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Procedure · SOP-27

Review of Requests, Tenders and Contracts

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

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Purpose

To define how the Laboratory captures, reviews and agrees customer requirements before undertaking work, confirms that it has the capability and resources to meet them, selects appropriate methods, agrees decision rules, controls deviations and amendments, and records the review, so that every contract is acceptable to both parties and the customer's needs are understood before work starts.

What is inside

11 sections, about 4 pages when printed.

  1. 1. Purpose
  2. 2. Scope
  3. 3. References
  4. 4. Definitions
  5. 5. Responsibilities
  6. 6. Process overview
  7. 7. Procedure
  8. Records generated by this procedure
  9. Monitoring and performance indicators
  10. Assessment readiness notes
  11. Related documents

Records it generates

Applying this procedure produces the following records, which are the evidence an assessor samples.

  • –Contract review records with requirements, review, acceptance and amendments
  • –Decision rule agreements
  • –Quotations, orders and correspondence
  • –Approved service list
  • –Records of customer discussions

What an assessor looks for

The document closes with these points, so you can check your own practice before someone else does.

  • –Selecting a job and checking the review record shows the points, uncertainty, decision rule and accredited status were agreed before work.
  • –Asking a customer service person how they know a request is within capability and within scope.
  • –Checking that a regulated customer's special requirements were captured and passed to the engineer.
  • –Confirming customer agreement to any subcontracting.
  • –Looking at how a change during work was handled and communicated.

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.
  • Delete the assessment readiness notes if you do not want them in your controlled version; they are guidance for you, not requirements.

Related documents

This is an original template published by ValiTrac. It does not reproduce the text of ISO/IEC 17025 or of any accreditation body publication, and it does not by itself confer or guarantee accreditation. Customise, review and approve it before use.