Contract Review and Quotation Record

Purpose

The contract review record required by clause 7.1: captures the customer's requirements, the review of capability and scope, the method, uncertainty, decision rule, subcontracting, special requirements and price, the customer's acceptance, and any amendments during the work.

What it covers

• 1. Customer requirements
• 2. Review
• 3. Quotation and acceptance
• 4. Amendments after start
• Authorisation

How to complete it

1. 1.Complete Section 1 from the customer's request; obtain clarification for anything unclear and record the discussion.
2. 2.Complete Section 2: for routine work matching the approved service list, customer service ticks the service reference and confirms capacity and calibration status; for anything else, the Technical Manager completes the technical review.
3. 3.Record the quotation, the customer's acceptance and the job number in Section 3.
4. 4.Record every amendment after work starts in Section 4 and confirm that affected staff were informed.

Before you use it

• Replace every square-bracket token, starting with [LABORATORY NAME], [ADDRESS] and [EFFECTIVE DATE]. The full token list is in GD-01 Read Me First.
• Have the content technically reviewed against how your laboratory actually works, then approved by the responsible manager before it becomes a controlled document.
• Update the Word fields after editing so the table of contents and page numbers are correct: select all, then press F9.
• Record the document in your own document register and set its review date.

Related documents

• QM-01

  Quality Manual

  Top-level description of the management system against every clause of ISO/IEC 17025:2017.

• SOP-27

  Review of Requests, Tenders and Contracts

  Capturing and reviewing customer requirements, capability, decision rules and deviations before work starts.

• SOP-29

  Decision Rules and Statements of Conformity

  Selecting, agreeing, applying and reporting decision rules, guard bands and conformity statements.

• FRM-34

  Decision Rule Agreement Record

  Records the decision rule, guard band and conformity statement format agreed with the customer.

• CHK-01

  ISO/IEC 17025:2017 Gap Analysis and Self-Assessment

  Clause-by-clause self-assessment with evidence, gap and action columns.

• FRM-01

  Master Document Register

  Register of every controlled internal and external document with revision, status and distribution.

• FRM-02

  Document Change Request

  Request, impact assessment and approval of a change to a controlled document.

• FRM-03

  Records Retention Schedule and Disposal Log

  Retention periods by record type and a log of authorised disposals.