South Texas Cooperative Update. Presented by: Lori Atwood Ramos, MBA RD Purchasing Coordinator Region One Education Service Center

Transcription

1 South Texas Cooperative Update Presented by: Lori Atwood Ramos, MBA RD Purchasing Coordinator Region One Education Service Center

2 Objectives USDA Foods Carry over inventory Inventory Tracking & Verification CNP-South Texas Cooperative Supply issues Survey results Upcoming bids Continuing Education Opportunities Food & Nutrition Program Advisory Council American Commodity Distribution Association

3 TDA Carry Over Inventory Policy Increase in Net off Invoice option Increase in Inventory levels at processors Increase in Excess Inventory

4 TDA Carry Over Inventory Policy First announced in October 2012 Establishes a due date for using carry over inventory November 30 th of each year Allows for the use of carry over at the start of the school year TDA will sweep balances remaining after November 30 th Product must be received/delivered before November 30 th Balances will be moved to state account TDA will work with processor to re-assign inventory to other CEs (schools) Requires proof such as copies of menus, etc Sometimes this process is not as timely as we would like

5 Exceptions: TDA Carry Over Inventory Policy To keep inventory beyond November 30 th If carry over is the result of supply issues, schools can submit a written justification to with supporting documentation Example: Tyson production issues Approved requests must be used by June 30 th 2015 Miscommunication: Tyson is pulling out of the K12 segment There is an industry-wide chicken shortage USDA Foods chicken trucks are not being purchased for SY15 Advance Pierre ordered roast instead of ground beef for processing, preventing other beef companies to not receive their trucks Schools can place future orders into January 2015 to utilize carry over pounds Others?

6 School Key Role and Responsibility #1 - Proper planning of USDA Foods Entitlement management in TX-UNPS If its requested, menu it If ordered, use it #2 - Utilize pounds in a timely manner; do not exceed a six month level FEDERAL REQUIREMENT #3 - Track and manage inventory level in automated 3 rd party tracking systems New Orders vs existing inventory K12Foodservice ProcessorLink Other Labatt for NOI and FFS items delivered through commercial distributor

7 School Key Role and Responsibility #4 - Sales Verifications - Verify end products sold through a distributor, the commodity value discounts and the pounds used in end products Acknowledge notices #5 Verify Rebates provided to school from processor/company # 6 Report discrepancies to the distributor and the co-op coordinator, if applicable. # 7 Verify receipt of end products delivered by state contracted warehouse; ensure end products received match Bill of Lading prior to signing invoice.

8 Cooperative Key Role and Responsibility O Initiate bids/request for proposals; follow state and federal procurement requirements O Coordinate member input for further processing O Including announcing availability of additional USDA surveys O Provide technical assistance to membership O Update membership with state and federal guidelines. O Ensure members utilize inventory timely, not to exceed six months. O FEDERAL REQUIREMENT O Serve as Liaison between co-op, TDA and Industry

9 TX-UNPS: Know Your Information Weekly Commodity Bulletin CE Information Update

10 Other Check Commodity Bulletin in TXUNPS every Friday Have entitlement dollars to spend? Look for surplus items in the state warehouse when you place your orders Read communications from TDA Coop does not always receive these s If you have questions, let us know. If you aren t satisfied with a response from TDA, let us know.

11 Technical Assistance Tracking Systems K12 Foodservice ProcessorLink Other Don Lee Nardone s Labatt

12 K12 Foodservice

13 Change to previous SY to view carryover pounds

14 ProcessorLink

15 ProcessorLink Click on Show Detail to display carryover column

16 ProcessorLink

17 Labatt System To view ordering details, click anywhere on the desired processor

18 Labatt Order Info

19 The perfect storm USDA Regulations Breakfast Smart Snacks Supply Issues Nation-wide increased demand Limited outlets for suppliers/distributors to sell K12 items Suppliers don t want to make what they can t sell Distributors don t want to stock what they can t sell

20 The perfect storm Supply Issues Manufacturers now need dedicated lines/production runs for K12 items Creates a need for longer lead times 6 weeks Other Manufacturer specific issues USDA beef shortage Higher prices Limited USDA purchase of beef trucks Increase in pork and poultry usage Approximately 22 months before shortage is resolved

21 Upcoming Bids Uniform and Marketing Items Processing of USDA Foods for SY16 Food Items Discounted Warehouse Equipment & Kitchen Wares Dairy & Juice Products (Region 2) NEW Vent Hood Cleaning

22 Survey Says New services Does it meet a need? Is it feasible? Is it sustainable? Future Training Topics Social Media Use

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25 ACDA What is ACDA? The American Commodity Distribution Association is the link between agriculture, industry, government and the customer (recipient agencies/schools). It is the collective voice for policy decisions impacting food distribution programs.

26 ACDA What can ACDA do for you? Indentify and address issues that impact the USDA Food Distribution Programs and the stakeholders they serve (you!) Affect legislative, regulatory and policy changes for the improvement of the USDA Food Distribution Programs Develop effective communication link with stakeholders

27 ACDA What can ACDA do for you? Initiate and strengthen strategic working relationships Enhance leadership Let your voice be heard! Last year we had representatives from Harlingen CISD, La Joya ISD, McAllen ISD, PSJA ISD, and San Benito ISD attend! Ask them about it!

28 QUESTIONS?

29 Thank You! Lori Atwood Ramos Purchasing Coordinator (956)