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HomeMy WebLinkAboutSOG 106.09 NEW 2-2016_Logistics ProcessesEffective. 2/5/2016 Revised: Replaces: 106.09 — Logistics Processes I. Guiding PhilosophX The success of any organization is dependent on effective and efficient acquisition and distribution of resources. Because we strive for successful service outcomes and appreciate the sacrifices tax payers make to sustain us, we do our best to continually improve logistical processes that support the achievement of our mission. When the resources we are allocated are consciously directed toward mission -sensitive priorities and efficiently utilized, then workers have the equipment and supplies that they really need, when they need them, and we enhance the probability of successful service outcomes. II. Purpose The purpose of this policy is to outline the operational parameters and responsibilities associated with requesting, purchasing, requisitioning, receiving, storing and distributing supplies and equipment. III. Goals The goals of this policy are to communicate: A. Relevant terms, detailed references and general policy statement related to procurement and disposal of City resources. B. Purchasing options, the basic purchasing process and associated responsibilities. C. The processes and associated responsibilities for receiving shipments, initiating payment and entry of items into inventory. D. The system and associated responsibilities for requesting/requisitioning supplies and equipment. E. The process and standards for storage, use and tracking of supplies and equipment. F. Options and associated responsibilities for distribution of supplies and equipment. G. The process and associated responsibilities for assessing items needing repair or replacement and properly disposing of City assets. IV. Definitions A. Blanket Purchase Order (BPO) — Type of purchase order containing multiple delivery dates over a period of time, often negotiated to take advantage of predetermined pricing. It is normally used when there is a recurring need for expendable goods. BPOs are often used when a customer buys large quantities and has obtained special discounts. B. BuyBoard — Local government purchasing cooperative created to increase the purchasing power of government entities and to simplify purchasing by using a customized electronic purchasing system. C. Contractual Agreement — For the purposes of this policy, refers to any formal contract for the purchase of goods or services, usually covering a specified time period. D. Off List Items — Any item not that is not a Routine Use Durable Item, listed in Appendix A Standard SuMhes Inventory Matrix or �pendix B -Standard Station Medical Cabinet Inventorv. IMPORTANT NOTE: Off -List items not included in in the definition of routine use durable items below, or Appendix A or B must be requested through the member's chain of command or the annual budget process. E. Procurement Card — Credit card contracted through the State of Texas and used to purchase items needed for work-related purposes with a value of $500 or less. F. Purchase Order — Document used to initiate and control purchases, and assign related costs. G. Routine Use Durable Item — An item/equipment that is currently allocated and routinely used at the station that is not completely consumed in one use, and does not quickly wear out (Examples: mops, brooms, scrub brushes, chamois, truck sponges, light bulbs, small batteries, vacuum cleaner) H. Station Supplies Inventory Matrix — Listing of standard supply items that will be re -stocked weekly at all stations. Quantities kept on hand will be standardized based on a two-week supply for normal daily staffing at the station (3 -person work group, 5 -person work group, >8 -person work group [Station 1]). IMPORTANT NOTE: Each station's two week allotment of station and medical supplies will be topped off by Supply Officers on a weekly basis, so that shortages should not occur under normal working conditions. I. Texas Multiple Awards (TXMAS) — Program that adapts existing competitively awarded government contracts to the procurement needs of the state of Texas. To be considered for the TXMAS Program, an existing contract must be: 1. Awarded by the federal government or any other governmental entity in any state. 2. Awarded using a competitive process. 3. Adaptable to the laws of the state of Texas. SOG 106.09 — Logistics Processes Page 2 of 15 J. Vendor Application Packet — For purchases requiring a purchase order, documentation that must be submitted by the vendor in order to do business with the City. Vendor applications are checked against the State's debarred vendor list prior to approval by the City Purchasing Division. K. Verified Packing List — Packing list that has been checked against the product shipped for accuracy. The individual checking in the order indicates that the order is complete or notes any discrepancies on the packing list, dates and signs his/her name as the person completing the check-in. All packing lists are forwarded to the Fire Purchasing Secretary after verification. V. References & General Policv Statement A. Specific questions concerning purchasing -related procedures or disposal of City property should refer to the current version of the following City policies (located on http://cobconnect) : 1. 7.3 — Purchasing Procedures 2. 7.4 — Procurement Card Policies 3. 7.9 — Fuel Policy 4. 7.10 — Disposal of Surplus Property 5. 7.11 — Sam's Club Card Procedures 6. 7.12 — Federal Debarred and Excluded Parties Policy 7. 7.13 — Contract Management 8. 7.14 — Local Bidder Preference Policy B. All personnel will adhere to the above referenced City policies. VI. Purchasina Ootions & Process A. Purchasing Options 1. Contractual Agreements a. Contracts are established by the City and must be used when available. b. For a current list of vendors under contract with the City, contact the Fire Purchasing Secretary. 2. Blanket Purchase Orders a. Blanket Purchase Orders (BPO) are initiated by the Purchasing Secretary and may be used when available. b. For a list of vendors currently set up with a BPO, contact the Fire Purchasing Secretary. 3. Purchase Orders a. Section Chiefs should insure three quotes are obtained in most cases, to insure the efficient use of tax payer's dollars. b. Three informal quotes are required for requisitions if the purchase price exceeds $3,000 but is less than $50,000. Informal quotes may be obtained at the department level. c. Three formal quotes are required if the purchase price exceeds $50,000. Formal quotes must be obtained by the City's Purchasing Division. SOG 106.09 — Logistics Processes Page 3 of 15 d. Any purchase that exceeds $50,000 must have City Council approval before the goods or services can be purchased. EXCEPTIONS: If a vendor is the exclusive manufacturer/provider of a product/service, a sole source letter may be obtained in lieu of obtaining three bids. If a vendor is currently participating in a contract with BuyBoard or TXMAS, no additional bids are needed. e. Anytime City of Beaumont or grant funds are used to obtain goods, these goods will be delivered to Fire Headquarters (400 Walnut) or the Fire Fleet Maintenance Shop (1125 Archie), so that the items can be properly inventoried and documented prior to releasing funds for vendor payment. Exceptions must be approved by the Fire Chief. NOTE: At no time will taxpayer or grant funded goods be delivered to the personal address of a City employee or any other individual. Any deviation from this may result in the employee assuming financial responsibility for the items, discipline up to and including termination, and/or criminal charges. 4. Procurement Cards a. Procurement cards may be issued to key personnel within the fire department after proper justification is submitted from the Fire Chief and subsequent approval is granted by the City Finance Department -Purchasing Division. b. Single purchase limit is not to exceed $500 to a single vendor in one calendar day. c. Spending limit per billing cycle is not to exceed $2,500. d. Purchases made with procurement cards are TAX EXEMPT. The member making the purchase is responsible for: i. Advising the vendor that the City is tax exempt when the transaction occurs so that taxes are not charged on the purchase, OR ii. Following up with the vendor to have taxes reimbursed, OR iii. Reimbursing any taxes inadvertently charged on purchases made with the procurement card. B. The Section Chief or his/her designee may choose from the various purchasing options above to procure budgeted, job-related item(s) to be charged to his/her allocated budget lines. C. Bid Process and Vendor Selection Development of specifications is the responsibility of the Section Chief or his/her designee. SOG 106.09 — Logistics Processes Page 4 of 15 a. Be specific as to the color, make and model concerning the item or service requested. b. Include any supplemental requests or add-ons (related training, expedited shipping, etc.) 2. Specifications should be approved by the Section Chiefrip or to initiating the purchasing process. 3. For equipment or services related to his/her allotted budget lines, the Section Chief may assign personnel under his/her Command to contact various vendors to acquire three (3) bids. 4. In addition to relevant information on the product or service, the Section Chief or his/her designee will gather the following supplemental information (as applicable) from each vendor: a. Is the vendor already a listed vendor with the City of Beaumont? IMPORTANT NOTE: If "No," and the item is being purchased with a purchase order, then a Vendor Application Packet must be submitted for the vendor to do business with the City. b. What is the total cost, including shipping and/or any other applicable fees? Are there quantity discounts? c. From the time ordered, how long will it take to receive the item(s)? If the items must be received by a certain deadline, will the vendor be able to meet it? d. Is there a warranty period? If so, for how long? Does the warranty increase total cost? e. Is training included? Does the training increase the total cost? 5. Selection of Vendor The three bids and supplemental information will be forwarded to the Section Chief for review (not required if BuyBoard or TXMAS programs are being utilized). 2. The Section Chief will forward the bids, supplemental information and the vendor selected to the following individuals to initiate purchase: i. Logistics Section Chief (Deputy Chief) ii. Support Branch Director (District Chief) iii. Fire Purchasing Secretary 3. If lowest bid is not selected, the email will include a detailed justification for the variance. 4. If the purchase requires expedited delivery, the email will also include the timeframe requested for delivery and reason it must be expedited. SOG 106.09 — Logistics Processes Page 5 of 15 6. If a vendor application is required, the Section Chief or his/her designee may be tasked with coordinating with the vendor to insure the required documentation is submitted in a timely manner. a. Vendors may directly fax or email the application to the City Purchasing Division. i. If the direct to City Hall option is chosen, ask the vendor for notification when the application is submitted. ii. When notification from the vendor is received, notify the Fire Purchasing Secretary to check for approval. b. Vendors may submit the application to the Section Chief or his/her designee. i. Forward the application to the City Purchasing Division. ii. Notify the Fire Purchasing Secretary to check for approval. D. Purchases will not be charged to a Section's budget lines without the knowledge of the Section Chief. 1. Individuals will obtain approval from the appropriate Section Chief or his/her designeerip or to initiating purchases. 2. Items being charged against another Section's budget lines must be communicated to the applicable Section Chief and/or approved by the Fire Chief. 3. If questions arise on assignment of charges, the Fire Purchasing Secretary will coordinate with Section Chiefs and/or the Fire Chief to obtain a resolution. E. Purchase Order Entry & Follow -Up Process 1. The Logistics Section Chief will insure: a. The purchase requisition is entered into the HTE system withinive (S) business days of receipt. b. If there is a deadline for receipt of orders, the Section Chief will notify the Purchasing Secretary to explicitly state the consequences of non-compliance in the comments section of the purchase order or contract. c. The applicable Section Chief and Fire Chief are prompted to approve the requisition in the HTE system. d. Notification is sent to the affected Section Chief as soon as possible when an order delay occurs. e. Status reports are provided on a monthly basis to the Management Team and in the monthly report concerning orders that are delayed, including the reason for the delay. f Coordination with the Management Team regarding available options for vendors failing to meet stated deadlines. 2. The Section Chief will regularly follow-up with Logistics concerning his/her outstanding purchases to proactively address vendor issues and support system efficiency. SOG 106.09 — Logistics Processes Page 6 of 15 VII. Receivina. Pavment & Inventory Initiation Process A. Receiving Process 1. The Supply Group Supervisor is responsible for insuring: a. Packa,-es bein,- delivered from a shipping company are thorou,-hly inspected to insure that: i. All packages contained in the delivery are accounted for ii. Each package in the order is checked for damage prior to acceptance iii. Discrepancies or damage is noted on the shipping papers. iv. The individual accepting the order will sign and date the shipping papers. V. Shipping papers are forwarded to the Fire Purchasing Secretary on the same day the items are accepted. b. Accepted items are located in a standard area to await check-in. i. Check-in of orders is completed no later than 3 business des after acceptance. Exceptions must be approved by the Logistics Section Chief. ii. Verified packing lists are forwarded to the Fire Purchasing Secretary on the same day the items are checked -in. iii. Discrepancies or damage are noted on the packing list. iv. The individual checking in the order will sign and date the packing list. 2. The Fire Purchasing Secretary is responsible for: a. Initiating payment process within 3 business days from receiving an invoice and/or verified packing list. b. Accurately entering items received, including purchase information into the Firehouse inventory system within 10 business dans. B. The Logistics Section Chief will insure all receiving, payment, and inventory initiation process are efficiently achieved. VIII. Station Supplies Processes A. General Process for Distribution/Re-Stocking of Station Supplies 1. The Supply Group Supervisor or his/her designee will inventory the supply closet/locker at each station on a weekly basis. 2. Based on the results of the weekly inventory, he/she will restock items on the Standard Sullies Inventory Matrix and/or Standard Station Medical Cabinet Inventory to the pre -approved maximum quantities only. (Station supply closets and medical cabinets will be stocked with an estimated two- week supply of items to avoid shortages between deliveries.) 3. Stations needing replacement or re -stocking of Routine Use Durable Items will email the Supply Office so that these items can be planned for the following week's delivery. a. The Supply Officer delivering these items will inspect the item being replaced to insure it has reached the end of its service life. SOG 106.09 — Logistics Processes Page 7 of 15 b. If not replaced, the Supply Officer making the delivery will communicate an exception report to the Supply Group Supervisor so that he/she can follow up with the officer making the request as to the reason(s) why the item was not replaced. c. If an item is out of stock so that replacement will be delayed, the Supply Group Supervisor will email the requesting officer a status report explaining why. SPECIAL NOTES CONCERNING SMALL BATTERIES: • Batteries purchased with taxpayer dollars are not authorized for use in personal items kept at stations, like cordless telephones or remote controls. • A stock of batteries for the privately -sponsored Smoke Detector Program is maintained at Station 1. Replenishment of batteries for this purpose should come from this stock. Batteries used for department equipment will be kept separate from Smoke Detector Program batteries, and not used for this program. 4. To be considered, requests for Off -Lis items (not included on the standard lists or routine use durable items) will adhere to the following: a. Individual members should communicate any off -lis supply requests to their Company Officer. b. If the Company Officer believes the request to be justifiable, he/she will email a list of the requested item(s) and associated justification(s) to his/her chain of command, up to and including his/her Section Chief. c. The Section Chief will consult with the chain of command and Logistics personnel, as necessary, to determine a disposition on the request. If approved, the request will be forwarded to the Logistics Section Chief. d. The Logistics Section Chief will coordinate with Support Branch personnel to fill the request. e. Email requests for off -list items received by 0700 hours on Monday will be considered for approval, purchase and/or distribution in the same week. f The Logistics Section Chief has the authority and responsibility for the disposition of off -list requests that are being charged to his/her budget lines. i. To promote consistency in application across the Department—if a question regarding approval exists, consideration of off -list items should be discussed and resolved after consultation between applicable Logistics Section and Operations Section Chief Officers. ii. The Logistics Section Chief will insure that status reports on the disposition of the request are emailed to the Company Officer making the request, and copied to those involved with the disposition decision. SOG 106.09 — Logistics Processes Page 8 of 15 iii. In all cases, the individual's chain of command will be utilized to initiate review or reconsideration of a denied request. B. To efficiently maintain inventories of station supplies, streamline the weekly distribution process, and insure proper utilization of taxpayer dollars, the following will be adhered to by all personnel: 1. Supplies and equipment are the property of the City of Beaumont and are to be used for work-related purposes only. 2. Spare items on the Standard SuMhes Inventory Matrix and Standard Station Medical Cabinet Inventory will be stored in the designated supply closet or locker at each station only. IMPORTANT: To minimize the time needed to inventory and restock supplies each week, Supply Officers will arrange items in a uniform order at all stations. Changes to this arrangement should be made by Supply Group personnel only. Your consideration and assistance is appreciated. Hoarding of supplies is prohibited. Individuals/crews found to be hoarding or using supplies and/or equipment for any purpose not connected to department/City services may be subject to supervisory inquiry, investigation, and/or discipline. C. Supply Group Supervisor and/or his/her designee: 1. Will insure: a. Efficient organization and maintenance of supply inventories in stock rooms to promote effective inventory maintenance, tracking, re -ordering and distribution. b. Needed purchases of standard inventory items are communicated to the Logistics Section Chief and Support Branch Director with adequate lead time so that supply shortages do not occur. c. Station supply closets/lockers at all stations are re -stocked once per week. d. All items distributed are properly documented and tracked within the Firehouse inventory module. 2. Is ONLY authorized to: a. Re -stock supply closets/lockers based on the approved quantities for each item listed on the Standard Sullies Inventory Matrix and Standard Station Medical Cabinet Inventory. b. Distribute routine use durable or off -list items that have been pre_ approved by the appropriate Section Chief. D. Company Officers will: 1. Insure storage of supplies is maintained according to this policy. SOG 106.09 — Logistics Processes Page 9 of 15 2. Monitor use of supplies to encourage proper use, promoting common sense conservation and efficiency measures. 3. Note in the log book when supplies are placed in-service from the station's supply closet/locker to assist all crews in tracking and identifying usage patterns. 4. Routinely monitor storage closets/lockers and supply inventories to discourage improper use or promptly identify hoarding or potential theft. 5. Initiate appropriate follow-up if apparent instances of improper use, hoarding or theft are suspected. 6. Follow their chain of command in the resolution of supply -related problems. E. District Chiefs will: 1. Routinely inspect assigned stations to insure proper storage and use of supplies. 2. Initiate appropriate follow-up if instances of improper use, hoarding or theft are suspected. 3. Follow their chain of command in the resolution of supply -related problems. F. Logistics Section Chief and Support Branch Director will: 1. Monitor, analyze and report on quantities of supplies issued/used at each facility to insure efficiency and proper use. 2. Monitor Supply Group processes and operations to balance internal customer service targets and efficiency of operations. Initiate appropriate follow-up if instances of improper use, hoarding or theft are suspected. G. Supply requests considered by the requestor to be of an emerency nature should be communicated through the individual's chain of command. The Incident Commander (incident -related) or Deputy Chief (non -incident related) will assess the request and follow up appropriately. IX. Options for Distributing Supplies & Equipment A. Off -list, uniform and/or replacement PPE items may be distributed in conjunction with weekly inventory and restocking of station supplies, if practical. B. Pick up items at HQ 1. When items ordered by individual members are ready for delivery (uniforms, PPE, etc.), the Supply Group Supervisor or his/her designee will email the individual that the items are ready for distribution. SOG 106.09 — Logistics Processes Page 10 of 15 2. The individual is not required to pickup orders on his/her off-duty time, but may pick up items at Fire Headquarters in lieu of waiting for on -duty delivery. 3. If the member chooses this option, he/she should call the Supply Office or Fire Purchasing Secretary with an estimated time of arrival, to insure Support Branch personnel will be available at the stated time to issue the items. C. If distribution difficulties arise, Logistics personnel should contact the on -duty Deputy Chief for delivery assistance. Options may include, but are not limited to: 1. Operations service truck (if staffing allows) 2. Truck 74 3. Crew picks up items at Fire Headquarters X. Disposal of City Property A. When equipment is damaged, the on -duty Company Officer will insure that a maintenance/test record (work order) is initiated per SOG 600.01 -Creating& Processing Work Orders and Test Records. B. The Logistics Section Chief is responsible for: 1. Developing/revising methods to insure efficiency in making repair/replace decisions. 2. Insuring disposal of assets according to applicable law and City policy. SOG 106.09 — Logistics Processes Page 1 1 of 15 Appendix A —Standard Supplies Inventory Matrix (Stocked weekly with an estimated two week supply) SOG 106.09 — Logistics Processes Page 12 of 15 a liililiQuantity IIS tatliiln BEAUMONTApproved Multi - im-•,r�,Aj� Single Company District Company Station 1 Stations: Stations: Stations: Currently Sta. 2,5,6,8,9,11, 14 Stations 4,10 Stations 3,7 Station 1 Standard Station Supplies Description Aerosol Room Deodorant 2 2 2 2 Automatic Dishwashing Detergent 1 1 1 2 (Cascade or equivalent) Bathroom Cleaner 2 2 2 3 (NABC or equivalent) Bleach 1 1 1 2 Cleaner/Degreaser 2 2 2 3 (409 or equivalent) Dishwashing Detergent 2 2 2 2 (Blue Glow or equivalent) Disinfectant/Deodorant Spray 2 2 2 2 Laundry Soap - Powdered 2 2 2 2 Multi -Surface Cleaner 2 2 2 2 (Pine Sol or equivalent) Paper Towels 16 18 18 20 (Brown Rolls or equivalent) Power Sponges 2 2 2 3 (Scotch Brite or equivalent) Toilet Bowl Blocks 2 2 2 2 Toilet Paper Rolls 18 18 20 22 Trash Can Liners — 23X33 1 1 1 1 Trash Can Liners -43X48 1 1 1 1 White Work Towels- Individual 15 20 15 30 Office Supplies Description Copy Paper — Letter (Reem) 1 1 1 2 Copy Paper —Legal (Reem) 1 1 1 2 Printer Cartridge 1 1 1 2 SOG 106.09 — Logistics Processes Page 12 of 15 Routine ine U e Durable Items Description Straw Broom Shop Broom Dust Mop Head Mop Vacuum Cleaner Chamois Scrub Brush Truck Sponge Small Batteries: Batteries purchased with taxpayer dollars are for use in department -issued equipment only. D -cell C -cell AA -cell AAA -cell Light Bulbs *Type and size vary from station to station • Requests for Routine Use Durable Items will be emailed to the Supply Office. • Any item not meeting the definition of Routine Use Durable Item, or listed in Appendix A or B will be considered and must be routed through the individual's chain of command for approval. • Final approval for the purchase of Off -Lis items must be received from the appropriate Section Chief. Approvals will be based on current prioritization of needs and the availability of funds. SOG 106.09 — Logistics Processes Page 13 of 15 Appendix B — Standard Station Medical Cabinet Inventory Description Number Stocked per Station Alcohol Preps, box of 10 2 Bags, Bio 8 Band-Aids, box of 20 1 Blanket, Rescue (Yellow) 2 Blanket, Thermal Foil 2 BP Cuff, Adult 1 BP Cuff, Child 1 Burn Sheets 2 BVM, Adult 2 BVM, Child/Infant 2 C -Collar, Adjustable 6 C -Collar, Child 2 C -Collar, Infant 2 Cravats (Triangle Bandages) 8 Dressing, 8x10 4 Dressing, Sterile 4X4 20 Dressing, Trauma 2 ECG Electrodes, Pack 2 ECG Paper 2 Gauze, roller 8 Gauze, Vaseline 4 Glucometer Strips, Vial 1 Glucose, Oral 2 Infection Control Kit 2 Kit, OB 1 Kit, Spill Clean-up 2 Lancets 20 Levalbuterol, 1.25mg (Adult dose) 2 Levalbuterol, 0.31mg (Child dose) 2 Light, Pen 1 Mask, HEP 8 Mask, 02 Adult (Non -Rebreather) 4 Mask, 02 Pedi 2 Mask, 02 Infant 2 Medical Gloves, Large 8 Medical Gloves, XLarge 2 Mega Mover Lifting Sling 4 Nebulizer 2 OPA, set 1 Quick Combo, Adult 2 Sharps Disposal Container 1 Sharps Shuttle 1 Sheers, Trauma 1 Stethoscope 1 Suction Canister 1 Suction Hose 1 Tape, 1" Transdermal 4 Tape, 2" Cloth 4 Yanicar Tip 1 Vials will be individually tagged w/tape showing expiration date Appendix C — Entering a Requisition into HTE A. Log into the HTE system. B. Select "2 - HTE Main Menu" and press <Ctrl>. C. Select "12 - Purchasing/Inventory" and press <Ctrl>. 1. Select "4" Purchasing/Receiving Menu and press <Ctrl>. 2. Select "1 - Requisition Entry" and press <Ctrl>. 3. Press <F6> to add a requisition a. Enter the requisition information i. To select the vendor, press <F4> then place a "1" in front of the correct vendor and press <Ctrl> ii. The vendor number will automatically fill. Press <Ctrl>. iii. Press <F6> to add item. Enter information and then press <Ctrl>. Once all line items have been completed press <F 12>. iv. Always deliver to the Fire Department (FD) V. Deliver by date will be 30 days from when the requisition is entered. 4. Press <Ctrl> after entering the requisition information. 5. Check information for accuracy and make any necessary corrections by pressing "2". 6. Press <F8> to enter quotes. 7. Press <Shift F8> to enter comments. 8. Press <Ctrl> once all information has been entered. 9. Check expense account numbers and press <Ctrl>. 10. To print the requisition, place a "6" in front of the requisition number. 11. Prompt the Section Chief via email that the requisition is ready for approval. SOG 106.09 — Logistics Processes Page 15 of 15