330.70 Vendor Management Reports Overview

Data SystemNew policy effective 2/1/2016330.70Vendor Management ReportsOverviewIntroductionThis policy describes the characteristics for the Vendor Management datasystem reports.In this policyA description of the Vendor Management Reports is located on the followingpages.Iowa Department of Public HealthSERVICES Policy and Procedure ManualPage 1

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Vendor Management ReportsReport LocationVendor ManagementReport NameHigh Risk Vendor AnalysisDescriptionVendor ManagementGeneral ReportsVendor ListVendor ManagementGeneral ReportsVendor Authorization ActionsScheduled and CompletedVendor ManagementGeneral ReportsVendor ManagementGeneral ReportsVendor ManagementGeneral ReportsVendor FeedbackVendor ManagementGeneral ReportsVendor Sanction SummaryVendor ManagementGeneral ReportsVendor Risk SummaryVendor ManagementGeneral ReportsVendor Completed EducationThis report lists all WIC-authorized activevendors in the selected Local Agency. Thereport includes store name and address,phone number, and store type.This report is a list of the steps in theretailer authorization process that aretailer has been scheduled and forand completed.This report provides a listing of all thefeedback received about vendors.This report is to assist staff in schedulingrequired monitoring visits.This report provides a listing of theInvestigation monitoring activitiesconducted during a specified period toinclude compliance buy and inventory auditvisits.This report provides a listing of all vendorswith open sanctions or any sanction withinthe last year. Descriptions of the violation,what sanction was imposed, the SanctionPoints and the date the vendor was advisedabout the sanction are included.This report identifies vendors flagged ashigh risk and underlying risk factors toassist the State Office in targetingcompliance buys.This report identifies vendors flagged ashigh risk and underlying risk factors toRoutine MonitoringInvestigations ConductedComments

Report LocationReport NameVendor ManagementGeneral ReportsVendor Planned EducationVendor ManagementGeneral ReportsVendor Mailing LabelsVendor ManagementGeneral ReportsVendor FarmersVendor ManagementGeneral ReportsElectronic Cash Register SystemVendor ManagementGeneral ReportsClaim Submission ErrorsVendor ManagementGeneral ReportsRetailer NTE ExceptionsVendor ManagementEBT AnalysisEBT Over RedemptionDescriptionassist the State Agency in targetingcompliance buys. The report includes highrisk vendors and state specified risks.This report provides a listing of schedulededucation for a specific local agency orstatewide covering a specified time perioddesignated by the user to assist in planningthe logistics of the education.This report provides a list of authorizedstores and addresses in a label friendlyformat.This report provides a list of WICauthorized farmers and their contactinformation.This report provides a listing of ElectronicCash Register Systems used by activeVendors at a specific date.This report allows the WIC state officepersonnel to respond to questionsregarding vendor claims where errors werefound that affected paid amounts.This report allows WIC state personnel tomonitor NTE exceptions and, subsequently,work with their vendors to minimize theseexceptions.This report shows over redemptions from aPAN perspective. As benefits areaggregated onto the PAN for multipleparticipants, the system can onlydetermine over redemptions from a PANperspective.CommentsThis report is used to determine theneed for follow-up with vendors toreschedule missed education or takeother action.

Report LocationVendor ManagementEBT AnalysisReport NamePercent of Food Redeemed StateDescriptionThis report shows, from a statewideperspective, the amount of food thatis redeemed in the context of whatwas issued with calculatedpercentages for a given time period.CommentsThe end date can change the resultsof the redeemed data. For bestresults, this report should be run withan end date that is the last day of aprevious month.Vendor ManagementEBT AnalysisPercent of Food Redeemed –LA/ClinicThis report shows, from a LA/clinicperspective, the amount of food thatis redeemed in the context of whatwas issued with calculatedpercentages for a given time period.The end date can change the resultsof the redeemed data. For bestresults, this report should be run withan end date that is the last day of aprevious month.Vendor ManagementEBT Vendor SalesUPC/PLU Sales by VendorVendor ManagementEBT Vendor SalesVendor EBT RedemptionSummaryVendor ManagementEBT Vendor SalesVendor ManagementEBT Vendor SalesVendor EBT SalesVendor ManagementEBT Vendor SalesVendor UPC/PLU SalesVendor ManagementEBT Vendor SalesVendor UPC Price IncreaseThis report shows all the vendor sales for aUPC/PLU for a time period. The UPC/PLUnumber and the time period can beentered as a parameter.The Vendor EBT Redemption SummaryReport summarizes redemptionstransactions (purchases) at the peer group,vendor chain and the vendor levels.This report is used to view Vendor sales fora given fiscal year.This report details the vendor sales ofinfant formula and WIC Eligible MedicalFood UPCs/PLUs for a given time period.This allows a vendor to know the stockingimpact of their sales.This report contains vendor sales details ofUPC/PLUs. The report is grouped byVendor, Category/Subcategory, followed byUPC/PLU. Each contains quantity sold,total claimed amount and total paidamount.This report shows the UPCs for any vendorwhich had a percent change in price withinVendor Formula Stocking

Report LocationReport NameVendor ManagementEBT Vendor SalesVendor QuarterlyVendor ManagementEBT UPC/PLUFormula PurchasedVendor ManagementEBT UPC/PLUTop UPC/PLU SoldVendor ManagementEBT UPC/PLUUPC Price CompareVendor ManagementEBT UPC/PLUUPC/PLU ListVendor ManagementEBT UPC/PLUVendor ManagementEBT UPC/PLUUPC/PLU List for VendorVendor ManagementEBT UPC/PLUUPC/PLU PurchasedUPC/PLU Not PurchasedDescriptiona given time period. The percent increase isbased on comparing the lowest priceversus the highest price of a UPC for eachvendor. The percent increase threshold isentered as a parameter.This report is for a set of vendors. Eachvendor has a single page memo followed bya single page special form with quarterly(by month) sales data.This report details the sales of infantformula and WIC Eligible Medical FoodUPCs/PLUs for a given time period. Thedata that is reported can be controlled byselecting the vendors.This report shows the top UPC/PLUs soldwithin selected Subcategories.This report shows UPCs that are out of linein prices from other UPC in theirsubcategories. This is done by showingUPCs whose average prices are a givenpercentage about the average prices of thesubcategory.This report contains the quantity andbenefit details for active UPCs/PLUs withina given time period.This report contains the active UPCs/PLUswithin a given time period.This report is to assist the state indetermining which UPCs may need to dropfrom their list of available UPCs.The EBT UPC/PLU Food Purchased Reportshows the UPC counts and average pricesCommentsThe number of the top reportedUPC/PLUs sold is a selectableparameter.The percentage is a parameterentered by the user and representsthe percentage over the average priceof UPC's Subcategory.

Report LocationReport NameDescriptionfor the selected categories over a selectedtime periodComments

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EBT Vendor Sales Vendor Quarterly This report is for a set of vendors. Each vendor has a single page memo followed by a single page special form with quarterly (by month) sales data. Vendor Management EBT UPC/PLU Formula Purchased This report details the sales of infant formula and WIC Eligible Medical Food UPCs/PLUs for a given time period. The