and dairy in particular carry strong market premiums.

**Is Demeter right for you?**

Demeter suits farms where:
- A market for biodynamic products at premium prices is confirmed (it is a smaller market than organic)
- The farmer has genuine philosophical alignment with biodynamic principles — the preparation work requires it
- Livestock integration is feasible or already present
- The additional administration is manageable given the scale of the operation

Demeter is not suited to:
- Large arable operations with no livestock (the farm organism requirement is difficult)
- Farmers seeking certification purely as a marketing tool without practice alignment
- Markets where biodynamic products are not yet differentiated from organic in buyers' minds

**Soil health note:** Preparation 500 (horn manure) stimulates microbial activity and root development in ways that Ingham's framework supports biologically — it is a fungal inoculant as well as a biological soil stimulant. Demeter-certified farms typically have the highest soil food web activity of any certification type because the farming system actively builds biology rather than just avoiding harm.

**Checkpoint — confirm before finalising:**
- Are you already organically certified, or will organic and biodynamic certification be pursued together?
- Is there a confirmed market or buyer for Demeter-certified product in your region?
- Do you have or can you integrate livestock — the farm organism requirement is a real constraint for arable-only farms?

Demeter certification on a market that does not distinguish biodynamic from organic is expensive overhead without financial return — confirm market demand before committing.

**Output:**
```
DEMETER CERTIFICATION PATHWAY

Farm type: [livestock / arable / horticulture / mixed]
Current certification status: [uncertified / organic certified / biodynamic practice without certification]
National Demeter body: [name and contact]

TIMELINE TO CERTIFICATION
Organic transition (if needed): [start date → certified date]
Biodynamic conversion period: [start date → Demeter application date]
Earliest Demeter certified sale: [date]

PREPARATIONS REQUIRED
Immediate: Procure preparations 500 and 501 from [approved supplier]
First composting season: Apply compost preparations 502–507
Year 2: Demonstrate consistent preparation use at inspection

FARM ORGANISM REQUIREMENTS
Livestock status: [current / what needs to change]
Biodiversity habitat: [current % / target 10%]

MARKET PATHWAY
Confirmed biodynamic buyer: [yes — name / no — action required]

ANNUAL COST (ESTIMATE)
Organic certification base: [£/$]
Demeter additional fee: [£/$]
Preparations cost: [£/$ per year]
Total: [£/$]

PREMIUM POTENTIAL
Product: [type] Current price: [£/$] Biodynamic target: [£/$]
```

**Next steps:**
- `/s4ag-biodynamic` — learn to make and apply the preparations correctly before inspection.
- `/s4ag-finance` — model whether the biodynamic premium in your specific market justifies the certification overhead.
- Run **is-it-worth-it** (within this skill) if you have not confirmed the premium exists in your specific market before committing.

---

## Regenerative Certification

*Navigates the Regenerative Organic Certified standard and equivalent schemes — what they require, who they suit, and how to pursue them.*

Regenerative certification is the fastest-growing segment of agricultural certification. It is also the most demanding — and the least standardised. Understanding which standard you are being asked to meet (or are choosing to pursue) is the first step.

**The main regenerative certification schemes:**

| Scheme | Administrator | Scope | Key requirements | Market reach |
|---|---|---|---|---|
| Regenerative Organic Certified (ROC) | Rodale Institute | Global | Organic base + soil health improvement + animal welfare + farmer fairness | Growing; Patagonia Provisions, Dr. Bronner's; mainly USA/global |
| Land to Market (Ecological Outcome Verification) | Savory Institute | Grassland/grazing | Ecological outcome measurement using EMI; no practice prescription | Growing; used by fashion and food brands for supply chain claims |
| Regenagri | Control Union | Global | Practice-based scorecard; covers soil health, water, biodiversity, livelihoods | Mainly food industry supply chain |
| Soil Association Organic + Enhanced | Soil Association (UK) | UK | Organic base + additional soil health standards | UK market |

**Regenerative Organic Certified (ROC) — the most rigorous:**

ROC has three pillars and three tiers (Bronze, Silver, Gold):

1. Soil health — based on Rodale Institute protocols; requires improvement in soil organic matter, biological activity, and erosion over time. Specifically: soil carbon must increase or be demonstrably maintained at a high level.

2. Animal welfare — exceeds USDA organic; pasture-raised requirements; no feedlots; emphasis on natural behaviours.

3. Farmer and worker fairness — fair wages, safe working conditions, farmer economic resilience.

To pursue ROC:
- Step 1: Achieve USDA organic certification (or equivalent national organic certification). ROC is built on top of organic — you cannot certify ROC without being organic first.
- Step 2: Complete a ROC self-assessment against the three-pillar framework.
- Step 3: Apply through a ROC-approved certifier.
- Step 4: Initial and annual inspections covering all three pillars.
- Step 5: Soil health baseline measurement at entry; re-measurement at each certification renewal.

**Land to Market — Ecological Outcome Verification (EOV):**

Land to Market does not prescribe practices — it measures outcomes. An independent ecological assessor measures soil health, plant biodiversity, and water cycle function against a baseline, and certifies improvement over time. This means a farm that achieves ecological improvement through any means — conventional or regenerative — can access the certification. It is particularly suited to grazing operations that practice holistic planned grazing.

Key practical point: EOV assessment is based on site-specific ecological monitoring. The farm does not need to change practices to a prescribed list — it needs to demonstrate measurable ecological improvement.

**What regenerative certification adds for buyers:**

Organic certification tells a buyer what you did NOT do (no synthetics, no GMO). Regenerative certification tells them what IS improving — soil carbon, biodiversity, water cycle function. For buyers making climate and biodiversity claims, this distinction is increasingly commercially important.

**Who does regenerative certification suit?**

Strong fit:
- Farms already certified organic seeking market differentiation
- Farms with strong soil health improvement story and data to support it
- Farms supplying to food brands with sustainability and provenance commitments
- Grazing operations with holistic planned grazing data (Land to Market)

Poor fit:
- Farms not yet organically certified (ROC requires organic base)
- Small direct-market farms (overhead is high relative to the market premium available)
- Farms unable to demonstrate measurable soil health improvement (the soil monitoring requirement is real)

**Soil health note:** This is the one certification where Ingham's food web metrics matter directly. ROC's soil health pillar rewards farms that can demonstrate biological progress — increasing fungal populations, improving earthworm counts, growing microbial biomass. A farm investing in soil biology is building its ROC certification case as a by-product of farming well.

**Checkpoint — confirm before finalising:**
- Which regenerative standard is your buyer or market asking for — or are you choosing one to pursue proactively?
- Are you already organically certified, or is that a prerequisite you need to plan for first?
- Do you have any existing soil health baseline data, or is this starting from zero?

Different regenerative schemes have different entry requirements and market recognition — recommending the wrong scheme is wasted effort.

**Output:**
```
REGENERATIVE CERTIFICATION PATHWAY

Scheme selected: [ROC / Land to Market / Regenagri / other]
Rationale: [why this scheme fits this farm and market]
Certifying body: [name and contact]

PREREQUISITES
Organic certification status: [in place / needed — timeline: X]

SOIL HEALTH BASELINE
Current OM: [%]
Current biological assessment: [if available]
Baseline measurement required: [yes — using X method / already in place]

TIMELINE
Prerequisite completion: [date]
ROC application: [date]
First inspection: [estimated date]
Earliest certified sale: [date]

PILLAR READINESS ASSESSMENT (ROC)
Soil health: [strong / needs development — specific gaps]
Animal welfare: [applicable / not applicable — current status]
Farmer/worker fairness: [current status — gaps]

ANNUAL COST (ESTIMATE)
Organic base certification: [£/$]
ROC additional fee: [£/$]
Soil monitoring: [£/$]
Total: [£/$]

TARGET MARKET / BUYER: [name or description]
PREMIUM EXPECTED: [£/$ above organic or conventional]
```

**Next steps:**
- `/s4ag-soil` — build the soil health monitoring programme that your regenerative certification will be measured against.
- `/s4ag-regenerative` — ensure the farm practice behind the certification claim is coherent and improving.
- `/s4ag-carbon` — soil carbon measurement overlaps significantly with ROC soil health requirements; build a single measurement programme.

---

## Participatory Guarantee

*Evaluates and sets up a Participatory Guarantee System (PGS) as a lower-cost alternative to third-party certification.*

A Participatory Guarantee System is a locally organised, peer-verified certification alternative. Instead of paying a commercial inspector to verify your practice, your farm is inspected by other farmers in the same network, and the group collectively guarantees each member's compliance. Customers trust the group, not the inspector.

PGS is recognised by IFOAM (the International Federation of Organic Agriculture Movements) as a valid organic verification mechanism and is widely used in Latin America, India, and parts of Europe. It is growing in use in the UK and USA among small direct-market farms.

**When PGS works:**

PGS delivers equivalent customer trust to third-party certification in direct-market contexts:
- Farmers markets
- Box schemes and CSA
- On-farm direct sales
- Local restaurant relationships

PGS does NOT substitute for third-party certification when:
- You are selling to a retailer or buyer who requires an accredited third-party certificate
- You are exporting organic products (third-party certification is legally required for most markets)
- You are using an organic label on packaged goods sold through commercial retail

**The cost difference is substantial:**

A PGS scheme typically costs £100–£300/year in membership and peer inspection time, versus £500–£3,000+ for third-party certification. For a farm earning £30–50k revenue, this is the difference between certification being a sensible investment and a serious overhead.

**How to join or establish a PGS scheme:**

**Joining an existing scheme (preferred):**
1. Find the nearest active PGS scheme — IFOAM's directory, local agroecology networks, or Landworkers' Alliance (UK) are starting points.
2. Apply for membership and complete a self-declaration of compliance with the scheme's standards.
3. Receive a peer inspection from another scheme member — this is usually a half-day farm visit.
4. Attend the group inspection of other members' farms — you are both inspected and inspector.
5. Group approval or rejection is collective.

**Establishing a new scheme (if none exists locally):**

A functional PGS requires a minimum of 4–6 farms to operate meaningfully. The steps:
1. Identify 4–6 local farms farming to similar standards who would benefit from mutual verification.
2. Agree on the standard you are all certifying to — typically aligned with national organic standards.
3. Develop a simple self-declaration form and inspection checklist (IFOAM provides templates).
4. Establish the inspection rotation — each farm visits at least two others annually.
5. Create a simple record of decisions and keep it accessible to members and customers.
6. Market the scheme: a name, a shared logo, and a clear explanation for customers.

**What to tell customers about PGS:**

The most important communication task is explaining why PGS provides meaningful assurance. The key points:
- Farmers have as much to lose from a member cheating as the customer does — the group's reputation is collectively at stake
- Peer inspectors know what good farming looks like better than a commercial inspector who visits once a year
- You can meet the farmers who verified this farm, and you can inspect the farm yourself

**PGS limitations to communicate honestly:**

- PGS is not legally equivalent to certified organic in most jurisdictions — you cannot label produce "certified organic" without accredited third-party certification
- PGS works on trust and community cohesion — it requires active participation, not just fee payment
- If a member cheats, the entire group's credibility is affected

**Soil health note:** A well-designed PGS standard can include soil health indicators — earthworm counts, visual soil assessment, cover crop use — that go beyond what most third-party organic certifiers check. Peer inspectors are more likely to recognise genuine biological progress than a generalist commercial inspector. A PGS scheme with soil biology monitoring built in provides better quality assurance on ecological practice than most commercial certification.

**Checkpoint — confirm before finalising:**
- What is your primary sales channel — and do any of those buyers require accredited third-party certification?
- Is there an existing PGS scheme in your area, or would this need to be established from scratch?
- Are there enough local farms at a similar practice level to form or join a group?

PGS only works in direct-market channels and only with engaged participating farms — confirming these before recommending it avoids setting up a scheme that cannot function.

**Output:**
```
PARTICIPATORY GUARANTEE ASSESSMENT

Market channel suitability: [suitable / not suitable — reason]
Third-party requirement from buyers: [yes — PGS cannot substitute / no — PGS is viable]

PGS ROUTE
Existing scheme nearby: [yes — name and contact / no — establish new]
Minimum farms required to establish: 4–6
Farms identified as potential members: [list or "to be identified"]

STANDARD TO ADOPT
Base standard: [national organic standard / other]
Additional soil health indicators: [yes — include / no]

ANNUAL COST ESTIMATE
Membership fee: [£/$ or "none if self-organised"]
Peer inspection time: [X days/year]
Administration: [hours/year]
Total: [£/$]
Saving vs. third-party certification: [£/$]

SCHEME SETUP TIMELINE (if establishing new)
Week 1–2: [contact potential members]
Month 1: [agree standard and inspection checklist]
Month 2: [complete first round of mutual inspections]
Month 3: [launch with customers]

CUSTOMER COMMUNICATION POINTS
1. [key message about peer verification]
2. [key message about transparency]
3. [invitation to visit]
```

**Next steps:**
- `/s4ag-market` — integrate the PGS label and story into your market stall and customer communication.
- `/s4ag-community` — PGS works best when embedded in a wider farm community network — build the relationships that make it robust.
- Run **is-it-worth-it** (within this skill) to confirm PGS is the right route before building out the scheme — if your market is moving toward requiring accredited certification, third-party may be unavoidable.