AGENDA MARCH 9, 2011 5:00 PM 1. Meeting called to order 2. A ...

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The Warehouse Clerk or Purchasing Technician will use the "Receiving Transaction Entry"screen in Microsoft Dynamics Great Plains to enter the received quantity in stock. TheWarehouse Clerk or Purchasing Technician will take any discounts offered by the vendor intoaccount when entering the items’ unit price.General GoodsWhen unloading general goods, it is important;A. Rotate inventory on a "first in; first out" (FIFO) basis. Any items not bearingrotation coding instructions should be dated on receipt. All goods are to berotated by pack date and not by FIFO. If they do not have a pack date then FIFOshall be used.B. Each pallet will have a date of receipt, stock number, description, and quantitycount sticker attached before it is put away.Storage/Put AwayAfter the product has been received and the inventory posted, the put away/storage is importantfor the following reasons:InvoicingA. Proper stock rotationB. Accessibility for restock and inventoryC. Maintaining product integrityOnce an invoice has been received, it will be checked for accuracy and sent to the Finance andAccounting Division for payment. Discrepancies will be corrected by the Purchasing andWarehouse Department prior to payment.20.6 Replenishment ProceduresReorder ReportA Reorder Report is printed on a daily basis in Microsoft Dynamics Great Plains by thePurchasing Technician. This report is used in preparation of orders. If any item in a commoditygroup appears on the list, the Purchasing Technician will check the required minimum andmaximum levels of all items within that group prior to placing any orders.Basic Ordering79|Page
Once a commodity group has been checked, a method of ordering will be through the RFQprocess.20.7 Inventory ProceduresThe goal of every warehouse is to have 100% accurate inventory. However, this may not bepossible due to "shrinkage". Shrinkage is industry jargon for missing inventory, usually causedby loss, theft, shortage in receiving, over shipment, or simply misplacement in the warehouse.The goal of the Purchasing and Warehouse Department is to reduce shrinkage throughcontinuous improvement in the warehouse. Managing the shrinkage requires an inventorymaintenance plan. This plan will include cycle counting, the industry standard method forimproving inventory accuracy.Method of Accounting and ValuationThe Warehouse and Pipe Yard are valued using the weighted average price method, whichapproximates FIFO (First In/First Out). The Purchasing and Warehouse Department usesMicrosoft Dynamics Great Plains to maintain the perpetual inventory. The accounting recordsare adjusted at year end based on the annual physical inventory count.Annual InventoryThe warehouse is shut down for the annual year-end inventory. The inventory is taken by theWarehouse Clerk, Purchasing Technician and the Purchasing and Warehouse Manager.A. Count sheets: The Purchasing and Warehouse Manager will divide the totalinventory into two (2) equal groups. While the goal is to count a group eachweek, operational considerations may make this impractical. The Purchasing andWarehouse Manager will determine the next grouping due for count and willrequest count slips in location sequence from Microsoft Dynamics Great Plainsbased on the next count date indicated. The count slips will be given to theWarehouse Clerk and Purchasing Technician, taking care not to assign a group tothe same personnel who counted it the last time.B. Counting Method: The Purchasing and Warehouse Department has a systematicway of making and recording the count of inventory. This is done throughmultiple counts. Each cycle count will have a minimum of two counts. The firstcount identifies variances and the second counts the variance to ensure they aretruly variances. A different person will conduct each count.C. Verification: If the second count agrees with first count, the Warehouse Clerk andPurchasing Technician will place a check mark beside the items. If it does notmatch, the Warehouse Clerk and Purchasing Technician will make an effort to80|Page
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951Martin Luther King Boulevard. Ki
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CATEGORY: PresentationPROCLAMATION
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0.7B. APPROVAL OF JANITORIAL SERVIC
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The Board asked how the delinquent
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7:03:01 PMSupervisor White seconded
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CATEGORY: ConsentAttachments: Resol
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FORWARDThis manual contains instruc
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6.1 Requirements ..................
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16.7 Procedures for Making and Payi
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1.1 MissionTOHO WATER AUTHORITYPROC
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SECTION 2. CODE OF ETHICS AND CONDU
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a. The official or the official’s
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SECTION 3. RESPONSIBILITIES OF PURC
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D. Award1. Purchasing and Warehouse
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SECTION 4. PURCHASING PROCEDURES4.1
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Purchasing and Warehouse Department
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SECTION 5.METHOD OF SOURCE SELECTIO
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approval and should be noted in the
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Authority, hereinafter referred to
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6.3 Pre-Bid ConferenceA pre-bid con
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The site visit may be conducted by
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7.3 Pre-Proposal ConferenceRefer to
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proposal. If a proposal is determin
Page 50 and 51: strengths and weaknesses. A debrief
Page 52 and 53: must be coordinated with the Depart
Page 54 and 55: 10.1 Price ReasonablenessSECTION 10
Page 56 and 57: such person on behalf of a governme
Page 58 and 59: D. The Purchasing and Warehouse Dep
Page 60 and 61: agents, against any loss or damages
Page 62 and 63: The Accounting and Finance Departme
Page 64 and 65: Brand Name or Approved Equal: list
Page 66 and 67: 13.7 Detail of SpecificationsBids a
Page 68 and 69: It is the responsibility of the Pur
Page 70 and 71: SECTION 15. SURPLUS PROPERTY15.1 Pu
Page 72 and 73: the City of Kissimmee’s Purchasin
Page 74 and 75: 3. Environmental restoration and co
Page 76 and 77: E. To ensure that the Authority bea
Page 78 and 79: A. Review transactions with the car
Page 80 and 81: A. Purchasing cards will be issued
Page 82 and 83: Over the Counter/Internet Purchases
Page 84 and 85: Serious or repeated misuse of the P
Page 86 and 87: ProceduresC. A disputed item must b
Page 88 and 89: Items that are typically prohibited
Page 90 and 91: contracts require a written contrac
Page 92 and 93: Purchasing and Warehouse Department
Page 94 and 95: SECTION 18. PUBLIC NOTICES18.1 Purp
Page 96 and 97: SECTION 20. WAREHOUSE PROCEDURES20.
Page 98 and 99: Any Stock Requisition with items no
Page 102 and 103: check the transaction records for p
Page 104 and 105: 20.9 SafetyIt is important each emp
Page 106 and 107: B. A copy of a current Osceola Coun
Page 108 and 109: SECTION 22. DEBARMENT OF BIDDERS22.
Page 110 and 111: 5. Respond to inquiries concerning
Page 112 and 113: 2. commission of a fraud or a crimi
Page 114 and 115: E. The committee's decision shall b
Page 116 and 117: SECTION 23. DEFINITIONSAccept: to r
Page 118 and 119: Bona Fide: in good faith.Bond: a bi
Page 120 and 121: Consultants/Experts: persons having
Page 122 and 123: Fee: a sum of money asked or paid f
Page 124 and 125: Negotiation: contracting through th
Page 126 and 127: Purchasing Cycle: the sequence of a
Page 128 and 129: Terms and Conditions: a phrase gene
Page 138 and 139: CATEGORY: Consent 7EAttachment(s):E
Page 140 and 141: MemorandumDate: December 22, 2010To
Page 142 and 143: Agenda: ConsentAPPROVAL OF SPONSORS
Page 144 and 145: Tohopekaliga Water AuthorityInvestm
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Page 148 and 149: Tohopekaliga Water Authorityaffecte
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Tohopekaliga Water Authority Invest
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CATEGORY: Staff ReportsREPORT ON RE
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AGENDA MARCH 9, 2011 5:00 PM 1. Meeting called to order 2. A ...

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