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RULES OF ORIGIN COMPLIANCE CHECKLIST

168 words · 18 sections · 8 data table(s)

India-EU Trade — Preferential Origin Determination

Exporter: _____________________________________________

Product: _____________________________________________

HS Code (8-digit): _____________________________________________

Preference Scheme: EU GSP / India-EU FTA (delete as applicable)

Analysis Date: _____________________________________________

Completed by: _____________________________________________

This checklist guides an Indian exporter through the process of determining whether a product qualifies for preferential origin under the EU GSP or the India-EU FTA, and whether all documentation and record-keeping obligations are met. Complete one checklist per product / HS code.

SECTION 1 — IDENTIFY THE APPLICABLE RULE

SECTION 2 — WHOLLY OBTAINED TEST (complete only if WO rule applies)

SECTION 3 — CHANGE OF TARIFF CLASSIFICATION TEST (complete only if CTC rule applies)

SECTION 4 — VALUE ADDED / REGIONAL VALUE CONTENT TEST (complete only if RVC rule applies)

SECTION 5 — SPECIFIC MANUFACTURING PROCESS TEST (complete if SMP rule applies)

SECTION 6 — DIRECT TRANSPORT AND NON-MANIPULATION

SECTION 7 — RECORD-KEEPING OBLIGATIONS

SECTION 8 — OVERALL ORIGIN DETERMINATION

Doc 49 — Rules of Origin Compliance Checklist — Neutral Template

StepResultNotes
1.1 Confirm the 8-digit EU CN code for the product.HS: _______
1.2 Identify the applicable preference scheme: EU GSP Standard (Annex II to Reg. 978/2012) or India-EU FTA (Protocol on Rules of Origin once in force).GSP / FTA
1.3 Look up the Product Specific Rule (PSR) for this HS code in the applicable scheme. Note the rule type below.Done [ ]
1.4 Rule type applicable (tick one):
[ ] Wholly Obtained (WO) — product must be entirely produced in India with no non-originating inputs.
[ ] Change of Tariff Classification (CTC) — non-originating inputs must be classified under a different HS heading or sub-heading from the finished goods.
[ ] Regional Value Content (RVC) / Value Added — minimum % of ex-works or FOB value must be added in India. Required %: _____
[ ] Specific Manufacturing Process (SMP) — a defined production process must be performed in India regardless of input origin.
[ ] Combination rule — CTC + RVC or other combination. State: _____________
ItemStatusNotes
2.1 Product is an agricultural product grown and harvested entirely in India.Y / N / N/A
2.2 Product is a mineral extracted entirely from Indian soil or territorial waters.Y / N / N/A
2.3 Product is derived from live animals born and raised entirely in India.Y / N / N/A
2.4 No non-Indian-originating materials of any kind are incorporated in the product.Y / N / N/A
2.5 Records available to evidence wholly-obtained status (e.g. farm records, mineral extraction records, livestock records).Y / N
WHOLLY OBTAINED CONCLUSION:Qualifies / Does not qualify
ItemStatusNotes
3.1 HS code of finished product (8-digit): _____________
3.2 List all non-originating inputs and their HS codes:
Input 1: _____________ HS: _____________
Input 2: _____________ HS: _____________
Input 3: _____________ HS: _____________
3.3 CTC rule requires change at: [ ] Chapter (2-digit) [ ] Heading (4-digit) [ ] Sub-heading (6-digit) [ ] Tariff item (8-digit)
3.4 Do all non-originating inputs satisfy the required CTC? (none of the non-originating inputs fall under the same chapter/heading/sub-heading as the finished good, per the applicable rule)Y / N
3.5 Are any non-originating inputs within the tolerance limit (de minimis: typically 10% of ex-works value for non-agricultural goods)?Y / N / N/A
CTC CONCLUSION:Qualifies / Does not qualify
ItemResultNotes
4.1 Required minimum value added in India: _____%
4.2 Valuation basis: [ ] Ex-works price [ ] FOB price
4.3 Total ex-works / FOB value of finished product (A): _____________
4.4 Total customs value of non-originating inputs used (B): _____________
4.5 Value added in India = (A − B) / A × 100 = _____%_____%
4.6 Does value added meet the required minimum?Y / N
4.7 If not, what sourcing changes are needed to close the gap?
4.8 Is this calculation supported by production cost records?Y / N
RVC CONCLUSION:Qualifies / Does not qualify
ItemStatusNotes
5.1 State the specific process required by the PSR: _____________________________________________
5.2 Is this process performed in India?Y / N
5.3 Documentary evidence of process available (e.g. production records, process flow chart, factory audit)?Y / N
SMP CONCLUSION:Qualifies / Does not qualify
ItemStatusNotes
6.1 Goods transported directly from India to the EU without transiting through a third country?Y / N
6.2 If transit through a third country: goods remain under customs control; no processing other than unloading, reloading, or any other operation to preserve them in good condition.Y / N / N/A
6.3 Through B/L or transit documents available to prove continuous transit?Y / N / N/A
6.4 Certificate of non-manipulation required by EU customs? (If goods transit a third country, EU customs may request this from the transit country's customs authority.)Y / N
TRANSPORT RULE CONCLUSION:Compliant / Issue
ItemStatusNotes
7.1 Purchase invoices for all non-originating inputs retained.Y / N
7.2 Origin declarations / supplier declarations for all inputs on file.Y / N
7.3 Production records / BOM (Bill of Materials) retained for this product.Y / N
7.4 Cost breakdown / RVC calculation worksheet on file.Y / N / N/A
7.5 Copies of all REX statements made / Form A certificates issued retained.Y / N
7.6 Records retention period: minimum 3 years from date of statement of origin (EU GSP); verify FTA-specific period once confirmed.Y / N
7.7 Advance origin ruling obtained from DGFT or EU customs? (Optional but provides legal certainty.)Y / N / N/A
OVERALL CONCLUSION: Product [ ] QUALIFIES [ ] DOES NOT QUALIFY [ ] QUALIFIES SUBJECT TO SOURCING CHANGES for preferential origin under the applicable scheme.
Rule satisfied: [ ] Wholly Obtained [ ] CTC [ ] RVC [ ] SMP
Sourcing changes required (if any): _____________________________________________
Recommended origin instrument: [ ] REX Statement on Invoice [ ] Form A [ ] EUR.1
REX Number: _____________________________________________
Reviewed by: _____________________________________________ Date: _____________

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