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Organic system plan template

Organic system plan template

Use this template to develop organic system plans and provide a starting point for newly accredited certifiers to develop customized templates for prospective producers.

Use this template
or download pdf
Organic system plan template

Use this template to develop organic system plans and provide a starting point for newly accredited certifiers to develop customized templates for prospective producers.

Use this template
or download pdf

About the Organic system plan template

Managing an organic operation involves meeting strict standards and proving compliance every step of the way. This organic system plan template helps you organize and document your practices, from soil management to crop rotation, which are essential for meeting certification requirements and staying on track. With this customizable tool, you and your team can streamline your organic reporting process and maintain a clear record of your efforts.

A step-by-step guide to using the organic system plan template

Whether you’re managing a farm, ranch, or production facility, here’s how to get started:

  1. Start by customizing the template. Open the template in the Lumiform app and edit it to match your operation’s specific needs. Include details like your crops, production methods, and soil management practices. The template is fully editable, so you can add or remove sections, ensuring it covers every aspect of your organic operation.
  2. Document your soil and nutrient management practices. Use the template to clearly outline how you improve soil health and manage nutrients. Include details on compost use, crop rotation schedules, and any approved materials you apply.
  3. Record production site details and methods. Fill in detailed information about each production site, including its location, size, and any specific practices you follow there. Make sure to explain your methods for pest management, weed control, and irrigation, as these are critical for organic compliance.
  4. Keep track of marketing and sales practices. Fill out a section to document how you market and sell your organic products, such as wholesale, farmers’ markets, or direct-to-consumer channels. This is especially useful for creating a transparent overview for certifiers.
  5. Review, finalize, and update regularly. Once you’ve filled out the template, review it to make sure nothing is missing. Save it in the app for easy access, and update it whenever your processes change. Consistency in documentation is key to staying compliant and audit-ready at all times.

Customizing your organic system plan template

Every organic operation is unique, so your template should reflect the specific goals and practices of your business. 

First, adjust the soil management sections to reflect your workflows. For example, if you rely on composting, include details like the type of compost you use, how often you apply it, and where it’s sourced.

You can also use multiple input types to capture more data. For example, you can use photo uploads to document compost piles, pest management efforts, or irrigation systems. Dropdown menus are also great for simplifying repetitive data entry, such as approved fertilizers or crop varieties.

Don’t forget to include your own local regulations too. Edit your template to account for these rules—whether that’s restrictions on manure application near water sources or specific buffer zones between organic and non-organic fields.

Streamline compliance with Lumiform’s tools

This organic system plan template gives you the structure you need to document soil practices, crop rotations, marketing details, and more with ease. Designed to fit your unique operation, it helps you stay organized and audit-ready, no matter the scale of your business. Add notes, record data, and keep track of key details—all in one easy-to-use format.

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Preview of the template
General Information
Applicant (s)
Farm, Ranch or Business Name
Scope of Organic Production Activities
Mailing Address
Physical Address
City
State
Zip Code
Email
Date
Requirements
List all crops or products requested for certification
Have you ever been denied certification?
Do you understand the current organic standards?
Do you have a copy of current organic standards?
Do you have a copy of current OMRI Materials List?
Have you received any notification of noncompliance or denial of certification?
List the Name(s) of any Certifying Agent(s) to which an application has be previously made, Date(s) of Application, and Outcome of the Application Submission
This Application must be accompanied by a completed Organic System Plan that includes all Production and Handling Activities and for which you are seeking certification
Description of Operation, Soil, Crop Nutrient Management, and Crop Rotation
Organic Production to be Certified
Production Sites and Methods
Marketing and Sales Methods
Describe specifically how your soil improvement, crop nutrient management and crop rotation practices meet organic goals.
Does your record keeping system demonstrate implementation and monitoring of compliant soil and crop nutrient management, and crop rotation practices?
Do you use compost or manure?
Affirmations - 7 CFR §205.400, 205.401
I/We have reviewed the United States Department of Agriculture (USDA) Agricultural Marketing Service (AMS) National Organic Program (NOP) regulations in the Code of Federal Regulations (CFR) Part 205 relevant to my operation. I/We have asked the certifying agent for clarification of any points that were unclear, such that I/we now understand the regulations as they apply to my operation. I/We agree to comply with all applicable organic production and handling regulations.
I/We affirm that the attached Organic System Plan (OSP) accurately describes all aspects of my/our current organic operation. I/We will follow this plan and maintain all appropriate records and documentation.
I/We will submit updates to the certifying agent whenever substantive changes are made, thus ensuring that the Application/OSP consistently reflects the practices of my/our current organic operation.
I/We have kept a copy of my/our Application, OSP, and all applicable Attachments and Addenda.
I/We will immediately notify the certifying agent of any change in my/our certified operation, or portion of it, that may affect its compliance with the Act or regulations
I/We agree to immediately notify my certifying agent concerning any application, including drift, of a prohibited substance to any field, production unit, site, facility, livestock, or product that is part of an operation.
I/We will permit on-site inspections by the certifying agent and its designated representatives, with complete access to the production and/or handling operation, including non-certified production and handling areas, structures and offices.
I/We understand that the operation may be subject to announced and/or unannounced inspections and/or sampling at any time as deemed appropriate to ensure compliance with NOP Regulations.
I/We agree to maintain all records applicable to the organic operation for not less than 5 years beyond their creation and to allow authorized representatives of the Secretary, applicable State organic program's governing State official, and certifying agent access to such records during normal business hours for review and copying to determine compliance.
I/We agree to submit applicable fees charged according to the fee schedule by the certifying agent.
I/We understand that a certifying agent’s acceptance of this form in no way implies granting of certification.
I/We affirm that all information in this Application/OSP is true and accurate to the best of my knowledge.
Signature and comments
Signature
Comments
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Frequently asked questions

What is the difference between an organic system plan and a standard farm management plan?

An organic system plan (OSP) is specifically designed to meet the requirements of organic certification standards. It outlines every aspect of your organic operation, from soil management to marketing. On the other hand, a standard farm management plan is broader and doesn’t necessarily focus on organic practices.

How do I prepare for an organic certification audit using my plan?

Review your organic system plan to confirm it’s accurate and up to date. Double-check your records for completeness—this includes input logs, sales receipts, and production site details. Make sure everything is organized and easy to access, and conduct an internal review.

Can an organic system plan include non-certified production areas?

Yes, your organic system plan should include non-certified production areas, especially if they are part of your operation. These areas need to be documented to show how you prevent contamination or commingling with organic products. For example, include buffer zones, equipment cleaning protocols, and storage practices for non-certified inputs.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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