2-BPM006737 Attachment I Supplement_ Screen Shots.pdf

RFP No. BPM006737 Attachment I Questionnaire Supplement - Screen Shots Page 1

ADE RFP Screen Shots Arizona RFP Contract Requirements

5.1 Provide a SaaS solution that meets the following functional requirements:

5.1.1 The solution shall provide for Inventory Management that tracks inventory levels, expiration dates, and stock movement. It shall have the following required components:

Item Tracking by:

Item Search Page: School Year, Program, Shipping Location, Inventory Type, Inventory Level, Recipient Agency, Item and Entitlement Type:

State-Level Item Tracking:

RA-Level Item Tracking:

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Individual Sales Order Details: Including RAs, Quantities, Values, Dates, Shipping Location, Expiration Details:

a. The ability to track product inventory from the moment it is ordered from the USDA until it arrives at distribution facilities and is ultimately delivered to recipient agencies.

Completed Catalogs Truck Load Balancing: Consolidated Tab Data:

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Completed Catalogs Truck Builder, Truck-Load Balancing:

Completed Catalogs, Order File Creation:

Order Status Report (OSR) Import:

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Orders Page Sales Order Details:

Delivery Order Configuration:

Delivery Order Configuration:

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Delivery Order Process: Including Create Delivery Orders, Review Delivery Orders, Modify Delivery Orders, Delivery Discrepancy Monitoring:

Distributor/Contracted Warehouse File Access:

RA Individual Delivery Order Details File:

Delivery Order Release Authorization Report:

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b. The capability to adjust, transfer, and manage our product inventory, accompanied by comments or equivalent notations.

Inventory Adjustments:

Inventory Adjustments:

Edit Pencil Adjustment Screen:

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Inventory Transfers:

Inventory Transfers:

Edit Pencil Transfer Screen:

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Transfer USDA Foods:

RA to RA, State to State, Emergency Foods:

RA to RA, State to State, Emergency Foods:

Advertise USDA Foods:

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c. The capability to transfer product inventory from the previous program year to the current program year each July 1.

Transfer from One Program Year to Next:

While not required, the following components are preferred:

d. The capability of creating unique product inventory materials, which would include USDA Direct Delivery Materials and Bulk Materials for further processing.

USDA Foods List: Direct Ship and Bulk Items:

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Additional USDA Foods Information Details:

Additional Price History Information:

Add New Items:

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Update Items:

e. The capability of modifying product inventory with comments.

Inventory Adjustment Comments Example:

5.1.2 The solution shall provide for Order Management. It shall have the following required components:

a. The ability to manage entitlement utilization by the recipient agency across all USDA Foods options, the Department of Defense Fresh Fruit and Vegetable Program (DoD Fresh), Processing Diversion, and Direct Delivery.

c. The capability to allow the ADE to create product catalogs or similar for pre-orders by recipient agencies of USDA Direct Delivery Materials and Bulk Materials for further processing.

While not required, the following components are preferred:

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Create Catalogs:

Direct Ship Catalog (Non-bulk):

Direct Ship Add items and Delivery Periods:

Processed Goods (Bulk) Catalog:

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Processed Goods Add Items and Delivery Periods:

DoD Catalog:

DoD Catalog Add Optional Minimum/Maximum Criteria:

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Catalogs:

State/Central Catalogs:

Central Catalog Responses:

d. The capability to allow managing pre-orders from recipient agencies in the form of product catalogs or similar.

Recipient Agency/District Catalogs:

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Direct Ship/Non-Bulk Catalog:

DoD Catalog:

Processed Goods/Bulk Catalog: Including End Product Calculator:

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Completed Catalogs:

Consolidated tab:

Truck Builder tab:

Order Review tab:

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Order Files tab:

e. The capability of managing orders from recipient agencies to the contracted warehouse, covering the entire process from initiation to delivery.

Delivery Order Data Configuration:

Delivery Order Data Configuration: Example for Modify Delivery Order Date Range:

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Create Delivery Order:

Create Delivery Order by School Year, Program, Shipping Location and Month:

Adjust Delivery Order Data, as necessary:

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Recipient Agency Delivery Order Response:

Recipient Agency Modify Total Delivery Order Quantities:

Modify Total Delivery Order:

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Recipient Agency Split Delivery Order by Site:

State Review/Finalize Delivery Orders:

State Modify Delivery Order:

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5.1.3 The solution shall provide for Entitlement Management. It shall have the following required components:

a. The ability for total Arizona federal entitlement in January and at any time throughout the program year contingent on federal revisions.

Initial PAL Distribution:

Annual Configuration Step:

Meal Counts Import Step:

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WBSCM Data Entry Step:

Rate Tuning:

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Redistribute PAL Wizard:

Update Meal Counts:

Update Rate:

PAL/Entitlement History Tracking:

State/Central Realm:

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Recipient Agency/District Realm:

b. The ability for further distribution of entitlement to the recipient agency based on a per-meal rate corresponding to the total lunch counts for the program.

h. The ability to allow for manual input of per-meal rate, total lunch counts by state agency and recipient agency and indicate participation in Child Nutrition Programs.

Add New RA:

Edit RA:

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Edit DoD:

Transfer PAL:

Transfer DoD:

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c. The ability for the state agency to view the following program years, current, two subsequent, and all preceding years up to five.

School Year Selection:

d. The capacity to indicate entitlement by unique Child Nutrition Programs.

Program Selection:

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5.1.4 The solution shall provide for Distribution Planning. It shall have the following required components:

a. The system must be able to allow shipping locations and addresses.

Shipping Locations:

Distributor:

Processor:

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b. The system must be able to allow direct shipments from USDA to a delivery site or location.

District Direct Shipment:

Recipient Agency Delivery Site:

5.1.5 The solution shall provide for Reporting and Analytics that generates reports on inventory usage, sales, and distribution efficiency. It shall have the following required components:

a. The ability to generate shipping and entitlement ad hoc reports.

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Reports:

Dynamic Queries:

5.1.6 The solution shall provide for User Role Management. It shall have the following required components:

a. Provide for ADE, recipient agency, and warehouse security access.

State/Central:

District/RA:

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External Login User (Distributor/Warehouse, Processor):

b. Provide for multiple-user role management.

Add Roles:

i. Role Definition: Clearly define the roles and their associated permissions.

Role Definitions:

ii. Access Control: Implement access control mechanisms to ensure users can only access the resources and perform the actions allowed by their roles.

Role Definitions:

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iii. User Management: Provide an interface for administrators to manage users and assign roles.

User Management:

5.2.5 Have a minimum five-year data retention

Data Retention by Schol Year:

5.2.7 Ability to import and export data via an XML format:

DoD Commitment Export:

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DoD Commitment Export File Sample:

DoD Spending Import:

DoD Spending Import File Sample:

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Complete Catalog Order Files:

Order File:

Order File XML Sample:

Order Response Upload:

Distributor/Contacted Warehouse File:

RA Individual Order Details:

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Delivery Order Release Authorization:

5.3.1 User-Friendly Interface: Provide an intuitive design for easy navigation with customers, state distributing agency, and contracted warehouse web ordering portals.

State/Central Realm:

District/RA Realm:

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External Log-in User: Distributor/Contracted Warehouse:

5.3.2 Provide an editable landing page to manage information from the state agency; the landing page will allow external users to view general state agency communications such as food recalls.

Dashboard, Messaging and Announcements:

State - Announcements:

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Recall Dashboard:

Inventory Process Flow:

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Delivery Ordering Process Flow:

ADE RFP Screen Shots