# Existing-formula transfer review checklist

Version: 2026-09-08

Public planning template, not a COA, TDS, certificate, approved specification or manufacturing commitment. Fill only nonconfidential requirements; unknowns may be “to discuss”. Keep confidential formulas out of public forms. Documents, supply, executors, costs and schedule require written confirmation.

## Public first-contact summary

- [ ] Company / contact / email; project reference and date: ____

- [ ] Nonconfidential format, target countries, packaging, process stage and completed trials: ____

- [ ] Formula ownership or authorization status; NDA contact and approved secure handover method to agree before sharing: ____

- [ ] Initial volume with units, schedule and budget currency; known transfer constraints: ____

## Controlled technical handover — inventory only, no formula here

- [ ] Record owner / version / availability / gap for formula and BOM, raw-material specifications, process flow and critical parameters: ____

- [ ] Inventory trial reports, analytical methods, packaging specifications and stability evidence; agree secure access after confidentiality approval: ____

- [ ] Compare proposed executor/site/line capability with process and packaging needs; document gaps rather than assume compatibility: ____

- [ ] Agree pilot plan, change control, deviations, acceptance/rejection criteria and stop/go owner: ____

- [ ] Assign market/label review, testing, batch release, traceability, IP and retained-record responsibilities: ____

- [ ] Written feasibility outcome: pending evidence / pilot review / not feasible; named executor, quote, MOQ and schedule remain to confirm: ____

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