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Competencies, Knowledge, and Skills for District-Level School ...

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Functional Area 8: Procurement <strong>and</strong><br />

Inventory Management<br />

Com p e t e n c y 8.1<br />

Develops procurement guidelines that comply with established regulations<br />

<strong>and</strong> support operational goals of the school nutrition program.<br />

Ess e n t i a l<br />

<strong>Knowledge</strong> Statements<br />

• Knows ethical practices <strong>for</strong> procurement.<br />

• Knows federal, state, <strong>and</strong> local procurement regulations, policies, <strong>and</strong> procedures<br />

governing all school nutrition program purchases.<br />

• Knows the relationship of st<strong>and</strong>ardized recipes to accurate ordering <strong>and</strong><br />

inventory management.<br />

• Knows methods to project food <strong>and</strong> supply needs.<br />

• Knows fundamentals of developing specifications <strong>for</strong> food products, supplies, <strong>and</strong><br />

equipment that incorporate quality <strong>and</strong>/or per<strong>for</strong>mance indicators.<br />

• Knows guidelines <strong>for</strong> procurement <strong>and</strong> processing of USDA foods following<br />

federal <strong>and</strong> state regulations.<br />

• Knows basic principles of requests <strong>for</strong> proposals (RFP), <strong>for</strong>mal bidding, <strong>and</strong><br />

in<strong>for</strong>mal bidding (quotes).<br />

• Knows principles <strong>for</strong> purchasing <strong>and</strong> storing chemical supplies <strong>and</strong> other<br />

hazardous materials.<br />

• Knows factors that guide the procurement of equipment.<br />

• Knows the structure of procurement channels from manufacturer to the school<br />

nutrition program <strong>for</strong> food, supplies, <strong>and</strong> equipment.<br />

Skill Statements<br />

• Develops <strong>and</strong> monitors procurement procedures <strong>for</strong> school nutrition sites to<br />

order, receive, <strong>and</strong> store products.<br />

• Evaluates current purchasing practices to determine effectiveness.<br />

• Develops appropriate bid documents that include product specifications, usages,<br />

<strong>and</strong> special instructions/conditions following federal, state, <strong>and</strong> local regulations.<br />

• Evaluates bids/quotes <strong>and</strong> makes purchase recommendations following federal,<br />

state, <strong>and</strong> local regulations.<br />

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