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Procurement from suppliers with a history of late or incorrect deliveries can pose a risk to lab operations, therefore, it is best to review their historical performance and delivery reliability.
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5 Steps to Ensure Safety and Compliance in Chemical Procurement

Staying up-to-date with the evolving standards, policies, and procedures is key for clinical lab compliance

Photo portrait of Dave Haase
Dave Haase, MBA
Photo portrait of Dave Haase

Dave Haase, MBA, runs ChemDirect, a consumer marketplace for chemicals.

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Published:Aug 17, 2023
|4 min read
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Photo portrait of Dave Haase
Dave Haase, MBA, has been a leader for nearly 20 years in consumer products and pharmaceuticals and now runs ChemDirect, a consumer marketplace for chemicals. He has been awarded as a top performer in marketing, sales, and finance. He has an MBA from Stanford and loves building early-stage businesses and has taken multiple businesses from less than $1 million to over $10 million in revenue.

Clinical laboratories frequently navigate a labyrinth of complex processes and procedures. Chemical procurement poses unique challenges due to the critical safety and compliance aspects involved. How can labs mitigate risk, ensure maximum safety, and uphold the highest compliance standards during chemical procurement? Let's explore five steps that are crucial in this process.

1. Assess risks comprehensively

To ensure safety and compliance in clinical laboratories, the first step involves a comprehensive risk assessment. This entails a methodical three-stage process: hazard identification, risk assessment, and mitigation planning.

  • Hazard identification involves dissecting the chemical properties of each chemical your laboratory procures. Some may be unstable or toxic; others could react explosively under specific conditions. For example, certain ethers form explosive peroxides over time, requiring special storage and handling conditions. Identifying these hazards reduces potential risks.

  • Risk assessment is a process that evaluates the likelihood and potential impact of an adverse event. A commonly used chemical like ethanol is only mildly harmful, but the associated risk can still be significant. Conversely, highly toxic substances like cyanides, though used sparingly, present high risk due to their lethality.

  • Mitigation planning entails crafting strategies to counter the identified risks: special containment protocols for highly volatile, personal protective equipment (PPE) such as gloves and lab coats for skin-irritating chemicals, etc. Emergency plans for unexpected events like chemical spills or accidental exposure should also be in place.

Comprehensive risk assessment in clinical laboratories hinges on these meticulous processes for countering potential threats. This level of preparedness—taking into account everything from chemical properties to emergency responses—lays the groundwork for establishing robust procurement policies, the next crucial step in ensuring laboratory safety and compliance.

2. Develop robust procurement policies and compliance procedures

The industry standard for laboratory safety, procurement policies, and compliance procedures of all sorts is the implementation of an environmental health and safety (EHS) management system. One core pillar of EHS management systems is to standardize and implement procurement policies and compliance procedures.

These policies dictate the process of vetting suppliers, ordering chemicals, and receiving deliveries. A detailed protocol may be required for verifying the quality and quantity of the chemicals received.

Policies should also include steps for addressing discrepancies, such as incorrect or damaged shipments. If a shipment of sodium hydroxide arrives damaged, the protocol should include promptly isolating the shipment, notifying the supplier, and ensuring safe disposal or return of the chemical.

With the evolving regulatory landscape, policies and procedures must be dynamic and adaptable. Labs must stay updated on changes in safety standards and regulations at the regional, national, and international levels—regulations around the use and disposal of certain carcinogenic substances may tighten over time, leading to policy revisions.

3. Source from reliable suppliers

The third step involves carefully selecting suppliers, ensuring they meet rigorous quality assurance and reliability standards, and their regulatory compliance. Suppliers should consistently deliver correct chemicals, in appropriate quantities, with accurate labeling and documentation such as material safety data sheets (MSDS).

When considering suppliers, the lab should review historical performance, including delivery reliability and response to discrepancies. Procurement from suppliers with a history of late or incorrect deliveries can pose a risk to lab operations.

The lab's relationship with the supplier continues after procurement. Regular communication regarding policy changes, regulatory updates, or performance feedback helps maintain a proactive relationship that can contribute to smoother procurement.

4. Train staff and implement safety protocols

Ensuring staff are adequately trained is the fourth vital step. Personnel should not only be familiar with safety protocols, but they should also be well-versed in correct chemical handling, storage practices, and emergency procedures. A lab technician dealing with corrosive acids must know how to handle a potential spill or exposure incident.

Training programs should be tailored to fit varying skill levels: intensive training covering all lab operations for new employees, and periodic refresher courses for experienced personnel.

Mock drills, including chemical spill management and emergency evacuation, help cement the learning and ensure preparedness for real situations.

5. Manage chemical handling, storage, and waste effectively

Finally, proper chemical handling, storage, and waste management are crucial. Each chemical has specific handling and storage requirements: Volatile chemicals like ether should be stored in a cool, well-ventilated area, away from sources of ignition, while strong acids and bases should be stored separately to prevent dangerous reactions in case of a spill.

Efficient waste management is crucial to minimizing the environmental impact of lab activities. Proper waste segregation, neutralization of acids and bases, or incineration under controlled conditions for organic waste, can all form part of an effective waste management plan. In some cases, labs may need to engage certified waste management services to dispose of hazardous waste responsibly and in compliance with regulations.


In the ever-evolving landscape of chemical procurement, a culture of continuous improvement is the cornerstone for success. As we venture forward, we must remain open to technological advancements—innovative risk assessment methods, digital inventory management solutions, and groundbreaking waste disposal all help ensure our journey remains safe, compliant, efficient, and sustainable.

For more information on implementing EH&S Management Systems to ensure safety and compliance in chemical procurement, contact a verified EH&S auditing entity or a local OSHA branch.