1. Direct Diversion Processing – Best Practices Monday, November 2, 2015 11:00 am – 12:00 pm Holiday Inn Hotel and Convention Center Stevens Point, WI Presentation by: Laura Sime, Department of Public Instruction Lynne Slack, Department of Public Instruction Caitlin Matthiesen, Pulaski Community School District Angela Seeger, LaCrosse School District

2. Direct Diversion Processing – Best Practices  Direct Diversion Steps: 1.Processors 2.Determine End Products 3.Procurement 4.Annual Order 5.Agreements 6.Order End Products 7.Monitoring Tool - Direct Diversion Quick Reference Guide: http://dpi.wi.gov/sites/default/files/imce/school- nutrition/doc/dd_reference_guide.dochttp://dpi.wi.gov/sites/default/files/imce/school- nutrition/doc/dd_reference_guide.doc.

3. Direct Diversion Processing – Best Practices 2.Determine Finished End Products: How do you determine which finished end products to procure? What process works well for your school? http://dpi.wi.gov/sites/default/files/imce/sch ool-nutrition/doc/dd_reference_guide.doc

4. PULASKI COMMUNITY SCHOOL DISTRICT FOUNDED ON TRADITION AND PRIDE, FOCUSED ON EXCELLENCE Finished End Products How do you determine which finished end products to procure? -Taste test diversion products. -Discuss details of products, nutritionals, acceptability, cost, ease of use. -Versatility of products? -Multiple applications -Items that are able to be used in sandwiches, wraps, and hot dishes. -Staff skills & ability to use products.

5. Finished End Products Less is more! Student acceptance, value for products and best nutritional value

6. Direct Diversion Processing – Best Practices Questions? Comments?

7. Direct Diversion Processing – Best Practices 3.Procurement: Do you utilize direct to manufacturer procurement? Or a distributor prime vendor procurement? http://dpi.wi.gov/sites/default/files/imce/sch ool-nutrition/doc/dd_reference_guide.doc

8. PULASKI COMMUNITY SCHOOL DISTRICT FOUNDED ON TRADITION AND PRIDE, FOCUSED ON EXCELLENCE Procurement - Create & Establish an RFP for a Prime Vendor -Taste Testing -Food shows -Obtain samples and sample to students- pull together a sampling of students from various levels and conduct tasting. -Meet as a buying group to sample products from various manufacturers. -Meet & determine what products we want to work with. -Must be incredibly detailed specs for products. -Spreadsheets for each Diversion products & commercial (2 separate) -Work with buying group to specify case volume so manufacturers can prepare and vendor know’s what to plan for.

9. Procurement Before you begin the process have an idea of where you are going. Listen to your sales reps. Evaluate their products. Get samples. Taste Test with staff and students. Direct to Manufacturer bids allow schools to see what the processor has available in the State of WI, not just at the distributor level. Ask for nutritionals to use in product selection.

10. Direct Diversion Processing – Best Practices Questions? Comments?

11. Direct Diversion Processing – Best Practices 6.Order End Products: What is your timeframe for placing orders? How often do you place orders? http://dpi.wi.gov/sites/default/files/imce/sch ool-nutrition/doc/dd_reference_guide.doc

12. PULASKI COMMUNITY SCHOOL DISTRICT FOUNDED ON TRADITION AND PRIDE, FOCUSED ON EXCELLENCE Placing Orders of Finished End Products -Must have detailed specs. -SEPDS sheets -Provide information with prime vendor after placing annual order. -Prime vendor should tell you of any minimum delivery specs, etc. -Provide an approximate usage of cases for each product with prime vendor at start of school year. -Order actual cases for 3-5 months at a time. - Utilize a spreadsheet to help monitor. -This is the communication between myself & prime vendor. -Use K12 & Processor link to manage.

13. Placing order of finished end products Let distributor know ASAP which products you have chosen. Give an estimated opening order and monthly usage. Place orders 2-3 weeks in advance for assured availability. Notify distributor at least 2 weeks in advance of an extremely large order to assure availability. Know your special order products. COMMUNICATE, COMMUNICATE, COMMUNICATE!

14. Direct Diversion Processing – Best Practices Questions? Comments?

15. Direct Diversion Processing – Best Practices 7.Monitoring: How do you manage and monitor your inventory at processors? What tools do you use for monitoring? http://dpi.wi.gov/sites/default/files/imce/sch ool-nutrition/doc/dd_reference_guide.doc

16. PULASKI COMMUNITY SCHOOL DISTRICT FOUNDED ON TRADITION AND PRIDE, FOCUSED ON EXCELLENCE Diversion Spreadsheet https://docs.google.com/spreadsheets/d/1sUmh XjPj9ZGyLC7aIZo6wjibSE- Z1UyVTvQ133Sy_H8/edit#gid=1081269069

17. Managing Inventory Check Processor Link and K12 weekly. Adjust your menu to availability and commodity usage. Choose your sub items with your distributor.

18. Direct Diversion Processing – Best Practices Questions? Comments?