Sotera - Nelson Labs: Portal Quote Management and eSSF Enhancements
project
b69761e0b3756101
Normalized: sotera nelson labs portal quote management and essf enhancements
github
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Entity Properties (gold project table)
project_id
b69761e0b3756101
name
Sotera - Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements [297h]
client_id
6a12280e86372965
billable_rate
200.0
canonical_metadata
—
created_at
2026-02-12 05:36:13.625127+00:00
updated_at
2026-02-12 05:36:13.625127+00:00
status
ended
billable
Yes
recurring
No
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
state
—
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—
closedate
—
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—
contract_type
time_and_materials
contract_hourly_rate
200.0
contract_estimated_hours
175.0
contract_total_fee
35000.0
alias_name
Ashford Products - Asset Tracking [297h]
project_manager_alias
—
lead_dev_alias
—
qa_partner_alias
—
50%
Separation Confidence
How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
80%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Good match quality
Source Mappings (358)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| github | 931630265 | nelson-labs-portal | 0.80 | fuzzy+embedding | Active |
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| github | 931633514 | nelson-labs | 0.80 | fuzzy+embedding | Inactive | - | |
| linear | 9c90e708-7617-4212-893c-b0f6820ae9d0 | Nelson Labs | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_linear_projects
id
9c90e708-7617-4212-893c-b0f6820ae9d0
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Nelson Labs
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Source Record
bronze_moreland_contracts_ma_project_contracts
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-23T18:07:30.364445+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | wyGOyY4HCnCfwQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and eSSF enhancements.
start_date
—
extracted_at
2026-04-11T02:06:37.234944+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | AvhGVI6eb5qtuQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-12T02:06:03.725201+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 4cpB+yL5xtSXzw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-12T02:06:06.120035+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | RE0FNJLO7oULQg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-12T02:06:08.083762+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | y+ltqtVk9y8QDw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-13T02:07:04.456025+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 6K5s0GGegOp4rg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-13T02:07:07.364168+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 6XhIoQW8HSdM8A | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-13T02:07:10.046025+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-23T02:07:26.288254+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-14T02:06:57.569996+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-14T02:07:02.147873+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
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2026-04-14T02:06:59.791887+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | T/P2ETEZlA+RJA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-15T02:06:45.338014+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | qfzBrEITIBYTFQ | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-15T02:06:50.447330+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
_dlt_meta
—
|
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-15T02:06:47.327468+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | tyJjBkgMPcOlWg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
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Nelson Labs Portal Enhancements
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Mitch Perkins
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time_and_materials
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total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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2026-04-16T02:07:10.892861+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-16T02:07:08.212892+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | ljaRsDVbO7p52A | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-16T02:07:05.280436+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | EmZqPRWFQu7P5w | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-23T02:07:24.163168+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-17T02:06:44.663977+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 0OCaO0GqY1sy/A | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-17T02:06:42.421950+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | fnQ7QzKfqz3lug | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-17T02:06:39.933232+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | YJQrdXkTdRUBqA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-18T02:06:58.227326+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | sUXp1130rvThWQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
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200.0
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175.0
total_fee_estimate
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brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-18T02:07:01.008482+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-18T02:07:03.578802+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
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—
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file_name
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-04-23T02:07:21.917439+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-19T02:06:04.432881+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-19T02:06:00.708130+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
created_by
Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-04-19T02:06:02.644897+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
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Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-20T02:07:15.403187+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | 7uLfltsE+uE6JQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-20T02:07:09.562507+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | lF3SkhISkdIA6w | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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—
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2026-04-20T02:07:12.337895+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | qyAPf5JsW4Hhgw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
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f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-21T02:06:43.638740+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | +ZH6Au9zX3UVhA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-21T02:06:40.656758+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | rj8kQ9JeeCU+4w | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-21T02:06:37.748630+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 7fJQvH2LiG6e9g | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-22T02:07:42.531424+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | mobsvPVk+VHuJg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-22T02:07:45.472283+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | IYfplt7eJiz7aw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-22T02:07:47.515696+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | tHjzIppjfXpaSg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-24T02:07:29.376591+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | xG1nEgl8AJ3gvw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-24T02:07:26.488452+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | jij5Lb3ErOevvQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-24T02:07:23.757321+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | mtrgSGp8jBY2aA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-25T02:07:31.067935+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | l7R4BEoOUANhrA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-26T02:06:58.416307+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | sUsPinWIPP/dHg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-09T14:00:38.808004+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 6LrHggre7INZqw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow‑up and Nelson Labs Portal enhancements.
start_date
—
extracted_at
2026-04-09T14:00:33.509985+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | N6zJZ4aUfQc17w | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-27T02:07:19.466491+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | YQwWFQEz9ANBew | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-28T02:08:25.220792+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | YP+cwUIzYn6nDA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-29T02:07:21.985668+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | JWOAzcEsttG8Tw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-30T02:07:35.515218+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
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total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-10-30T02:08:19.552009+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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file_name
Nelson Labs - Change Order 1 - BRD Scope Additions.docx
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company
Nelson Labs
project_name
Nelson Labs Portal Enhancements
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—
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
—
total_fee_estimate
—
brief_project_description
Scope additions to the Nelson Labs Portal Enhancements engagement based on the finalized Business Requirements Document (BRD).
start_date
—
extracted_at
2026-07-20T02:22:59.183398+00:00
raw_text_preview
Change Order #1
Nelson Labs Portal Enhancements — BRD Scope Additions
1. Purpose
This Change Order documents scope additions to the Nelson Labs Portal Enhancements engagement based on the finalized Business Requirements Document (BRD) dated March 2026. The BRD further defines the portal enhancements originally described in the Arrangement Letter and introduces new requirements not covered by the original scope.
All work described in the original Arrangement Letter remains in effect. The items below are additive and reflect additions, refinements, and one rework item arising from the BRD.
2. Scope Changes
2.1 My Orders Reorder — Revert and Separate (Rework)
The BRD specifies that reordering functionality should not change. The existing My Orders reorder will be reverted to its original behavior. A new v2/PostRequote endpoint will handle the enhanced REQUOTE/EDIT flow on the Quotes page only.
2.2 Quotes Page — Additional UI/UX
Add “Shared Quotes” page (matching Shared Orders pattern)
Account Team section with email links (Account Manager, PM, Business Development)
RapidCert™ upgrade prompts on eligible test codes
Issue Date filters and default sort by Issue Date descending
Processing timer while quote creates in CRM
Minor: rename header to “My Quotes,” update confirmation text, quote status banners, remove “Auto” label from fee line items, add estimated TAT line
2.3 Edit Quote — Additional Logic
Move GLP and STAT checkboxes from group level to line item level
Non-poolable and GLP-ineligible test code metadata logic (conditional field locking/hiding via CRM)
Validation code blocking with email team link for quotes requiring Sales Admin review
Minor: hide (not disable) Sets/Quantity fields, persistent save confirmation, remove grouping UI, facility row styling
2.4 Start Order — Adjustments
Remove redirect pop-up; reposition “Order will be created and linked to Quote” as inline message below Quote Summary.
2.5 eSSF Step 1: Testing Information
Proxy submission dropdown (“
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-10T02:07:38.223570+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-08T02:07:33.202326+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-01T02:08:32.111130+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-03-31T02:07:49.489392+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
modified_by
Justin Wray
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—
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Sotera Health LLC
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Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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2026-03-26T02:08:42.046908+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
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Mitch Perkins
contract_type
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Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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2026-03-23T02:07:29.963354+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-22T02:06:51.980953+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-06T02:06:49.178999+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-03-06T06:06:11.664417+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-05T02:06:45.343701+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-04T18:07:14.850502+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-03T18:07:07.836065+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | sD2WiXxs04J8Kw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-04T00:07:00.340488+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
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200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
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2026-03-03T12:05:20.564662+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | XqZa/aJh9ynG5g | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
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Nelson Labs Portal Enhancements
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Mitch Perkins
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Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-03T06:06:13.188510+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-26T18:06:49.367264+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
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2026-02-26T18:06:52.700915+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-03T00:06:09.635548+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-25T12:06:45.969191+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T12:06:43.092219+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-25T02:06:35.879892+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | XcoYLcmS0GtqZA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
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brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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2026-02-25T06:07:09.251432+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-24T06:06:41.988810+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | LYkywGX6kpjI8A | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T06:07:06.509502+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 7aeWHxlaqsonsA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-24T00:06:27.151725+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | lqplfqLYAjSpqQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T02:07:14.222553+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | Ley0sOg6R6p+pA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T02:07:11.134523+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | t00AoTbco/GxqA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-19T12:07:12.387204+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | KZoCVG/d5hOmow | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-19T03:10:50.111238+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | psKBEGiNKhLxjA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-19T03:12:55.621811+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-19T06:07:07.529821+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T00:07:43.154897+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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| moreland_contracts | 8JxQLqq3EK6oVA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-20T02:07:37.506018+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-22T12:06:38.918753+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | ykGcvJ+8k3JuvA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-20T06:06:51.997392+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 0H95rMLv3huPOg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-19T18:07:10.464970+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | B6n0htxuXNNOkA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-22T02:06:50.937781+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | TaqXV7vVMkR2tw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-24T02:07:32.303102+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | D514u8GQ8IjKZg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-23T00:07:46.465923+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-02-24T00:06:30.274597+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
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2026-02-23T06:08:11.439764+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-25T00:06:20.033249+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T18:07:25.353946+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
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Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-02T17:50:09.223456+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-03T06:06:10.241284+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
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200.0
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175.0
total_fee_estimate
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brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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—
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2026-03-03T02:07:18.287492+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 4WQ66Qq8bUmTcA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
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Mitch Perkins
contract_type
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total_fee_estimate
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Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 6doKWTA9ZNLpVQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
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file_name
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file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-02T17:50:03.919958+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | Es2EBVBaL2BuvQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-05T00:05:39.436903+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | ZOAdAwbA2lhwWQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-19T21:23:33.732900+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 9VBxlvAeAkMRqg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-21T02:07:37.195505+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | M9dlMagyprwBGw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-22T02:06:49.350540+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | z6R9Pj3+ToDTTQ | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-23T02:07:33.450078+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | pCJmT+OZ9FhAiA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-25T02:08:19.294873+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 3QU2y0C+0Vg29g | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-06T02:07:20.291366+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-06T02:07:22.961203+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-04-07T02:07:56.210459+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-09T14:00:36.223828+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | nRAeP+DFxcf/oQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-08T21:09:37.322513+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-04T02:07:51.138933+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | QLVMSi8NXgGyEw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-04T02:07:48.028948+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | OzzTjawAQEDdzQ | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-03T02:07:10.741046+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 0CmVH6iwq19xdQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-03T02:07:07.055414+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-01T02:08:34.857292+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | makf99wfBMjfIw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-21T02:07:32.321933+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | FlHj1brN8TDAuQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-20T02:06:48.503384+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | TMCr/fEZCWwpUA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-06T02:06:42.576988+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | tbQl7kIkDiLMPA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-06T00:06:27.659579+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | c4mZiSRgeHvgFg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-06T12:06:24.508639+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | ENJHpRmuV/PZew | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-04T18:07:18.672462+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | LIpSN0HqmI+IqA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-04T00:07:02.995523+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 1CdRuk/tWxGyzQ | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-04T06:08:17.958195+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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175.0
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35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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2026-02-25T18:07:31.929773+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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company
Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
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Mitch Perkins
contract_type
time_and_materials
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estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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2026-02-26T00:07:00.755835+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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—
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2026-02-26T02:06:58.767819+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-24T06:06:48.259595+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-02-24T06:06:45.078868+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | XRNhi31G2i1+xA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-02-25T02:06:33.386262+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
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—
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file_name
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file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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2026-02-25T12:06:40.107399+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | vCfHPHsC9GyU6A | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
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Mitch Perkins
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2026-02-23T00:07:54.655751+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-23T02:07:15.087745+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 6cSKp2U4RFB7sg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-23T12:06:45.319706+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | OXproVfWY8sccw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-23T02:07:11.885718+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | cJA3/qEYdNjTtg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-23T12:06:41.621895+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | aZvyAO8fOspvoA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-22T12:06:33.567904+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | iHCaqjUzfj+aWg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T12:06:36.477821+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | k8uRXdC8tqo8hQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-22T00:06:17.986114+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 5Av4/Gr/w7mC3Q | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T06:06:55.256133+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-19T03:12:53.279159+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-19T06:07:01.193406+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | iTeh9tW/NrkUGg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-19T06:07:13.598814+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | Ph+4ole7PIsrNg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow-up and Nelson Labs Portal enhancements including Quote Management and eSSF improvements.
start_date
—
extracted_at
2026-02-19T03:10:47.182653+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | jsN0lqK9O+1AfA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-20T18:06:17.548575+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | GS7MRIrhMwlscA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T00:07:40.653421+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | rZxB3cjLmRF8vg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-22T06:05:58.315013+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 5OJfSrjy0lQCgA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-21T06:06:52.314118+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-22T02:06:53.882251+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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company
Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
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2026-02-22T02:06:48.179151+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
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2026-02-21T02:07:16.915899+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-21T12:06:42.027778+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-22T12:06:36.653516+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
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Justin Wray
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Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-02-19T18:07:07.289543+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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file_hash
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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2026-02-20T18:06:21.621036+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | a0piNJg7CX7BbQ | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera Health with Experlogix follow-up and Nelson Labs Portal enhancements.
start_date
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extracted_at
2026-02-20T06:06:55.093701+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-02-23T18:07:33.119997+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-02-23T02:07:09.031296+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-24T18:07:05.603381+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-03T02:07:15.001333+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | 3OJe/UPDo+431A | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-02T17:50:13.382204+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | +B/J6f8Yf53yGQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-04T02:07:27.136493+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | s7qz2Rp9eg1bBQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-03-05T02:06:42.554177+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 9vfIAvMroC13TA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
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2026-03-06T02:06:46.475133+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | ci1M8Q9o3sTW5w | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-19T21:23:31.130188+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
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2026-03-20T02:06:52.821459+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-19T21:23:36.445533+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-22T02:06:47.201796+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-23T02:07:26.436958+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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file_name
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
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2026-03-24T02:07:20.637213+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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2026-03-25T02:08:23.162197+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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200.0
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total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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2026-03-28T02:08:06.977546+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
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Mitch Perkins
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Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-29T02:06:53.427575+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-29T02:06:55.797416+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
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—
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f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-30T02:08:18.892732+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-09T02:06:31.085714+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-07T02:08:00.173756+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | nax4khcN717pdA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-06T02:07:17.353294+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | q6Iy9gnwm26JdA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-05T02:07:00.085458+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 73KpktvxKTN1eQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-05T02:06:57.462925+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | jr4TqrezNdnCAQ | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
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brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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extracted_at
2026-04-02T02:07:36.714739+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-30T02:08:15.530421+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | ql7dg5G5plTiRQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-30T02:08:12.485009+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | cM9oSCPIgzHr0A | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-28T02:07:59.394659+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | rNY4YcONREgySw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-28T02:08:02.530000+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | cYZmJZbDgoWWEA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-27T02:07:38.890135+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | qy3UN3Fc7+gjUQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-27T02:07:42.083320+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | TxUjypYRb5RE7Q | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-26T02:08:35.488225+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | pYFLoz2qaoyg4g | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-24T02:07:23.726960+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2026-01-09T14:55:31+00:00
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-03-06T00:06:23.219914+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
created_by
Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-06T06:06:16.129965+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-03-06T12:06:19.879651+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-05T06:06:21.295976+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
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2026-03-04T12:06:49.547802+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
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Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-03-04T18:07:12.213938+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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Sotera Health LLC
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Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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2026-03-04T00:07:07.340047+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
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200.0
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175.0
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Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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2026-03-04T06:08:13.498933+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | V9luy0wf8bTLhw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
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brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
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2026-03-04T12:06:52.852548+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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2026-01-09T14:55:15+00:00
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Nelson Labs Portal Enhancements
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Mitch Perkins
contract_type
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raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
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contract_type
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175.0
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Consulting services to assist Sotera Health with Experlogix follow-up and Nelson Labs Portal enhancements.
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2026-03-02T18:06:24.171910+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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Justin Wray
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Sotera Health LLC
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Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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extracted_at
2026-03-03T00:06:11.827695+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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2026-02-26T00:06:57.654350+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
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2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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2026-02-26T00:07:03.894325+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
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—
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Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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extracted_at
2026-02-26T02:07:04.088292+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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200.0
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175.0
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Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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2026-02-24T18:07:00.272201+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | zL7sL6wS6iJVAw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
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—
extracted_at
2026-02-24T18:07:02.706497+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-24T12:06:34.631953+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-23T18:07:35.992338+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T12:06:39.339497+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-19T03:10:44.306646+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 2VGb7JAJAg3aJg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-21T06:06:58.701388+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-20T12:06:53.704329+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | pLeE4OcI+EX5lQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-20T00:05:54.980329+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | XHyIl0KgEh2eKg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-20T12:06:50.809542+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | Jo4DhsiGtVBG6w | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-19T18:07:03.252540+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | ktw1QuhQ5/knFA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-19T12:07:09.383388+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | PfBScguqT4I3mg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-20T06:06:49.326295+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | TFtzRhpEzMunKQ | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-20T00:05:59.600245+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | drgUkmvGCTg6ag | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-24T02:07:36.020304+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | p0ixT7EynBkb0g | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-02T18:06:26.763279+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | q4a/FGClmmMu4Q | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-05T12:07:11.565027+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | wRn0CvP8Eb1myg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal enhancements.
start_date
—
extracted_at
2026-03-03T18:07:14.672603+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
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2026-01-09T14:55:15+00:00
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-05T06:06:18.023735+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
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total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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2026-03-05T00:05:42.052402+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
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2026-01-09T14:55:30+00:00
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Justin Wray
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Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
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—
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2026-03-05T02:06:39.865381+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-21T02:07:39.979768+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-24T02:07:26.317839+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
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Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-25T02:08:16.292476+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | GYe/2zwb8vMcaQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-07T02:07:52.475240+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 0loaz1PcIHLRAg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
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200.0
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175.0
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Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-04-08T21:09:39.309145+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | MKqsx8gQkm4pGg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-09T02:06:34.511413+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-10T02:07:31.953221+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-10T02:07:34.940395+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | ZPSJIDVtrF+DZA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-09T02:06:37.051920+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | Bnix1QJetkqPQw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-08T21:09:41.659685+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | O5bgtZwotucNrg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-08T02:07:30.349549+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | Body6X8HX2mBNw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-05T02:07:02.334001+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | Y5QA8+qfdVMrLA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-04T02:07:54.451344+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | cB1B7+nZum63pg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-03T02:07:03.424797+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
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hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
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2026-04-02T02:07:30.225024+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
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Justin Wray
modified_by
Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-01T02:08:37.643045+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-31T02:07:54.778919+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-31T02:07:52.188412+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | b4IW88D2t7o+Zg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-27T02:07:45.434812+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | ezPmHuGE9c/B+A | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-26T02:08:39.144877+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 98AOUYZzg7ngVw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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extracted_at
2026-03-19T15:18:36.137111+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | QOWPQHgs5KG/bQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-06T12:06:22.473235+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-06T00:06:25.614262+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | pAoHxKaRBdPXlQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-04T06:08:09.915481+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | yjTpthpo7GtdWw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-04T02:07:24.566143+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | /ECuX3Uji3YkGQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-04T12:06:46.519390+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | JsHEzFzoVbam7g | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-03T18:07:11.060807+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | E46vTcclHHnR0Q | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-26T18:06:55.595743+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | pAJlIp2qitG3bg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-03T00:06:06.886096+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | SNrviYS70jz+DQ | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-03T12:05:18.492870+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
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Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-02T17:50:24.082308+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | qMT2E8yqIc3+Ig | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-02T18:06:21.796750+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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| moreland_contracts | PIBZ3gFIBoir5w | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-02T17:50:27.441982+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | r3IbiQxMNNPLFw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-26T12:07:28.623300+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | nHokyskwAkrp/Q | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-26T12:07:37.973311+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | sydKPs7NvXfHcg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-26T12:07:33.438630+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | xFBdMpmMIx/KGA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T18:07:28.656250+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | DkGD4sb4qEIr0g | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-26T02:07:01.468664+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T06:07:02.878678+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-24T12:06:40.971557+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T00:06:17.670023+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | ZhjCucQeghek6g | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-24T02:07:39.153819+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | PIjA1u2QDUbqSg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-24T00:06:32.667836+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | xzhX52WymmsMyA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-24T12:06:38.518749+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | l5A7GYgZQQ6KLA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-23T00:07:50.082989+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | alJWT+I/e2aFHw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
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2026-02-23T06:08:05.419151+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | Dr33vbVpkJ1XNA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-23T06:08:08.431433+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | pc6hAhgoXs0cSg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-22T00:06:20.890092+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | SQNcOlYNHgZ/fA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-19T03:12:51.137418+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | ifSfQ8x7Gixvdw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T18:06:44.887368+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | a0Stkr2HOBi84g | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-21T18:06:48.016629+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | lBrkklIupo67PA | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-22T06:05:56.248087+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 2wdOHIqhkRPEbw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-22T00:06:23.527294+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | U/5QeKIA8AHFNA | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-22T06:06:00.862923+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | Gbza/6dHBhXYQw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
2026-01-09
extracted_at
2026-02-21T18:06:51.961500+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-20T12:06:47.286636+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
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2026-01-09T14:52:59+00:00
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Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
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Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
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2026-02-20T02:07:40.200533+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-21T00:07:46.490147+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
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—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-19T12:07:14.696239+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
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Justin Wray
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Justin Wray
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—
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-02-20T18:06:14.522368+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
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Justin Wray
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Justin Wray
_dlt_meta
—
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
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2026-02-20T00:05:57.176814+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
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Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
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extracted_at
2026-02-20T02:07:42.865854+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | y/+TL6Oo0JhCIw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
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175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
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extracted_at
2026-02-23T12:06:48.015023+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | ChPrPdy2W2Mp+Q | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T00:06:15.271386+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | np23czTUQMwI3w | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-02-25T02:06:31.341936+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | c6Tr8XnvndslZw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-03T06:06:07.782625+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | 1a5d/EhBnoIayw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-02T17:50:21.100331+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | 7ByOXbmlZMKfAw | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-05T06:06:24.147351+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | vtkQuq5wHEdZKw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-05T12:07:08.302287+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | PUkcJ/JYDkg6Wg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-05T12:07:05.648576+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | Bpx1xvNsbWdz9g | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.pdf
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-05T00:05:44.889503+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
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2026-01-09T14:55:15+00:00
created_by
Justin Wray
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Justin Wray
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-06T06:06:14.050254+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | tr/iGscPpZGKzg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-19T15:18:30.698460+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | wFHYsNVASO9hcg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist Sotera with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-20T02:06:50.964151+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | JLny0c6ejoX5+g | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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0cf3ce50f0436b4b861cc4a9f0e1c38f
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow‑up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-03-19T15:18:33.404543+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | bbXlo3P2+h8eAw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-03-29T02:06:50.927246+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | Te81h8mpmtEfUg | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B6B572CDD-EA46-419C-A438-CCB259F4A9A9%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-02T02:07:33.442550+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2026-01-09T14:55:31+00:00
file_modified_at
2026-01-09T14:55:30+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | YQZNliFRrfOAaw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
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file_hash
f2694469e22171d4682b8a7bcc442c67
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-08T02:07:27.002589+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
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| moreland_contracts | IvYMoTwca9DZkg | Nelson Labs Portal Enhancements | 0.80 | fuzzy+embedding | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
f760201e663227da7e46c7b2ebd47586
file_name
Sotera Health - Arrangement Letter - Quote Management and eSSF Updates.pdf
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company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Assisting Sotera Health with Experlogix follow-up and Nelson Labs Portal eSSF enhancements.
start_date
—
extracted_at
2026-04-11T02:06:40.174031+00:00
raw_text_preview
1960 CASE PARKWAY SOUTH
TWINSBURG , OHIO 44087
January 9, 2026
Re: Nelson Labs Portal Enhancements: Q uote Management and eSSF Enhancements
Dear Mitch :
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter
("Agreement") confirming our consulting services (the "Services") to assist Sotera Health
LLC ("Sotera") with the Experlogix follow ‑up (Quotes Management ) and the Nelson Labs
Portal eSSF enhancements, as described below
Background
Following the Experlogix proof ‑of‑concept (POC), Nelson Labs and Moreland validated
that the Experlogix web ‑config API is available in the current version and is preferable to
the IFrame approach. With SME guidance, we enhanced the existing My Orders re ‑order
implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name,
Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic,
coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new
Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The
next steps include completing activation logic for routine vs. non ‑routine quotes;
introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix;
wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the
Sample Submission Form (SSF).
As a follow -on item, Nelson Labs requested UX/UI improvements to the eSSF including a
multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
• Work with the Sotera Health development team to finalize the CRM API
v1/PostRequote and verify working integration and user experience flows.
o Confirm routine quotes are activated and available after the update ; keep
non‑routine in Draft with user ‑visible reasons per business rules.
1960 CASE PKWY S TWINS
file_created_at
2026-01-09T14:55:15+00:00
file_modified_at
2026-01-09T14:55:15+00:00
created_by
Justin Wray
modified_by
Justin Wray
_dlt_meta
—
|
|||||||
| moreland_contracts | E0shJhEgCh2QUw | Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements | 0.80 | fuzzy+embedding | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
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Sotera Health - Arrangement Letter - Quote Management and eSSF Updates - DRAFT.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97BFD689-1EE7-429A-9800-14EA46C44734%7D&file=Sotera%20Health%20-%20Arrangement%20Letter%20-%20Quote%20Management%20and%20eSSF%20Updates%20-%20DRAFT.docx&action=default&mobileredirect=true
company
Sotera Health LLC
project_name
Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
contact_person
Mitch Perkins
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
175.0
total_fee_estimate
35000.0
brief_project_description
Consulting services to assist with Experlogix follow-up and enhancements to the Nelson Labs Portal.
start_date
—
extracted_at
2026-04-11T02:06:34.769469+00:00
raw_text_preview
January 9, 2026
Re: Nelson Labs Portal Enhancements: Quote Management and eSSF Enhancements
Dear Mitch:
MorelandConnect LLC ("Moreland") is pleased to provide this Arrangement Letter ("Agreement") confirming our consulting services (the "Services") to assist Sotera Health LLC ("Sotera") with the Experlogix follow‑up (Quotes Management) and the Nelson Labs Portal eSSF enhancements, as described below
Background
Following the Experlogix proof‑of‑concept (POC), Nelson Labs and Moreland validated that the Experlogix web‑config API is available in the current version and is preferable to the IFrame approach. With SME guidance, we enhanced the existing My Orders re‑order implementation to properly represent prior orders (Pooled, Sets, Facility Id/Name, Return Samples, GLP, STAT) and revamped the `v1/PostRequote` payload and logic, coordinating with Experlogix to validate data entry.
In parallel, we defined a Quotes data model and completed a development UI for a new Quotes page (currently stubbed) intended to leverage the same Edit/Requote API. The next steps include completing activation logic for routine vs. non‑routine quotes; introducing a new `v1/ContactQuote` to supply the Quotes list from CRM/Experlogix; wiring the Quotes UI to live data; and enabling a Start Order flow that prepopulates the Sample Submission Form (SSF).
As a follow-on item, Nelson Labs requested UX/UI improvements to the eSSF including a multi‑step wizard and several functional enhancements.
Project Scope and Approach
Project Scope
Experlogix Quote Management Follow‑Up
Work with the Sotera Health development team to finalize the CRM API v1/PostRequote and verify working integration and user experience flows.
Confirm routine quotes are activated and available after the update; keep non‑routine in Draft with user‑visible reasons per business rules.
Upon completion, confirm receipt of a valid Quote model (per ContactQuote spec), including identifiers and line‑level attributes (GLP/STAT; Opportun
file_created_at
2025-08-22T20:20:14+00:00
file_modified_at
2026-01-09T14:52:59+00:00
created_by
Justin Wray
modified_by
Justin Wray
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Source Record
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Source Record
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Source Record
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|||||||
Decision History
| Decision | Source | By | Notes | Date |
|---|---|---|---|---|
| denied | github / 931633514 | - | - | 2026-02-14 13:41:53.584877+00:00 |