SWGDRUG RECOMMENDATIONS FOR QUALITY ASSURANCE
GUIDELINES IN FORENSIC DRUG ANALYSIS
(Version 1.1)
SECTION 1:     INTRODUCTION
      1.1    Quality Management System
SECTION 2:     PERSONNEL
        2.1    Job Description
        2.2    Designated Personnel and Responsibilities
        2.3    Qualifications/Education
        2.4    Training
        2.5    Maintaining Qualifications

SECTION 3:     PHYSICAL PLANT
        3.1    Physical Plant Requirements

SECTION 4:     EVIDENCE CONTROL
        4.1    Receiving and Identifying Evidence
        4.2    Integrity of Evidence
        4.3    Storage of Evidence
        4.4    Disposition of Evidence
        4.5    Documentation Procedures

SECTION 5:     ANALYTICAL PROCEDURES
        5.1    Analytical Procedures for Drug Analysis
        5.2    Minimum Requirements for the Verification of Drug Reference Materials

SECTION 6:     INSTRUMENT/EQUIPMENT PERFORMANCE
        6.1    Instrument Performance
        6.2    Equipment

SECTION 7:     CHEMICALS AND REAGENTS
        7.1    Chemicals and Reagents

SECTION 8:     CASEWORK DOCUMENTATION, REPORT WRITING AND REVIEW
        8.1    Casework Documentation
        8.2    Report Writing
        8.3    Case Review

SECTION 9:       PROFICIENCY AND COMPETENCY TESTING
        9.1    Proficiency Testing
        9.2    Competency Testing

SECTION 10:     VALIDATION AND VERIFICATION
        10.1    Method Validation
        10.2    Methods Validated Elsewhere

SECTION 11:     LABORATORY AUDITS
        11.1    Laboratory Audits

SECTION 12:     DEFICIENCY OF ANALYSIS

SECTION 13:     HEALTH AND SAFETY
        13.1    Health and Safety Requirements

SECTION 14:     DOCUMENTATION


Section 1:     INTRODUCTION
Recommendations involving the analysis of seized drugs are limited to qualitative analysis only.  Issues involving quantitative analysis will be taken up in a later version.

It is the goal of a laboratory's drug analysis program to provide the customers of the laboratory's services access to quality drug analysis. It is the goal of these guidelines to provide a framework of quality management in the processing of drug evidence, including evidence handling, management practices, qualitative analysis and reporting.

1.1    QUALITY MANAGEMENT SYSTEM

A documented quality management system must be established and maintained. The personnel responsible for this must be clearly designated and shall have direct access to the highest level of management concerning laboratory policy.
 

1.1.1    The quality management system must cover all procedures and reports associated with  drug analysis.


Section 2:    PERSONNEL

2.1    JOB DESCRIPTION

The job descriptions for all personnel should include responsibilities, duties and required skills.

2.2     DESIGNATED PERSONNEL AND RESPONSIBILITIES

An individual (however titled) may be responsible for more than one of the following duties:
 

2.2.1    Quality Assurance Manager: A designated person who is responsible for maintaining the quality management system (including an annual review of the program) and who monitors compliance with the program.

2.2.2    Health & Safety Manager: A designated person who is responsible for maintaining the Laboratory Health and Safety program   (including an annual review of the program) and who monitors compliance with the program.

2.2.3    Technical Support Personnel: A person who performs basic laboratory duties, but does not analyze evidence.

2.2.4    Technician/Assistant analyst: A person who analyses evidence, but does not issue reports for court purposes.

2.2.5    Analyst: A designated person who:
 

2.2.5.1    Examines and analyses seized drugs or related materials, or directs such examinations to be done.

2.2.5.2    Independently has access to “open” (unsealed) evidence in order to remove samples from the evidence for examination.

2.2.5.3    As a consequence of such examinations, signs reports for court or other purposes.


2.2.6    Supervisory Chemist: A designated person who has the overall responsibility and authority for the technical operations of the drug analysis section. Technical operations include, but are not limited to protocols, analytical methodology, and technical review of reports.
 

2.3 QUALIFICATIONS/EDUCATION
 
2.3.1    Technical Support personnel will:
 
2.3.1.1    Have education, skills and abilities commensurate with their responsibilities.

2.3.1.2    Have on the job training specific to their position.
 

2.3.2    Technicians/Assistant Analysts will:
 
2.3.2.1    Have education skills and abilities commensurate with their responsibilities.

2.3.2.2    Have on the job training specific to their position.
 

 2.3.3    Analysts will:
 
2.3.3.1    Have a minimum of a bachelor's degree (generally a three or four year post-secondary or tertiary degree) or equivalent in a natural science which shall include lecture and associated laboratory classes in general, organic, and analytical chemistry.

OR

2.3.3.2    By January 1, 2005, a minimum of five (5) years practical experience in the area of seized drug examination, and have demonstrated competency following the completion of a formal, documented training program and post training competency assessment.

 
2.3.4    Supervisory Chemist will:
 
2.3.4.1    Meet all the requirements of analyst (2.3.3.1)

2.3.4.2    Have a minimum of two (2) years of experience as an analyst in the forensic analysis of drug evidence.

2.3.4.3    Exhibit knowledge necessary to evaluate results and conclusions.

 
2.4    TRAINING

The laboratory must establish and document a training program and qualifying procedure for all new technical personnel. A written training program, approved by laboratory management, focusing on the development of the theoretical and practical knowledge, skills and abilities necessary to examine seized drug samples and related materials, will include:
 

2.4.1    A training syllabus including descriptions of the knowledge and skills analyst is to be trained in (specific topic areas), milestones of achievement, and methods of testing or evaluating competency of an analyst.

2.4.2     Documented standards of performance and a plan for assessing theoretical and practical competency against these standards, (i.e. written and oral examinations, critical reviews, analysis of unknown samples, mock casework etc.) per topic area.

2.4.3    A period of supervised casework representative of the type he/she will be required to perform.

2.4.4    Verification document demonstrating that the trainee has achieved the desired competence per specific topic area.
 

2.5    MAINTAINING QUALIFICATIONS

The minimum continuing professional development requirements for a laboratory analyst are:
 

2.5.1    Twenty (20) contact hours of training every year.

2.5.2    Training must be relevant to the laboratory's mission.

2.5.3    Training completed must be documented in writing.
 


Section 3:    PHYSICAL PLANT

3.1    PHYSICAL PLANT REQUIREMENTS
 

3.1.1    The laboratory shall provide adequate safety and security for personnel and operations.

3.1.2    The laboratory must meet required health and safety standards.

3.1.3    The laboratory must contain adequate space to perform required analytical functions and prevent contamination.

3.1.4    Chemical fume hoods must be provided.  They must be properly maintained and monitored according to an established schedule.

3.1.5    A laboratory cleaning schedule must be established.

3.1.6    Adequate facilities must be provided to ensure the proper safe-keeping of physical evidence, standards and records.

3.1.7    Appropriately secured storage must be provided to prevent contamination of chemicals and reagents.

 
Section 4:    EVIDENCE CONTROL

The laboratory shall have and follow a documented evidence control system to ensure the integrity of physical evidence.

4.1    RECEIVING AND IDENTIFYING EVIDENCE:

The laboratory must maintain records of requests for analysis and of the respective items of evidence.  A unique identifier must be assigned to each case file or record. This file or record must include at least the following:
 

4.1.1    The submission documents or copies.

4.1.2    The identity of the party requesting the analysis and the date of the request.

4.1.3    A description of items of evidence submitted for analysis.

4.1.4    The identity of the person who hands over the evidence, along with the date of submission. For evidence not delivered in person, descriptive information regarding the mode of delivery and tracking information.

4.1.5    Chain of custody record.

4.1.6    Unique case identifier.

4.1.7    A description of the evidence shall be compared to documentation prior to analysis.  Should significant irregularities be identified at this time, these must be documented in the case file and the submitter informed promptly.
 

4.2    INTEGRITY OF EVIDENCE

Evidence must be properly secured (e.g. sealed). Appropriate storage conditions shall ensure that, insofar as possible, the composition of the seized material is not altered. All items must be safeguarded against loss or contamination. Any alteration of the evidence (e.g. repackaging) must be documented in writing. Procedures should be implemented to assure that samples are properly labeled throughout the analytical process.

4.3    STORAGE OF EVIDENCE

Access to the evidence storage area must be granted only to persons with authorization and access shall be controlled.  A  system shall be established to document the chain of custody.

4.4    DISPOSITION OF EVIDENCE

Records must be kept regarding the disposition of all items of evidence.

4.5    DOCUMENTATION PROCEDURES

All laboratory records such as results of analyses, measurements, notes, calibrations, chromatograms, spectra and reports shall be retained in a  secure fashion.

 
Section 5:    ANALYTICAL PROCEDURES

5.1    ANALYTICAL PROCEDURES FOR DRUG ANALYSIS:
 

5.1.1    The laboratory shall have and follow written analytical procedures.

5.1.2    The laboratory shall have in place protocols for the sampling of evidence.

5.1.3    Work practices shall be established to prevent contamination of evidence during analysis.

5.1.4    The laboratory shall monitor the analytical processes using appropriate controls and traceable standards.

5.1.5    The laboratory shall have and follow written guidelines for the acceptance and interpretation of data.

5.1.6    Analytical procedures must be validated in compliance with Section 10.

5.1.7    The analyst shall determine the identity of a drug in a sample and be assured that the result relates to the right submission. This is best established by the use of at least two appropriate techniques based on different principles and two independent samplings.
 

5.2    MINIMUM REQUIREMENTS FOR THE VERIFICATION OF DRUG REFERENCE MATERIALS FOR FORENSIC DRUG ANALYSIS.
 
5.2.1    The identity of certified reference materials should be verified prior to their first use.

5.2.2    The identity of uncertified reference materials must be authenticated prior to use by methods such as mixed melting point determination, Mass Spectrometry, Infrared Spectrophotometry, or Nuclear Magnetic Resonance Spectrometry.

5.2.3    Verification must be performed on each new drug lot.

5.2.4    All verification testing must be documented to include: the name of the individual who performed the identification, date of  verification, verification test data, and reference identification.

 
Section 6:    INSTRUMENT/EQUIPMENT PERFORMANCE

6.1    INSTRUMENT PERFORMANCE

Instruments must be routinely monitored to ensure that proper performance is maintained.
 

6.1.1    Monitoring should include the use of reference standards, test mixtures, calibration standards, blanks, etc.

6.1.2    Instrumentation performance monitoring must be documented.
 

6.2    EQUIPMENT

Only suitable and properly operating equipment shall be employed.  Monitoring of equipment parameters shall be conducted and documented.
 

6.2.1    The manufacturer's operation manual and other relevant documentation for each piece of equipment should be readily available.
Section 7:    CHEMICALS AND REAGENTS

7.1    CHEMICALS AND REAGENTS
 

7.1.1    Chemicals and reagents used in drug testing must be of the appropriate grade for the test performed.

7.1.2    There must be written formulations for all chemical reagents produced within the laboratory.

7.1.3    Documentation for reagents prepared within the laboratory must include identity, concentration (when appropriate), date of preparation, identity of the individual preparing the reagents and the expiration date (if appropriate).

7.1.4    The efficacy of all test reagents must be checked prior to their use in casework.  The results of these tests should be documented.

7.1.5    Chemical and reagent containers should be dated and initialed when received and also when first opened.

 
Section 8:    CASEWORK DOCUMENTATION, REPORT WRITING AND REVIEW

8.1    CASE WORK DOCUMENTATION
 

8.1.1    Documentation must contain sufficient information to allow a peer to evaluate case notes and interpret the data.

8.1.2    Evidence handling documentation should include: chain of custody, the initial weight/count of evidence to be examined (upon receipt by the analyst), information regarding the packaging of the evidence upon receipt, a description of the evidence and communications regarding the case.

8.1.3    Analytical documentation should include: procedures, standards, blanks, observations, results of the tests, and supporting documentation including charts, graphs, and spectra generated during an examination.

8.1.4    Casework documentation must be preserved according to written laboratory policy.
 

8.2    REPORT WRITING
 
8.2.1    Reports issued by the laboratory must meet the requirements of the jurisdiction served. These may include:
 
a.    Identity of the examining laboratory

b.    Case identifier

c.    Identity of the contributor

d.    Date of receipt

e.    Date of report

f.     Descriptive list of submitted evidence

g.    Identity of analyst

h.    Results/Conclusions

i.     Analytical techniques employed
 

8.3    CASE REVIEW
 
8.3.1    The laboratory must have a written policy establishing the protocols for technical and administrative case review.

8.3.2    The laboratory must have a written policy to determine the course of action should an analyst and reviewer fail to agree.

 
Section 9:    PROFICIENCY AND COMPETENCY TESTING

Each laboratory should participate in at least an annual inter-laboratory proficiency testing program and should have written protocols for testing the competency of its laboratory analysts.

9.1    PROFICIENCY TESTING
 

9.1.1    Laboratories shall perform proficiency testing in order to verify the laboratory's performance in comparison to other laboratories. The frequency of the proficiency testing should be at least annually.

9.1.2    The proficiency testing samples should be representative of the laboratory's normal casework.

9.1.3    The analytical scheme should be in concert with the normal laboratory analysis procedures.
 

9.2    COMPETENCY TESTING
 
9.2.1    Laboratories will monitor the competency of their analysts. They should do so at least once a year. One of the ways of doing this is by participating in competency tests.

9.2.2    Competency testing samples should be representative of the laboratory's normal casework.

9.2.3    The analytical scheme should be in concert with the normal laboratory analysis procedures.

 
Section 10:    VALIDATION AND VERIFICATION

10.1    Method validation is required to demonstrate that the method is suitable for its intended purpose.
 

10.1.1    For qualitative analysis the parameters that need to be checked are: specificity, limit of detection, and reproducibility.

10.1.2    Minimum acceptability criteria should be described along with means for demonstrating compliance.

10.1.3    Validation documentation is required.
 

10.2    Laboratories adopting methods validated elsewhere should determine their own limit of detection and reproducibility.

Section 11:    LABORATORY AUDITS

11.1    Audits of laboratory operations should be conducted at least once a year.

11.2    Records of each audit must be maintained and should include the scope, date of the audit, name of the person conducting the audit, findings, and corrective actions taken, if necessary.

Section 12:    DEFICIENCY OF ANALYSIS

In the course of examining seized drug samples and related materials, laboratories may expect to encounter some operations or results that are deficient in some manner. Each laboratory must have a written policy to deal with such deficiencies. This policy must include the following:
 

a.    A definition of a deficiency as any erroneous analytical result or interpretation, or any unapproved deviation* from an established policy or procedure in an analysis.
*Deviations from established policy must have documented management approval.

b.     A requirement for immediate cessation of the activity or work of the individual involved, if warranted by the seriousness of the deficiency, as defined in the written policy.

c.    A requirement for administrative review of the activity or work of the individual involved.

d.    A requirement for evaluation of the impact this deficiency may have had on other activities of the individual or other analysts.

e.    A requirement for documentation of the follow-up action taken as a result of the review.

f.    A requirement for communication to appropriate employees of any confirmed deficiency which may have implications for their work.

Comment: It should be recognized that to be effective, the definition for “deficiency of analysis” must be relatively broad.  As such, deficiencies may have markedly different degrees of seriousness.   For example, a misidentification of a controlled substance would be very serious and perhaps require that either the methodology or the analyst be suspended pending appropriate remedial action, as determined by management.  However, other deficiencies might be more clerical in nature, requiring a simple correction at the first line supervisory level, without any suspension of methodology or personnel.  Thus, it may well be advantageous to identify the differing levels of seriousness for deficiencies and make the action required be commensurate with the seriousness.


Section 13:    HEALTH AND SAFETY

The laboratory must have a documented health and safety program in place to meet the needs of the laboratory.

13.1    HEALTH AND SAFETY REQUIREMENTS
 

13.1.1    All personnel should receive appropriate health and safety training.

13.1.2    The drug analysis laboratory shall operate in accordance with laboratory policy and comply with any relevant statutory regulations.

13.1.3    Laboratory health and safety manual(s) shall be readily available to all laboratory personnel.

13.1.4    Material Safety Data Sheets (MSDS) shall be readily available to all laboratory personnel.

13.1.5    All chemicals, biohazards and supplies must be stored and disposed of according to applicable government regulations and laboratory policy.

13.1.6    Safety hazards such as syringes, items with sharp edges or noxious substances should be so labeled.


Section 14:    DOCUMENTATION

In addition to casework documentation the forensic laboratory must maintain documentation on the following topics:
 

a.    Test methods/procedures for drug analysis.

b.    Reference standards (including source and verification).

c.    Preparation and testing of reagents.

d.    Evidence handling protocols.

e.    Equipment calibration and maintenance.

f.    Equipment inventory; (e.g. manufacturer, model, serial number, acquisition date).

g.    Proficiency testing.

h.    Personnel training and qualification.

i.    Quality assurance protocols and audits.

j.    Health, safety and security protocols.

k.    Validation data and results.