ATTACHMENT 5.4 - Monthly QA template.xlsx
XLSX spreadsheet 59 KB Posted
- Attached to
- M1GZ Warehousing & Support Services Federal contract opportunity
- Solicitation number
- N0018922R0010
About this file
This document contains a monthly quality assurance template and discrepancy tracker for conducting a wall-to-wall physical inventory of Navy Working Capital Fund Supply Management inventory. The template requires a plant to provide general information and a point of contact. It includes a status report on the monthly progress of inventory counting by storage location, with columns for the number of locations counted, items counted, discrepancies found, and cumulative completion percentages. The discrepancy tracker requires entry of details for any discrepancies identified, such as the storage location, item, quantities in the system and physical count, causative research conducted, and adjustment processing information. The template is to be used by plants on a monthly basis until full floor-to-book inventory is complete to consolidate inventory progress reporting to higher levels of the Navy.
View the file
Other files for this federal contract opportunity
Show all 21
On GovTribe
Work with this file on GovTribe
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Inventory Instructions
Action: Provide general information for the Plant.
Action: Provide a single Point of Contact for the Plant. This person will be responsible for sending completed Monthly Status Reports and Discrepancy Trackers to the NAVSUP Inventory Operations Center.
No Action Required: Columns G, H, and I will calculate automatically based upon the numbers in columns B through F.
Action: On a monthly basis, provide wall-to-wall status by completing Columns B through F. Columns that are highlighted in blue will calculate automatically.
Column C: "# of Eaches" is defined as the "Unit of Issue". For example, if an NSN's unit of issue is one box and that box contains 100 washers, then if a storage location contains 500 washers in 5 boxes, report the quantity as 5.
Wherever "Quantity" or "# of Items" is referenced in this schedule, it is referring to the "Unit of Issuance".
No Action Required: These are the cumulative numbers that the NAVSUP Inventory Operations Center will use to consolidate and report overall progress to OPNAV N4 on a monthly basis.
Action: Provide the name of the individual that consolidated W2W results for the month in addition to the name of the individual who reviewed the consolidated results for accuracy and completeness. Also provide the name of the Inventory Team Lead for your site.
Action: Indicate the number of storage locations, per your local system(s), that hold NWCF-SM Inventory. Storage Locations are defined as each building, warehouse, structure, parking lot, or magazine on a storage site. Storage locations consist of multiple storage spaces.
Storage Sites are defined as the base/installation that does the reporting.
Additional Locations: As the wall-to-wall progresses, document any additional locations that hold NWCF-SM Inventory but were not previously accounted for in the local system(s).
Removed Locations: As the wall-to-wall progresses, document any locations that were eliminated due to building modifications, storage structure adjustments, etc. Enter as a positive number.
Total Storage Locations: The Total Number of Physical Storage Locations will calculate automatically.
New Template
| NWCF-SM Inventory |
| OSD Physical Inventory Requirement - Monthly Completion Status Report |
| General Plant Information | Plant Point of Contact Information | ||
| Navy ERP Plant Code | CXXX | POC Name and Title | Name (First, Last), Job Title |
| Navy ERP Plant Name | Phone Number | 555-555-5555 | |
| BLDG #,City, State, Address | Email Address | xxxxx.xxxxxxx@navy.mil | |
| Real Property Unique ID (If Known) | |||
| BSO |
| Physical Storage Locations | |
| Number of Physical Storage Locations, per the Local System, that hold NWCF-SM Inventory | 30 |
| Number of Additional Locations Identified during Physical Inventory | 4 |
| Number of Storage Locations Removed during Physical Inventory | 1 |
| Total Number of Physical Storage Locations | 33 |
| Monthly 100% Status Report | |||||||||
| Update Monthly Until Full Floor-to-Book is Complete | |||||||||
| A | B | C | D | E | F | G | H | I | |
| (# of Eaches as Measures in Units of Issue) | (Sum B / Total Number Inventory Storage Locations) | ((Sum D + Sum E + Sum F) / Sum C) | (1 - Absolute Variance) | ||||||
| Status Report Month | # of Physical Inventory Storage Locations Counted | # of Eaches in these Physical Storage Locations | # of Eaches with Condition Code Discrepancies in Counted Locations | # of Eaches with Overages in Counted Locations | # of Eaches with Shortages in counted Locations | Cumulative % Wall-to-Wall Inventory Complete | Cumulative Absolute Count Variance | Cumulative Inventory Accuracy | |
| Month 7 | April | 21 | 68 | 0 | 0 | 3 | 63.6% | 4.4% | 95.6% |
| Month 8 | May | 3 | 202 | 0 | 0 | 0 | 72.7% | 1.1% | 98.9% |
| Month 9 | June | 3 | 160 | 0 | 0 | 1 | 81.8% | 0.9% | 99.1% |
| Month 10 | July | 3 | 98 | 0 | 0 | 4 | 90.9% | 1.5% | 98.5% |
| Month 11 | August | 2 | 300 | 0 | 0 | 0 | 97.0% | 1.0% | 99.0% |
| Month 12 | September | 1 | 68 | 0 | 0 | 1 | 100.0% | 1.0% | 99.0% |
| Cumulative Totals | |||||||||||
| ERP Plant | Total Physical Storage Locs | # of Physical Inventory Storage Locations Counted | Total # of Eaches Counted in these Physical Storage Locations | # of Eaches with Condition Code Discrepancies in Counted Locations | # of Physical Storage Locations with Item Overages | # of Physical Storage Locations with Item | |||||
| Shortages | Cumulative % Wall-to-Wall Inventory Complete | Cumulative Absolute Count Variance | Cumulative Inventory Accuracy | ||||||||
| CXXX | 33 | 33 | 896 | 0 | 0 | 9 | 0.0% | 1.0% | 99.0% |
| Completion Status Report Signatures | Printed Name | Date |
| Status Report Completed by | ||
| Status Report Reviewed by | ||
| Site/Plant Inventory Team Lead |
Discrepancies Instructions
Action: Provide general information for the Plant.
Action: Provide a single Point of Contact for the Plant. This person will be responsible for sending completed Monthly Status Reports and Discrepancy Trackers to the NAVSUP Inventory Operations Center.
Action: Provide any additional comments regarding the identified discrepancies.
Action: Enter the details of any discrepancies identified during the inventory as follows:
ERP Plant Code: As per Navy ERP.
Discrepancy Reporting Date: Provide the date the discrepancy was identified.
Physical Storage Location: Provide a description of the storage location where the error was found.
NIIN Affected: Enter the NIIN applicable to the material.
Condition Code: Provide the condition code of the material as observed during the physical inventory.
Reporting System Quantity: Provide the quantity (in terms of Unit of Issuance) as per the system of record.
Physical Count: Provide the actual quantity counted (in terms of Unit of Issuance) during the inventory.
Action: Enter the total Quantity of goods on hand at your site per the Local System of Record.
No Action Required: This table links directly to the same table in the Inventory Schedule.
Action: Enter the details of any discrepancies identified during the inventory as follows (cont.):
Causative Research: Provide the status of addressing the cause for any discrepancy.
Causative Category: Provide the root cause of the discrepancy.
Research Complete Date: Provide the date to which the causative research was completed.
Adjustment Processed: Provide the status of correcting the discrepancy in the system of record.
Adjustment Completed By: Provide the name of the person making the correction.
Adjustment Complete Date: Provide the date when the correction was finalized in the system of record.
New Discrepancies Template
| NWCF-SM Inventory Discrepancy Tracker |
| OSD Physical Inventory Requirement |
| General Plant Information | Plant Point of Contact Information | ||||
| Navy ERP Plant Code | XXXX | POC Name and Title | Name (First, Last), Job Title | ||
| Navy ERP Plant Name | Phone Number | 555-555-5555 | |||
| City, State, Address | Email Address | xxxxx.xxxxxxx@navy.mil | |||
| Real Property Unique ID (If Known) | |||||
| BSO | Discrepancy Tracker Signatures | Printed Name | Date | ||
| Reporting System/BLA | Discrepancy Tracker Completed by | Name (First, Last) | |||
| Discrepancy Tracker Reviewed by | Name (First, Last) | ||||
| Physical Storage Locations | Site/Plant Inventory Team Lead | Name (First, Last) | |||
| Number of Physical Storage Locations, in the System, that hold NWCF-SM Inv. | 30 | ||||
| Number of Additional Locations Identified during Physical Inventory | 4 | ||||
| Number of Storage Locations Removed during Physical Inventory | 1 | ||||
| Total Number of Physical Storage Locations | 34 |
| Row Number | ERP Plant Code | Discrepancy Reporting Date (Initial Date) | Physical Storage Location | NIIN Affected | Condition Code | Reporting System Qty | Physical Count | Discrepancy Description: Provide as many specific details as possible. List serial numbers if applicable. | Causative Research Conducted | Causative Category | Research Complete Date | Adjustment Processed | Adjustment Completed By | Adjustment Complete Date |
| 001 | XXXX | 4/30/19 | XXXX | XXXXXXXXX | A | 5 | 0 | Complete | Issuance Not Entered | 5/7/19 | Processed | Name (First, Last) | 5/8/19 | |
| 002 | XXXX | 4/30/19 | XXXX | XXXXXXXXX | A | 18 | 17 | Complete | Issuance Not Entered | 5/7/19 | Processed | Name (First, Last) | 5/8/19 | |
| 003 | XXXX | 4/30/19 | XXXX | XXXXXXXXX | A | 300 | 299 | Complete | Issuance Not Entered | 5/7/19 | Processed | Name (First, Last) | 5/8/19 | |
| 004 | XXXX | 6/30/19 | XXXX | XXXXXXXXX | A | 30 | 29 | Complete | Issuance Not Entered | 7/7/19 | Processed | Name (First, Last) | 7/8/19 | |
| 005 | XXXX | 7/31/19 | XXXX | XXXXXXXXX | A | 20 | 9 | Complete | Issuance Not Entered | 8/9/19 | Processed | Name (First, Last) | 8/20/19 | |
| 006 | XXXX | 7/31/19 | XXXX | XXXXXXXXX | A | 35 | 34 | Complete | Issuance Not Entered | 8/9/19 | Processed | Name (First, Last) | 8/20/19 | |
| 007 | XXXX | 7/31/19 | XXXX | XXXXXXXXX | A | 18 | 17 | Complete | Issuance Not Entered | 8/9/19 | Processed | Name (First, Last) | 8/20/19 | |
| 008 | XXXX | 7/31/19 | XXXX | XXXXXXXXX | A | 120 | 115 | Complete | Issuance Not Entered | 8/9/19 | Processed | Name (First, Last) | 8/20/19 | |
| 009 | XXXX | 9/30/19 | XXXX | XXXXXXXXX | A | 68 | 67 | Complete | Issuance Not Entered | 9/3/19 | Processed | Name (First, Last) | 9/25/19 | |
| 010 | ||||||||||||||
| 011 | ||||||||||||||
| 012 | ||||||||||||||
| 013 | ||||||||||||||
| 014 | ||||||||||||||
| 015 | ||||||||||||||
| 016 | ||||||||||||||
| 017 | ||||||||||||||
| 018 | ||||||||||||||
| 019 | ||||||||||||||
| 020 |
Narrative and/or Additional Comments not Captured Above image1.emf image2.emf
File details come from the government source that posted it. Updated .