Contract Manufacturer Evaluation and Qualification Checklist

A comprehensive checklist for evaluating and qualifying a contract packaging or manufacturing partner involves summarizing the critical points discussed across the guide. This checklist serves as a practical tool for brands to systematically assess potential partners, ensuring they meet the necessary criteria to foster a successful and productive partnership.

(As with all content on this site, this should not be construed as legal advice. Anyone engaging a contract should engage with appropriate legal counsel for guidance. The purpose of this document is to provide background information on this contract topic. Anyone contemplating types and structures of contracts must perform their own due dilligence and seek trusted professional advice.)

Understanding Your Needs

• Define product specifications (ingredients, materials, dimensions).
• Determine packaging requirements (type, functionality, sustainability).
• Assess current and projected production volumes.
• Identify necessary certifications and compliance requirements.
• Outline special considerations (safety, quality, shelf-life).

Evaluating Potential Partners

• Research potential partners with relevant industry experience.
• Prepare a detailed project brief for initial discussions.

Capabilities

• Verify experience with similar products.
• Assess technical expertise and equipment for production and packaging.
• Evaluate technology and innovation adoption.

Capacity

• Confirm minimum and maximum production capacities.
• Discuss scalability and flexibility to meet demand fluctuations.

Certifications and Compliance

• Check for relevant industry certifications (e.g., FDA, USDA, organic).
• Review history of compliance and audit performance.

Quality Assurance Processes

• Investigate quality control measures and monitoring throughout production.
• Understand protocols for addressing quality issues.

Location and Logistics

• Consider proximity to supply sources and markets.
• Evaluate logistics, warehousing, and distribution capabilities.

Cost Structure

• Request detailed breakdowns of pricing models and additional fees.
• Discuss scalability of costs with production changes.
• Communication and Customer Service.
• Determine communication protocols and project management tools.
• Identify dedicated points of contact.

Preparing for Initial Engagement

• Compile comprehensive product and project information for accurate quoting.
• Understand and negotiate key contract terms and conditions.
• Establish confidentiality and intellectual property protection measures.

Managing the Relationship

• Set clear expectations and success metrics.
• Schedule regular check-ins and updates.
• Develop collaborative problem-solving and innovation processes.
• Implement and review KPIs for ongoing performance evaluation.

Additional Considerations

• Prepare for flexibility in contract terms to accommodate business growth and market changes.
• Plan for regular feedback loops and quality audits.
• Ensure alignment on values, especially regarding sustainability and ethical practices.

This checklist is designed to guide brands through the comprehensive process of selecting a contract packaging or manufacturing partner. By methodically evaluating potential partners against each criterion, brands can make informed decisions that align with their strategic objectives and operational requirements. This careful selection and ongoing management process lays the foundation for a successful partnership, facilitating growth, innovation, and market success. This list should be modified to fit your specific situation.

By Carl Melville Managing Partner, TMG and Founder of CoPack Connect