The renewal process for a food service management company (FSMC) contract involves completing renewal forms, sending them to the FSMC and state agency for approval, and securing signatures. Key forms include the renewal contract, projected operating costs worksheet, labor and fringe benefits worksheet, and renewal year workbook. The completed documents must be submitted to the Pennsylvania Department of Education's Division of Food and Nutrition by May 1st for approval by June 30th.
The document is the annual procurement program for Mindoro Integrated School in the Philippines for calendar year 2014. It lists various office supplies and their quantities to be procured each quarter, including bond paper, folders, envelopes, and other unnamed items. The total procurement program is in accordance with the agency's objectives and does not exceed budgeted amounts for supplies. It was prepared by the school and recommended by the Department of Education division for approval.
This document outlines the steps to generate an account-based profitability analysis report from SAP for a company with four brands. It involves setting up master and transactional data in SAP, including characteristics, cost elements, cost centers, and assessment cycles. Actual sales, cost of goods, administration, and salary data is then posted. A form and report are created to arrive at the brand-wise profitability results requested by finance.
Successful business renewal secrets 2011Salim Hajje
Renew your Business Health
Business Unlimited team lead by Dr. Salim Hajje will lead your Business Recovery from losses and turnarounds. Business Renewal Services.
Evaluating the Impact of Structural Policies on Health Inequalities and their Social Determinants, and Fostering Change (SOPHIE)
Health inequalities are unfair and avoidable differences in health between population groups defined socially, economically, demographically or geographically. They are strongly affected by the circumstances in which people are born, grow, live, work and age, and by the policies influencing these circumstances.
SOPHIE aims to generate new evidence on the impact of structural policies on health inequalities, and to develop innovative methodologies for the evaluation of these policies in Europe. Particular attention will be put in increasing the involvement of affected stakeholders (civil society and deprived population groups) in the identification, design and evaluation of policies to tackle health inequalities.
This project is coordinated by Agència de Salut Pública de Barcelona and funded from the European Community's Seventh Framework Programme (FP7/2007-2013, call Health-2011) under grant agreement n° 278173.
Prsented at the Meeting of the Expert Group on Social Determinants and Health Inequalities. Luxembourg, 21-22 January 2013
The document welcomes participants to the National Child Passenger Safety Technician Renewal Testing Course. The purpose of the course is to allow certified technicians to renew their certification by demonstrating their knowledge and skills, rather than retaking the entire certification course. Over the course of 3 days, participants will review important child passenger safety information, practice their skills, and be assessed through a written quiz and skills test to renew their certification. The training program and materials have been revised and streamlined for greater focus on the technician's educator role.
Improving Customer Retention by Managing the Customer Journey Webinar SlidesAmity
For any SaaS company focused on customer success, the customer journey needs to make customers feel comfortable, confident and excited about being successful with your product.
By focusing on helping make customers successful each step along the way, you will keep your customers happy, loyal and buying more. Success for both you and your customers!
In this webinar, Kia Puhm will cover:
- Top renewal challenges
- Biggest challenges & threats to renewals
- Using benchmarking to demonstrate value
- Being strategic partner
Managing a Fast Growing Customer Success Team Amity
The abilities of your team expand as your SaaS business grows, but managing a fast-growing team has many challenges. More people means more processes to implement, more metrics to monitor, and more efforts to coordinate. There are many things you can start doing right now to deal with these challenges, set up for long-term success, and ensure your team is well managed every step of the way.
The document is the annual procurement program for Mindoro Integrated School in the Philippines for calendar year 2014. It lists various office supplies and their quantities to be procured each quarter, including bond paper, folders, envelopes, and other unnamed items. The total procurement program is in accordance with the agency's objectives and does not exceed budgeted amounts for supplies. It was prepared by the school and recommended by the Department of Education division for approval.
This document outlines the steps to generate an account-based profitability analysis report from SAP for a company with four brands. It involves setting up master and transactional data in SAP, including characteristics, cost elements, cost centers, and assessment cycles. Actual sales, cost of goods, administration, and salary data is then posted. A form and report are created to arrive at the brand-wise profitability results requested by finance.
Successful business renewal secrets 2011Salim Hajje
Renew your Business Health
Business Unlimited team lead by Dr. Salim Hajje will lead your Business Recovery from losses and turnarounds. Business Renewal Services.
Evaluating the Impact of Structural Policies on Health Inequalities and their Social Determinants, and Fostering Change (SOPHIE)
Health inequalities are unfair and avoidable differences in health between population groups defined socially, economically, demographically or geographically. They are strongly affected by the circumstances in which people are born, grow, live, work and age, and by the policies influencing these circumstances.
SOPHIE aims to generate new evidence on the impact of structural policies on health inequalities, and to develop innovative methodologies for the evaluation of these policies in Europe. Particular attention will be put in increasing the involvement of affected stakeholders (civil society and deprived population groups) in the identification, design and evaluation of policies to tackle health inequalities.
This project is coordinated by Agència de Salut Pública de Barcelona and funded from the European Community's Seventh Framework Programme (FP7/2007-2013, call Health-2011) under grant agreement n° 278173.
Prsented at the Meeting of the Expert Group on Social Determinants and Health Inequalities. Luxembourg, 21-22 January 2013
The document welcomes participants to the National Child Passenger Safety Technician Renewal Testing Course. The purpose of the course is to allow certified technicians to renew their certification by demonstrating their knowledge and skills, rather than retaking the entire certification course. Over the course of 3 days, participants will review important child passenger safety information, practice their skills, and be assessed through a written quiz and skills test to renew their certification. The training program and materials have been revised and streamlined for greater focus on the technician's educator role.
Improving Customer Retention by Managing the Customer Journey Webinar SlidesAmity
For any SaaS company focused on customer success, the customer journey needs to make customers feel comfortable, confident and excited about being successful with your product.
By focusing on helping make customers successful each step along the way, you will keep your customers happy, loyal and buying more. Success for both you and your customers!
In this webinar, Kia Puhm will cover:
- Top renewal challenges
- Biggest challenges & threats to renewals
- Using benchmarking to demonstrate value
- Being strategic partner
Managing a Fast Growing Customer Success Team Amity
The abilities of your team expand as your SaaS business grows, but managing a fast-growing team has many challenges. More people means more processes to implement, more metrics to monitor, and more efforts to coordinate. There are many things you can start doing right now to deal with these challenges, set up for long-term success, and ensure your team is well managed every step of the way.
Make 2016 the Year You Conquer Customer SuccessGainsight
2016 is just around the corner — and that means it’s time to set your business New Year’s resolution for 2016. But why settle for one generic goal like reducing churn or raising upsell? Why not resolve to make 2016 the year your organization invests in your customers as a major business driver?
The document discusses sales compensation strategies for SaaS companies. It covers aligning comp plans with business goals and stage, metrics like ARR and MRR, handling both SaaS and on-premise sales, lessons from Hubspot's experience evolving their comp plan through different growth stages. Key topics include balancing short-term quotas with long-term customer value, adjusting plans based on product adoption lifecycle, and using metrics and clawbacks appropriately.
Reduce timeline and budget for sap businessobjects bi4.2 migration and upgrad...Sebastien Goiffon
Presentation ran during an ASUG webinar around migration to BI4.2
Sebastien GOIFFON
Merlijn Ekkel
business objects assessment
business objects bi on bi
business objects migration
business objects upgrade
Building a Business Case for Customer SuccessGainsight
Join Phil Nanus, VP of Research of Customer Success at the Technology Services Industry Association (TSIA) and Allison Pickens, VP of Customer Success and Business Operations at Gainsight, as they discuss scaling your Customer Success organization.
In this hourlong webinar, Phil and Allison will discuss:
Developing a business case for Customer Success
The 7 steps needed to scale your teams
The critical funding conversation between sales and Customer Success to ensure profitable Technology-as-a-Service growth
This document discusses bidding procedures, performance bonds, developing school budgets, and long-term financial planning. It outlines why districts bid projects, expenditure limits, types of bids, how performance bonds work, key factors in budgeting, the two types of budgets (operations/maintenance and capital improvement plans), and tools for budget development like templates, personnel indices, building condition surveys, and five-year plans. It also covers budget timelines, future cost factors to consider, and contingency options if a budget is defeated.
The document provides an overview of the amended recovery plan for the Harrisburg School District. Key points include: (1) The plan revises certain initiatives from the original Act 141 plan to address current financial circumstances; (2) The plan will provide clarifying language and all other aspects of the original plan remain in effect; (3) The baseline financial forecast shows a continuing structural deficit even with higher reserves; (4) The amended plan outlines initiatives to improve financial performance and academic programs while avoiding tax increases. It establishes a process for "shared savings" if financial results are better than projected.
The amended recovery plan for the Harrisburg School District proposes revisions to address financial concerns and incorporate new academic benchmarks based on school performance profiles. Key elements include restoring the 2013 salary cut, improving financial projections through 2021 with initiatives like tax increases and reducing charter school growth, and setting school-level performance targets to increase scores by 3-17 points by 2018. The plan also clarifies the chief financial officer role and provides a process to share savings if academic and financial goals are exceeded.
- Performance based contracting (PBC) emphasizes measuring outcomes like quality and results rather than process, uses performance standards and incentives/penalties tied to payment.
- PBC aims to encourage innovation, lower costs through competition while improving performance, and share some risk with contractors to incentivize achieving outcomes.
- Georgia is interested in PBC to promote achieving outcomes, identify priority areas, evaluate programs, and document accountability. Private agencies are interested in more flexibility and partnership.
- Challenges include defining reliable outcomes and baseline data, and managing other systemic factors impacting performance.
Fiscal planning for nsg service & educationDebika Das
This document discusses fiscal planning for nursing services and education. It defines key terms like fiscal, cost containment, and responsibility accounting. The principles of financial planning are that it should be done annually on a departmental basis and balanced on a cash basis. Factors affecting financial planning include objectives, requirements, and flexibility. Steps in financial planning include starting with personnel planning, including costs of supplies, facilities, and equipment. Fiscal planning allows for cost containment and effective budgeting in nursing.
Educational Assistance final presentationFighterz Seen
The company's Educational Assistance Plan provides up to $5,250 per year in tax-free tuition reimbursement to help employees pursue additional education. All full-time employees are eligible after one year of service. Covered expenses include tuition, fees, and books for successfully completed undergraduate or graduate business courses. Employees must remain at the company for at least one year after course completion or repay the assistance. The presentation reviews the plan's purpose, eligibility, covered expenses, procedures and answers common questions.
The document provides financial information for Houston Community College System for the period of September 1, 2013 through May 31, 2014. It includes a discussion of revenues and expenditures, highlighting that total revenues are projected to be $293 million, which is 2.3% above budget, while expenditures are projected to be $303 million. Salaries are projected to be $170 million, which is 4% above the previous year. Contracted services are projected to be $27 million, which is 10.4% above the previous year.
Financial governance using the ace reportKen Hicks
The document recommends incorporating ACE (Authorization, Commitment, Expenditure) reports into the business case process to better track costs like software maintenance overruns and scope changes. It suggests monthly ACE reports that analyze variances from budgets and prior commitments/authorizations. This would flag cost issues early and improve collaboration to correct errors or get necessary funding approvals. The ACE reports would provide visibility into project spending status and help ensure multi-year financial plans stay aligned with actual costs.
Apprenticeship Levy Conference - Coventry (Summer 2016)The Pathway Group
Manager
Barista
Professional
Manager
Making the Levy Work
Our Approach
• Early engagement with key clients
• Understanding their needs and challenges
• Developing solutions to maximise levy
• Strategic partnerships with providers
• Quality programmes aligned to standards
• Supporting clients through the process
• Monitoring impact and outcomes
Making the Levy Work
Questions?
Jo Bradford
National Qualifications Manager
Compass Group UK & Ireland
Making the Levy Work
Lunch
12:00 – 13:00
14th July The Welcome Centre Coventry
Headline Sponsor
The Apprenticeship Levy:
What it means for Training Prov
FedEx Corp. Reports Record Revenue and Earnings Jun 24, 2003finance7
FedEx reported record revenue and earnings for the fourth quarter and full fiscal year. Fourth quarter net income increased 19% compared to the previous year. For the full fiscal year, earnings were $2.74 per diluted share, up from $2.34 the previous year. FedEx expects the US economy to remain sluggish in the first quarter of fiscal year 2004 but anticipates improvement in the second half of the year. Capital expenditures are forecast to be approximately $1.7 billion for fiscal year 2004.
This document provides an overview of South Africa's learnership allowance tax incentive. It defines key terms, outlines the features and requirements to qualify for the annual allowance deduction from taxable income and completion allowance. Employers can deduct up to R30,000 annually for each learner enrolled in a registered learnership agreement, or R50,000 for learners with a disability. On completion, employers can deduct R30,000 for agreements under 24 months, or R30,000 multiplied by the number of 12-month periods for longer agreements.
Covenant Advantage offers employer groups with 200+ participants a multi-year guarantee for controlling healthcare costs by implementing wellness, on-site clinic, and medical navigator programs. It provides an annual cap on renewal costs and guarantees maximum costs for future years if the programs are followed. The exclusive program is from Covenant Services Group, a leader in integrated health plan administration serving over 100,000 members.
Gruppo Hera - Consolidated Financial Statements 2019Hera Group
The document provides an overview of Hera Group's consolidated financial statements for 2019. Some key points:
- Hera Group achieved growth in revenues, EBITDA, net profits and investments compared to 2018. EBITDA reached €1.085 billion, up 5.2% from the previous year.
- The main drivers of EBITDA growth were the gas, waste management and water business areas.
- Investments totaled €509 million, mainly to expand activities ahead of upcoming tenders for regulated services.
- Financial solidity was maintained with a net debt/EBITDA ratio of 2.48x.
This document is a performance review for Aida Karimova, a senior bookkeeper at World Vision. It outlines her performance goals for FY14 related to financial tasks like processing transactions, reconciling accounts, and ensuring partner reports comply with regulations. It also includes an individual development plan where she aims to keep updated on tax code changes. Both her manager Giorgi Devidze and functional manager Ella Turkia provide positive feedback and ratings for her work. They commend her efforts in handling challenges during the fiscal year.
Budgeting involves preparing quantitative financial statements for a defined period to help achieve objectives. It includes designing, implementing, and overseeing budgets. Budgetary control establishes budgets and compares actual results to budgets to ensure policy objectives are met or provide a basis for revision. Budgeting advantages include aiding internal audits, optimal resource allocation, planning, improved communication, and motivating staff. Problems include perceived pressure and departmental conflicts over resources. The budgeting process specifies objectives, success factors, roles, budget centers, periods, committees, and manuals. A flexible budget recognizes variable costs change with activity levels, allowing accurate performance assessment and recasting to match changed conditions.
Make 2016 the Year You Conquer Customer SuccessGainsight
2016 is just around the corner — and that means it’s time to set your business New Year’s resolution for 2016. But why settle for one generic goal like reducing churn or raising upsell? Why not resolve to make 2016 the year your organization invests in your customers as a major business driver?
The document discusses sales compensation strategies for SaaS companies. It covers aligning comp plans with business goals and stage, metrics like ARR and MRR, handling both SaaS and on-premise sales, lessons from Hubspot's experience evolving their comp plan through different growth stages. Key topics include balancing short-term quotas with long-term customer value, adjusting plans based on product adoption lifecycle, and using metrics and clawbacks appropriately.
Reduce timeline and budget for sap businessobjects bi4.2 migration and upgrad...Sebastien Goiffon
Presentation ran during an ASUG webinar around migration to BI4.2
Sebastien GOIFFON
Merlijn Ekkel
business objects assessment
business objects bi on bi
business objects migration
business objects upgrade
Building a Business Case for Customer SuccessGainsight
Join Phil Nanus, VP of Research of Customer Success at the Technology Services Industry Association (TSIA) and Allison Pickens, VP of Customer Success and Business Operations at Gainsight, as they discuss scaling your Customer Success organization.
In this hourlong webinar, Phil and Allison will discuss:
Developing a business case for Customer Success
The 7 steps needed to scale your teams
The critical funding conversation between sales and Customer Success to ensure profitable Technology-as-a-Service growth
This document discusses bidding procedures, performance bonds, developing school budgets, and long-term financial planning. It outlines why districts bid projects, expenditure limits, types of bids, how performance bonds work, key factors in budgeting, the two types of budgets (operations/maintenance and capital improvement plans), and tools for budget development like templates, personnel indices, building condition surveys, and five-year plans. It also covers budget timelines, future cost factors to consider, and contingency options if a budget is defeated.
The document provides an overview of the amended recovery plan for the Harrisburg School District. Key points include: (1) The plan revises certain initiatives from the original Act 141 plan to address current financial circumstances; (2) The plan will provide clarifying language and all other aspects of the original plan remain in effect; (3) The baseline financial forecast shows a continuing structural deficit even with higher reserves; (4) The amended plan outlines initiatives to improve financial performance and academic programs while avoiding tax increases. It establishes a process for "shared savings" if financial results are better than projected.
The amended recovery plan for the Harrisburg School District proposes revisions to address financial concerns and incorporate new academic benchmarks based on school performance profiles. Key elements include restoring the 2013 salary cut, improving financial projections through 2021 with initiatives like tax increases and reducing charter school growth, and setting school-level performance targets to increase scores by 3-17 points by 2018. The plan also clarifies the chief financial officer role and provides a process to share savings if academic and financial goals are exceeded.
- Performance based contracting (PBC) emphasizes measuring outcomes like quality and results rather than process, uses performance standards and incentives/penalties tied to payment.
- PBC aims to encourage innovation, lower costs through competition while improving performance, and share some risk with contractors to incentivize achieving outcomes.
- Georgia is interested in PBC to promote achieving outcomes, identify priority areas, evaluate programs, and document accountability. Private agencies are interested in more flexibility and partnership.
- Challenges include defining reliable outcomes and baseline data, and managing other systemic factors impacting performance.
Fiscal planning for nsg service & educationDebika Das
This document discusses fiscal planning for nursing services and education. It defines key terms like fiscal, cost containment, and responsibility accounting. The principles of financial planning are that it should be done annually on a departmental basis and balanced on a cash basis. Factors affecting financial planning include objectives, requirements, and flexibility. Steps in financial planning include starting with personnel planning, including costs of supplies, facilities, and equipment. Fiscal planning allows for cost containment and effective budgeting in nursing.
Educational Assistance final presentationFighterz Seen
The company's Educational Assistance Plan provides up to $5,250 per year in tax-free tuition reimbursement to help employees pursue additional education. All full-time employees are eligible after one year of service. Covered expenses include tuition, fees, and books for successfully completed undergraduate or graduate business courses. Employees must remain at the company for at least one year after course completion or repay the assistance. The presentation reviews the plan's purpose, eligibility, covered expenses, procedures and answers common questions.
The document provides financial information for Houston Community College System for the period of September 1, 2013 through May 31, 2014. It includes a discussion of revenues and expenditures, highlighting that total revenues are projected to be $293 million, which is 2.3% above budget, while expenditures are projected to be $303 million. Salaries are projected to be $170 million, which is 4% above the previous year. Contracted services are projected to be $27 million, which is 10.4% above the previous year.
Financial governance using the ace reportKen Hicks
The document recommends incorporating ACE (Authorization, Commitment, Expenditure) reports into the business case process to better track costs like software maintenance overruns and scope changes. It suggests monthly ACE reports that analyze variances from budgets and prior commitments/authorizations. This would flag cost issues early and improve collaboration to correct errors or get necessary funding approvals. The ACE reports would provide visibility into project spending status and help ensure multi-year financial plans stay aligned with actual costs.
Apprenticeship Levy Conference - Coventry (Summer 2016)The Pathway Group
Manager
Barista
Professional
Manager
Making the Levy Work
Our Approach
• Early engagement with key clients
• Understanding their needs and challenges
• Developing solutions to maximise levy
• Strategic partnerships with providers
• Quality programmes aligned to standards
• Supporting clients through the process
• Monitoring impact and outcomes
Making the Levy Work
Questions?
Jo Bradford
National Qualifications Manager
Compass Group UK & Ireland
Making the Levy Work
Lunch
12:00 – 13:00
14th July The Welcome Centre Coventry
Headline Sponsor
The Apprenticeship Levy:
What it means for Training Prov
FedEx Corp. Reports Record Revenue and Earnings Jun 24, 2003finance7
FedEx reported record revenue and earnings for the fourth quarter and full fiscal year. Fourth quarter net income increased 19% compared to the previous year. For the full fiscal year, earnings were $2.74 per diluted share, up from $2.34 the previous year. FedEx expects the US economy to remain sluggish in the first quarter of fiscal year 2004 but anticipates improvement in the second half of the year. Capital expenditures are forecast to be approximately $1.7 billion for fiscal year 2004.
This document provides an overview of South Africa's learnership allowance tax incentive. It defines key terms, outlines the features and requirements to qualify for the annual allowance deduction from taxable income and completion allowance. Employers can deduct up to R30,000 annually for each learner enrolled in a registered learnership agreement, or R50,000 for learners with a disability. On completion, employers can deduct R30,000 for agreements under 24 months, or R30,000 multiplied by the number of 12-month periods for longer agreements.
Covenant Advantage offers employer groups with 200+ participants a multi-year guarantee for controlling healthcare costs by implementing wellness, on-site clinic, and medical navigator programs. It provides an annual cap on renewal costs and guarantees maximum costs for future years if the programs are followed. The exclusive program is from Covenant Services Group, a leader in integrated health plan administration serving over 100,000 members.
Gruppo Hera - Consolidated Financial Statements 2019Hera Group
The document provides an overview of Hera Group's consolidated financial statements for 2019. Some key points:
- Hera Group achieved growth in revenues, EBITDA, net profits and investments compared to 2018. EBITDA reached €1.085 billion, up 5.2% from the previous year.
- The main drivers of EBITDA growth were the gas, waste management and water business areas.
- Investments totaled €509 million, mainly to expand activities ahead of upcoming tenders for regulated services.
- Financial solidity was maintained with a net debt/EBITDA ratio of 2.48x.
This document is a performance review for Aida Karimova, a senior bookkeeper at World Vision. It outlines her performance goals for FY14 related to financial tasks like processing transactions, reconciling accounts, and ensuring partner reports comply with regulations. It also includes an individual development plan where she aims to keep updated on tax code changes. Both her manager Giorgi Devidze and functional manager Ella Turkia provide positive feedback and ratings for her work. They commend her efforts in handling challenges during the fiscal year.
Budgeting involves preparing quantitative financial statements for a defined period to help achieve objectives. It includes designing, implementing, and overseeing budgets. Budgetary control establishes budgets and compares actual results to budgets to ensure policy objectives are met or provide a basis for revision. Budgeting advantages include aiding internal audits, optimal resource allocation, planning, improved communication, and motivating staff. Problems include perceived pressure and departmental conflicts over resources. The budgeting process specifies objectives, success factors, roles, budget centers, periods, committees, and manuals. A flexible budget recognizes variable costs change with activity levels, allowing accurate performance assessment and recasting to match changed conditions.
Induction training for Employees & Articles updated.pptxMeghanNagvekar
EAP is a growing CA firm in Navi Mumbai founded in 1980. The document provides an overview of EAP's history, growth, vision, policies and procedures. It summarizes EAP's core values of integrity and client focus. It also outlines some of EAP's HR policies related to attendance, leave, dress code, mobile usage and independence to maintain professional standards.
Sysco reported its fourth quarter and full year 2022 earnings results. Key highlights included 26.5% comparable revenue growth compared to Q4 2021 and outperforming the broader foodservice market by over 1.3x for the full year. Adjusted EBITDA increased 44.5% compared to Q4 2021. International Foodservice Operations achieved five consecutive quarters of profitability. Sysco invested $67 million in transformation initiatives during the quarter while continuing to navigate inflation.
This document summarizes a presentation on payment and financing options for the Direct Contracting model. It outlines different payment methodologies for primary care, non-primary care, and other FFS claims under global and professional risk arrangements. It provides examples of calculating shared savings and losses based on benchmarks and risk corridors. Questions from participants are invited on payment/finance, benefit enhancements, application and eligibility, alignment, and general topics. The timeline for the model through 2021 is also presented.
Ravinder Kumar is a Chartered Accountant with over 7 years of experience in taxation compliance and accounting. He has expertise in income tax, GST, excise duty, and VAT compliance. Currently he works as a Deputy Manager of Taxation at Fena Private Limited, an FMCG company, where he is responsible for tax compliance, returns filing, and liaising with tax authorities. Previously he worked as Assistant Manager of Accounts and Taxation at HPL Electric & Power, where he handled taxation, accounting, and internal/statutory audit responsibilities. He is proficient in SAP, MS Office, and Tally.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This presentation is a curated compilation of PowerPoint diagrams and templates designed to illustrate 20 different digital transformation frameworks and models. These frameworks are based on recent industry trends and best practices, ensuring that the content remains relevant and up-to-date.
Key highlights include Microsoft's Digital Transformation Framework, which focuses on driving innovation and efficiency, and McKinsey's Ten Guiding Principles, which provide strategic insights for successful digital transformation. Additionally, Forrester's framework emphasizes enhancing customer experiences and modernizing IT infrastructure, while IDC's MaturityScape helps assess and develop organizational digital maturity. MIT's framework explores cutting-edge strategies for achieving digital success.
These materials are perfect for enhancing your business or classroom presentations, offering visual aids to supplement your insights. Please note that while comprehensive, these slides are intended as supplementary resources and may not be complete for standalone instructional purposes.
Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
Deloitte’s Digital Industrial Transformation Framework
Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
DXC Technology’s Digital Transformation Framework
The BCG Strategy Palette
McKinsey’s Digital Transformation Framework
Digital Transformation Compass
Four Levels of Digital Maturity
Design Thinking Framework
Business Model Canvas
Customer Journey Map
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...my Pandit
Explore the fascinating world of the Gemini Zodiac Sign. Discover the unique personality traits, key dates, and horoscope insights of Gemini individuals. Learn how their sociable, communicative nature and boundless curiosity make them the dynamic explorers of the zodiac. Dive into the duality of the Gemini sign and understand their intellectual and adventurous spirit.
HOW TO START UP A COMPANY A STEP-BY-STEP GUIDE.pdf46adnanshahzad
How to Start Up a Company: A Step-by-Step Guide Starting a company is an exciting adventure that combines creativity, strategy, and hard work. It can seem overwhelming at first, but with the right guidance, anyone can transform a great idea into a successful business. Let's dive into how to start up a company, from the initial spark of an idea to securing funding and launching your startup.
Introduction
Have you ever dreamed of turning your innovative idea into a thriving business? Starting a company involves numerous steps and decisions, but don't worry—we're here to help. Whether you're exploring how to start a startup company or wondering how to start up a small business, this guide will walk you through the process, step by step.
𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
How MJ Global Leads the Packaging Industry.pdfMJ Global
MJ Global's success in staying ahead of the curve in the packaging industry is a testament to its dedication to innovation, sustainability, and customer-centricity. By embracing technological advancements, leading in eco-friendly solutions, collaborating with industry leaders, and adapting to evolving consumer preferences, MJ Global continues to set new standards in the packaging sector.
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[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This PowerPoint compilation offers a comprehensive overview of 20 leading innovation management frameworks and methodologies, selected for their broad applicability across various industries and organizational contexts. These frameworks are valuable resources for a wide range of users, including business professionals, educators, and consultants.
Each framework is presented with visually engaging diagrams and templates, ensuring the content is both informative and appealing. While this compilation is thorough, please note that the slides are intended as supplementary resources and may not be sufficient for standalone instructional purposes.
This compilation is ideal for anyone looking to enhance their understanding of innovation management and drive meaningful change within their organization. Whether you aim to improve product development processes, enhance customer experiences, or drive digital transformation, these frameworks offer valuable insights and tools to help you achieve your goals.
INCLUDED FRAMEWORKS/MODELS:
1. Stanford’s Design Thinking
2. IDEO’s Human-Centered Design
3. Strategyzer’s Business Model Innovation
4. Lean Startup Methodology
5. Agile Innovation Framework
6. Doblin’s Ten Types of Innovation
7. McKinsey’s Three Horizons of Growth
8. Customer Journey Map
9. Christensen’s Disruptive Innovation Theory
10. Blue Ocean Strategy
11. Strategyn’s Jobs-To-Be-Done (JTBD) Framework with Job Map
12. Design Sprint Framework
13. The Double Diamond
14. Lean Six Sigma DMAIC
15. TRIZ Problem-Solving Framework
16. Edward de Bono’s Six Thinking Hats
17. Stage-Gate Model
18. Toyota’s Six Steps of Kaizen
19. Microsoft’s Digital Transformation Framework
20. Design for Six Sigma (DFSS)
To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...my Pandit
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Module10 fsmc2-mike
1. Renewal Year Contract with a
Food Service Management Company
Training
Pennsylvania Department of Education
Division of Food and Nutrition (DFN)
2. ESSENTIAL questions
1
What is the process for What forms and
renewing a FSMC approvals are needed?
contract?
Renewal Year Contract with aFood Service Management Company Training
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3. ESSENTIAL Question 1
What is the process for renewing a FSMC contract?
Renewal Year Contract with aFood Service Management Company Training
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4. The renewal process
1 - Download and complete renewal forms 6 - SFA completes Fact Sheet in PEARS
2 - Send to FSMC to complete Projected Operating 7 - Forward signed renewal contract to DFN
Costs and Budget Detail 8 - DFN enters approval on Fact Sheet in PEARS
3 - Forward to DFN for approval of unsigned forms 9 - Renewal approved
4 - DFN approves
5 - SFA secures signatures
Renewal Year Contract with aFood Service Management Company Training
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6. Renewal contract timeline
March – Complete the Projected Operating Costs and send to
the FSMC so they can complete the Expense Section.
April – Send renewal documents to DFN
May 1 – Deadline for submission to DFN for approval by June
30th
May/June – Renewal contract is approved by DFN and SFA
secures signatures.
June – SFA returns original signed contract to DFN and
completed Fact Sheet
June – DFN approved Fact Sheet and renewal contract is
executed
Renewal Year Contract with aFood Service Management Company Training
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7. ESSENTIAL Question 2
What forms and approvals are needed?
Renewal Year Contract with aFood Service Management Company Training
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8. Where to begin?
Download and save the Renewal Year Contract
documents
1. PEARS site (Child Nutrition Program Electronic Application and
Reimbursement System)
OR
2. www.education.state.pa.us
Renewal Year Contract with aFood Service Management Company Training
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9. PEARS SITE
Form Download
Forms
Contracting with a Food Service Management Company (FSMC)
Renewal Year Contract
Projected Operating Costs
Renewal Year Workbook
Renewal Year Contract with aFood Service Management Company Training
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10. Pde website
www.education.state.pa.us
Programs D-G
Food & Nutrition Services
Contracting with a Food Service Management Company
(FSMC)
Renewal Year Contract
Projected Operating Costs
Renewal Year Workbook
Renewal Year Contract with aFood Service Management Company Training
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11. Renewal year contract
Cover Page
Renewal Agreement Page
Appendix H
Appendix I
Appendix J
Projected Operating Costs
Labor and Fringe Benefits, if applicable
Renewal Year Workbook
Renewal Year Contract with aFood Service Management Company Training
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12. Completion of Renewal year contract
Complete gray boxes
Use tab to maneuver through document
Do not retype or change document
No addendums may be added
Renewal Year Contract with aFood Service Management Company Training
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13. Cover page
Full Name of the School Food Authority
PEARS Agreement Number (AUN)
School Year
Renewal Year Contract with aFood Service Management Company Training
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14. Agreement page
Enter the year
Enter the numberof renewals remaining
Contract is for one year at a time
Sign in BLUE ink only, after DFN approval
Must be executed (final approval by DFN) by June 30
Renewal Year Contract with aFood Service Management Company Training
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15. Renewal year contract checklist
Lists all documents needed for submission to DFN
Not part of the agreement itself
Checklist items must be submitted BEFORE DFN can
approve contract
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16. Renewal Contract Timeline
MARCH
Successfully complete e-training module
Prepare renewal contract documents and send to FSMC
Receive documents back from FSMC
April
Submit documents to DFN for approval
Must be submitted no later than May 1
Renewal Year Contract with aFood Service Management Company Training
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17. Renewal Contract Timeline
May-June
Receive approved documents back from DFN
Make two copies
Obtain signatures for FSMC
Return one copy to DFN
Complete Fact Sheet in PEARS
Process must be completed by June 30th
Renewal Year Contract with aFood Service Management Company Training
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18. Labor and fringe benefits
If SFA employees, SFA completes this worksheet
Download from FSMC Worksheets (PDE040a)
Labor and Fringe is a tab within these worksheets.
Indicate on drop down menu who employs responsible staff
Total from worksheet should match Direct Labor & Benefits on
Projected Operating Costs
Use titles, not names, of employees
Renewal Year Contract with aFood Service Management Company Training
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19. Projected operating costs
Section 1 – Actual In-School Revenue (also known as SFA
budget)
SFA completes
Developed by taking estimated meals multiplied by
rates for paid, reduced-priced, adult, and a la carte
meals
Paid and reduced-price meals match those entered on
the sponsor application in PEARS “meal pricing
information”
Renewal Year Contract with aFood Service Management Company Training
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20. Projected operating costs
Section 2 – federal reimbursement
Expected reimbursement for meals projected to be claimed
Comparable to ADP and meal counts in prior year unless
participation hasincreased/decreased
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21. Projected operating costs
Section 3 – State Reimbursement
Complete commodity usage area
Always a negative number
FSMC crediting SFA for commodity usage
State reimbursement meal counts match meal counts for
federal reimbursement (Section 2)
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22. Projected operating costs
Section 4 - Expenses
Completed by FSMC in bid proposal
Separate POC if participating in CACFP or SFSP
Enter total anticipated amount FSMC to receive in rebates,
discounts, applicable credits
Section 1 through 3 equals total revenue
Section 4 minus rebates, discounts, and applicable credits
equals total expenditures
Profit (loss) – total revenue minus total expenses.
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23. Budget Summary
Budget Summary itemized in full detail needs to be submitted
with POC
Total cost under Direct Labor and Benefits equals total amount
for Labor and Fringe worksheets
Detail Other Direct Costs, Indirect Costs and Other
No new expense categories may be added in renewal year
contracts
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24. Budget Summary
Administrative fee – charged to SFA to manage program fee
structure: cost per meal or flat fee or combination of both
Management fee – profit for the FSMC fee structure: cost per
meal, flat fee, or combination of both
Administrative fee and management fee cannot increase more
than the CPI
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25. Budget Summary Example
Original Contract
Management fee is $0.0254 per meal
Administrative fee is $25,000
For Renewal Year if CPI is 3.5%
Management fee is $0.0263 per meal
Administrative fee is $25,875
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26. Renewal Year workbook
Choose tabs at bottom of page
Directions on the first tab
Needs to be completed for each renewal year
Renewal Year Contract with aFood Service Management Company Training
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27. Renewal Year workbook
Complete the current year expenses and the renewal year
expenses
Renewal Year Contract with aFood Service Management Company Training
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28. Renewal Year Contract Submission
Once you have completed the renewal year contract and all the
required worksheets and documents, you are ready to send
your renewal contract to DFN by emailing it to
RA-fiscal@pa.gov
DFN staff will review the renewal year contract and will notify
the SFA of any revisions or comments.
The renewal year contract is due to DFN by May 1. We highly
recommend submitting it in March or April due to the large
number of contracts received by DFN each year.
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29. Renewal Year Contract Approval
DFN approves with signature on each page
Approval indicates documentation done, not compliance with
all regulations
DFN returns approved renewal year contract with cover letter
SFA makes two copies
SFA obtains original signatures (in blue ink) on all three sets of
documents
SFA returns one set to DFN, one to vendor, keeps one for SFA
files
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30. Fact Sheet Completion
Access and complete Fact Sheet in
PEARS NSLP Sponsor Application
Start
Under Purchase and Sell Information, answer “Yes” to FSMC
Select FSMC from drop down box
Go to bottom of application and hit “submit”
Go back out and there will be a new green GO button – Food
Service Management Company Fact Sheet
Renewal Year Contract with aFood Service Management Company Training
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31. Fact Sheet Completion
Enter the name and email address of the person completing the
Fact Sheet
Check “This is a Renewal Year Contract”
Numbers 1-3 and 8-12 to be completed for renewal year
contract
Renewal Year Contract with aFood Service Management Company Training
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32. Fact Sheet Completion
Number 1 – Indicate Food Service Management Company
Number 2 – Indicate fixed-price or cost-reimbursable
Number 3 – Enter contract dates and information
Renewal Year Contract with aFood Service Management Company Training
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33. Fact Sheet Completion
Number 8 – Profit/loss amount
Number 9 – Winning bidder
Number 10 - Total cost of renewal contract
Renewal Year Contract with aFood Service Management Company Training
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34. Fact Sheet Completion
Number 11– Only if a fixed-price contract
Number 12 – Date renewal contract signed
Hit Submit to complete Fact Sheet
DFN will approve
Renewal contract executed
Renewal Year Contract with aFood Service Management Company Training
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35. DO’s and DON’Ts
DO
Send required documents and renewal contract to DFN for
approval prior to signing agreement page
Plan ahead and adhere to the timelines
Send in only ONE copy for approval to DFN
Renewal Year Contract with aFood Service Management Company Training
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36. DO’s and DON’Ts
DO
Make 3 copies for SFA and FSMC from approved document
Get all copies signed in blue ink
Ask questions – DFN staff is available to help you
Renewal Year Contract with aFood Service Management Company Training
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37. DO’s and DON’Ts
DO NOT
Send the documents to DFN in binders or portfolios
Change order of documents as listed in the Renewal Contract
Checklist
Renewal Year Contract with aFood Service Management Company Training
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38. DO’s and DON’Ts
DO NOT
Sign the renewal year contract prior to receiving DFN’s
approval on each page
Forget to complete Fact Sheet in PEARS
Add addendums or amendments unless using DFN’s
standard addendum to the FSMC contract
Renewal Year Contract with aFood Service Management Company Training
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39. What If I Have Questions?
OUR Contact
DETAILS
333 Market Street, 4th Floor
Harrisburg, PA 17126
NSLP FSMC Contracts
800.331.0129
Division of Food and Nutrition
RA-Fiscal@pa.gov
Pennsylvania Department of Education
http://childnutritiontoolbox.com/
Renewal Year Contract with aFood Service Management Company Training
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Editor's Notes
At the end of the training, you will be able to answer the following essential questions:What is the process for renewing a Food Service Management Company contract?What forms are needed to renew the contract and what approvals are needed during the renewal process?
Essential Question 1:What is the process for renewing a Food Service Management Company contract?
The renewal process involves a number of sequential steps.First, the sponsor will need to download the renewal forms and complete them for submission.The SFA will then send the renewal forms to the FSMC to complete the Projected Operating Costs and Budget Detail.These completed forms will then be forwarded to the Department of Food and Nutrition for approval of the unsigned forms.If all items are completed and in compliance, the DFN will approve the contract.The School Food Authority then secures the signatures.The SFA must also complete the Fact Sheet in PEARS.Then the signed renewal contract is forwarded to the DFN.The DFN enters approval on the Fact Sheet in PEARS and the renewal is approved.
Below is a timeline for the renewal contract process. The next slide provides additional details for each step of the process.
The renewal process should proceed according to the following timeline.In March, the SFA should complete the Projected Operating Costs and send to the FSMC so they can complete the Expense Section. In April, the SFA sends the completed renewal contract documents to DFN.May 1 is the deadline for submission of the renewal contract to DFN for approval by June 30.In May and June the renewal contract is approved by DFN, who then sends the contract back to SFA to secure signatures.In June the SFA returns the original signed contract to DFN and completes the Fact Sheet in PEARS. The DFN then approves the Fact Sheet and the renewal contract is executed. It is imperative that SFAs and FSMCs understand that the renewal contract must have final approval from DFN by June 30, or the contract will lapse and a rebid will be necessary. DFN receives a very large quantity of contracts each year. Renewal contracts received after the deadlines may not be approved prior to the June 30 deadline.
Essential question 2:What forms are needed to renew the contract and what approvals are needed during the renewal process?
The first thing you will need to do is download and electronically save all of the documents necessary to complete the Renewal Year Contract. You can do this by going to the online Child Nutrition Program Electronic Application and Reimbursement System, known by the acronym P-E-A-R-S, or PEARS.You can also access these materials on the Pennsylvania Department of Education website: www.education.state.pa.us.
If you choose to use the PEARS site, you can access these documents by clicking on Form Download, then Forms. Then go to the section entitled Contracting with a Food Service Management Company and click on Renewal Year Contract.You will also need to download the Projected Operating Costs form and the Renewal Year Workbook.
If you choose to use the PDE website, go to www.education.state.pa.us and select Programs, and click on Programs D-G. Then select Food and Nutrition Services. Click on Contracting with a Food Service Management Company (FSMC) and download the following documents: Renewal Year Contract; Projected Operating Costs; and Renewal Year Workbook.
The Renewal Year Contract consists of the following:Cover PageRenewal Agreement PageAppendix H – Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion-Lower Tier Covered Transactions. This is a two page form.Appendix I – Clean Air and Water Certification Appendix J – Certification Regarding Lobbying. This is a four page form.Labor and Fringe Benefits Worksheet, if applicable. NSLP Projected Operating CostsBudget Summary itemized in full detail (This is supplied by the Food Service Management Company).Renewal Year Workbook.
The Renewal Year Contract is a standard document that all School Food Authorities, or SFAs, must useto renew their contract with a Food Service Management Company. The entire document is protected. You will only need to complete the gray boxes.Use the tab button to maneuver through the document. It is critical that you understand that these documents cannot be re-typed or changed in anyway. No addendums may be added to the document.
On the Cover Page of the Renewal Year Contract, you will need to enter the full name of the School Food Authority and your PEARS Agreement Number, or AUN, and the school year of the renewal contract. These items must be on the front page of the Renewal Contract.
On the Agreement Page, enter the year of the Renewal Year Contract. You need to select the number of renewals remaining. Please note that a food-service contract will have either one, two or three renewals remaining. This all depends on which renewal year the SFA is entering into with the FSMC. Even though the original contract is valid for four one-year renewals, the renewal agreement can only cover a single year. The agreement page should not be signed when submitting the Renewal Year Contract for the Division of Food and Nutrition’s, DFN, approval. The contract and appendices are to be signed only after DFN approves. It is very important that, when you do sign, you sign the contract in BLUE ink. This ensures that all partners can see that the contract has original signatures. DFN final approval must be prior to June 30. If not, the SFA will not have an executed renewal year contract in place by June 30 and must re-bid the Food Service Management Company contract.
The first page of the document is the Renewal Year Contract Checklist. You can use this checklist to ensure all the required documentation is submitted with the renewal year contract to the Division of Food and Nutrition (DFN). The checklist is not to be considered part of the contract. Allitems on the checklist must be submitted before DFN can approve the contract. The checklist details the documents required for review by DFN. When documents are missing, incomplete, or completed incorrectly, the Division of Food and Nutrition cannot approve for signatures of the SFA or FSMC. This may prevent the renewal year contract receiving the final approval by DFN by the June 30 deadline.
During March, the SFA should successfully complete this e-training module entitled Renewal Contract with a Food Service Management Company. The SFA will print off the renewal documents in PEARS and send the documents to the FSMC to complete. The FSMC will complete the Projected Operating Costs Worksheet and the budget summary itemized in full detail. Once the SFA receives the documents back from the FSMC and they have been reviewed and approved by the SFA, they should be sent to the DFN. These can be scanned and e-mailed to RA-fiscal@pa.gov. These documents need to be submitted to the DFN by May 1.If the renewal documents are not received by the May 1 deadline, DFN cannot guarantee approval by June 30. If the renewal process is not completed by June 30, the SFA will be required to rebid the contract.
The SFA will receive the approved renewal documents back from the DFN with a cover letter. The cover letter instructs the SFA to make two copies of the approved renewal documents. The SFA will send the three copies of the renewal documents to the FSMC for signatures. Once the signatures, in blue ink, are obtained, one copy will be returned to DFN. The SFA retains one copy and gives one copy to the FSMC. The SFA will complete the online Fact Sheet in PEARS. Once DFN receives the original signed contract, DFN will provide final approval and enter the date on the Fact Sheet.This renewal process must be completed by June 30 or the contract must be re-bid. Completionincludes having the original signed contract to DFN for final approval and the Fact Sheet approved. There are no exceptions to this deadline because the contract expiration date is June 30. If no renewal contract is in place prior to the deadline of June 30, the contract becomes null and void. The SFA would be required to rebid.
If there are SFA employees in the original contract, the Labor and Fringe Benefits Worksheet must be completed by the SFA and submitted with the renewal contract. There is a drop down box located at the top of the worksheet to select ownership of employees as indicated in Section 10B in the original contract. The total amount from the Labor and Fringe Worksheet should agree with the expense listed on the Projected Operating Costs worksheetentitled Direct Labor and Benefits Expense.Position titles should be used, not names of employees, in the positions.You may need to make additional copies of this worksheet depending on the number of positions.For additional pages, right click on tab titled Labor & Fringe and create a copy that duplicates the formulas in the worksheet. Please note, if employees were not employed by the FSMC in the original contract, they may not be added through the renewal contract.
An additional Worksheet that needs to be included in the Renewal Contract is the Projected Operating Costs worksheet. When figures are added to this spreadsheet, the rates and totals are calculated automatically. The Projected Operating Costs worksheet is very detailed and essential to help the SFA manage the expenses incurred for the FSMC services and goods. In order to explain the Projected Operating Costs worksheet, we will break it into four (4) sections.Section 1 is the Actual In-School Revenue. This is also referred to as the School Food Authority’s budget. The School Food Authority fills out the Actual “In-School” Revenue. This is revenue that will be brought in by paid, reduced-priced, adult, and a la carte meal purchases. This estimated revenue is determined by taking the estimated meals times the rates. Paid and reduced-meal prices should match those entered on the SNP Sponsor Application on PEARS under “meal pricing information.”There is a Tiered Paidlisted in Section 1. This is used only for schools that use the tiered system. With the meal standards in effect as of July 1, 2012, tiered meals may be unlikely.
Section 2 describesthe Federal Reimbursement that the SFA expects to receive based on meals projected in paid, reduced, and free priced meals claimed. The number of paid and reduced meals in this section should match the number of meals used in Section 1. These meals projected should be comparable to the Average Daily Participation,orADP, and meal counts claimed in the prior year.
Section 3 details the State Reimbursement, the amount you will receive from the Commonwealth based on the total meal counts.Make sure you complete the commodity usage area. To verify commodity usage, contact the Pennsylvania Department of Agriculture, Bureau of Food Distribution, at 717-787-2940.The commodity-usage number will always be negative because this is where the Food Service Management Company is giving the School Food Authority credit for any commodity used. Ensure the meal counts used for the State Reimbursement match the meal counts used for the Federal Reimbursement in Section 2.
Section 4, Expenses, will be completed by the FSMC. In addition, if participating in the Child and Adult Care Food Program (CACFP) and/or the Summer Food Service Program, (SFSP) a separate Projected Operating Costs worksheet needs to be completed for each program. The FSMC must complete the total anticipated amount it expects to receive in rebates, discounts, and applicable credits. Total revenue equals the total of Sections 1 thorough 3. Total expenditures equals the total of Section 4, minus rebates, discounts, and applicable credits and minus the amount credited for commodity usage.The profit (loss) is calculated by taking total revenue minus total expenses.
The FSMC must submit a budget summary, itemized in full detail, of the expenses listed on the Projected Operating Costs worksheet. This allows the SFA to track the services and goods the FSMC is providing for the costs they are charging. The budget summary details the expense categories as listed in Section 4 of the POC. Each expense category must be itemized in full detail to disclose what costs are included in that category. No new expense categories may be added in a renewal year. The renewal year contract budget summary must have the same expense categories as the Initial Year Contract.The total cost under the Direct Labor and Benefits category needs to equal the total amount on the Labor and Fringe Worksheets.Other Direct Costs, Indirect Costs, and Other need to be itemized in full detail so the SFA can determine if they are allowable costs.
The administrative fee is the fee charged by the FSMC to manage the SFA’s program. This is considered the overhead of the FSMC. This fee must be itemized by line item in full detail for the SFA to determine what costs are included in this fee to insure they are not being billed as direct operating costs as well. The FSMC determines if this fee is either a cost per meal or a flat rate or any combination of both. This fee structure cannot be changed from the original contract. For example, if the administrative fees in the original contract were calculated per meal, all renewal contracts will be calculated per meal. The FSMC management fee is the profit for the FSMC. This fee needs to be justified as to how it was derived. Allowable fee structures are cost per meal or a flat fixed fee or a combination of both. The fee structure cannot be changed during a renewal year.The administrative fee and the management fee cannot exceed last year’s cost plus the Consumer Price Index (CPI). An example follows on the next slide.
Here is an example of how the administrative fee and management fee cannot exceed the previous year’s cost plus the Consumer Price Index (CPI). If in the original contract the management fee is $0.0254 per meal and the administrative fee is $25,000, then the management fee would be calculated by taking the price per meal times the CPI to get the renewal year management fee or $0.0254 times .035. This would be a cost of $0.0263 per meal. Likewise the administrative fee is calculated the same way but by taking the $25,000 times 0.035 to get $25,875. For the second renewal year, if the CPI is 2%, the management fee would be calculated by taking $0.0263 times 0.2 for a total of $0.0268 and the administrative fee would be calculated by taking $25,875 times 0.2 for a total of $26,392.50.
The Renewal Year Workbook needs to be submitted with each renewal year contract.The directions for the workbook can be found under the first tab of the workbook. There are different tabs for the cost reimbursable contracts and the fixed price contracts. This workbook needs to be completed for each renewal year.
Complete the current year expenses and then the renewal year expenses. The spreadsheet will calculate the increase ordecrease in the expenses as well as the percent of change. The SFA will use one workbook for each of the 5 years – original contract plus 4 renewals. The CPI will need to be entered each year and the SFA will be able to determine if they are within CPI limitations.
Once you have completed the renewal year contract and all the required worksheets and documents, you are ready to send your renewal contract to DFN by emailing it to RA-fiscal@pa.gov.DFN staff will review the renewal year contract and will notify the SFA of any revisions or comments. The renewal year contract is due to DFN by May 1. We highly recommend submitting it in March or April due to the large number of contracts received by DFN each year.
DFN will review and approve the renewal-year contract . The approval of the renewal year contract by DFN means that you have submitted all the necessary documentation to satisfy USDA federal procurement regulations. Itdoes not imply compliance with USDA regulations pertaining to operating and administering of the School Nutrition Programs, nor is it the final approval.DFN will return the approved renewal year contract to the SFA with a cover letter.The SFA will make two copies of the renewal year contract approved by DFN.The SFA will also obtain original signatures on all three sets of documents. The signatures must be in blue ink.After obtaining all signatures, the SFA will send one original signed copy of the renewal year contract to DFN, one copy to the FSMC and the SFA will retain one copy. .
After the contract has been signed, the SFA needs to complete the Fact Sheet in PEARS.A contract is not given final approval until the Fact Sheet has been approved. Please note that the Fact Sheet can be approved even though the Sponsor Application is not approved or has errors. However, you cannot be reimbursed for any claimed meals if you do not have an approved Sponsor Application. In order to access the Fact Sheet in PEARS, initiate the Sponsor Application. Under the section titled Purchase and Sell Information, answer the question, “Do you purchase any of the following services?” by marking “Yes” to the category Food Service Management Company Services. Choose the winning bidder by using the drop down box. Then go to the bottom of the application and click on “submit.” Go back out and there will be a new green GO button for the Food Service Management Company Fact Sheet.
Complete the name and email address of the person completing the Fact Sheet. This must be an SFA employee who is authorized in PEARS. (FSMC employees should never be given access to PEARS.)Indicate on the Fact Sheet that this is a renewal year contract.
For Number 1, check that you have contracted with a Food Service Management Company.For Number 2, indicate which type of contract you have, a fixed-price or cost-reimbursable. This must agree with the original contract.For Number 3 there are four sections to be completed. The “Date Contract Signed” is the latestdate for any signaturesonthe original contract. This date should remain the same for all four renewal years. The initial year of the contract is the year of the original contract. Again, this entry will not change for the four renewal years. Enter the number of optional renewal years remaining. This number will decrease by each renewal year. The final year of the contract is the beginning of the school year for the final year of the renewal options. This entry would stay the same for all four renewal years..For example, if you bid your initial year contract for the 2012-11 school and you are preparing your first renewal year for the 2013-14 school year, the initial year of the contract would be 2012. The number of optional renewal years would be three, and the final year of the contract would be 2016. This represents the final year of the contract, not the year to re-bid. The SFA would start the re-bid process in 2016 for the 2017-18 school year.
Number 8 asks you to provide a profit/loss amount which is taken directly from the bottom line on the Projected Operating Cost Sheet. It is NOT the guarantee. It represents the revenue minus the expenses for the profit or loss.Number 9 requires that you indicate the FSMC. You select the FSMC by clicking on the drop down menu. When you select the FSMC, the program will automatically populate the address.Number 10 asks for the total cost of the renewal year contract. This amount is shown on the Projected Operating Costs under Total Expenses. If you are participating in Child and Adult Care Food Program or Summer Food Service Program, you will need to add the Total Expenses for all the programs and put this amount on Number 10.
Number 11 only applies if you are using a fixed-price contract in which case you will need to fill in the cost per meal. This is also on the Projected Operating Costs worksheet under Total Expenses.Number 12 is for the date the renewal contract was signed. You must use the latest date on the Agreement Page.After completing Numbers 1-3 and 8-12, click on the “Submit” button. The status at the green GO button will indicate that the information is complete if there are no errors. DFN can then access the Fact Sheet for approval. No work may beginprior to the approval date on the Fact Sheet. Any work that begins prior to this date cannot be paid for from the school food service account.Once DFN has approved the Fact Sheet, the renewal contract is considered executed. DFN will not contact the SFA that it has approved the Fact Sheet. The SFA should go into PEARS and check to see if the Fact Sheet has been approved.
You will be successful if you remember some things that you should do and some things that you should not do.First, be sure you send the required documents to the Division of Food and Nutrition for approval prior to signing the agreement page and appendices. Make sure this includes any and all addendums. Addendums may NOT be added after the contract is awarded.. Secondly, plan ahead. Adhere to the timelines to insure adequate time to complete the process.DFN asks that you send in only one copy of the proposed contract for approval. DFN will stamp the proposed contract when approved.
When making copies for DFN and for the SFA, make those copies from the document stamped for approval by DFN. Make three copies of the approved contract. Obtain signatures on the three copies. Be sure the ink is blue to easily identify that is an original signature, not a copy. The SFA should send one copy of the signed, approved stamped contract to DFN, send one to the FSMC and keep one for the SFA’s records.Finally, please DO ask questions if you are confused or unsure of what to do. The Department of Food and Nutrition staff is eager to help you successfully complete your renewal contract in a way that provides the greatest chance for approval and helps prevent any future problems.
It is also helpful to remember some things that you should not do. Please, do not send documents to DFN in binders or portfolios and do not send more than one copyof your documents to DFN. This is an unnecessary expense.Also, do not change the order of the documents as listed in the Renewal Contract Checklist
Do NOT sign the contract prior to receiving DFN’s approval. Copies will need to be made with DFN’s approval signature on each page to make your official copies, signed in blue ink.Do NOT forget to complete the Fact Sheet in PEARS.Do NOT add addendum language or amendments. If requesting an addendum, the standard addendum to the FSMC contract must be used, and DFN will determine if there is a material change. Material changes require a contract to be rebid. DFN will not review or accept any additional documents as part of the renewal contract.
The contracting process is rather complicated. Please contact the Division of Food Nutrition staff with any questions or concerns. Call toll-free at 1-800-331-0129. Questions or documents may be faxed to 1-717-783-6566, or email DFN staff at RA-Fiscal@pa.gov. This address is not case sensitive.The representatives of DFN will be happy to help you complete your application successfully and answer any other question you may have concerning issues such as compliance or reimbursement.