Presentation on theme: "PTI Compliance What every Grower Shipper Should Know"— Presentation transcript:
1 PTI Compliance What every Grower Shipper Should Know March 23, 2011Todd BaggettCEORedLine Solutions, Inc.
2 RedLine Solutions Introduction Today’s AgendaRedLine Solutions IntroductionPTI Compliance – What Every Grower Shipper Should KnowQuestion and Answer Time
3 RedLine Solutions: Background Established in 1997Headquarters – Santa Clara, CaliforniaCentral Valley Office – Fresno, CASouthern California – Orange County, CARedLine provides complete Whole Chain Traceability SolutionsHardware, software, professional services, support, and labelsWe have automated over 100 fresh produce and fruit facilitiesWe have production customers doing PTI labeling for field packed itemsOver 500 wireless network and mobile computer installations worldwideNorth America integration, support, and repairsYears of experience doing batch and rf mobile applicationsDosPalmCEEvent Management ApplicationsSession Access ControlAttendanceAttendee ServicesInventory ApplicationsLocation ControlAsset TrackingChemical Tracking
4 RedLine’s Whole Chain Traceability Suite Managing inventory and traceability from harvest to shipmentProvide PTI compliant case labeling, lot tracking, with electronic recordsBarcode driven, standards basedUses mobile devices over Wi-Fi and Cellular to gather and transmit dataComplete audit log including date, time, action, userManages internal traceability and publishes data for external useOpen architecture allows integration with other systems
6 The Food Safety Modernization Act Mandatory compliance is comingMost significant legislation since 1938We owe thanks to the growers, retailers and trade associations that had the vision to create and move on the PTI ahead ahead of this legislationThe focus on prevention means traceability will become a standard part of auditsImplementation will phase in over three yearsRetailers will drive PTI adoption in 2011 / 2012The Tester Amendment will not have any effect on retailer requirements
7 The PTI Mission“Create an Action Plan for the produce industry to adopt an effective Whole Chain Traceability program by incorporating the use of technology and use of common standards to serve as linkages between internal traceability programs.”Candace, please replace label with Pti Label
8 The Produce Traceability Initiative The PTI is:Providing the FDA with timely access to necessary information when a food borne illness outbreak occursLimiting the scope of recalls to specific “Grower Lots of Interest” instead of recalling entire commodity groupsUsing standard data structures across the entire supply chainCase-level traceabilityThe PTI is not:A comment about your already existing traceability systemsA centralized database run by or for the FDA with everyone’s traceability informationThe ability to use your current proprietary tracking numbers with your existing tracking systemItem-level source trackingDataBar for item checkout in retail stores
9 The Produce Traceability Initiative The PTI is:Labeling the carton, bag, bin at time of packingAbout Farm to Store or RestaurantAbout Whole Chain Traceability and reducing the time to trace-back and trace forwardsThe Produce Industry leading the GovernmentReducing risk in your businessIncreasing consumer confidence in the produce the eatThe PTI is not:Changing your systems to use the GTIN as your Item NumberAbout Farm to ForkNot about Scanning at the Store or RestaurantSerialization of lot numbersThrowing away existing traceability systems
10 Whole Chain Traceability Source Tracking #GrowerPTIGTIN and Lot #Packer /ProcessorDistributor /WholesalerDistributionCenterRetailGTIN and Lot #GTIN and Lot #GTIN and Lot #GTIN and Lot #ConsumerItem Source Tracking
11 These Milestones are scheduled to be completed in 2011 PTI Milestones 4, 5, & 6#4 Show human-readable information on casesPackers are responsible for providing human-readable information on each case.#5 Encode information in a barcodePackers are responsible for encoding the GTIN, lot number.#6 Read and store information on inbound casesEach subsequent handler of the case will have the systems and capability to read and store the GTIN and lot number from each case of produce received.These Milestones are scheduled to be completed in 2011
12 PTI is Much More than Putting a Label on a Box Source lot traceability at the case level, must track co-mingling of lots by pallet (Hybrid Pallet)Internal Traceability extends from the Field through the Packing Shed and Cooler to customer shipmentWhole Chain Traceability – The GTIN and lot ID are recorded on all inbound and outbound transactions of each supply chain memberElectronic records shared within 24 hours of a requestCorrect label on the correct box.GTIN 1 to 1 and 1 to Many
13 PTI Compliance Requires Time and Planning FieldCombining geography, item, and date information on a single labelDifferent types of harvests require different PTI processesThe harvest plan can change multiple times per dayPackingVolume and span of packing operationsSource lot controlMultiple concurrent pack configurations per packer and\or packing lineCoolerTracking pallet consolidation of partials from the field or packing shedTracking consolidation \ building of mixed pallets for specific customer ordersTracking of product through required processesYou will need to pilot process changesA well trained staff using effective system does not lose productivityFieldCombining geography, item, and date information on a single labelGeography – Grower / Ranch / Field / Planting (Block)Item – Commodity / Variety / Pack Style / Size / Label / GTINDate – A printed label is only valid for one day – 365 days per yearDifferent Item Names between sales, accounting, and the fieldChange – The harvest plan can change multiple times each dayDriven by customer needs and market conditionsDriven by changes to harvest location and crop conditionHarvest Type – ground, harvester, value added, table, etc.Different commodities require different harvest methodsDifferent methods require different labeling and data captureGrowing districts / infrastructure / weather / packagingPackingVolume and Span of the Packing OperationsPacking up to hundreds of bulk containers each day with a need to track source lot(s)Multiple packing facilities and multiple packing lines per facilitySource Lot ControlMust tie Source Lots to Pack LotsPack Lot ID links to Source Lot ID both of which change throughout the dayBins/Totes from multiple lots can be mixed in the packing shedYou cannot always get a clear “cut off” on the line between lotsPre-Pack and Re-Pack Runs add additional complexity to source lot controlComplexity of Pack ConfigurationsConcurrently packing multiple items: Pack Style/Size/Grade/Label > GTINCan be packing multiple items (GTINs) into identical cartons on each lineGetting the right GTIN on the right carton is difficultBuilding multiple pallets off the same line
14 Process ImprovementsTraceability (and PTI compliance) will require closing the gaps in current processesSource lot control at bin levelAd hoc sourcing (Order Substitution)Delays between action and entering informationInventory is not accurate in the systemMisses In-process visibilityAudits will reveal weak process linksSource Lot ControlIf you lose traceability control at the source lot, all of your downstream traceability effort is wastedCurrent handling practices can lead to co-mingling by accidentWithout controlling or validating source lot as bins are introduced to the line, there is no true source controlAn auditable process is a documented processAd Hoc Sourcing (Substitutions)Need to maintain source lot control and traceability of purchased productNeed to communicate the product GTIN and Lot Info to your customerThe best practice in this area is still evolvingAuditsTraceability will be added to Audit scope over timeEither by FDA, Customers, or 3rd PartiesWill need to demonstrate documented process control for all traceability processes
15 Leverage your investment in PTI to improve operations Improve visibility“Cut to Cool” and other valuable cycle timesReal Time View into Packing for Sales and OperationsAutomate receipt at the CoolerEliminate data entry errorsReduce the time required to check in and receive a field truckData Analysis and ReportingWealth of new data available to help you better manage your operationsDifferences in harvested quantity to received quantity at the Cooler“Lost Pallet” issueUse Information to Better ManageHarvest and Pack OperationsTreatments and Resources (cooling tunnels, Hydrovacs, ripening rooms)PeopleOrder fulfillmentProductivity and ProcessEnables you to develop data driven standards that can then be used to measure performance and improvement
16 Real Time Visibility of Harvest and Pack Ability to see planned, labeled, packed and received product in real timeAbility to see details on what is being harvested / packedAbility to anticipate arrival times for special ordersAbility to track the changes to harvest plansSales can provide better information to customersOperations can better manage staffing and resources
17 One Size Does NOT Fit All Effective solutions differ for different CompaniesCommoditiesScope and Span of OperationsFulfillment ModelEffective solutions differ for different areas of operationFieldPacking ShedCoolerScope and SpanField – Harvester is different than ground harvest is different than value addedPacking – High volume line is different from value add line is different from repackFulfillment ModelSector Served (Food service, Retail, …)Type of org – grower, packer, shipper? Integrated or contract or purchaseFulfillment Model – Contract –vs- Spot market
18 PTI Best Practices are Evolving Approved by Working GroupsCase label standards are being updatedClarity on dimensions and quality of bar codesHybrid pallet tagsApproved by Leadership CouncilPTI voice pick codeNot Approved by Leadership CouncilBase GTIN’s for traceability
19 What Should I be doing?Understand and take action on the PTI MilestonesGet started nowDefine products for testingStart small, test the new processesTalk with your customers to understand their expectations and timelinesTalk to your peers who have already been testingTalk with traceability vendors to scope your needsStay connectedCustomersTrade AssociationsIndustry Events- National and Regional
20 RedLine Solutions is Your Partner for PTI Compliance RedLine Solutions provides complete traceability solutionsHardware, software, professional services, support, and labelsField Harvest through the Packing Shed to the Cooler and customer shipmentPrint what you need, whenever and wherever you need itCapture and transmit key information for early visibilityCreate and manage electronic records for traceabilityOur Solutions are designed working with leading produce companiesWhile others are talking about solutions, RedLine is deliveringCandace – change pictures to show field, packing and coolerCandace – please add all three logos (on bottom)
21 Webinar Series Join Us on April 20, 2011, 11am PST “PTI Labeling in the Pack Shed-Insights from PTI Pilots”Register atCome see us at Booth 1454 at United Fresh in New OrleansChris: what is the next event going to be called? We have “Case Labeling Update” in the meeting notes.
22 Questions? Contact us at firstname.lastname@example.org or 888-801-2039 Questions and AnswersQuestions? Contact us at orRedLine Solutions Proprietary & Confidential
23 RedLine Solutions for Produce Thank you for attending! To register for other events:
24 Webinar Series Join Us on May XX, 2011, 11am PST “PTI Case Labeling Best Practices Update”Come see us at Booth 1454 at United Fresh in New OrleansRegister atChris: what is the next event going to be called? We have “Case Labeling Update” in the meeting notes.