# Ingredient sourcing brief & supplier document review

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.

## Buyer requirements

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

- [ ] Ingredient / botanical identity / plant part; proposed SKU if known: ____

- [ ] Target marker, method and limits requested; solvent / carrier / origin requirements: ____

- [ ] Application, target countries, intended use level; pH / heat process / packaging: ____

- [ ] Sample quantity and acceptance criteria; first order / annual estimate with units: ____

- [ ] Destination, desired date, budget currency; packaging / Incoterms to discuss: ____

## Supplier document review — record evidence, not assumptions

- [ ] For each requested file record: document name / SKU or lot / version-date / issuer / received date / reviewer / gap / next action: ____

- [ ] TDS: match identity, composition, methods, limits, storage and shelf-life basis to offered SKU: ____

- [ ] Genuine lot COA: match lot and specification; review actual results, units, methods and applicable contaminant limits. A sample COA does not release a future lot: ____

- [ ] Certification if required: holder, legal entity, site, scope, issuer, number, validity and verification source. A logo is not evidence: ____

- [ ] Traceability / allergen / residual-solvent / import documents: list applicable requests and missing items: ____

- [ ] Disposition: pending evidence / clarify / acceptable for stated review scope / not acceptable; reviewer and date. Do not equate document review with shipment release: ____

## Written next-step agreement

- [ ] Confirm source (own / partner / custom), availability, sample fees/freight, MOQ, lead time, quote validity, payment and responsible contact before ordering: ____

info@zlbotanicals.com