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Brown Bag 11: Contracts and Tenders & Service to Client Requirements and Implementation Ideas

Course Description:

All laboratories (including captive and municipal laboratories) need to know what work is coming in, when and what it takes to perform the analysis. A laboratory needs to consider how contracts and tenders are handled and what Service to the Client means.

Once a work request is received or inquiries are made it is the laboratory’s responsibility to review if the request can be met and how this review is to be documented. The discussion will include the components required to accomplish a successful review and the generation and maintenance of the documentation of any requested new work, tender and contract.  Additionally, the course will address what constitutes new work in the commercial, captive, and public laboratory and what is considered routine work. Guidance will be given for providing feedback to the client and how to document final decisions made. Fundamental to the training will be working definitions for “Request”, “Tender”, and “Contract” as these terms are often misunderstood, especially in smaller laboratories. 

The objective of the class is to provide guidance in meeting TNI’s 2016 Standard – Section 4.4 - Review of Requests, Tenders and Contracts. A laboratory needs to consider how contracts and tenders are handled.

The class will cover the intent of the Standard’s Section 4.7 Service to the Client by providing ideas on how to ensure your laboratory is meeting your clients’ needs on an ongoing basis. The course will include appropriate discussion topics to have with clients to ensure you are providing services and data that satisfy the needs of the end user.

Expected Learning Outcomes:

Requests, Tenders, and Contracts

  • Learn what requests, tenders, and contracts are.
  • Understand the requirements to review requests, tenders, and contracts in simple as well as complex situations.
  • Determine if your procedures meet the requirements of the standard.
  • Learn how to be on the same page as your clients.

Service to the Client

  • Learn what service to the client means.
  • Understand the requirements to provide service to the client.
  • Determine if your procedures meet the requirements of the standard.
  • Have ways to serve your clients.

Intended Audience:

This course is designed for quality and administrative staff for all laboratories including commercial, captive (in-house) and municipal labs.


$75 for TNI members
$90 for non-members

Group rates are available: Each purchased webcast is to be viewed by only one student. If you would like multiple viewers, separate purchases must be made. A group rate of $350 for TNI members or $425 for non-members is available for groups of 5-10 students at a single location. Click here to purchase this webcast at the group rate.

TNI Members: you must be logged-in to the website to receive the member rate.

No certificates are automatically provided with this training. A Certificate of Completion (CoC) ($30 per person) or Certificate of Attendance (CoA) ($20 per person) may be purchased during or after registration or webcast purchase. A passing score of at least 70% must be received on the exam in order to receive CEUs and a CoC. Scores of less than 70% will receive a Certificate of Attendance at no reduced fee. For a CoA you will not need to take the quiz and you will not receive CEUs. To receive your certificate, contact Paul Junio at [email protected] with date of purchase and date of training completion. See FAQs for additional information.


About Webcasts: Upon receipt of your payment, you will receive a special link by e-mail to watch the webcast on your computer. The link is time-limited: you will have full access to the webcast and any associated handouts for 6 months after receipt of payment, at which time the link will expire. Webcasts cannot be downloaded; they are intended for viewing on your computer only during the 6-month window. If you have any questions, please contact Ilona Taunton at [email protected].

3.5 hours

Presented By:

Mei Beth Shepherd

About the Presenter:

Mei Beth Shepherd is a principal of Shepherd Technical Services,  LLC. She received her Bachelor of Arts in Biology from Baylor University in 1986.

With STS, she provides technical consulting services focusing on laboratory quality assurance, laboratory accreditation, operational management, and independent data review and validation. Ms. Shepherd has served as a member of the TNI Information Technology and Policy Committees, and is currently an approved Assessor for DoD/DOE ELAP, and for NELAP.  As part of STS, she performs NELAP assessments for the Texas Commission on Environmental Quality, The Florida Department of Health, Minnesota Department of Health, and Louisiana Department of Quality as a contractor.

While not travelling the laboratory globe, Mei Beth enjoys spending time with her husband and their two miniature dachshunds.