REENGINEERING OF DISASTER INVENTORY MANAGEMENT SYSTEM OF PHILIPPINE NATIONAL RED CROSS – RIZAL CHAPTER by AUBREY M. BUTLIG PATRICIA MINETTE P. REGALADO JAYSON T. YODICO An Undergraduate Research Submitted to the Department of Industrial Engineering School of Sciences and Engineering University of Asia and the Pacific Pasig City, Philippines In Partial Fulfillment of the Requirements For the Degree of Bachelor of Science in Industrial Engineering June 2015 This is to certify that this undergraduate research, entitled “REENGINEERING OF DISASTER INVENTORY MANAGEMENT SYSTEM OF PHILIPPINE NATIONAL RED CROSS – RIZAL CHAPTER”, and submitted by, AUBREY M. BUTLIG, PATRICIA MINETTE P. REGALADO, and JAYSON T. YODICO to fulfill part of the requirements for the degree of Bachelor of Science in Industrial Engineering was successfully defended and approved on MAY 8, 2015. MR. JUAN CARLOS QUINTO Undergraduate Research Adviser MS. CHIQUI ROSANNA TAN-CALAYAG Panelist MS. MA. ISABEL REYES Panelist The undergraduate research is hereby officially accepted in partial fulfillment of the requirements for the degree of Bachelor of Science in Industrial Engineering. DR. EDWIN OLMOS Industrial Engineering Department Chair © Butlig, Regalado, Yodico, 2015. All rights reserved. ACKNOWLEDGEMENTS We would like to express our deepest gratitude to our professors – especially to Mr. Juan Carlos Quinto, our undergraduate research adviser, to Ms. Chiqui Rosanna TanCalayag, who adjusted and patiently worked with us in our schedules and mishaps, and to Ms. Ma. Isabel Reyes who devoted her time and share her expertise as one of our panelists. Without your guidance, the completion of our undergraduate research would not have been possible. Heartfelt thanks as well to Dr. Maria Lourdes U and Ms. Jovel Nabia for imparting to us your expertise in your respective fields. Your inputs have greatly helped us in understanding our work. We wish to thank Philippine Red Cross – Rizal Chapter and its branches for consistently accommodating us in our data gathering throughout this semester and for demonstrating to us spirit of serving other people. Also, thank you to Mr. Von Ryan Ong, former Rizal Chapter Head, for allowing us to work with Red Cross for our research. To all the staff that we have worked with, a big thank you for the help. Immeasurable appreciation and deepest gratitude are directed to our parents and family for continuously supporting us in whatever way you can and for reminding us always that we can do it – that we can do anything as long as we put our hearts and minds into it. This work is for you, thank you very much! Most importantly, to God, our Father, thank You for making all of this happen. Thank You for the lessons learned and the friends earned. You have served as our strength and our comfort especially at times of pressure and distress – all of these for Your greater glory! iii © Butlig, Regalado, Yodico, 2015. All rights reserved. ABSTRACT Since disaster victims must be catered promptly during disasters, there is a need to design an efficient and effective disaster inventory management system for Philippine Red Cross (PNRC) Rizal Chapter. A Literature Review surveys literature concerning Conventional Inventory Management and Disaster Inventory Management. Principles from conventional inventory management and benchmarking on inventory management policies of humanitarian organizations were used in order to define the elements of an efficient and effective inventory management system. Mathematical models were also surveyed. The current inventory management system was documented, and the following were observed to be absent in Rizal Chapter: established standard policies and guidelines, proper storage management system, internal audit, and complete and detailed records. Root causes were identified with regard to the problem of disaster inventory management in PNRC Rizal Chapter and it was found out that these are the one that could be controlled by the study: lack of standard policy, lack of standard storage organization, inappropriate storage environment, lack of regular stocktaking, space for goods used for other purposes, not encoded information, frequent changing of record and report format, lack of proper turnover of records, lack of information demanded by forms, and norms variation. A policy manual was made in order to outline the recommendations to solve the stated problems. iv © Butlig, Regalado, Yodico, 2015. All rights reserved. TABLE OF CONTENTS ACKNOWLEDGEMENTS……………………………………………………....... iii ABSTRACT……………………………………………………………………….... iv LIST OF TABLES…………………………………………………………………. x LIST OF FIGURES………………………………………………………………... xi CHAPTER I: INTRODUCTION…………………………………………………. 1 1.1. Background of the Study …………………………………………………… 1 1.1.1. The Philippine Red Cross – Rizal Chapter…………………………… 2 1.1.2. Disaster Management in PNRC Rizal Chapter……………………….. 2 1.2. Statement of the Problem…………………………………………………… 4 1.3. Research Objectives………………………………………………………… 4 1.4. Significance of the Study…………………………………………………… 5 1.4.1. PRC Rizal Chapter Management…………………………………. 5 1.4.2. Staff and Volunteers………………………………………………. 5 1.4.3. PRC Rizal Chapter Beneficiaries…………………………………. 6 1.5. Scope and Limitations………………………………………………………. 6 CHAPTER II: REVIEW OF RELATED LITERATURE……………………..... 7 2.1. Disaster Management……………………………………………………….. 7 2.2. Disaster Inventory Management: Principles and Concepts……………….... 9 2.3. Differences from Conventional Inventory Management…………………... 11 2.4. Benchmarking: Inventory Management in Non-government organizations………………………………………………………………... v © Butlig, Regalado, Yodico, 2015. All rights reserved. 13 2.4.1. Inventory Management in Non-Government Organizations………………………………………………………..... 13 2.4.1.1. Procedures and Policies……………………………………... 14 2.4.1.2. Stock Control…………………………………….………….. 15 2.4.1.3. Record Keeping……………………………………………... 17 2.4.1.4. Receiving and Issuance……………………………………... 18 2.4.1.5. Stocktaking………………………………………………….. 19 2.4.1.6. Disposal……………………………………………………... 19 2.4.2. Partnerships between NGOs and Companies……………………….... 19 2.4.3. Formulation of Disaster Inventory-Related Policies………….……… 20 2.5. Systems Engineering Studies………………………………………….……. 24 2.6. Disaster Inventory Optimization Models……………………………….….. 25 2.7. Implementation of Microsoft Dynamics NAV………………………….….. 28 2.8. Disaster Inventory Management System as Applicable to PNRC Rizal Chapter……………………………………………………………….... 29 2.8.1. Inventory Management System Standard Requirements…………. 30 2.8.1.1. Established Standard Policies and Guidelines……………… 30 2.8.1.2. Inventory Planning………………………………………….. 30 2.8.1.3. Human Resource……………………………………………. 31 2.8.1.4. Inventory Control…………………………………………… 31 2.8.1.5. Internal Audit……………………………………………….. 32 2.8.1.6. Record Keeping……………………………………………... 32 vi © Butlig, Regalado, Yodico, 2015. All rights reserved. 2.8.2. Relation of Literature Review to Disaster Inventory Problem in PNRC Rizal Chapter……………………………...…………... 33 CHAPTER III: METHODOLOGY………………………………………………. 34 CHAPTER IV: DOCUMENTATION OF THE CURRENT DISASTER INVENTORY MANAGEMENT SYSTEM……………………….………….. 37 4.1. Goods and Materials………………………………………………………... 37 4.2. Processes……………………………………………………………………. 39 4.2.1. General Processes…………………………………………….……….. 39 4.2.1.1.Preparation………………………………………...……........ 39 4.2.1.2. Response…………………………………………………….. 39 4.2.2. Inventory Management Processes…………………………………….. 41 4.2.2.1. Receiving………………………………………………......... 42 4.2.2.2. Stocktaking…………………………………………...……... 43 4.2.2.3. Packing………………………………………………...…..... 44 4.2.2.4.Releasing……………………………………………….......... 47 4.2.2.5. After Disaster……………………………………………….. 49 4.3. Inventory Planning and Allocation…………………………………………. 49 4.4. Existing Policies…………………………………………………………….. 50 4.5. Facility Design……………………………………………………………… 50 4.6. Information Systems………………………………………………………... 52 4.7. Reports……………………………………………………………………… 52 CHAPTER V: ANALYSIS OF THE INVENTORY MANAGEMENT SYSTEM………………………………………………………………………... vii © Butlig, Regalado, Yodico, 2015. All rights reserved. 54 5.1. Standard Inventory Management Functions Missing in PNRC Rizal Chapter………………………………………………………………………. 54 5.2. Analysis of the Current Inventory Management System…………………… 55 5.2.1. Stocktaking Method…………………………………………………... 55 5.2.2. Storage System……………………………………………………....... 56 5.2.3. Record Keeping……………………………………………………….. 58 5.2.4. Forms………………………………………………………………….. 59 5.2.5. Variation of Processes………………………………………………… 60 5.3. Analysis of the Problem……………………………………………………. 60 5.3.1. Cause-and-Effect Analysis…………………………………………… 61 5.3.2. Identification of Root Causes………………………………………… 64 5.4. Determining Optimal Stock Replenishment Levels………………………... 67 CHAPTER VI: RECOMMENDATIONS………………………………………… 76 6.1. Inventory Management System Manual……………………………………. 76 6.2. Determining Optimal Stock Replenishment Policies……………………….. 79 6.3. Other Recommendations……………………………………………………. 81 6.3.1. Staff and Volunteer Orientation………………………………………. 81 6.3.2. Visual Guides and Reminders………………………………………… 82 6.3.3. Record Database Back-up…………………………………………….. 82 6.4. Costs and Benefit of the Recommendations………………………………... 83 6.5. Implementation Plan………………………………………………………... 85 6.6. Contingency Plan…………………………………………………………… 86 6.7. Recommendation for Future Study…………………………………………. 89 viii © Butlig, Regalado, Yodico, 2015. All rights reserved. 6.7.1. Application of Inventory Models……………………………………... 89 6.7.1.1. Target-Based Production Plan……………………………….. 90 6.7.1.2. Deterministic Inventory Model………………………………. 91 6.7.1.3. Stochastic Inventory Model………………………………….. 91 6.7.2. Microsoft Dynamics NAV……………………………………………. 97 BIBLIOGRAPHY………………………………………………………………….. 98 APPENDICES……………………………………………………………………… 104 Appendix A. Images of Storages of Goods……………………………………… 104 Appendix B. Philippine Red Cross Rizal Chapter Annual Reports……………... 105 Appendix C. Relief Packs Released……………………………………………... 107 Appendix D. EM-DAT Data for Natural Disaster………………………………. 108 Appendix E. Prices………………………………………………………………. 110 Appendix F. Disaster Inventory Management Manual………………………….. 112 ix © Butlig, Regalado, Yodico, 2015. All rights reserved. LIST OF TABLES Table 2.1. Disaster Management Phases and Activities………………………………... 8 Table 4.1. Relief Items in Storage Per Branch of Philippine Red Cross Rizal Chapter………………………………………………………………………………... 38 Table 4.2. Stocktaking Frequency per Branch………………………………………..... 44 Table 4.3 Stored Relief Packs per Branch………………………………………………. 45 Table 4.4. Relief Pack Contents……………………………………………………….... 46 Table 4.5. Description of Storage Area per Branch…………………………………….. 51 Table 4.6. Disaster Management Annual Reports from 2007, 2010, 2013……………. 53 Table 5.1. Storage Organization Per Branch of Philippine Red Cross-Rizal Chapter………………………………………………………………………………... 56 Table 6.1 Root Causes Addressed by the Inventory Management Manual……………. 79 Table 6.2. Initial Expenses……………………………………………………………… 83 Table 6.3. Estimated Monthly Expenses……………………………………………….. 84 Table 6.4. Implementation Plan………………………………………………………… 85 Table 6.5. Contingency Plan……………………………………………………………. 88 Table 6.6. Sample Table for Target-Based Planning…………………………………… 90 x © Butlig, Regalado, Yodico, 2015. All rights reserved. LIST OF FIGURES Figure 4.1. Disaster Relief Response Process Flow Chart……………………………...…… 40 Figure 4.2. Inventory System High Level Process………………………………………...… 41 Figure 4.3. Acknowledgement of Donation in Kind Form…………………………………... 42 Figure 4.4. Assembly of Relief Packs for Clothes…………………………………………... 46 Figure 4.5. Assembly of Relief Packs for Goods……………………………………………. 47 Figure 4.6. Releasing Process Flowchart…………………………………………………….. 47 Figure 4.7. Award Distribution Sheet………………………………………………………... 48 Figure 4.8. Post- Disaster Operations Flow Chart…………………………………………… 49 Figure 5.1. Percentage of Rizal Chapter Branches Practicing Stocktaking in a given Frequency………………………………………………………………………………….. 55 Figure 5.2. Percentages of Type of Storage of Rizal Chapter Branches…………………….. 57 Figure 5.3. Percentages of Rizal Chapter Branches Practicing Labelling of Boxes…………………………………………………………………………….………… 57 Figure 5.4. Percentages of Rizal Chapter Branches Practicing Prioritization by Expiration……………………………………………………………………………….…. 58 Figure 5.5. Acknowledgement of Donation-in-Kind Form………………………………….. 59 Figure 5.6. Ishikawa Diagram of the Disaster Inventory Management System Problem of Philippine Red Cross-Rizal Chap……………………………………………... 62 Figure 5.7. Fault Tree Diagram of Failure to Obtain Accurate Forecasted Demand…………………………………………………………………………………….. 68 xi © Butlig, Regalado, Yodico, 2015. All rights reserved. Figure 5.8. Relief Packs Released in 2005…………………………………………………... 70 Figure 5.9. Relief Packs Released in 2006…………………………………………………... 70 Figure 5.10. Relief Packs Released in 2007…………………………………………………. 71 Figure 5.11. Relief Packs Released in 2010 ………………………………………………… 72 Figure 5.12. Relief Packs Released in 2013…………………………………………………. 72 Figure 5.13. Relief Packs Released in 2014…………………………………………………. 73 Figure 5.14. Relief Packs Released per Year for Each Month………………………………. 74 Figure 6.1. Graph for the Stochastic Single Period Model for Setup Cost…………………... 96 xii © Butlig, Regalado, Yodico, 2015. All rights reserved. 1 CHAPTER I INTRODUCTION 1.1. Background of the Study Disasters are inevitable events that test the preparedness of local communities, states, and humanitarian organizations to effectively mitigate the negative effects of the disaster. The Philippine case tells us of stories of occurrence of disasters such as earthquakes, fire, volcanic eruptions, and typhoon. A fact known to every Filipino, several typhoons of varying intensities annually plague the country. The Philippine experience with regard to the typhoons Ondoy and Yolanda, and the continuous flooding caused by the Hagupit ng Habagat proves that disasters cause loss of human life, hunger, diseases, damage to infrastructure, and economic decline. Conducting humanitarian operations before, during, and after disastrous events prove to be a tedious task. The complexity and randomness of these events requires the organization to carefully plan and prepare for the damaging effects, spanning from the pre-disaster phase up to the aftermath of the disaster. The government and humanitarian organizations have difficult responsibilities that require decision-making and analyses of impacts and problems caused by disasters. Also, it must be noted that such pressing need entices researchers and practitioners to formulate flexible, cost-efficient and effective disaster mitigation-related solutions. Another initiative is the existence of government organizations and nongovernment humanitarian organizations, whose primary role is to prepare and educate people for them to be aware and prepared before the disaster, help people survive during © Butlig, Regalado, Yodico, 2015. All rights reserved. 2 the disaster, and help people recover after the disaster. One of the humanitarian organizations in the country is the Philippine Red Cross. 1.1.1. The Philippine Red Cross (PRC) - Rizal Chapter The Philippine Red Cross (PRC) - Rizal Chapter is composed of nine branches and one sub-chapter under its jurisdiction. These branches are: Las Piñas sub-chapter, Makati Branch, Mandaluyong Branch, Muntinlupa Branch, Parañaque Branch, PasigPateros-Taguig Branch, East Rizal Branch, West Rizal Branch, South Rizal Branch, and San Juan Branch. Each branch has their own facility excluding the East, West, and South Rizal Branch for there is only one facility for these three branches. The Rizal Chapter Office is located in Pasig City right behind the Pasig-Pateros-Taguig Branch, while the other branches’ facilities are located in their own area of jurisdiction. 1.1.2. Disaster Management in Rizal Chapter Disaster management is one of the most essential functions of any humanitarian organization. Disaster management is integral to the security of everyone’s daily lives and should be integrated into daily decisions and not just called during disasters, and its validity as a government function has never been in question (Bullock, Coppola, & Haddow, 2008). In this regard, the Philippine Red Cross-Rizal Chapter handles the disaster management and response for those areas under its jurisdiction among its other services, namely, social services, safety services, health services, blood services, and red cross youth. © Butlig, Regalado, Yodico, 2015. All rights reserved. 3 An essential part of disaster management is the disaster inventory management. Disaster inventory management involves the inventory of donated goods (food, clothes, medicine, and blankets), response and rescue equipment, first aid equipment, and medical supplies. In this regard, the current inventory management system of the disaster management service of Philippine Red Cross Rizal Chapter cannot be considered efficient at the present due to the following reasons: There is no concrete and established procedural guideline for inventory management operations Some of the branches does not have regular stocktaking Also, some records are unavailable There are occurrences of spoilage and damage goods due to inefficient and ineffective storage system. Therefore, there is a need to improve the inventory management of the disaster management service of Philippine Red Cross Rizal Chapter. It is very important for inventory management to have the following (Corruption Prevention Department of Independent Commission Against Corruption [CPD-ICAC], 2003; Thomas, 2005; Muller, 2011): 1. Established procedural guideline 2. Well-defined staffing level 3. Proper internal audit 4. Stock control 5. Proper and complete record-keeping 6. Efficient receiving and issuance procedure © Butlig, Regalado, Yodico, 2015. All rights reserved. 4 7. Stocktaking 8. Disposal management 1.2. Statement of the Problem The main problem that the research addresses is the ineffectiveness and inefficiency of the inventory management system of the disaster management service of Philippine Red Cross-Rizal Chapter. In this sense, the research answers the research question: In what ways could the disaster response operation management of the Philippine Red Cross Rizal be efficient, effective, and optimized? 1.3. Research Objectives Addressing the above-mentioned research problems, the objectives of the study are the following. First, the main objective of the study is stated below: Formulate an effective and efficient inventory management system of the disaster management service for Philippine Red Cross Rizal Chapter In line with achieving this objective, it is imperative that the following objectives must be met upon the accomplishment of this research: create a policy well-fitted for the needs of Philippine Red Cross Rizal Chapter re-engineer the inventory management operations and processes so that damage, and spoilage will be avoided or lessened propose a good and well-fitted storage system. propose a well-fitted record keeping management system. © Butlig, Regalado, Yodico, 2015. All rights reserved. 5 1.4. Significance of The Study The hypothesized problem with regard to the Rizal Chapter of PRC should necessarily lead to devising greater ways on how to improve the current system. In connection with this, the proposed changes could be viewed as an opportunity to increase in productivity and worker and volunteer satisfaction. Improving the current system also coincides with the pressing need to make disaster management operations as effective, cost-efficient, and flexible as possible. In this regard, it was seen that the research will be beneficial to the following stakeholders: 1.4.1. PRC Rizal Chapter Management. Successfully improving the current system should necessarily lead to higher level of worker satisfaction and productivity. As discussed earlier, the pressing concern with regard to this matter is the pressing need for disaster management operations to be as flexible, cost-efficient, and effective as possible. It must be noted that the activities as well must be efficient. The recommended measures will lessen the cycle time of performing the activities, and is expected to increase their productivity. Collectively, the improvements are expected to increase the management’s confidence that as a humanitarian organization, they are able to deliver quality service as fast as possible. 1.4.2. Staff and Volunteers As discussed earlier, the nature of the activities require it to be flexible, effective, and efficient. The recommended changes must lead to improved worker and volunteer © Butlig, Regalado, Yodico, 2015. All rights reserved. 6 satisfaction, and then, further increased productivity. In short, the research will serve as a guide on how the staff and volunteer will follow and implement the improved processes. 1.4.3. PRC Rizal Chapter Beneficiaries Lastly, the study will be beneficial to the beneficiaries of the organization. Improving the current system aids in the faster delivery of service to the beneficiaries. It is important to take note that the organization’s existence arise from the initiative to reach out to disaster victims. 1.5. Scope and Limitations The PRC Rizal Chapter, like the other chapters or branches of Philippine Red Cross, provides all its six major services namely: disaster management services, blood services, community health and nursing services, Red Cross Youth, safety services, and social services. The Philippine Red Cross service area that the research focuses on is the disaster management services because it has the largest share with respect to areas of improvement. The study focuses on the disaster management services’ inventory management. All of the branches under the Philippine Red Cross Rizal Chapter are the focus of our study, including all their operations and facilities. In addition, in terms of type of inventory, the study focuses on the inventory of relief goods. Lastly, the implementation of the recommendations is not included on the study. © Butlig, Regalado, Yodico, 2015. All rights reserved. 7 CHAPTER II REVIEW OF RELATED LITERATURE This chapter surveys and reviews the relevant disaster inventory management studies. First, the nature of disaster inventory management will be examined by considering its similarities and differences from conventional inventory management. Then, literature review will proceed as follows: Benchmarking of inventory management from other humanitarian organizations Guidelines of other humanitarian organizations as to partnerships with other companies Systems engineering studies; that is, reengineering of disaster inventory management systems Optimization models on disaster inventory Microsoft Dynamics NAV, its features and critical success factors 2.1. Disaster Management Disaster management, otherwise known as emergency management, is the attempt of man to identify and deal with potential as well as actual large-scale threats (Australian Government, 2004). Haddow et al. (2008) defines Disaster Management as an academic discipline and profession that deals with the management of disasters especially its risks and risk avoidance. He adds that disaster management is important in the security of everyone’s daily lives and must be integrated to daily decisions and not just during disasters; the implementation of disaster management involves not only individuals but also organizations especially the government. © Butlig, Regalado, Yodico, 2015. All rights reserved. 8 Disaster management has four phases, namely, mitigation or prevention, preparation, response and recovery. In all these phases, emergency management puts importance on the communications and authority and assignments such as the incident command system (Haddow et. al., 2008). Table 2.1. lists down the activities under each phase. Phase Definition Activities Mitigation/ Prevention Focuses on the elimination, if not the reduction, of the hazards themselves with the goal to lessen the susceptibility and increase the flexibility of the community subject to the predicted damage of the identified hazards. building codes, building-use regulations, legislation, publiceducation, public information, tax incentives/disincentives, insurance incentives/disincentives, zoning/land use management Preparation Involves the establishment of arrangements and plans as well as the provision of education and information to the public in order to prepare them in dealing with the emergencies. emergency response plans, warning systems, evacuation plans emergency communications, mutual aid agreements, public education, public information, resource inventories, training programs, test exercises, refuge shelters Response Aims to put in place effective measures by concentrating on the active preparedness arrangements and plans. plan implementation, emergency declarations, warning messages, public information, registration and tracing, inform higher authorities, activate coordination centers, evacuation, mobilize resources, damage assessment, search and rescue, provide medical support, institute public health measures, provide immediate relief Table 2.1. Disaster Management Phases and Activities. Source: (Australian Government, 2004) © Butlig, Regalado, Yodico, 2015. All rights reserved. 9 Phase Recovery Definition Activities The recovery phase deals with the aftermath of the calamity and assists the community affected by physical infrastructure reconstruction, and physical wellbeing restoration. restore essential services, counselling programs, temporary housing, financial support/assistance, distribute recovery stores public information, long-term medical support, manage public appeals, restore public assets, economic impact studies, review development plans, initiate reconstruction tasks Table 2.1, continued. Disaster Management Phases and Activities. Source: (Australian Government, 2004) 2.2. Disaster Inventory Management: Principles and Concepts In this section, principles of conventional inventory management are discussed, seeing these principles as applicable to disaster inventory management. On the other hand, the differences of disaster inventory management from the conventional one are also explored. By considering the principles of classical inventory management as affirmed by experts in the field, one could easily understand the relevance of disaster inventory management to humanitarian organizations. On the other hand, by enumerating the differences of disaster inventory management from the classical, the need to widen the literature regarding disaster inventory management will be justified. According to Haniefuddin et al. (2013), inventory management mainly refers to all activities involved in developing and managing the inventory levels of resources. It determines specific sizes and placement of stocked goods keeping the most economical amount of one kind of asset. Furthermore, it informs managers the quantity of a good to © Butlig, Regalado, Yodico, 2015. All rights reserved. 10 reorder, when to reorder, how frequently orders should be placed and what the appropriate safety stock is so as to minimize stockouts. Roebuck (2012) that inventory management determines the size and placement of kept goods. It is oftentimes required at various areas within a facility and also within multiple locations of a supply network. Inventory management involves a retailer with the objective of acquiring and maintaining a suitable merchandise collection while ordering, shipping, handling, and related costs are kept in check inventory requirements, set targets, provide replenishment techniques and report actual and projected inventory status. One of its goals is to protect the regular and planned course of production, therefore ensuring there is always enough supply to meet demand (while keeping as little stock as possible), given the random disturbances caused by different factors. Roebuck adds that inventory management involves replenishment lead time, carrying costs of inventory, asset management, inventory forecasting, inventory valuation, inventory visibility, future inventory price forecasting, physical inventory, available physical space for inventory, quality management, replenishment, returns and defective goods, and demand forecasting. It is necessary to balance the aforementioned competing requirements for the optimization of inventory levels. Aside from discussing the principles and definitions of inventory management, it is also necessary to discuss how inventory management, in general, impacts businesses and enterprises. Three reasons are enumerated and discussed by Heck (2009) below to justify the importance of inventory management: Working Capital. Stocks affect a large part of the total working capital costs as well as that of the total logistics costs. The reduction of these costs will consequently provide © Butlig, Regalado, Yodico, 2015. All rights reserved. 11 the company the biggest benefits. Working capital invested in stocks could also have been a very useful resource when it could have been used on other things. Cost reductions are significant since it encourages competitive products and services. One way of reducing working capital costs is by using a more efficient inventory management. Risks Associated with Stocks. Stocks entail risks (e.g. stock may catch fire, be stolen, damaged or expire). Consequently, these events may negatively affect the production process and may also cause late deliveries. Lower stock levels mean lower related risks. The prevention and other actions addressing these risks cost the organization as well. Ease of Identification. Some of the easiest costs to identify and reduce when attacking supply chain problems are that of the inventory. Costs are oftentimes pressured to reduce so as to keep up with the competition. ”In accordance working capital costs will have to be reduced; optimizing internal logistics is a way to do this in a relatively easy manner”. Enterprise Resource Planning (ERP) is a tool that enables stock reductions and thus as a consequence able to reduce related costs and risks. Inventory management aims to control materials and related costs and finance. Indeed, Inventory management plays a vital role in the management of businesses and enterprises, so is disaster inventory management to humanitarian organizations. 2.3. Differences from Conventional Inventory Management As applied to disaster inventory management, on the other hand, principles of inventory management will point out to the fact that adequate levels of commodities must © Butlig, Regalado, Yodico, 2015. All rights reserved. 12 be stocked in order to cater the needs of the disaster victims. However, Ozguven (2012) stated that disaster inventory management literature, as compared to huge enterprise inventory management is not that wide. He affirms that disaster inventory management is unique and different from classical and manufacturing inventory due to the following reasons: Difference from repetitive manufacturing. Disaster inventories are not like repetitive manufacturing inventories; it cannot be designed as such being modeled for daily actions. Backlogging. Backlogging cannot be allowed during the emergency operations since delays, at worst, may even cause deaths in evacuation centers. Uncertainties in demand. A huge amount of uncertainty in demand is faced by disaster inventories. Tracking and monitoring of delivery and consumption. Online tracking and monitoring the delivery and consumption of the supplies is given the utmost importance; however, this is too difficult to perform. Technological obsolescence. Technological obsolescence for the stocked equipment (e.g., medical apparatus) has a direct effect on the lives of the survivors. Perishability and expiration dates. When considering disaster inventories, perishability and expiration dates of commodities require extra attention. Possibility of scarcity of resources. There can be a possible scarcity of resources used to produce new products in a disaster’s aftermath. © Butlig, Regalado, Yodico, 2015. All rights reserved. 13 Other constraints. Monetary, military, local and political constraints are involved in the delivery and storage of the emergency supplies. Chances are that Infrastructure and transportation network can be badly degraded to the extent of making impossible the efficient delivery of vital supplies. As Ozguyen (2012) suggests, the differences of disaster inventory management from the conventional inventory management calls the need for better methodologies, theoretical approaches, and management models that should take into account the abovementioned issues. 2.4. Benchmarking: Inventory Management in Non-Government Organizations As discussed in the previous section, inventory management for disaster humanitarian organizations involves a lot of risks, uncertainty of demand, and storage sensitive inventories. Therefore, it is essential that the inventory management of disaster humanitarian organization are planned and executed effectively and efficiently. Valuable insights and guidelines on inventory management can be obtained by looking into other non-government organizations. As discussed below, these guidelines are taken up in several aspects; namely, inventory management system, stock control, receiving and issuance, stocktaking, and disposal. 2.4.1. Inventory Management System in Non-Government Organizations Non-government organizations have specific guidelines on how they run their inventory management system, especially several humanitarian, non-government © Butlig, Regalado, Yodico, 2015. All rights reserved. 14 organizations. In this regard, proper practices for the inventory management of NGOs as to internal auditing, establishing policies, and authority will be discussed. Evidently, this is because donations processes and relief operations, as well as medical operations hold a large percentage of their organization’s function and activity. 2.4.1.1. Procedures and Polices According to the Corruption Prevention Department of Independent Commission Against Corruption (2003), there should be an established procedural guideline in inventory management and a well-defined staffing level for the purpose of authorization hierarchy when it comes to receiving of goods, issuance of scraps and disposal, replenishment of depleted items, ethical guidelines, and other matters that may arise to conflict of interest and acceptance of advantage. Guidelines are generally used for internal audit which ensures that the inventory management standards are met. In addition, an internal organizational audit is a complete check of all administrative systems, excluding reception, and it is the most important tool for monitoring and evaluating administrative systems, so that all systems will be checked and seen if they are working and in place (Thomas, 2005). An internal audit is commonly done by the employees within the company in different departments. Thomas also stated that in carrying an audit the auditor must follow a certain checklist. After the audit has been conducted, if the auditor has seen any weakness in the system, he should be able to explain its causes and the action to be done in order to correct it. With respect to inventory, there should be a written inventory policy and that policy should be © Butlig, Regalado, Yodico, 2015. All rights reserved. 15 implemented in internal audits. With the use of inventory, Thomas added that the following guidelines should be complied: ● authorized by the correct person ● properly supported with a supply request form properly recorded in the inventory (non-expendable supplies) register or supply control card, ● the inventory is counted regularly and the count is recorded. As for the standards of the International Red Cross and Red Crescent Movement, national societies should have a standard guide and instruction for various types of relief, train voluntary reserve personnel, enlighten public opinion and constitute reserve funds and easily accessible supplies for relief work (Geneva Convention as cited in International Committee of Red Cross and International Federation of Red Cross and Red Crescent Societies, 2008). In addition, the national societies should have established procedures in order to facilitate disaster management operations, and should adopt legal policy and institutional frameworks (International Committee of the Red Cross and International Federation of Red Cross and Red Crescent Societies, 2008). These are the standards of International Red Cross and Red Crescent Movement with respect to policies and guidelines. 2.4.1.2. Stock Control Humanitarian NGOs disaster management operations are mostly comprised of distribution. Muller (2011) affirms that in distribution having the right item at the right quantity must be an important concern. He adds that issues relating to this matter are oftentimes dealt with by simply increasing safety stock on hand. That is why stock © Butlig, Regalado, Yodico, 2015. All rights reserved. 16 control is very essential for inventory management of humanitarian NGOs. As to this matter, human resource must be considered important for stock control; people should be properly allocated and designated. ICAC-CPD (2003) suggests that in order to provide adequate checks and balances, duties of staff involved in the stock control process should be appropriately segregated. Where practicable, different officers should be assigned to handle various stores-related functions including: ● raising purchase requisition ● receipt, inspection and counting of stores items delivered by suppliers, the duties of which should better be discharged by at least two staff ● storage of received stores and processing transaction, (e.g. issue of stores to users) ● Stocktaking exercises or audit checks. ICAC-CPD added that it is essential to lay down parameters to facilitate stock control such as types of items to be subjected to stock control, stock holding levels such as reorder point and maximum stock level, mode of stock control such as computer-based stock control system or manual system, but of course computer-based system are preferred because it allows online access to store information and facilitates maintenance of data movements. As for standards of International Red Cross, there should be an effective tracking system for all commodities that are regulated in their supply chain. Facilities for storage should be proper and secure in order to preserve the quality of the commodity stored. Supplies such as food are needed to be protected from sun, rain, humidity, and high temperatures. Proper maintenance of warehouse should always be observed. According to the International Federation of Red Cross and Red Crescent Societies, there should be © Butlig, Regalado, Yodico, 2015. All rights reserved. 17 proper stock control and regular physical checking of stocks in order to ensure that there are no variances between the actual stock and the documented stock. 2.4.1.3. Record Keeping Records are important because it serves as evidence and reference to support the business. ICAC-CPD (2003) notes that records must be kept updated, and there should be supporting authorized voucher or job-order for items (receiving), the details in the records should be complete and includes serial numbers. In manual systems, they suggest that wrong entries should be crossed-out, not erased and should be signed by an authorized person. For computer systems, it was recommended that only authorized persons should be able to change the data, and there should be audit trail reports. The content of the records is also important since it is the key in tracking the items. Moreover, they added that as to stores, raw materials and goods for sale, store records should cover (ICAC-CPD, 2003): the description and code number of each category of stores, materials or goods, quantity and location of the item, date and quantity of each transaction (including, receipt, issue, return or transfer of stores, materials and goods), unit price of goods for sale, stock balance after each transaction, and Expiry or validity date of the item, if any. © Butlig, Regalado, Yodico, 2015. All rights reserved. 18 As for the standards of International Red Cross, there should be a system that provides and generates necessary information for the purpose of meeting the report requirements. In addition, all incoming, outgoing, and stock in storage should be properly documented. Lastly, there should be proper forms, tags, and index cards to be filled for every movement of stock (International Federation of Red Cross and Red Crescent Societies). 2.4.1.4. Receiving and Issuance For relief operations there is always the process of receiving donations as well as the issuance of goods to the affected community. Effective receiving and issuance improves the accuracy of inventory. In this sense, the following must be followed (ICACCPD, 2003): the goods must be inspected if it is in line with the specifications there should be serial numbered vouchers to be prepared, and the accounting department must have a copy of the records, any damaged or returns must be documented the quantity of items should be recorded and signed by an authorized personnel For the issuance of goods, the vouchers and job orders should be signed by the authorized person, and the records of goods to be issued are checked against the signed vouchers for assurance. There should be an acknowledgement of receipt and there should be a copy provided for the accounting office, First-In-First-Out system, stock balance records should be updated. © Butlig, Regalado, Yodico, 2015. All rights reserved. 19 2.4.1.5. Stocktaking It is important that records are updated that is why stocktaking is essential. Along with this, stocktaking should be conducted on a regular basis by officers without direct control of the stock (e.g. the staff of the administration/accounting departments). Supervisors should also undertake surprise stock checks from time to time (ICAC-CPD, 2003). In addition ICAC stated that those who are accountable for stocktaking should conduct stocktaking exercises in a regular time interval. 2.4.1.6. Disposal Disposal of goods should also be efficient and effective. There should be an authorized person to sign the list of materials to be disposed, and all the materials that are subject for disposal should be accounted for (ICAC-CPD, 2003). 2.4.2. Partnership between NGOs and Companies It is imperative for companies to implement Corporate Social Responsibility (CSR) to be able to impart a significant humanitarian effect to the society. In this respect, there exist numerous partnerships between corporate companies and NGOs. Corporate companies help in several ways such as providing volunteers, monetary donations, and donations in terms of goods, and others. One strong corporate-NGO partnership is between GlaxoSmithKline (GSK) and non-government organizations such as AmeriCares, Direct Relief, InterChurch Medical Assistance, MAP International, and Project HOPE. GSK provides medical donations to these NGOs since it is a known © Butlig, Regalado, Yodico, 2015. All rights reserved. 20 pharmaceutical company. GSK partnership with NGOs is very important and this is the reason why GSK has its own standards in choosing a partner NGO. The standards are as follows (Stapleton, Tomassini, & Van Wassenhove, 2008): expertise and capability in healthcare and in working in impoverished communities, clear processes in place for tracking and monitoring product donations, Ability to evaluate the impact of a disaster, a good knowledge of the area in which they work, and most importantly, trust These criteria are strictly followed by GSK in assessing their potential partners. These are the important qualities that are commonly sought by potential corporate partners in NGOs’ to ensure accuracy and to establish trust which is important in every partnership. Therefore, it is important every humanitarian organization must ensure that these qualities are followed in order to be able to have a good partnership with a good corporation. 2.4.3. Formulation of Disaster Inventory-Related Policies The literature discussed regarding this topic concerns on the formulation and implementation of policies, programs, initiatives, and strategies of selected organizations. The United Nations High Commissioner for Refugees (UNHCR) have transformed in the five key areas in order to improve their inventory management. The five key areas are as follows (Coyne et al., 2008): © Butlig, Regalado, Yodico, 2015. All rights reserved. 21 using strategies to optimize and simplify their supply chain, focusing more on their process-oriented goals, and focus less on functionorienting goal; it is a similar approach to “prevention is better than cure”, making use of tools and data to manage and monitor the process and to identify and set priorities for improvement, empowering the people, hire the right people for the job and make opportunities for them to improve their capacity as it will help bring value to the organization, and having collaborative relationship with partners that fuel savings and performance improvements. Supply Management Services (SMS) bring forth significant cost savings, increase in the number of staff, and ensure the commitment of everyone involved. With these five strategies UNHCR has improve not only its operations but as well as its management. A handbook was written by Emergency Management and Homeland Security Division Michigan Department State of Police (2012) with the purpose of assisting local emergency management programs in the development of a disaster logistics and disaster donations plan. The guidance handbook contained policies about the following: Operations and Organization. It includes damage assessment/needs assessment, emergency communications, health and safety, public information, and staging and warehousing plans, disaster logistics and donations management system (team, function, support facilities, structure, etc.). © Butlig, Regalado, Yodico, 2015. All rights reserved. 22 Tasks and Execution. It includes roles and responsibilities of involving parties in the disaster relief system (state, non-governmental organizations, facility-related positions). Also included in the handbook were attachments/forms/documents some of which are disaster commodity needs by hazard, disaster intensity scales, planning and operational considerations in logistics/donations management phases, donations intake and processing center as well as points of distribution, disaster volunteer registration form, volunteer registration center layout, and commodity inventory form. In this handbook, the following remarks should be considered: With regard to the above-mentioned plans under the operations and organization are general. It specifies what other sub-plans are needed and not really the plan itself. With regard to the roles and responsibilities, this handbook had detailed general roles as well as positions needed during a disaster. No specific guideline was written as to what really a particular authority should do in times of catastrophe. There were however, maps as to the relationship between donations management facilities, and as to the donations management process also called as integrated disaster logistics. There were no details as to how or what factors were considered in writing the policies in this handbook. However, there were certain general assumptions noted in this handbook. Otherwise entitled ASEAN Hyogo Framework for Action (HFA) Regional Capacity Development in Disaster Response and preparedness, a training program was made by ASEAN Committee on Disaster Management (2008), which is aimed to share best practices among the ASEAN Member States, and develop a core set of training © Butlig, Regalado, Yodico, 2015. All rights reserved. 23 materials on emergency logistics management that provides a suitable starting point for further national and regional emergency logistics management. This guide emphasizes the lack of attention on the logistics management of disaster operations enumerating in detail what they lack (e.g. professional staff, adequate technology, institutional learning, etc.). Part of the content of this participant guide are the basic international logistics standards which also include details and policies on emergency procurement, overland operations and fleet management, storage and warehousing, and registrations and distribution of humanitarian aid. In this Training program, the following remarks should be considered: The policies on emergency procurement dwelled more on the requirements and the flow of information rather than on the time and amount of purchasing. On storage and warehousing, the focus was on warehouse security and not on inventory management – policies included were about the guard system, ancillary security equipment, key control, etc. A bit on computing the warehouse capacity is also present in the participants guide. With regard to registrations and distribution of humanitarian aid, methods as to how to compute population estimates were discussed (counting mass units and extrapolation, administrative records, lists compiled by community records, extrapolation and global positioning system). Distribution issues, models (e.g. to groups through group leadership, to groups of family heads, rations shops, etc.), and categories of systems were included as well. © Butlig, Regalado, Yodico, 2015. All rights reserved. 24 2.5. Systems Engineering Studies There are studies which aimed to re-engineer systems within humanitarian organizations; in this case, the literature discussed below proposes frameworks of efficient inventory management systems. Abalos et. al. (2014) recently performed a study for OG Cares Foundation, a non-government organization in the Philippines that handles relief operations. The focus of their study is in devising a community based disaster relief management system (CBDRMS) that included modules on member status, planning, donor management, inventory, resource allocation, reports generation, and a mobile application. In doing so, the researchers used Systems Development Life Cycle (SLDC) as methodology to come up with a system appropriate for the organization. The CBDRMS was generated to help the foundation manage their operations by organizing their records therefore promoting communication. It is important to note, however, that the aforementioned modules were not included in the published study. Another study was made by Ozguven (2012) to propose a comprehensive framework of an integrated humanitarian inventory management system. It combines stochastic humanitarian inventory management approach and other advanced methodologies, while integrating technologies such as Radio Frequency Identification Devices for commodity tracking and logistics. The author claims that that the framework can be used for emergency inventory planning and inventory control, taking into consideration uncertainties from the real-world, fluctuation, and disaster condition constraints. © Butlig, Regalado, Yodico, 2015. All rights reserved. 25 2.6. Disaster Inventory Optimization Models Optimization models prescribe favorable solutions which aid decision-makers in the quantitative aspects of their decisions. Literatures in this section have addressed the problem of disaster inventory management with respect to supply chain, inventory allocation and optimization, facility location, inventory pre-positioning, and transshipment. In inventory allocation and optimization, it is notable that mathematical models are used to determine optimal stock levels taking into consideration constraints such as budget limits, costs, and storage capacities, and most especially, uncertainty of demand caused by disasters. Before the discussion of disaster inventory models, it is necessary to include the basic Operations Research (OR) inventory models. Hillier and Lieberman (2011) presented a progression of inventory models, with each model determining an optimal inventory policy: Deterministic Periodic-Review Model, Stochastic single period model, Stochastic single period model with Initial Stock Level and Stochastic single period model with Initial Stock Level and Setup cost. This model is extended to two-period model with setup-cost and multi-period models with setup cost. However, the author mentioned that it is very hard to find exact values of the optimal inventory policy of the stochastic multi-period model with setup cost. On the other hand, the most realistic models discussed in Taha (2007) are the deterministic multi-period inventory models with setup cost and the stochastic single-period model with no setup cost. An optimization model was constructed by van Wyk, Bean, and Yadavalli (2011) that that is meant to select the appropriate quantities and types of aid supplies while minimizing the total cost of inventory kept. The model is presented as a multi-product © Butlig, Regalado, Yodico, 2015. All rights reserved. 26 and stochastic model. It was assumed in the model that there is no excess inventory during the first usage of the model. Being stochastic in nature, the model introduces a parameter and concept called demand scenario, i.e., events which pertain to disasters such as earthquake, epidemic, flood, etc., corresponding to a certain probability value. This concept follows the principle that every type of disaster correspond to a demand of products in different mixes and volumes. On the other hand, applied in the member states within the South African Development Community (SADC), Van Wyk (2010) proposed two mathematical models: a Disaster Recovery Plan (DRP) model and a stochastic inventory model. An optimal DRP, composed of optimal combination of sub-plans that utilize resources of aid supplies, maximizes the total recovery capability under a budget constraint. A stochastic inventory model selects the appropriate quantities and types of aid supplies while minimizing the total cost of inventory kept, while considering uncertainty in demand due to disasters. Ozbay and Ozguven (2006) created an efficient and quick-response humanitarian inventory management model which determines the safety stock so that sufficient supply for a disaster operations will be maintained without disruption and at a minimum cost. The safety stock and disruption are associated with respective probability values. Beamon and Kotleba (2006) developed a multi-supplier inventory model that determines optimal order quantities and reorder points for longterm, complex emergencies in humanitarian operations. The study is presented for the South Sudan relief operations as a continuous inventory review system. It allows two different lot sizes Q1 and Q2, which represent normal and emergency ordering and respective reorder points, r1 and r2. Ponnaiyan (2013) presented a progression of models to minimize the cost of relief operations, considering random demand as a primary effect © Butlig, Regalado, Yodico, 2015. All rights reserved. 27 of disasters. In doing such, he claims that his model is distinct from current disaster operations management studies. Starting from a preliminary model and extending it to more complex models, the research considers factors such as multi-product, multi-period, multi-location, frequency of orders, minimization of expected cost, perishable products, and unmet demand. There are also authors who formulated optimization models with respect to facility design. Akkihal (2006) formulated a facility location model which examines the impact of inventory prepositioning on humanitarian operations. The study determines optimal locations of non-consumable inventories with the objective of minimizing the average global distance of the nearest warehouse to a forecasted homeless person. It is evident that inventory planning would be useless if relief supplies are not successfully delivered to victims; transportation aspect of relief operations is inseparable from its inventory aspect. Reyes, Man, and Jaska (2013) have involved in their study the concept of transshipment. The goal of their study was to test if transshipment is a tool that could improve inventory management in a disaster relief system. To do this, they have simulated various situations with regard to disaster frequency and inventory policy and afterwards compared control and cost results. Costs depended on demand, and probability of the degree of disaster in an area. Furthermore, the simulations involved situations both with and without transshipment. Results of this study show that transshipment can indeed improve costs as well as service to disaster victims with regard to the inventory levels maintained in the warehouses. Although at times transshipment may be more expensive, this is due to emergency purchases which is seldom but necessary in a disaster relief system. On the other hand, Sharifyadi, Navangul, and Jahre © Butlig, Regalado, Yodico, 2015. All rights reserved. 28 (2014) aimed to create a humanitarian inventory disaster response model for both offshore and on-shore operations. Way advanced from the traditional prepositioning of these items on-shore at warehouses and distribution centers of the humanitarian organizations, they noted that this study paves the opportunity to preposition disaster relief items on board their ships (off-shore) as well as at their port terminals (on-shore). They used the concept of inventory pre-positioning and linear programming to create a model that is able to minimize the total cost which comprise inventory holding costs on-board the vessels and at the port terminals, replenishment costs and transport costs. It must be noted that replenishment costs was defined in their study as including also costs that are not sometimes classified as replenishment costs, but are paid per replenishment costs. They wanted to determine how much inventory should be pre-positioned on board, and the distribution methods to be used. 2.7. Implementation of Microsoft Dynamics NAV Philippine Red Cross Rizal Chapter planned to use software that will help manage their inventory system, Microsoft Dynamics NAV. This section shall review literature regarding the implementation of Microsoft Dynamics NAV. The literature discuss will enumerate elements of successful implementation of the software. Sternad and Bobek (2012) studied on the critical success factors of ERP implementation among organizations in Slovenia and developed an ERP implementation framework out of it. Microsoft Dynamics NAV was the ERP software featured in the study. As to ERP softwares in general, they noted that the Critical Success factors are: © Butlig, Regalado, Yodico, 2015. All rights reserved. 29 clarity of goals, objectives, scope, and planning, project team competence, and support and involvement of the organization and top management With their analysis on the implementation of Microsoft Dynamics NAV, with the aid of Microsoft Sure step methodology, it showed that the most important factor was the clarity of goals, objectives, scope, and planning. On another study, Ruivo, et al., (2013) measured the perception of firms on the impact of their ERP systems on user productivity. They used six productivity factors namely system compatibility, system complexity, transactional efficiency, embedded best practices, online training and employee empowerment. Results point out to Microsoft Dynamics NAV as the most favorable software for executives. 2.8. Disaster Inventory Management System as Applicable to PRC Rizal Chapter Philippine Red Cross Rizal Chapter has a disaster management service similar purpose, function, and objective as to other disaster humanitarian organizations. It needs an effective, efficient, and optimized inventory management system in order to achieve its objective and fully utilize its resources. As discussed in the previous sections, the following are the characteristics and standards that Philippine Red Cross Rizal Chapter’s inventory management must achieve and attain in order to give solution to its needs. © Butlig, Regalado, Yodico, 2015. All rights reserved. 30 2.8.1. Inventory Management System Standard Requirements These are the functions, operations, processes, and materials that are essential for the inventory management of a disaster humanitarian organization that are applicable to the current state and setting of Philippine Red Cross Rizal Chapter. 2.8.1.1. Established Standard Policies and Guidelines Standard policies and guidelines must be established in order to ensure the organization, effectiveness, and efficiency of the organization. These policies and guidelines must cover all the operation involved in inventory management for disaster management service in clear, concrete, and full detail. It is also essential to have a handbook that contains the following: International and local laws and standards with respect to disaster management Staffing levels and task description Inventory operations/processes procedures guidelines and authorization level Quality standards Emergency procurement 2.8.1.2. Inventory Planning It is important to have an efficient inventory plan in order to avoid wastes, reduce cost, and fully utilize resources. An effective inventory plan must include the following: Stock holding levels (re-order point, safety stock, maximum stock level) Clear human resource delegation © Butlig, Regalado, Yodico, 2015. All rights reserved. 31 Strategies to optimize operation and resources Communication network Damage assessment/ needs assessment Purchasing and distribution of relief goods Donor management 2.8.1.3. Human Resource One of the most important resources of an organization is their people. Staffs and volunteers welfare should be prioritized and their functions should be clearly defined. The following are the important matters to focus on with respect to the human resource of Philippine Red Cross Rizal Chapter: Clear staffing level Clear job description and delegation of task People empowerment Training and orientations Clear volunteer delegation Member status 2.8.14. Inventory Control Inventory of goods are essential in disaster management because the demands and supply are uncertain and irregular. In addition, majority of the relief goods are perishable, © Butlig, Regalado, Yodico, 2015. All rights reserved. 32 therefore expiration dates should be prioritize. The following are the requirements for inventory control: Regular stocktaking Appropriate storage organization Indication of expiration date 2.8.1.5. Internal Audit There should be a regular and irregular (unannounced) internal audit in order to ensure that the organization is properly functioning. 2.8.1.6. Record Keeping The content of records should be complete and detailed. It should be signed by authorized personnel in order to prove the validity of the record. It should also be regularly updated for the purpose of more accurate evaluation. Each concerned department must have access to the records any time. Records of received, released, and stored goods must contain the following: Description of goods Code number and category of goods Quantity and location Transaction date and description Unit price Stock balance Expiration date © Butlig, Regalado, Yodico, 2015. All rights reserved. 33 2.8.2. Relation of Literature Review to the Disaster Inventory Problem in PRC Rizal Chapter In order to have an efficient and effective inventory management system, the innovative methods mentioned in the previous section can be applied to Philippine Red Cross Rizal Chapter. One of the two methods mentioned is establishing a long-term and good partnership with a private corporation. The other innovative method is to create an inventory and allocation optimization model in order to optimize the disaster operation by minimizing resources and maximizing served victims of disasters without delay. © Butlig, Regalado, Yodico, 2015. All rights reserved. 34 CHAPTER III METHODOLOGY The study focuses on the inventory management of the disaster management service of Philippine Red Cross Rizal Chapter. The main objective of the research is to create an effective and efficient inventory management. Different principles of industrial engineering are used in order to come up with an integrated approach to attain the said objective. The first method was data gathering of relevant information that was within the scope and related to the study. This was done through interview, research, and system documentation. An interview with the Chapter Head of Philippine Red Cross Rizal Chapter in order to determine the potential areas of improvement of the inventory management system in a macro perspective. An interview was also done with the head of Disaster Management Service for the whole Rizal Chapter in order to get a macro view about the problem with respect to the Disaster Management Services. Lastly several interviews were done with each head of Disaster Management System per branch in order to understand and be familiarized with the inventory management system and processes of each branch under the jurisdiction of Philippine Red Cross Rizal Chapter. Researches were also conducted in order to determine the requirements and principles of a good inventory management system. Several articles, books, manuals, reports, and other sources were studied in order to determine the following: 1. requirements and principles of conventional inventory management 2. requirements and principles of humanitarian disaster inventory management © Butlig, Regalado, Yodico, 2015. All rights reserved. 35 3. difference between conventional and humanitarian disaster inventory management 4. innovative practices and principles applied to disaster inventory management 5. records of disasters in the Philippines from EMDAT. As for system documentation, different process of inventory management of disaster management services were studied and documented such as: 1. General processes 2. Storage of goods 3. relief operation 4. storage maintenance 5. report generation The second method was to analyze the data gathered from interview, research, and system documentation. The main principle used is the cause and effect analysis in order to determine the root causes of the problem. The last method was to use an integrated approach in order to come up with a recommendation that will make the inventory management system of the disaster management services of the Philippine Red Cross Rizal Chapter effective and efficient. An inventory optimization model was planned to be generated but due to the fact that the data gathered were not able to meet the assumptions and requirements of forecasting methods due to the nature of the values and that there was still no accurate forecasting method for disaster or climate oriented problems. Therefore, the generation of an inventory optimization model was not included in the recommendations. The other recommendation would be to create an inventory management system manual for the disaster management services of Philippine Red © Butlig, Regalado, Yodico, 2015. All rights reserved. 36 Cross Rizal Chapter. The principles used to create the manual were cognitive ergonomics, methods engineering, systems engineering and facilities planning and design. © Butlig, Regalado, Yodico, 2015. All rights reserved. 37 CHAPTER IV DOCUMENTATION OF THE CURRENT DISASTER INVENTORY MANAGEMENT SYSTEM In the documentation of the current system involving the relief inventory of Red Cross Rizal Chapter, Mr. Von Ryan Ong (2014), Rizal’s chapter head was interviewed. Measurements, copies, and pictures of various inventory aspects were also secured. 4.1. Goods and Materials The relief inventories of Red Cross – Rizal Chapter is mainly composed of donations from various individuals as well as from companies and institutions. Donations range from canned goods, sacks of rice, noodles, bottled waters to ready to eat food such as pizzas and donuts. Red Cross typically refuse items that are close to expiry since the goods are oftentimes not distributed right away. It is the Philippine Red Cross’ policy to accept goods that will not be expired in less than 6 months. However, there are special cases where they accept such -- in cases where there are first time donors so as not to discourage them or in cases where goods are overlooked due to large amount of donations being received. Those which are fit to be distributed as relief (e.g. canned goods, rice, bottles of water, toiletries, etc.) will be packed into standard relief packages. Those that are needed for immediate consumption (e.g. pizzas, donuts, packed meals, etc.) are given to volunteers. Pasig-Pateros Branch, however, is a special case since the quarters of the Rizal Chapter establishment is located only at the back of its building. Confusion and misunderstandings arise as to who is in charge of the goods located in either of the buildings since the office recipient of the goods can no longer be © Butlig, Regalado, Yodico, 2015. All rights reserved. 38 distinguished. Evidently this confusion affects the actions-to-be (e.g. monitoring) for the donated goods. Relief goods by certain contributors can have stated beneficiaries if the donors have direct contact with Red Cross officers. Though oftentimes, the contributions are for those affected by typhoons, there are donors that specify that they would like to give for the volunteers i.e., “helping the helpers”. Part of the relief inventory can also come from purchases and/or requests in excess of demand from the previous typhoon. For the case of Rizal’s Red Cross, purchases and requests rarely happen since in-kind donations usually supply for the needs of those affected by disasters. The relief goods currently in store among the various branches headed by the Red Cross-Rizal Chapter are canned goods, rice, and other food items as well as hygiene kits. For some branches however, they also store clothes, blankets, and other items alike. The relief content of the storage area from the different branches are shown in Table 4.1. Branch Pasig-Pateros-Taguig & Rizal Chapter Rizal (West, East, South) Muntinlupa Relief items in store Canned Goods, Hygiene kits, Rice, Noodles, Clothes Packed Goods, Some Food Items Canned Goods, Sacks of Rice, Noodles, Hygiene Kits Biscuits Mandaluyong Canned Goods, Hygiene Kits, Sleeping Mat Makati San Juan Clothes, Blankets, Canned goods, Hygiene Kits Las Piñas Canned Goods, Hygiene kits Paranaque Canned Goods, Clothes, Hygiene Kits, Rice Table 4.1. Relief Items in Storage Per Branch of Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. 39 In terms of stored relief goods, the different branches of the Rizal Chapter have minor differences. The branches mostly contain canned goods and hygiene kits; the Muntinlupa branch, however, have only biscuits in store which can be explained by their recent office transfer. Some branches do not have rice, noodles, and clothes in their storage areas; which are due to the capacity of their branch and also to the donations they usually receive. 4.2. Processes 4.2.1. General Process 4.2.1.1. Preparation In preparation for a disaster, Red Cross Rizal Chapter does the following activities: mapping, communication with the government and other involved parties, establishment with the community, inventory checking, equipment monitoring, form printing, and training of the volunteers and staff. There are no specific schedules for the abovementioned activities. These tasks, however, if not accomplished by the time there is information that there is an incoming typhoon, are accomplished right away. There are designated officers responsible for the aforementioned activities. 4.2.1.2. Response At the time of the disaster, the diagram below shows the flow of activities done by the Red Cross – Rizal Chapter. There are some differences, however, in the way some branches of the Rizal Chapter are performing them. These variances may come from the assignments of the roles, the number of roles being handled by a single person, and the © Butlig, Regalado, Yodico, 2015. All rights reserved. 40 sequence of the activities being done. For example, a Red Cross employee may be a Relief Manager and at the same time be an Inventory Manager. This way the Red Cross employee does simultaneously the releasing and packing of goods. The number of employees per branch varies therefore allowing for variances in task assignments. The response process is shown in Figure 4.1. Start End Staff Meeting PO looks for partners and orders items TL contacts purchase officer Activate Water, Search and Rescue Team Payment and Receipt of Items Relief Mgr Contacts Team Leader about insufficient items Funds Records Distribution of Goods Deployment preparation (loading of goods, waiver, etc.) No No Deployment Officer coordinates with Logistics Mgr for transportation Activate Operation Center Are the goods enough for distribution? Activate Regular Volunteers Stock Room Manager release items upon request of Relief Manager Counting Officer Updates Relief Mgr of the Count of Packs Number of goods reach number of Families in a community Meeting/Orientation of Volunteers (task assignments) Move to Storage Room (packing room) Relief Mgr update OpCen Mgr OpCen Determines Receiving Community Yes Relief Packing Yes Opcen provides Deployment officer of Evacuation Center Details No Receive Donations Fill-up Receiving Form Cash? Yes Send to Office for Official receipt Funds Records Figure 4.1. Disaster Relief Response Process Flow Chart The disaster process of Red Cross Rizal Chapter involves the operation center (OpCen). They are composed of Red Cross 143 (Red Cross designated person living in © Butlig, Regalado, Yodico, 2015. All rights reserved. 41 each barangay) which is a group of personnel tasked to update Red Cross about the status of the barangays under their responsibility. The Red Cross staff also contacts government organization such as DSWD to confirm the number of people they need to cater. Also key players on the disaster relief processes of Red Cross are the regular volunteers. During disaster operations, the regular volunteers are divided to various committees headed by the employees. The following are the committees generated during disaster: logistics, relief management, manpower mobilization, deployment, food, hotmeals, reporting, fund generation (for promotion), receiving/receptionist, and fund management. On all of these committees there is an over-all head usually the branch head. 4.2.2. Inventory Management Processes The major operations with regard to the inventory management of Red Cross – Rizal Chapter involve receiving, storage, counting, packing, and releasing. Figure 4.2 shows the general flow of the processes involving the current inventory system of Red CrossRizal Chapter. Receive Store (Monitor) Pack Figure 4.2. Inventory System High Level Process Chart © Butlig, Regalado, Yodico, 2015. All rights reserved. Release 42 4.2.2.1. Receiving The receiving process involves filling up of a receiving form (refer to Figure 4.3). This form contains the name of the donor as well as a description and/or number of goods delivered. Also, the form generates two copies of a single donation -- one of which is kept by Red Cross and the other given to the donor. Red cross copies encoded once a personnel is free of other important tasks. Delivered goods are afterwards transferred and stored to a temporary area. Figure 4.3. Acknowledgement of Donation in Kind Form © Butlig, Regalado, Yodico, 2015. All rights reserved. 43 The acknowledgement/receipt form includes the name of the donor, address, contact number, email address, the kind of donations, description/remarks, quantity, and estimated cost. What is usually filled up however is just the name, the description/remarks of the donation, quantity, and the estimated cost. All of the Red Cross branches under the Rizal Chapter use the same form in receiving the goods. Red Cross may receive in kind donations or in cash. Should the donations be in kind, the goods are stored or transferred to the storage area where the packing operations are. If it is in cash, it is forwarded to the office for an official receipt. 4.2.2.2. Stocktaking The stocktaking of inventory differs in the different Red Cross Rizal Chapter branches. For some, counting only takes place when needed (e.g. when there is an upcoming storm to be ready for) where checking of expiry dates of the goods are done simultaneously in this process. Significantly, only big items such as sacks of rice are really counted and the number of available canned goods, biscuits, and others are estimated by just looking. The values taken are then used for immediate action (e.g. ordering/requesting for goods) therefore not needing to take note of the count. Some branches, on the other hand, have schedules on when to count their inventories. Oftentimes, they count quarterly but for a few branches, they count whenever there are new donations and also when donations are released from the storage area (refer to Table 4.2). © Butlig, Regalado, Yodico, 2015. All rights reserved. 44 Branch Frequency of Stocktaking Pasig-Pateros-Taguig & Rizal Chapter Rizal (West, East, South) Makati Muntinlupa Mandaluyong Every Disaster Every Disaster Every 2-3 Months Every Disaster Every 3 Months Every release and receipt of relief items, Every 2 San Juan weeks to 1 month Las Piñas Every 3 Months, Month of July Paranaque Every release and receipt of relief items Table 4.2. Stocktaking Frequency per Branch There are no forms used in the counting of items. For some however, they monitor their goods via encoding the values in a Microsoft Word file. 4.2.2.3. Packing The packing of goods (food packs and clothe packs) usually happen in preparation for an expected typhoon or during the typhoon. For some Red Cross branches under the Rizal Chapter, a number of 200 packs are stored ready for distribution should there be an unexpected disaster. When relief packs would be taken due to an emergency, they will immediately replenish the stored good up to 200 packs therefore ensuring that there will always be 200 relief packs available in the storage. For most of the Red Cross – Rizal Chapter branches however, packing ahead of time is not practiced (refer to Table 4.3). This is to avoid damage or corruption of goods and also to have an easier control over the expiry of goods. © Butlig, Regalado, Yodico, 2015. All rights reserved. 45 Branch Store packs of goods Pasig (Rizal Chapter) Yes Rizal (West, East, South) Makati Muntinlupa Mandaluyong San Juan Las Piñas Paranaque Table 4.3. Stored Relief Packs per Branch Yes No No No Yes No No When packing, Red Cross see to it that all of the packs for a particular community contain the same goods. In cases where there is an insufficient number of a certain good, they do not include them in the pack. The relief items are packed in a customized Philippine Red Cross relief bags which they get from the Philippine Red Cross National Headquarters. In case of the PRC Rizal chapter, they order 10,000 bags per batch in the past years and 20,000 bags at the present. They will re-order, when the bags in storage reached 1000. The number of packs to prepare for a particular location depends on the feedback of the team leader under the program Red Cross 143 who is on-site. The decision as to which community will receive the items however is coordinated by the chapter’s Operation Center with the other relief organizations. The items that are packed were clothes, food, and toiletries. The standard content of each relief pack is shown in Table 4.4. © Butlig, Regalado, Yodico, 2015. All rights reserved. 46 Pack type Content Food Pack (intended to supply a family of 5) 5 canned goods 5 noodles 5kg rice Additional: 1 gallon(3.78 L)/ 5 500mL water bottle Clothe Pack 2 pants for adults 2 upper garment for adults 4 pants for teenagers/kids 4 upper garment for teenagers/ kids 4 upper garment for babies 4 lower garment for babies Table 4.4. Relief Pack Contents The packing of the clothes and other items alike involves sorting. In this process, some of the clothes are deemed unacceptable and therefore rejected and the remaining items are classified by gender, age, and type. Currently, Red Cross - Rizal Chapter does not accept clothe items nonetheless their current process involving this is shown in Figure 4.4: Start Open Pack of clothes and stack Sort: Ladies, Men, Kids Male, Kids Female Pack Pairs of each Category Count the number of Packs and note End Figure 4.4. Assembly of Relief Packs for Clothes Food items also have a particular way of packing. Rice are put inside the pack first followed by canned goods and afterwards, noodles/biscuits. This is to avoid damage of goods by taking into consideration the respective weights if the goods being packed as shown in Figure 4.5. © Butlig, Regalado, Yodico, 2015. All rights reserved. 47 Start Unpack Goods Order to rice, canned goods, noodles Pack according to specifications Count the number of packs and note End Figure 4.5. Assembly of Relief Packs for Goods With regard to the hygiene kits, the packing does not have a particular order. Critical-to-quality is only the content – the type and number of items in the pack. The packing of hygiene kits are prepared by health services. 4.2.2.4. Releasing Releasing of goods involves the counting of packs to be delivered. This count is then recorded on a log book including details as to where it will be delivered and who is in-charge as seen in Figure 4.6. The pack contents however are not documented. Start Team 1 will be deployed to the affected area Distribute beneficiary tickets Team 2 will arrive with the goods Check the name on Yes the list Distribute goods and retrieve ticket From DSWD list? No Fill-out the Award Distribution sheet End Figure 4.6. Releasing Process Flowchart When the goods are distributed to the victims, their names will have to check if they are in the DSWD list or they will have to fill-up the Award Distribution Sheet (refer to Figure 4.7), which will be taken back to the PRC Branch Office for record keeping. © Butlig, Regalado, Yodico, 2015. All rights reserved. 48 Figure 4.7. Award Distribution Sheet © Butlig, Regalado, Yodico, 2015. All rights reserved. 49 The Award Distribution Sheet serves a record of the families who received relief packs. It will be returned to the Rizal Chapter office or the branch office after the releasing of relief packs. 4.2.2.5. After Disaster The disaster operations of Red Cross remain active not until the last evacuation center closes. After the operations are declared done, the following activities are done in the order shown in Figure 4.8. Start Final meeting for volunteers: debriefing and evaluation General Cleaning Thank you emails and text messages Encoding of Forms Report Generation End Figure 4.8. Post- Disaster Operations Flow Chart The first three processes happen right after the disaster. The last two processes however, are done without any particular schedule. The encoding of the details on the forms are sometimes not done but left on stock in folders. 4.3. Inventory Planning and Allocation With regard to the relief inventory of the Rizal Chapter of Red Cross, there are no designated persons that manage the donated goods. There is however, a relief inventory head and inventory committee at the time of disaster only. Any Red Cross personnel and/or volunteer may be tasked to be in charge; Priority, however, is that a regular Red Cross crew should head the said duty. © Butlig, Regalado, Yodico, 2015. All rights reserved. 50 There is no planning in the amount of inventory to be stored in the chapter/branches. There is however a system for the relief allocation. The recipient community/evacuation center of the goods is determined by the operations center of Red Cross activated during disaster. The relief manager informs the OpCen of the count of packs prepared and then the OpCen determines the community that matches the count. Prioritization as to what community to serve id depended on the damage level/ need level as reported by the volunteers located on various evacuation centers. 4.4. Existing Policies There are no existing documents with regard to policies concerning the inventory management of the relief goods. There are however executed practices that varies per branch of the Red Cross-Rizal Chapter. With regard to the standard content of each relief pack, there is a mention of a document file that determines the contents of the packs vary with the level of disaster. However, the said file cannot be found by the employees of the Chapter. The branches under Red Cross-Rizal chapter do not have this file at hand as well. 4.5. Facility Design The sizes of storage areas, the materials used, and the classifications in stacking the goods differs among branches. Usually, donated goods are stored in a particular area within the Red Cross Branch that received them. Some branches there are no permanent areas for storage of the donated goods. In addition, there branches that do not have storage compartments/cabinets used and classifications as to how to store the goods. © Butlig, Regalado, Yodico, 2015. All rights reserved. 51 Moreover, other branches fail to separate food items from the hygiene kits. They are, however, retained in their boxes not allowing spoilage to easily happen. Furthermore, there are cases also where relief goods are stored in the same place mixed with equipment used in the rescue operations. Descriptions of the storage areas and classifications observed per Red Cross branch are detailed by the table below. Some goods are currently placed at both floors of the branch and some of which are at the fourth floor of the chapter establishment. The chapter, however, is planning for a renovation of the said branch which would alter this arrangement. The storage area for this branch is described in Table 4.5. Branch Pasig-Pateros-Taguig & Rizal Chapter Storage area 1 floor Pasig Branch Approximately 25 sq. m Rizal Chapter Bldg. Approximately 112.5 sq. m Inc. 23 sq. m for medicine *renovation plans Description of storage area Medicines are separated, the rest of the goods are mixed. Goods are retained in their respective boxes Rizal (West, East, South) South: West: East: Approximately 50 sq. m for food items Approximately 25 sq. m for hygiene items Relief Packs Muntinlupa Approximately 12 sq. m *plan for building extension None at the Moment (only 4 boxes of biscuits in store) Mandaluyong Approximately 12 sq. m for food items Approximately 6 sq. m for hygiene items -1st Floor Approximately 25 sq. m 2nd Floor Approximately 50 sq. m By brand and expiration year. Stored in boxes with labels Makati San Juan st Table 4.5. Description of Storage Area per Branch © Butlig, Regalado, Yodico, 2015. All rights reserved. Segregated by expiration month and separated by compartments By Expiration Date Stored in boxes with labels 52 Branch Storage area Las Piñas Approximately 75 sq. m Paranaque Approximately 50 sq. m Description of storage area By expiration date and stored in boxes with labels (on boxes with labels) By expiration year and retained in respective boxes Table 4.5, continued. Description of Storage Area per Branch Although there are estimates as to the sizes of the storage areas, these areas are, more often than not, not fully utilized. These areas are filled only at times of disaster where donations come rushing in. Also, for some branches these areas are used for other purposes (e.g. trainings and/or other operations. In line with this, the storage areas of other branches are regularly cleaned while some are not (See Appendix A for pictures of the storage areas for some branches). 4.6. Information Systems The Philippine Red Cross has recently purchased NAV, Microsoft Office so as to monitor and control their operations more efficiently. There are on-going trainings about NAV for some of the Red Cross employees; however, the software is not yet properly instigated among chapters and branches. At the moment, the programs being used in monitoring or recording the operations of Red Cross – Rizal Chapter are the basic Microsoft Office Software such as Microsoft Word, Excel, and Power point. In communicating information, Red Cross uses Google Mail, mobile phone and radios. 4.7. Reports The Philippine Red Cross- Rizal Chapter has a record of the evaluation and inventory reports of the branches under its jurisdiction. These reports include the monthly © Butlig, Regalado, Yodico, 2015. All rights reserved. 53 and annual financial report, monthly performance evaluation, and monthly relief goods inventory report. These will be consolidated into Annual and Monthly Report of all the services of PRC Rizal Chapter. In addition, there are Annual and Monthly Reports dedicated for the Disaster Management Service only. Based on observation, some of the monthly and annual reports are not available. In addition, there are reports that are not properly turned-over when there are changes in staff. Lastly, the formats of the reports frequently changes as described in Table 4.6 (refer to Appendix B for images). Year 2007 Report Description Training (type, date, venue, no. of participants, and instructor) Drills in paragraph form Relief Operation (date of disaster, type, no. of families served, no. of individual served, place, date of relief operations) All branches and services in one report Training (branch, place, date, no. of participants) Drills (branch, date, venue, no. of participants Relief Operation (branch, date, type, area, no. of families served, no. 2010 of individuals served , remarks), arranged per branch Incidents (date, type, area, no. of families affected, no. of individuals affected) Different report for different services Training (branch, place, date, no. of participants, instructors, organizers) Drills (branch, date, venue, no. of participants Relief Operation (date, type, area, no. of families served, no. of 2013 individuals served , remarks), not arranged per branch Incidents (date, type, area, no. of families affected, no. of individuals) affected, distributed goods, classification of goods) Recommendation Different report for different services Table 4.6. Disaster Management Annual Reports from 2007, 2010, 2013 © Butlig, Regalado, Yodico, 2015. All rights reserved. 54 CHAPTER V ANALYSIS OF THE INVENOTRY MANAGEMENTSYSTEM In the previous chapters, the inventory management of different humanitarian organization and the current inventory management of Philippine Red Cross Rizal Chapter are discussed. This chapter analyzes the current inventory management system of Philippine Red Cross Rizal Chapter. In addition, it identifies the root causes of the problem regarding the ineffectiveness and inefficiency of the inventory management of the disaster management service of the Philippine Red Cross Rizal Chapter. 5.1. Standard Inventory Management Functions Missing in PRC Rizal Chapter The standard characteristics, functions, and operations that are essential in disaster inventory management that are applicable to Philippine Red Cross Rizal Chapter are discussed in the review of related literature. Among the said characteristics and functions, there are certain areas that are not observed in Philippine Red Cross Rizal Chapter. The following characteristics and functions are: Established standard policies and guidelines Standard policies and guidelines handbook Stock holding levels Purchasing, receiving, and releasing plan for relief goods Donor Management Regular stocktaking Appropriate storage organization Indication of expiration date in storage © Butlig, Regalado, Yodico, 2015. All rights reserved. 55 Internal audit Complete and detailed records 5.2. Analysis of Current Inventory Management System The current inventory management system of Philippine Red Cross Rizal Chapter is documented in the previous chapter. In this chapter, the documented inventory system will be analyzed in order to assess its effectiveness and efficiency. 5.2.1. Stocktaking Method There is a need for regular stocktaking in order for the records to be kept updated. It is also a way to keep track of the quality and expiration of goods. The branches under Rizal Chapter conduct stocktaking in different time interval as seen Figure 5.1: 25% Every Disaster 37% Every 2-3 months Every recipt and release of Items 38% Figure 5.1. Percentage of Rizal Chapter Branches Practicing Stocktaking in a given Frequency It can be seen that 25% (2 branches) of the branches does stocktaking every time the release or receive an item. On the other hand, 38% (3 branches) of the branches do it © Butlig, Regalado, Yodico, 2015. All rights reserved. 56 every 2-3 months, and 37% (3 branches) only do it when there is a disaster. It can be seen that a big percentage do not practice regular stocktaking. 5.2.2. Storage System The storage system for each branch of Philippine Red Cross Rizal Chapter differs from each other. The storage areas are used for different purposes such as meeting area, relief goods assembly area, and storage for other equipment. Storage some storage areas are not suitable for storing foods and other goods due to clatters, pests, and some goods are just scattered on the floor (refer to Appendix A). The storage organization method of each branches vary as seen in Table 5.1. Branch Pasig-Pateros-Taguig Branch & Rizal Chapter office Storage Organization Medicines are separated, the rest of the goods are mixed. Goods are retained in their respective boxes Rizal (West, East, South) Relief Packs Makati Segregated by expiration month, first-in-first-outs system, and separated by compartments Muntinlupa None at the Moment (only 4 boxes of biscuits in store) Mandaluyong By brand and expiration year. Stored in boxes with labels San Juan By expiration date and stored in boxes with labels Las Piñas By expiration date and stored in boxes with labels Paranaque By expiration year and retained in respective boxes Table 5.1. Storage Organization Per Branch of Philippine Red Cross-Rizal Chapter It can be seen that only one branch (Makati branch) have proper compartments and expiration arrangement of their goods in stored. As for Pasig-Pateros-Taguig branch, some goods are mixed with others which may result to damage and spoilage of goods, since there are goods that are not compatible with each other. The Rizal branch does not © Butlig, Regalado, Yodico, 2015. All rights reserved. 57 store goods, but they store relief packs. As for Muntinlupa branch, it does not have stored goods at the moment since they just recently move into a new office. 13% Boxes 13% Compartments Relief Packs 12% None 62% Figure 5.2. Percentages of Type of Storage of Rizal Chapter Branches It can be seen in Figure 5.2 that only one branch (12%) has proper compartments. There is one branch (13%) that only store relief packs, and one branch (13%) that does not store goods at the present. While majority of the branch (62%) store their goods in boxes. 40% Yes No 60% Figure 5.3. Percentages of Rizal Chapter Branches Practicing Labelling of Boxes © Butlig, Regalado, Yodico, 2015. All rights reserved. 58 A seen in Figure 5.3, out of the 62% (5 branches) which stores their goods in boxes, 60% (3 branches) of them use labeled box, and 40% (2 branches) do not. 25% Yes No 13% 62% Not Applicable Figure 5.4. Percentages of Rizal Chapter Branches Practicing Prioritization by Expiration It can be seen in Figure 5.4 that 62% (5 branches) organize their goods by their expiration. While 13% (1 branch) do not practice this method, and the rest (25%, 2 branches) cannot adapt this method because it is not applicable to their respective branch. These shows that 24.8% (40% of 62%) of the branches do not practice proper labeling which may lead to difficulty of locating goods. 87% of the branches do not practice the method of storing goods in compartments which may lead to potential damage of goods. Lastly, not all branches (if applicable) prioritize the expiration of their goods in storage which may lead to high probability of spoilage. 5.2.3. Record Keeping Reports are important to assess the performance and status of an organization. However, in the case of Rizal Chapter, a lot of the information they gather from forms and evaluation are not immediately encoded, or not encoded at all. In addition, is a lack © Butlig, Regalado, Yodico, 2015. All rights reserved. 59 of proper turnover of data and reports when the staff of Rizal Chapter changes. Therefore, the current staff in position does not have access to the previous records handled by the previous staff. Lastly, the format of the records and reports frequently changes (refer to Table 4.7 and Appendix B). These changes may cause confusion, inconsistency, and lack of essential data. 5.2.4. Forms The Rizal Chapter has two forms used for releasing and accepting relief goods. These are the Acknowledgement of Donation in Kind form for receiving of donations, and Award Distribution Sheet for releasing of relief packs. Donation variation Facility variation Norms variation Size of population and area of jurisdiction variation Figure 5.5. Acknowledgement of Donation-in-Kind Form It can be seen in Figure 5.5 that the Acknowledgement of Donation in Kind Form does not include expiration dates which is essential. © Butlig, Regalado, Yodico, 2015. All rights reserved. 60 5.2.5. Variation of Process The goods stored by each branch differ from other branches. Some branches have stored goods, while other branches store relief packs, and one branch does not have current stored goods or relief packs. This is caused by the variation of donations that are received per branch. In addition, different branches of Rizal Chapter have different types of facilities as well as size of storage (refer to Table 5.1). This leads to different storage capacities of each branches, as well as different types each branches have. Lastly, different branches of Rizal Chapter have different ways and processes on how they execute their operations. However, these norms are not established policies. They practice this processes because these are the ones that they are used to. This causes nonstandardization of the process of Philippine Red Cross-Rizal Chapter. 5.3. Analysis of the Problem The main objective of the research is to give solution to Philippine Red Cross Rizal Chapter’s problem regarding the effectiveness and efficiency of the inventory management system of their disaster management service. The following are the stated underlying sub-problems based on interview and further observation: 1. There is no standard inventory policy as well as stock control system. 2. There is a need for effective and efficient inventory management operations processes. 3. Inappropriate storage system for goods. 4. There is no standard method for record keeping. © Butlig, Regalado, Yodico, 2015. All rights reserved. 61 5. 5% of their total inventories of goods are subjected to spoilage and damages yearly from 2012 to 2014. 6. 20% of the received goods upon donations were rejected every disaster from 2012 to 2014. Therefore, the main objective of the study to address these problems is to formulate an effective, efficient, and optimized disaster response inventory management system. 5.3.1. Cause and Effect Analysis The cause categories considered in the cause and effect analysis using Ishikawa diagram are Materials, Management, Environment, and Methods. Ishikawa diagram is a tool used to identify the probable causes of the problem under 6 categories namely: environment, machine, man, management, materials, and method (Tague as cited by American Society for Quality). In this regard the ineffectiveness and inefficiency of the inventory management system is caused by the following (refer to Figure 5.6): © Butlig, Regalado, Yodico, 2015. All rights reserved. 62 Materials Management No proper monitoring No regular stocktaking Donation variation Overlooked goods Variation of Variation of facility norms Variation of processes per branch No standard policy No standard policy Lack of proper storage system Inconsistency of stock per branch Expiration date not recorded Lack of standard storage organization Inappropriate storage environment No standard policy Variation of facility Difficulty in locating goods Lack of information Demanded by forms Lack of information demanded by forms No standard policy Ineffective, Inefficient and Non-Optimal Inventory Management Difficulty in finding records No standard policy Lack of information demanded by forms No regular stocktaking No standard policy No information recorded Misplaced records Lack of standard storage organization No standard policy No proper monitoring Lack of standard storage organization No proper turnover of records Inappropropriate storage environment Inappropriate storage environment Lack of availability of information Space for goods used for other purposes Environment Frequent changing of record and report format Lack of proper Storage system No standard policy Information not encoded No standard policy No standard stock control sysrem Method Figure 5.6. Ishikawa Diagram of the Disaster Inventory Management System Problem of Philippine Red Cross-Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. 63 The problems with respect to the ineffectiveness, inefficiency, and optimization of the inventory management system of Philippine Red Cross-Rizal Chapter are: Overlooked Goods. There are instances when spoiled goods are discovered among the current inventory in the storage of each branch because they are overlooked. These goods end up being spoiled due to the fact that they are discovered or being pulled out beyond their expiration dates. This causes increase in wastes and decrease in potential goods to be distributed. Lack of proper monitoring system. There is no proper and standard monitoring system for goods that are in storage for each branch. The current practice is basically based on the norms of the branch. Lack of proper storage system. There is no properly established storage system for the whole chapter which leads to difficulty on monitoring the goods that are currently in storage, Inconsistency of stock per branch. There are variations with respect to the type and quantity of items that are held in storage per branch. No standard stock control system. There is no existing system regarding doing stock/or inventory control in majority of the branches. They often do stocktaking when there are disasters or emergencies. In addition, there are no permanent assigned personnel to do the stocktaking. Lack of availability of information. If there happens to have a request for a certain information regarding inventory or other matters under the Disaster Management Service. There are times either information or report is misplaced or not available. © Butlig, Regalado, Yodico, 2015. All rights reserved. 64 Difficulty in locating goods. There are problems regarding inaccurate inventory or damages due to the fact that some goods that are in storage are difficult to locate due to the present storage system. Space for goods that are used for other purposes. In several branches, the storage area for goods is often times used as storage area for other equipment, makeshift relief assembly space, function or meeting area. Variation of processes per branch. There is no general or standard policy for the branches under the Rizal Chapter’s jurisdiction due to their differences in processes and norms of doing things. Ineffective Storage System. The current storage systems of Philippine Red Cross-Rizal Chapter’s branches have problems with respect to space, organization, and storage environment. 5.3.2. Identification of Root Causes As seen in the previous section, causes related to the ineffectiveness and inefficiency of the inventory management system were enumerated in detail. In this section, the identification of root cause will be done with respect to the cause categories: Environment, Management, Materials, and Methods. Environment. The causes of ineffectiveness, inefficiency, and optimization of the inventory management system attributed under the category Environment or Work Setting are the following: 1) lack of standard storage organization, 2) inappropriate storage environment, and 3) storage space for goods that are used for other purposes. © Butlig, Regalado, Yodico, 2015. All rights reserved. 65 Management. The causes of ineffectiveness and inefficiency of the inventory management system attributed under the category Management are the lack of standard policy and guidelines, as well as the variation of system processes per branch. The variation of systems processes is caused by variations in norms and facilities, as well as the lack of standard policy and guidelines. Materials. The causes of ineffectiveness and inefficiency of the inventory management system attributed under the category Materials are: 1) overlooked goods, 2) inconsistency of stock per branch, and 3) lack of information demanded by forms. The goods that reached or nearly reaching their expiration are overlooked and still kept in the storage. This is further caused by lack of proper monitoring due to lack of regular stocktaking and standard policy. In addition, it is also caused by lack of proper storage system due to lack of standard storage organization and inappropriate storage environment. The last reason why goods are overlooked is the lack of recorded expiration date due to the lack of information demanded by forms. Lastly, the inconsistency of stock per branch is caused by lack of standard policy, donation variation, and facility variation. Method. The causes of ineffectiveness and inefficiency of the inventory management system attributed under the category Method are: 1) lack of availability information, 2) lack of standard storage control system, 3) lack of standard policy and guidelines, and 4) lack of proper monitoring. The lack of availability of information is caused by: 1) difficulty in finding records, 2) frequent changing of record format, and 3) information are not encoded. The difficulty of finding and locating previous records is caused by records being misplaced due to lack of standard policy and proper turnover of records. © Butlig, Regalado, Yodico, 2015. All rights reserved. 66 It is also caused by lack of recorded information due to lack of standard policy and information demanded by forms. Lastly, the lack of proper monitoring is due to lack of regular stocktaking, and standard policy, and the lack of proper storage system due to the lack of standard storage organization and inappropriate storage environment. Given the cause and effect analysis method, the identified root causes of ineffectiveness and inefficiency of the inventory management of the Philippine Red Cross-Rizal Chapter Disaster Management Service are: Lack of standard policy Lack of standard storage organization Inappropriate storage environment Lack of regular stocktaking Space for goods used for other purposes Not encoded information Frequent changing of record and report format Lack of proper turnover of records Lack of information demanded by forms Donation variation Facility variation Norms variation However, there are root causes that cannot be controlled. Therefore, the study will focus on giving solution to the following root causes: © Butlig, Regalado, Yodico, 2015. All rights reserved. 67 Lack of standard policy Lack of standard storage organization Inappropriate storage environment Lack of regular stocktaking Space for goods used for other purposes Not encoded information Frequent changing of record and report format Lack of proper turnover of records Lack of information demanded by forms Norms variation 5.4. Determining Optimal Stock Replenishment Levels Based on the identified root causes, Philippine Red Cross Rizal Chapter has no established standard policy for inventory management. In an inventory management, it is essential to establish optimal inventory policies (re-order point, safety stock, maximum and minimum level of stock, etc.). The first and simple approach determines the demand for a certain period of time (monthly or quarterly) through forecasting in order to set the target supply to be produced. On the other hand, the second approach determines the optimal inventory policies using optimization models. Based on the procedures and nature of both approaches, it is seen that an accurate forecast is the basic and most essential requirement for these approaches. In this study, the data that will be used for the forecasting of the demand are the relief goods for year © Butlig, Regalado, Yodico, 2015. All rights reserved. 68 2005, 2006, 2007, 2010, and 2013 released by Philippine Red Cross Rizal Chapter through the number of families and individuals they served, and the total number of people affected by incidents that occur in the areas under the jurisdiction of the Philippine Red Cross Rizal Chapter. However, there are encountered problems regarding the data that resulted in the inability to forecast an accurate data. Failure to have accurate forecasted demand Incomplete data Red Cross Reports are lacking Lacking data from EMDAT Large Error in Forecasting Large variation in data Improper Record Keeping Figure 5.7. Fault Tree Diagram of Failure to Obtain Accurate Forecasted Demand © Butlig, Regalado, Yodico, 2015. All rights reserved. 69 Fault Tree Diagram, as seen in Figure 5.7, is used in order to determine the cause of failure to obtain accurate forecast. It is a logical block diagram that represents connection of events and systems (Weibull.com). It is found out that the failure to obtain accurate forecasted is due to large error in forecasting and incomplete data. The sources of data gathered are the records available from Philippine Red Cross and disaster reports available from EM-DAT, an international disaster database are not sufficient. The only available monthly assessment of disasters in Philippine Red Cross are for the years 2010 and 2013 (from Annual Report), and 2005, 2006, and 2007 (from Monthly Report). There are no data for years 2009, 2008, 2011, and 2012 (see appendix C: Data from Philippine Red Cross). As for the data from the international disaster database, some of the information regarding the damages incurred from every disaster are incomplete (refer to Appendix D). In addition, based on the data gathered, there is a high probability that it will result to a large forecasting error due to large variations between data. The data for the quantity relief goods released per month in year 2005 (refer to Figure 5.8), shows that there are large variations between the data. The months April, September, and December have very high values, while the months February, March, May, June, and October have no relief goods released. © Butlig, Regalado, Yodico, 2015. All rights reserved. 70 2005 400 354 350 300 253 250 200 181 150 158 50 # of families 115 100 68 0 0 0 0 11 0 0 Figure 5.8. Relief Packs Released in 2005 The data for the quantity relief goods released per month in year 2006 (refer to Figure 5.9), shows that there are large variations between the data. The month of May have a very high value, while the months September, October, November, December have no relief goods released. 2006 700 627 600 500 400 300 294 200 100 136 88 131 178 0 23 Figure 5.9. Relief Packs Released in 2006 © Butlig, Regalado, Yodico, 2015. All rights reserved. 33 0 0 0 0 71 The data for the quantity relief goods released per month in year 2007 (refer to Figure 5.10) shows that there are large variations between the data. The months of April and July have a very high value, while the months August, September, and December have no relief goods released. 2007 5000 4500 4000 3500 3000 2500 2000 1500 1000 500 0 4371 3298 # of families 0 86 322 236 266 0 0 144 8 0 Figure 5.10. Relief Packs Released in 2007 The data for the quantity relief goods released per month in year 2010 (refer to Figure 5.11) shows that there are large variations between the data. The month of December have a very high value, while the months July and August have no relief goods released. © Butlig, Regalado, Yodico, 2015. All rights reserved. 72 2010 400 350 339 300 250 200 150 100 184 # of families 123 128 98 99 50 38 3 0 0 63 0 25 Figure 5.11. Relief Packs Released in 2010 The data for the quantity relief goods released per month in year 2013 (refer to Figure 5.12) shows that there are large variations between the data. The month of August have a very high value, while the months February, March, May, and June have no relief goods released. 2013 20000 18000 16000 14000 12000 10000 8000 6000 4000 2000 0 18725 # of families 50 0 0 85 0 0 525 164 171 105 277 Figure 5.12. Relief Packs Released in 2013 © Butlig, Regalado, Yodico, 2015. All rights reserved. 73 The data for the quantity relief goods released per month in year 2014 (refer to Figure 5.13) shows that there are large variations between the data. The month of July have a very high value, while the months January, May, October, and November have no relief goods released. 2014 3500 3272 3000 2500 2000 1500 # of families 1000 500 0 0 71 78 124 0 21 224 683 483 0 0 Figure 5.13. Relief Packs Released in 2014 It can also be observed that the values each year when compared by month is not constant. There months when there are no relief-packs released for particular years. There are moths such as April and July where there is one or two years that the values are extremely higher compared to the other values within those months. In addition, the difference between the values per month greatly vary (refer to Figure 5.14). This shows that the values are not stable. © Butlig, Regalado, Yodico, 2015. All rights reserved. 74 1 0 0 December 683 339 354 0 0 25 8 0 158 0 11 63 144 0 0 483 0 38 0 0 253 224 2 0 0 33 11 November October September August 3272 455 0 23 115 21 0 99 266 294 0 0 0 98 236 627 0 124 212 184 178 181 78 0 3 322 131 0 71 0 128 86 88 0 0 200 123 0 136 68 July June May April March February January 0 500 1000 Y 2014 4371 3298 1500 Y 2013 2000 Y 2010 2500 3000 Y 2007 Y 2006 Figure 5.14. Relief Packs Released per Year for Each Month © Butlig, Regalado, Yodico, 2015. All rights reserved. 3500 4000 Y 2005 4500 5000 75 However, it is natural for relief data to have a very high variation due to the fact that the occurrence of disaster and its magnitude are uncontrollable. There are several studies done that develops humanitarian inventory models. Still, these models will not work if the data are not complete, therefore, the real problem is the fact that the records and reports from Philippine Red Cross Rizal Chapter and other sources are lacking. © Butlig, Regalado, Yodico, 2015. All rights reserved. 76 CHAPTER VI RECOMMENDATIONS The analysis of the inventory management system of the Disaster Management Service of the Philippine Red Cross Rizal Chapter pointed out the identified root causes of the ineffectiveness and inefficiency of the inventory management system. In order to give solution to these root causes, there should be an integrated improvement solution in order to improve the effectiveness and efficiency of the inventory management of the Disaster Management Service of the Philippine Red Cross Rizal Chapter. The integrated solution will be composed of: Inventory Management System Manual Generation of Stock Holding Levels Other Recommendations 6.1. Inventory Management System Manual The purpose of the inventory management system manual is to have a published and established inventory management policy in order to ensure the organization and efficiency of the inventory management system. The principles used and followed in creating the inventory management system manual are: Cognitive Ergonomics. The concept of cognitive ergonomics is to make it easier for the reader/user to perceive, process, and retain the information easily. The manner that the information in the manual is arranged, the font and font size used, and the use of graphical information are partially based on cognitive ergonomics. © Butlig, Regalado, Yodico, 2015. All rights reserved. 77 In addition, the concept of cognitive ergonomics is applied in creating the policies for inventory management control. Methods Engineering. There is the principle of proper drafting of reports and forms in methods engineering in order to lessen the cycle time filling up the forms, and to eliminate inessential information fields. The manner of drafting the inventory management system manual, as well as the forms attached to it is partially based on methods engineering, as well as some of the policies and guidelines. Warehouse Operations Facilities Planning and Design. The principles are used to create an ideal storage and relief facilities layout and policies in order to make the storage and relief system efficient. Benchmarking. The principles and standards of the International Federation of Red Cross and Red Crescent Societies, as well as other non-government organizations that have humanitarian disaster management system are used as guidelines for drafting the policies and guidelines for the inventory management of the Disaster Management Services of Philippine Red Cross Rizal Chapter. The inventory management system manual entitled “Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual” (See Appendix F, Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual) includes the following features: © Butlig, Regalado, Yodico, 2015. All rights reserved. 78 Task and responsibilities of the Philippine Red Cross Staff Guidelines and processes of inventory management: - Segregation of Donated Goods - Storage of Goods - Storage Cleaning and Maintenance - Physical Counting and Monitoring of Inventory - Disposal of Damaged and Expired Goods - Receipt of Donations - Releasing of Goods from Storage - Packing of Relief Goods - Releasing of Relief Packs - Generation of Reports Documentation of the Disaster Relief Inventory Management Operations Process Format of Forms and Reports The Philippine Red Cross Rizal Chapter office must have one (1) copy of the Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual, as well as the office of Disaster Management Service for each branch. The manual must be available at all times and must be administered by the Disaster Management Services Head per each branch. The Philippine Red Cross Rizal Chapter Disaster Management Service Inventory Management Manual addresses the following root causes as stated in Table 6.1: © Butlig, Regalado, Yodico, 2015. All rights reserved. 79 Root Cause Addressed Inventory Management Manual Part Lack of standard policy PRC Rizal Chapter Disaster Management Services Inventory Management Manual Lack of standard storage organization III.A Segregation of Goods III.B Method of Storage of Goods Inappropriate storage environment III.C Storage Cleaning and Maintenance Lack of regular stocktaking III.D Physical Counting and Monitoring of Inventory Space for goods used for other purposes Appendix A. Storage Layout Not encoded information III.J Generation of Reports Frequent changing of record and report format III.J Generation of Reports Lack of proper turnover of records III.J Generation of Reports Section 5 Lack of information demanded by forms III.J Generation of Reports Norms variation PRC Rizal Chapter Disaster Management Services Inventory Management Manual Table 6.1. Root Causes Addressed by the Inventory Management Manual 6.2. Determining Optimal Stock Replenishment Policies Establishing optimal stock replenishment policies (e.g. re-order point, safety stock, maximum and minimum level of stock, etc.) is essential to have an efficient stock control system. There are two methods to determine the stock holding levels: 1) setting a periodic demand through forecasting, and 2) optimization model. The first approach computes the required amount of relief goods based on the forecasted demand. The approach does not guarantee optimality, but given that the forecast is accurate, it could determine for the management the number of relief goods to © Butlig, Regalado, Yodico, 2015. All rights reserved. 80 be prepared for a certain period. The objective of the first approach is to provide the target supply based on the forecasted demand. The foundation of both methods is accurate forecasted demand. Unfortunately, there are problems with data such as incomplete data and high variation of values. With these, it is impossible to achieve an accurate forecast of demand. Therefore, both methods would be infeasible. It is recommended that there are complete records of the following in order for the mathematical model to determine the stock holding levels feasible by having an accurate forecast of demand: Complete records of disaster/incidents within the jurisdiction of Red Cross (total number affected with respect to area and disaster) per year, month and disaster Complete records of quantity of donated goods with respect to type of goods per year and month Complete records of damaged and spoiled goods per year and month Complete record of goods in storage per year and month Complete records of relief packs made, released and currently in storage per year and month Costs associated with inventory (e.g., warehouse rental, estimated cost of a relief bag, cost of transporting relief goods from one place to another, etc.) In order to ensure that the said records will be available, policies and guidelines regarding proper record and report generation of inventory management system is incorporated in the Philippine Red Cross Rizal Chapter Disaster Management Services © Butlig, Regalado, Yodico, 2015. All rights reserved. 81 Inventory Management Manual. These policies and guidelines are indicated in Part III. J Generation of Reports. 6.3 Other Recommendations 6.3.1. Staff and Volunteer Orientation In order to ensure that the staff and volunteers will be accustomed to the policies and guidelines stated in the Philippine Red Cross Rizal Chapter Disaster Management Service Inventory Management Manual, they should be oriented about the stated policies and guidelines. These ensure that the staff does the right things at the right circumstances which will lead to the effectiveness and efficiency of the inventory management system. 6.3.2. Visual Guides and Reminders In order for the volunteers and staff to remember the policies, processes, and guidelines easily and to lessen the error committed by the volunteers and staff, there should be visual reminders that are easy to perceive, understand, and remember. These visual guides and reminders can be in the form of infographic/simple posters. They should be posted near the entryway (approximately 18 x 24“) and in a very visible spot in order for them to be prepared before doing the task. The following are the recommended visual guides and reminders: Storage System Control visual guide (placed in storage area) Relief Operation Control visual guide (placed in relief operation area) Record Keeping visual guide (placed in the record keeping area) © Butlig, Regalado, Yodico, 2015. All rights reserved. 82 General Inventory Management Guideline (placed in the general area of the Disaster Management Office) 6.3.3. Record Database Back-up Philippine Red Cross Rizal Chapter will be using the Microsoft NAV as the main software of the whole chapter. This includes an inventory management function that would be useful for their inventory management system. However, since Microsoft NAV will be used by Rizal Chapter for the first time, there is a need for transition and trials before the use of Microsoft NAV in Rizal Chapter will be 100% effective. Therefore, during the transition method, the Rizal Chapter should also use a temporary back-up software such as Microsoft Excel and Google Docs for record keeping to ensure that their records are complete and reliable. However, they should still follow the policies and guidelines stated in Philippine Red Cross Disaster Management Services Inventory Management Manual III.J Generation of Reports. In addition all the details and information needed indicated in the forms (refer to Philippine Red Cross Disaster Management Services Inventory Management Manual Appendices B and C). These are the recommendations in order to improve the effectiveness and efficiency of the inventory management system of the Disaster Management Services of Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. 83 6.4.Cost and Benefit of the Recommendations The recommendations stated in order to improve the effectiveness and efficiency of the inventory management system of the Disaster Management Services of Philippine Red Cross Rizal Chapter are the following: 0% to small percentage quantity of spoiled and damaged goods 0% to small percentage quantity of goods rejected upon receiving 100% availability of complete, clear, and reliable records Ease in monitoring the movement of goods Ease in locating goods and reports in storage Reduce time spent in locating goods and reports in storage Ensure that the data is complete 100% of the time Increase the probability that all the victims affected will be given relief goods. The recommended integrated solution in order to improve the effectiveness and efficiency of the inventory management of the Disaster Management Service Philippine Red Cross Rizal Chapter will entail the following cost stated in Table 6.2: per page No. of office 10 Price per unit (in Pesos) 1.38 Total Price (in Pesos) 691.67 1 per document 10 30.00 300.00 Poster Printing (18 x24") 4 per poster 10 100.00 4,000.00 Sticker Paper (8.7 x 11.69") 3 per 25 sheets 10 81.33 2,440.00 Item Qty Unit Bond Paper Black and White Printing (8.5 x 11") Ring Bind 50 Table 6.2. Initial Expenses © Butlig, Regalado, Yodico, 2015. All rights reserved. 84 Item Qty No. of office Unit Warehouse Compartment (2.5mx2.4mx2.7m) (optional) 2 Per compartment 9 Orientation Cost (Php.100meal/person, Php.5printouts) 1 Orientation 10 for approximately 75 staff and volunteers Price per unit (in Pesos) Total Price (in Pesos) 5,999.67 107,994.06 7,875.00 78,750.00 OVERALL TOTAL PRICE Table 6.2, continued. Initial Expenses 194,175.73 The initial expenses cover the printing of the Philippine Red Cross Disaster Management Service Inventory Management Manual, the printing of visual guides and reminders, and the labels for the goods and compartments. The total initial expenses are PHP 19,417.57 per branch, and PHP 194,175.73 for the whole Philippine Red Cross Rizal Chapter. Item Quantity Unit Bond Paper Black and White Printing (8.5 x 11") 102.25 per page 3 per 25 sheet Sticker Paper (8.7 x 11.69") No. of office 10 Price per unit (in pesos) 1.38 Total Price (in pesos) 1,411.05 10 212.72 6,381.6 OVERALL TORAL PRICE Table 6.3. Estimated Monthly Expenses 7,792.65 The estimated monthly expenses (refer to Table 6.3) cover the printing of the forms indicated in Appendices B and C of the Philippine Red Cross Disaster Management Service Inventory Management Manual (6 per forms in Appendix B, 3 © Butlig, Regalado, Yodico, 2015. All rights reserved. 85 monthly forms and 0.25 annual forms (3 annual forms divided into 12 months) in Appendix C) and the sticker papers use for the label of goods. The total estimated monthly expenses are PHP 779.26 per branch and PHP 7,792.65 for the whole Philippine Red Cross Rizal Chapter. These are the benefits and cost of the recommendation to improve the effectiveness and efficiency of the inventory management system of the Disaster Management Services of Philippine Red Cross Rizal Chapter. 6.5. Implementation Plan In order to ensure that the recommendations will be implemented effectively in order for the Philippine Red Cross Rizal Chapter to easily adjust to the changes entailed by the recommendations, an implementation plan must be followed (refer to Table 6.4). Action Person In charge Duration Start End Initial study of the inventory management system manual PRC Rizal Chapter Head and DMS Branch Head 1 week June 4, 2015 June 11, 2015 Printing of the inventory management system manual PRC Rizal Chapter Head and DMS Branch Head 2 weeks June 12, 2015 June 19, 2015 Modification of Rizal Chapter’s inventory management system and facilities Staff and volunteers supervised by DMS Branch Head 1 month June 22, and 2 weeks 2015 Table 6.4. Implementation Plan © Butlig, Regalado, Yodico, 2015. All rights reserved. July 3, 2015 86 Action Monthly internal audit per branch (representative of each branch is assigned to check a branch in which they do not belong) Person In charge 1 volunteer/staff and DMS Branch Head Duration 1 week per month Start End Friday Monday of 4th of 4th week of week of the the month month Table 6.4, continued. Implementation Plan 6.6. Contingency Plan Implementation of a modified system will not be 100% successful, therefore there is a need for a contingency plan (refer to Table 6.5) in order to determine the actions to be taken in the event of a failure or an error. © Butlig, Regalado, Yodico, 2015. All rights reserved. 87 Strategy 1 Activity Modified policy and guidelines orientation Practice of new policy , guidelines and modifications Internal Audit Strategy 2 Practice of new policy , guidelines and modifications Preventive Measures Responsible Possible Agencies Problem Rizal Chapter The Head, DMS Branch modifications Head will be negatively received by the staff and volunteers Rizal Chapter Incompliance to Head, DMS Head, policies and staff and volunteers guidelines Rizal Chapter Delay or inability Head, DMS Head, to conduct Branch internal audit Representative Corrective Measures Rizal Chapter Incompliance to Head, DMS Head, policies and staff and volunteers guidelines Action to be taken Start of Action Give emphasis on the benefits of the modification to the different stakeholders of inventory management During the orientation to avoid or lessen the negative views on modification From the start of implementation © Butlig, Regalado, Yodico, 2015. All rights reserved. Strict supervision on the implementation and practice of the policies, guidelines, and modification Regular internal audit Assign a back-up representative in case of emergency Inform the Rizal Chapter Head about the policy or rules that are not complied to as well as the reason of incompliance DMS Head and Rizal Chapter Head must plan a counteraction for the cause of incompliance The branch must be given a warning about the incompliance and it should also be recorded Duration of Action Entire orientation Always Assignment of representative per branch Always From the moment the incompliance is reported Until the problem is solved 88 Internal Audit Rizal Chapter Head, DMS Head, Branch Representative Delay or inability to conduct internal audit Implementation of Rizal Chapter modifications Head, DMS Head Strategy 3 Application of inventory optimization model if the records are complete Budget is not enough for modifications Perfective Measure Rizal Chapter Head, DMS Head Table 6.5. Contingency Plan © Butlig, Regalado, Yodico, 2015. All rights reserved. Inform the DMS Head and Rizal Chapter Head about the delay and its cause Ask for a substitute representative from within the branch or from other branch as long as the auditor does not belong to the audited branch. Prioritize what is more useful to the branch Ask financial aid from Rizal Chapter or National Headquarters From the moment of the report of delay or inability to conduct internal audit Until the internal audit is successfully conducted Immediately after assessment of the financial capability Until the modifications or some of it are implemented. Ensure that the records are complete and reliable, follow Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual Part III.J Once the records satisfy the requirement of the inventory optimization model Until the model will give a satisfactory result 89 6.7. Recommendations for Future Study The stated recommendations make the inventory management system of the Disaster Management Services of Philippine Red Cross Rizal Chapter efficient and effective. However, there is always a possibility for continuous improvements. 6.7.1. Application of Inventory Models Despite the unavailability of data to be used for forecasting the demand of relief items, the following models are considered necessary for inventory and production planning. Once the needed data for these strategies are already documented, an analyst could use the following strategies and mathematical models in determining the inventory levels and production quantities within each period in the planning horizon. Presented below are options of tools to be used for inventory planning: 6.7.1.1. Target-Based Production Plan In principle, the aim of this strategy is to prepare the number of relief packs needed based on the forecasted demand, making it a strategy purely based on forecasting. For instance, when it is forecasted that 200 relief packs are needed, the branch shall prepare such quantity. Evidently, the actual demand may be greater than the forecasted quantity; the relief packs may run out anytime in the middle of the period. In this case, it is necessary to “chase” the unsatisfied demand by requesting or producing the number of relief packs needed. When there are excess relief packs at the end of the period, these must be carried over to the next period. Table 6.6 illustrates this strategy: © Butlig, Regalado, Yodico, 2015. All rights reserved. 90 Month Forecasted Number of Relief Bags Needed Forecasted number of relief items needed Canned goods Noodles Rice Actual Number of Relief Bags demanded Number of relief bags carried over to the next month (excess) January February March April May June July August September October November December Table 6.6. Sample Table for Target-Based Planning 6.7.1.2. Deterministic Inventory Model It is necessary to consider the cost of holding excess inventory and the fixed cost associated with purchasing. This type of inventory model is discussed by Taha (2007). In this model, let 𝑧𝑖 = 𝑎𝑚𝑜𝑢𝑛𝑡 𝑜𝑟𝑑𝑒𝑟𝑒𝑑 (𝑜𝑟 𝑝𝑟𝑜𝑑𝑢𝑐𝑒𝑑) 𝐷𝑖 = 𝑑𝑒𝑚𝑎𝑛𝑑 𝑓𝑜𝑟 𝑝𝑒𝑟𝑖𝑜𝑑 𝑖 𝑥𝑖 = 𝑖𝑛𝑣𝑒𝑛𝑡𝑜𝑟𝑦 𝑎𝑡 𝑡ℎ𝑒 𝑠𝑡𝑎𝑟𝑡 𝑜𝑓 𝑝𝑒𝑟𝑖𝑜𝑑 𝑖 𝐶𝑖 (𝑧𝑖 ) = 𝑎𝑠𝑠𝑜𝑐𝑖𝑎𝑡𝑒𝑑 𝑝𝑢𝑟𝑐ℎ𝑎𝑠𝑖𝑛𝑔 𝑐𝑜𝑠𝑡 𝑓𝑜𝑟 𝑒𝑎𝑐ℎ 𝑝𝑒𝑟𝑖𝑜𝑑 ℎ𝑖 = ℎ𝑜𝑙𝑑𝑖𝑛𝑔 𝑐𝑜𝑠𝑡 𝑝𝑒𝑟 𝑝𝑒𝑟𝑖𝑜𝑑 𝐾 = 𝑜𝑟𝑑𝑒𝑟𝑖𝑛𝑔 𝑐𝑜𝑠𝑡 The model, which assumes that demand is deterministic and is always satisfied, has the balance equation 𝐵𝑒𝑔𝑖𝑛𝑛𝑖𝑛𝑔 𝐼𝑛𝑣𝑒𝑛𝑡𝑜𝑟𝑦 + 𝑎𝑚𝑜𝑢𝑛𝑡 𝑝𝑟𝑜𝑑𝑢𝑐𝑒𝑑 − 𝐷𝑒𝑚𝑎𝑛𝑑 = 𝐸𝑛𝑑𝑖𝑛𝑔 𝐼𝑛𝑣𝑒𝑛𝑡𝑜𝑟𝑦 𝑥𝑖 + 𝑧𝑖 − 𝐷𝑖 = 𝑥𝑖+1 © Butlig, Regalado, Yodico, 2015. All rights reserved. 91 Not allowing shortage, the model is based on minimizing the holding and production costs for all 𝑛 periods. In this mathematical model, the following assumptions are considered: All items needed in the preparation of relief bags are purchased by the organization. Demand is deterministic (which means the model could only be successful through accurate forecasts) Demand is always satisfied; that is, shortage of relief goods is not allowed. The model may consider the beginning inventory at the start of the planning horizon. No excess inventory left at the end of the planning horizon. The model is expressed as a dynamic programming model with the recursion equation 𝑓1 (𝑥2 ) = min 𝑧1 =𝐷1 + 𝑥2 −𝑥1 𝑓𝑖 (𝑥𝑖+1 ) = min {𝐶1 (𝑧1 ) + ℎ1 𝑥3 } 0 ≤ 𝑧1 ≤𝐷𝑖 + 𝑥𝑖+1 {𝐶𝑖 (𝑧𝑖 ) + ℎ𝑖 𝑥𝑖 + 𝑓𝑖−1 (𝑥𝑖+1 + 𝐷𝑖 − 𝑧𝑖 )} , 𝑖 = 1,2,3, … , 𝑛 An inventory level at any period is enough to satisfy the total demand of the remaining periods in the planning horizon (Taha, 2007). 6.7.1.3. Stochastic Inventory Model The deterministic model above is more realistic if demand is treated as probabilistic. In order to derive a stochastic multi-period model, it is necessary to formulate a stochastic single-period model. This model, in order to reflect reality must take into consideration an ordering cost (a fixed cost) 𝐾. The derivation of the model is patterned from Hillier and Lieberman and Taha (2007). Unlike these authors who both © Butlig, Regalado, Yodico, 2015. All rights reserved. 92 introduced a progression of models until it reaches to a stochastic single-period model with setup cost, the discussion will immediately proceed to the derivation of such model based on the principles these authors provided. Variables: 𝐷 = 𝑑𝑒𝑚𝑎𝑛𝑑 𝛿 = 𝑟𝑎𝑛𝑑𝑜𝑚 𝑣𝑎𝑟𝑖𝑎𝑏𝑙𝑒 𝑓𝑜𝑟 𝑑𝑒𝑚𝑎𝑛𝑑 𝑧 = 𝑠𝑡𝑜𝑐𝑘 𝑙𝑒𝑣𝑒𝑙 𝑎𝑓𝑡𝑒𝑟 𝑟𝑒𝑝𝑙𝑒𝑛𝑖𝑠ℎ𝑚𝑒𝑛𝑡 𝑥 = 𝑖𝑛𝑖𝑡𝑖𝑎𝑙 𝑠𝑡𝑜𝑐𝑘 𝑢𝑝𝑜𝑛 𝑒𝑛𝑡𝑟𝑦 𝑖𝑛 𝑡ℎ𝑒 𝑝𝑒𝑟𝑖𝑜𝑑 ℎ = ℎ𝑜𝑙𝑑𝑖𝑛𝑔 𝑐𝑜𝑠𝑡 𝑝𝑒𝑟 𝑢𝑛𝑖𝑡 𝑜𝑓 𝑒𝑥𝑐𝑒𝑠𝑠 𝑖𝑛𝑣𝑒𝑛𝑡𝑜𝑟𝑦 𝑟 = 𝑠ℎ𝑜𝑟𝑡𝑎𝑔𝑒 𝑐𝑜𝑠𝑡 𝑝𝑒𝑟 𝑢𝑛𝑖𝑡 𝑜𝑓 𝑖𝑛𝑣𝑒𝑛𝑡𝑜𝑟𝑦 𝑠ℎ𝑜𝑟𝑡 𝑐 = 𝑢𝑛𝑖𝑡 𝑐𝑜𝑠𝑡 𝑜𝑓 𝑝𝑟𝑜𝑑𝑢𝑐𝑖𝑛𝑔 𝑜𝑟 𝑝𝑢𝑟𝑐ℎ𝑎𝑠𝑖𝑛𝑔 𝑒𝑎𝑐ℎ 𝑢𝑛𝑖𝑡 𝐾 = 𝑠𝑒𝑡𝑢𝑝/𝑜𝑟𝑑𝑒𝑟𝑖𝑛𝑔 𝑐𝑜𝑠𝑡 This model depends heavily on the probability distribution of demand. In the statistical sense, an optimal stock level is to be determined to balance the risk of (1) incurring shortage cost due to demand exceeding the stock level and (2) incurring holding costs by carrying too much excess inventory (Hillier and Lieberman, 2011). Hence the holding and shortage cost function is therefore defined as 𝑓(𝐷, 𝑧) = { ℎ(𝑧 − 𝐷), 𝑟(𝐷 − 𝑧), 𝑧 > 𝐷 𝑧 ≤ 𝐷. The model much reflects reality if an initial stock level is included in the model. In this model the decision variable is in 𝑧, the level of inventory after replenishment through ordering or purchasing. Hence this follows the balance equation 𝐴𝑚𝑜𝑢𝑛𝑡 𝑎𝑣𝑎𝑖𝑙𝑎𝑏𝑙𝑒 = 𝑖𝑛𝑖𝑡𝑖𝑎𝑙 𝑠𝑡𝑜𝑐𝑘 + 𝑎𝑚𝑜𝑢𝑛𝑡 𝑜𝑟𝑑𝑒𝑟𝑒𝑑 𝑧 = 𝑥 + (𝑧 − 𝑥) This follows that the cost incurred if the demand is 𝐷, 𝑧 is the inventory in stock after replenishment, setup cost, and holding or shortage cost is © Butlig, Regalado, Yodico, 2015. All rights reserved. 93 𝑇𝐶(𝐷, 𝑧) = 𝐾 + 𝑐(𝑧 − 𝑥) + ℎ max{0, 𝑧 − 𝐷} + 𝑟 max{0, 𝐷 − 𝑧}. Since the demand is seen as a random variable with the discrete probability distribution 𝑃𝐷 (𝑑), the cost will automatically be a random variable. The expected cost 𝑇𝐶(𝑧) is expressed as 𝑇𝐶(𝑧) = 𝐸[𝑇𝐶(𝐷, 𝑧)] =𝐾 ∞ + ∑[𝑐(𝑧 − 𝑥) + ℎ max{0, 𝑧 − 𝑑} + 𝑟 max{0, 𝑑 − 𝑧}] 𝑃𝐷 (𝑑) 𝑑=0 = 𝐾 + 𝑐(𝑧 − 𝑥) 𝑧 ∞ + ∑ ℎ (𝑧 − 𝑑) 𝑃𝐷 (𝑑) + ∑ 𝑟 (𝑑 − 𝑧) 𝑃𝐷 (𝑑) 𝑑=0 𝑑=𝑧 According to Hillier and Lieberman (2011), a representation of the discrete probability distribution function is hard to find, most especially when the demand ranges over a large number of probable values. Therefore it is necessary to approximate the discrete probability distribution function by a continuous probability distribution function. In the derivation of the optimal policy, a continuous probability distribution function is therefore assumed. For the continuous random variable 𝐷, let 𝜑𝐷 (𝛿) = 𝑝𝑟𝑜𝑏𝑎𝑙𝑖𝑡𝑦 𝑑𝑒𝑛𝑠𝑖𝑡𝑦 𝑓𝑢𝑛𝑐𝑡𝑖𝑜𝑛 𝑜𝑓 𝐷 and 𝛷𝐷 (𝑎) = 𝑐𝑢𝑚𝑢𝑙𝑎𝑡𝑖𝑣𝑒 𝑑𝑖𝑠𝑡𝑟𝑖𝑏𝑢𝑡𝑖𝑜𝑛 𝑓𝑢𝑛𝑐𝑡𝑖𝑜𝑛 𝑜𝑓 𝐷, Which means that 𝑎 𝛷𝐷 (𝑎) = ∫ 𝜑𝐷 (𝛿) 𝑑𝛿 . 0 Also, the holding and shortage costs must be denoted as 𝐿(𝛿, 𝑧) = { ℎ(𝑧 − 𝛿), 𝑟(𝛿 − 𝑧), 𝑧 > 𝛿 𝑧≤ 𝛿 © Butlig, Regalado, Yodico, 2015. All rights reserved. 94 Given this, the discrete-probability expected cost shown above could be therefore expressed as 𝑇𝐶(𝑧) = 𝐸[𝑇𝐶(𝐷, 𝑧)] ∞ = 𝐾 + ∫ [𝑐(𝑧 − 𝑥) + ℎ max{0, 𝑧 − 𝛿} + 𝑟 max{0, 𝛿 − 𝑧}] 𝜑𝐷 (𝛿) 𝑑𝛿 0 𝑧 ∞ = 𝐾 + 𝑐𝑧 + ∫ ℎ(𝑧 − 𝛿) 𝜑𝐷 (𝛿) 𝑑𝛿 + ∫ 𝑟(𝛿 − 𝑧) 𝜑𝐷 (𝛿) 𝑑𝛿 0 𝑧 To extend the analysis, it is necessary to denote 𝑇𝐶(𝑧) as 𝑇𝐶 (𝑧) = 𝐾 + 𝐿(𝑧) 𝐿(𝑧), evidently, is the purchasing cost plus expected holding and shortage cost. Hillier and Lieberman (2011) and Taha (2007), in their discussion on the progression of their inventory model, note that 𝐿(𝑧) is a convex function in which a minimum value could be found. Hence, the minimization of 𝐿(𝑧) is included in this discussion. Taking the first derivative of 𝐿(𝑧)1 and setting it equal to zero leads to 𝑧 ∞ 𝑑 𝐿(𝑧) = 𝑐 + ℎ ∫ 𝜑𝐷 (𝛿) 𝑑𝛿 − 𝑟 ∫ 𝜑𝐷 (𝛿) 𝑑𝛿 = 0 𝑑𝑧 0 𝑧 since ∞ ∫ 𝜑𝐷 (𝛿) 𝑑𝛿 = 1, 0 it implies that 𝑐 + ℎ 𝛷𝐷 (𝑧 ∗ ) − 𝑟[1 − 𝛷𝐷 (𝑧 ∗ )] = 0 𝛷𝐷 (𝑧 ∗ ) = 1 𝑟−𝑐 𝑟+ℎ It must be noted that 𝑑 𝑏 ∫ 𝑓(𝑥, 𝑦)𝑑𝑥 𝑑𝑦 𝑎 𝑏 𝜕𝑓(𝑥,𝑦) = ∫𝑎 𝜕𝑦 𝑑𝑥 (Hillier and Lieberman, 2001). © Butlig, Regalado, Yodico, 2015. All rights reserved. 95 According to Taha (2007) and Hillier and Lieberman (2011), it is also necessary to prove that the solution of this equation minimizes 𝐿(𝑧). To begin, 𝑧 ∞ 𝑑 𝐿(𝑧) = 𝑐 + ℎ ∫ 𝜑𝐷 (𝛿) 𝑑𝛿 − 𝑟 ∫ 𝜑𝐷 (𝛿) 𝑑𝛿 = 𝑐 − 𝑟 + ℎ 𝛷𝐷 (𝑧) + 𝑟 𝛷𝐷 (𝑧) 𝑑𝑧 0 𝑧 𝑑 2 𝐿(𝑧) = ℎ 𝜑𝐷 (𝑧) + 𝑟 𝜑𝐷 (𝑧) = (ℎ + 𝑟) 𝜑𝐷 (𝑧) 𝑑𝑧 2 Since ℎ + 𝑠 > 0 and 𝜑𝐷 (𝑧) ≥ 0, it could be concluded that 𝐿(𝑧) is convex; hence, it could be minimized. The formulation of the stochastic inventory model with setup cost, according to Taha (2007) and Hillier and Lieberman (2011) points to the need to develop an (𝑠, 𝑆) policy. 𝑠 denotes the reorder point; when the level of inventory goes below 𝑠, it signals to replenish the inventory to 𝑆. 𝑆 is denoted as the level of inventory that minimizes 𝑇𝐶(𝑧); therefore, 𝛷(𝑆) = 𝑟−𝑐 𝑟+ℎ and 𝑠 smallest value that satisfies the expression (Taha, 2007; Hillier and Lieberman, 2011): 𝐿(𝑠) = 𝑇𝐶(𝑆) = 𝐾 + 𝐿(𝑆) is the level of inventory that Evidently, 𝑠 < 𝑆. The addition of a setup cost 𝐾 to the cost equation means that 𝐿(𝑧) is raised 𝐾 units above to become 𝑇𝐶(𝑧). To present the analysis lucidly, a graph will be shown in Figure 6.1. © Butlig, Regalado, Yodico, 2015. All rights reserved. 96 Figure 6.1. Graph for the Stochastic Single Period Model This means that when 𝑥 is the amount of inventory on hand before an order is placed, the amount of units to be ordered must be investigated under three conditions (Taha, 2007; Hillier and Lieberman, 2011): Case 1: 𝑥 < 𝑠, when the inventory is less than the reorder point 𝑠. In this case, there are two options: do not order of raise the inventory level to 𝑆 it is logical to order because min 𝑇𝐶(𝑧) < 𝐿(𝑥) 𝑧≥𝑥 𝐾 + 𝐿(𝑆) < 𝐿(𝑥) Case 2: 𝑠 ≤ 𝑥 ≤ 𝑆, when the inventory level is above the reorder point yet less than the level of inventory after replenishment. It is not recommended to order because min 𝑇𝐶(𝑧) ≥ 𝐿(𝑥) 𝑧≥𝑥 Case 3: 𝑥 > 𝑆, when one intends to raise the inventory above the after-replenishment level. It is also not recommended to order since 𝐿(𝑥) < 𝑇𝐶(𝑧) © Butlig, Regalado, Yodico, 2015. All rights reserved. 97 The optimal policy is therefore summarized as (Taha, 2007; Hillier and Lieberman, 2011): 𝐼𝑓 𝑥 < 𝑠, 𝑜𝑟𝑑𝑒𝑟 𝑆 − 𝑥 𝐼𝑓 𝑥 ≥ 𝑠, 𝑑𝑜 𝑛𝑜𝑡 𝑜𝑟𝑑𝑒𝑟 Hillier and Lieberman (2011) note that the stochastic single-period model could only be used to plan ahead only one period at a time. Although the model could be extended to a multi-period one, the exact values 𝑠 and 𝑆, which may vary for each period, is very hard to determine (Hillier and Lieberman, 2011). If there is an availability of complete quantitative records and reports, recommendations and the assessment of the benefits and cost will be able to be accurately quantified. 6.7.2. Microsoft Dynamics NAV The Philippine Red Cross Rizal Chapter will be using Microsoft Dynamics NAV as their main software. The staff and volunteers will be trained how to use the software and there will also be a trial period in order for them to get accustomed to it. The new software will make the inventory management easier, more reliable, and more efficient. The stated recommendations will not be affected by the use of Microsoft Dynamics NAV. However, if Microsoft Dynamics NAV will have a malfunction, there should be a back-up database in order to avoid disruptions with regard to the operations of Philippine Red Cross Rizal Chapter. © Butlig, Regalado, Yodico, 2015. All rights reserved. 98 BIBLIOGRAPHY Abalos A., Bautista P., Isaac P., Pua A., Pineda V. (2014) Designing a Community-Based Disaster Relief Management System for Non-Government Organization, OG Cares Foundation. Retrieved 26th of February from http://www.dlsu.edu.ph/conferences/dlsu_research_congress/2014/human-centrictechnology.asp Akkihal, A. (2006). Inventory Prepositioning for Humanitarian Operations. Retireved 6th of December 2014 from http://dspace.mit.edu/bitstream/handle/1721.1/36318/72823591.pdf?sequence=1&origi n=publication_detail American Society for Quality. Fishbone (Ishikawa) Diagram. Retrieved 6th of May 2015 from http://asq.org/learn-about-quality/cause-analysis-tools/overview/fishbone.html Australian Government (2004). Emergency Management Concepts and Principles. Retrieved 24th of February 2015 from https://www.em.gov.au/Documents/Manual01EmergencyManagementinAustralia-ConceptsandPrinciples.pdf Balcik, B. and Beamon B. (2008). Facility location in humanitarian relief, International Journal of Logistics: Research and Applications, 11. Retrieved 6th of December 2014 from http://www.researchgate.net/profile/Burcu_Balcik/publication/242253690_Facility_loc ation_in_humanitarian_relief/links/54b7b8cd0cf2e68eb280436b.pdf © Butlig, Regalado, Yodico, 2015. All rights reserved. 99 Bullock, J., Coppola, D., & Haddow, G., (2008). Introduction to Emergency Management. Waltham. Massachusetts: Butterworth-Heinemann Corruption Prevention Department: Independent Commission Against Corruption (2003). Stores Management in Non-Governmental Organisations. Retrieved 24th of February 2015 from www.had.gov.hk/file_manager/docs/public_services/store_e.pdf Coyne, J., de Leeuw, S., Kopzack, L. R., McCoy, J., & Mizushima, M. (2008). Assuring Effective Supply Chain Management to Support UNHCR’s Beneficiaries. Retrieved 24th of February 2015 from www.unhcr.org/496db70a4.pdf Hanieffudin S., Shamshuddin S., Khadar Baba S. (2013). Essentials of Logistics Management. Retrieved 26th of February from http://www.lulu.com/shop/drhaniefuddin-s-and-shaik-shamshuddin-dr-shaik-khadar-baba/essentials-of-logisticsand-supply-chain-management/paperback/product-20949180.html Hillier, F., and Lieberman, G. (2011). Introduction to Operations Research, 7th Edition. Retrieved from https://faculty.sau.edu.sa/filedownload/doc-6-pdf695494b434b3711f396bc5f0d3c0a54e-original.pdf Heck, Guido van (2009). Inventory Management: Introducing a Framework to Assess Operational Management. Retrieved 26th of February from http://www.tbm.tudelft.nl/fileadmin/Faculteit/TBM/Over_de_Faculteit/Afdelingen/Afd eling_Infrastructure_Systems_and_Services/Sectie_Informatie_en_Communicatie_Tec hnologie/medewerkers/jan_van_den_berg/news/doc/GvHeck_THESIS_FINAL.pdf © Butlig, Regalado, Yodico, 2015. All rights reserved. 100 International Federation of Red Cross and Red Crescent Societies (2002). Handbook for Delegates 2002. Retrieved 22nd of April 2015 from http://www.ifrc.org/PageFiles/95733/07.%20Handbook%20for%20delegates_IFRC.pd International Committee of the Red Cross, and International Federation of Red Cross and Red Crescent Societies (2008). Handbook of the International Red Cross and Red Crescent Movement 14th Edition. Retrieved 22nd of April 2015 from https://www.icrc.org/eng/assets/files/publications/icrc-002-0962.pdf Michigan Department of State Police (2012). Local Disaster Logistics and donations Management Planning Handbook. Retrieved 26th of February 2015 from http://www.michigan.gov/documents/msp/Local_Disaster_Logistics_and_Donations_ Management_Planning_Handbook_-_Pub_107a__Stakeholder_Review_Draft_Sept_396838_7.pdf Muller, M. (2011). Essentials of Inventory Management (5th ed.). New York, USA: American Management Association (AMACOM) Ozbay, K. & Ozguven, E. E. (2006). A Stochastic Humanitarian Inventory Control Model for Disaster Planning. Retrieved 10th of December 2014 from http://www.researchgate.net/profile/Eren_Ozguven/publication/239439262_Stochastic_ Humanitarian_Inventory_Control_Model_for_Disaster_Planning/links/5400b6760cf2c 48563ae7914.pdf. Ozguven, E. (2012). A Secure and Efficient Inventory Management for Disasters. Retrieved 26th of February from https://rucore.libraries.rutgers.edu/rutgerslib/37454/PDF/1/ © Butlig, Regalado, Yodico, 2015. All rights reserved. 101 Philippine Red Cross-Rizal Chapter. 9th Chapter Assembly: Effective Delivery of Red Cross Services Through Strengthened Branches. Manila, Philippines:PRC Rizal Chapter Ponnaiyan, S. (2013). Supply Chain Network Planning For Humanitarian Operations During Seasonal Disasters. Retrieved 9th of December 2014 from http://digital.library.unt.edu/ark:/67531/metadc271880/m2/1/high_res_d/dissertation.pd f Reyes, P., Man, J., and Jaska, P. (2013). A Disaster Relief Inventory Model Based on Transshipment. Independent Journal of Management and Production. Retrieved 9th of December 2014 from http://ijmp.jor.br/index.php/ijmp/article/viewFile/105/pdf Roebuck, Kevin (2012). Supply Chain Management (SCM): High-impact Strategies What You Need to Know: Definitions, Adoptions, Impact, Benefits, Maturity, Vendors. Retrieved 26th of February from https://books.google.com.ph/books?id=8CUPBwAAQBAJ&dq=The+scope+of+invent ory+management+concerns+the+fine+lines+between+replenishment+lead+time,+carry ing+costs+of+inventory,+asset+management,+inventory+forecasting,+inventory+valua tion&source=gbs_navlinks_s Ruivo, P., Johansson, B., Oliveira, T., and Neto, M. (2013). Commercial ERP systems and user productivity: A study across European SMEs. Procedia Technology, 9. Retrieved 12th of December 2014 from http://ac.els-cdn.com/S2212017313001631/1s2.0-S2212017313001631-main.pdf?_tid=afd8f95a-dee5-11e4-872c00000aab0f02&acdnat=1428604060_fd619c5b7f296abe53add90d21999b9a © Butlig, Regalado, Yodico, 2015. All rights reserved. 102 Sharifyazdi, M; Navangul, KA; Jahre, M (2013). On-And-Off-Shore Prepositioning and Delivery Mechanism for Sudden-Onset Disaster Response, 4. Retrieved 6th of December 2014 from http://ijmp.jor.br/index.php/ijmp/article/viewFile/105/pdf Stapleton, O., Tomasini, R., & Van Wassenhove, L. (2008). Corporate Responses to Humanitarian Disasters: The Mutual Benefits of Private-Humanitarian Cooperation. Retrieved 25th February from www.insead.edu/facultyresearch/.../humanitarian/.../R1415-08-WG.pdf Sternad, S. and Bobek, S. (2012). Success Factors for Dynamics NAV Solution Implementation: What Matters and How. Journal of Integrated Enterprise Systems, 1. Retrieved 5th of April 2015 from http://clcloud.com/JIES/V1N1/J005JIES.pdf Taha, H. (2007). Operations Research: An Introduction. Retrieved from http://www.math.epn.edu.ec/~sandra/TDE2015_A/libros/taha2007.pdf Thomas, L. (2005). Capacity for Building Local NGOS: A Guidance Manual for Good Practice. London, UK: Catholic Institute for International Relations UNHR, ASEAN Committee on Disaster Management, BAKORNAS PB (2008). ASEAN Training On Emergency Logistics Management – Participant Guide. Retrieved 27th of February from http://www.researchgate.net/profile/Eren_Ozguven/publication/239439262_Stochastic_ Humanitarian_Inventory_Control_Model_for_Disaster_Planning/links/5400b6760cf2c 48563ae7914.pdf. © Butlig, Regalado, Yodico, 2015. All rights reserved. 103 van Wyk, E., Bean, W., and Yadavalli, V. (2011). Modeling of Uncertainty in Minimizing the Cost of Inventory for Disaster Relief. South African Journal of Industrial Engineering 22 (1): 1-11. Retrieved 7th of December 2014 from http://www.dspace.up.ac.za/bitstream/handle/2263/16560/VanWyk_Modelling(2011).p df?sequence=1 Weibull.com. Fault Tree Analysis. Retrieved 6th of May 2015 from http://www.weibull.com/basics/fault-tree/ © Butlig, Regalado, Yodico, 2015. All rights reserved. 104 APPENDICES Appendix A. Images of storage of goods © Butlig, Regalado, Yodico, 2015. All rights reserved. 105 Appendix B. Philippine Red Cross Rizal Chapter Annual Reports Appendix B.1. Difference in presenting reports in general © Butlig, Regalado, Yodico, 2015. All rights reserved. 106 Appendix B.2 Incident Report Appendix B. 3 Differences in Relief Operation © Butlig, Regalado, Yodico, 2015. All rights reserved. 107 Appendix C. Relief Packs Released Month January February March April May June July August September October November December Number of Relief Packs Released Per Family 2005 2006 2007 2010 2013 68 136 0 123 200 0 88 86 128 0 0 131 322 3 0 181 178 3298 184 212 0 627 236 98 0 0 294 266 99 0 115 23 4371 0 455 11 33 0 0 2 253 0 0 38 0 0 0 144 63 11 158 0 8 25 0 354 0 0 339 1 © Butlig, Regalado, Yodico, 2015. All rights reserved. 2014 0 71 78 124 0 21 3272 224 483 0 0 683 108 Appendix D. EM-DAT Data for Natural Disaster Disaster No Type Date 2010-0543 2010-0659 2011-0379 2012-0272 2012-0500 2013-0274 2013-0395 2013-0433 2014-0330 2014-0479 Storm Flood Storm Flood Storm Flood Earthquake Storm Storm Storm 18-10-2010 24-12-2010 24-09-2011 6/8/2012 4/12/2012 13-08-2013 15-10-2013 8/11/2013 17-09-2014 12/12/2014 Total Total damage Death ('000 US$) ('000) 2009026 275745 1972446 110 3030846 178881 103 4451725 72330 112 6246664 898352 1901 3096422 2190000 3222224 230 16106870 10000000 7354 2052157 75783 4150400 Total affected Disaster No Type Date 2011-0379 2013-0430 2014-0227 Storm Storm Storm 24-09-2011 12/10/2013 15-07-2014 Total Damge in US 344173 96723 165492 Disaster No 2010-0308 2010-0391 2011-0519 2012-0031 Type Storm Epidemic Storm Earthquake Date 12/7/2010 1/1/2010 15-12-2011 6/2/2012 Total Death 146 737 1439 113 © Butlig, Regalado, Yodico, 2015. All rights reserved. 109 EM-DAT Data for Technical Disasters Disaster No Type Date 2010-0095 Transport accident Miscellaneous accident Transport accident Transport accident Miscellaneous accident Miscellaneous accident Transport accident Transport accident Transport accident Transport accident 6/3/2010 2010-0165 2010-0412 2010-0620 2011-0058 2011-0059 2011-0502 2013-0318 2013-0522 2014-0358 Disaster No 2010-0226 2010-0632 2011-0060 2011-0565 2012-0170 2012-0239 Total affected 11 Total damage Total ('000 US$) Death 25-04-2010 2000 18-08-2010 9 3/12/2010 14 40 14-02-2011 10006 234 8/2/2011 10/12/2011 17-08-2013 16-12-2013 13-09-2014 20011 20 629 20 14 467 Date 13-06-2010 Total Death 15 18-12-2010 15 29-01-2011 25-12-2011 13-06-2012 12 22 24 9/5/2012 18 Type Transport accident Miscellaneous accident Miscellaneous accident Transport accident Transport accident Miscellaneous accident © Butlig, Regalado, Yodico, 2015. All rights reserved. 18 137 22 110 Appendix E. Prices Item Unit Bond Paper Black per page and White Printing (8.5 x 11") Ring Bind per document Supplier 1 Price Per Unit (Php) Supplier 2 Supplier 3 1.001 0.652 2.503 Average Price 1.38 20.004 45.005 25.006 30.00 1 http://www.olx.ph/index.php/view+classifieds/id/72665049/PISO+print++document+printing+%28Bulk%29+or+per+page?referralKeywords=document+printing +price+list&event=Search+Ranking,Position,1-1,1 2 http://www.olx.ph/index.php/view+classifieds/id/72014869/Full+Color+Letterhead+Pri nting+%28Paper+Included%29+.65+cent+per+page?referralKeywords=printing+prices+ bond+paper&event=Search+Ranking,Position,1-16,16 3 http://www.olx.ph/index.php/view+classifieds/id/72155365/Mini+Offset+Printing%2C+ Laser%2C+Smudge+proof%2C+Off+set+Print%2C+Offset?referralKeywords=printing+prices+bond+paper&event=Search+Ranking,Position,113,13 4 http://www.olx.ph/index.php/view+classifieds/id/72124053/Affordable+Reprint+Medica l+Books+Colored+Hard+Soft+or+Ring+Bind+p1?referralKeywords=book+binding+pric e&event=Search+Ranking,Position,1-15,15 5 http://www.olx.ph/index.php/view+classifieds/id/72548701/Books+Yearbook+Comics+ Printing+Perfect+Binding+Quezon+City?referralKeywords=book+binding+price&event =Search+Ranking,Position,1-5,5 6 http://www.olx.ph/index.php/view+classifieds/id/72124143/Affordable+Reprint+Medica l+Books+Colored+Hard+Soft+or+Ring+Bind+p2?referralKeywords=book+binding+pric e&event=Search+Ranking,Position,1-14,14 © Butlig, Regalado, Yodico, 2015. All rights reserved. 111 Poster Printing (18 x24") Sticker Paper (8.7 x 11.69") Warehouse Compartment (2.5mx2.4mx2.7m) per poster 100.007 50.008 150.009 100.00 per 25 sheets 100.0010 76.0011 68.0012 81.33 Per compartment 7,000.0013 5000.0014 5,999.0015 5,999.67 7 http://www.olx.ph/index.php/view+classifieds/id/42599462/large+format+printing?refer ralKeywords=Poster+print&event=Search+Ranking,Position,1-11,11 8 http://www.olx.ph/index.php/view+classifieds/id/72233443/large+format+printing?refer ralKeywords=Poster+print&event=Search+Ranking,Position,1-13,13 9 http://www.olx.ph/index.php/view+classifieds/id/72261650/GREM+Advertising+%26+ Printing?referralKeywords=price+list+poster+printing&event=Search+Ranking,Position, 1-12,12 10 http://www.olx.ph/index.php/view+classifieds/id/72341207/Sticker+Paper+Waterproof +Glossy?referralKeywords=a4+sticker+paper&event=Search+Ranking,Position,1-1,1 11 http://www.alibaba.com/product-detail/Sticker-Labels_127620504.html 12 http://www.alibaba.com/product-detail/Stickers-Labels-Sticker-Labels-Printingor_50004661885.html 13 http://www.alibaba.com/product-detail/Guaranteed-Quality-Steel-Custom-PrintingHeavy_60173362550.html 14 15 http://www.alibaba.com/product-detail/Warehouse-Rack_100014545.html http://www.costuless.com.ph/virtuemart/racking-storage-systems/racking-systems/sr6dg-steel-racking-system.html © Butlig, Regalado, Yodico, 2015. All rights reserved. 112 Appendix F. Disaster Inventory Management Manual © Butlig, Regalado, Yodico, 2015. All rights reserved. Disaster Management Services Inventory Management Manual Philippine Red Cross Rizal Chapter May 2015 Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |i Table of Contents The Philippine Red Cross 1 The Philippine Red Cross Rizal Chapter 2 PART I. GENERAL INFORMATION I.A. Description of Disaster Management Inventory Manual 3 I.B. Purpose 3 I.C. Objective 4 I.D. Proper Use of Manual 4 PART II. ROLES AND RESPONSIBILITIES FOR INVENTORY MANAGEMENT CONTROL II.A. Before and After Disaster 5 II.A.1 Chapter Head 5 II.A.2 Branch Administrator 6 II.A.3 Inventory Relief Manager 6 II.B. During Disaster 7 II.B.1 Overall Operation Branch Head 7 II.B.2 Committee Heads 7 II.B.3 Volunteers 8 II.B.4 Committees 8 PART III. INVENTORY MANAGEMENT CONTROL PROCESS III.A Segregation of Donated Goods 10 III.B Method of Storage of Goods 11 III.C Storage Cleaning and Maintenance 12 III.D Physical Counting and Monitoring of Inventory 13 Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | ii III.E Disposal of Damaged and Expired Goods 15 III.F Receipt of Donations 15 III.G Releasing of Goods from Storage 17 III.H Packing of Relief Goods 18 III.I Releasing of Relief Packs 20 III.J Generation of Reports 21 PART IV. INVENTORY MANAGEMENT OPERATIONS PROCESSES IV.A Overall Disaster Relief Operations System 25 IV. B Disaster Relief Operations Processes 26 PART V. APPENDICES Appendix A. Storage Layout 31 Appendix B Disaster Management Inventory Forms 34 Appendix B.1 Maintenance Log Sheet 34 Appendix B.2 Relief Inventory Form 35 Appendix B.3 Damaged Goods Log Sheet 36 Appendix B.4 Acknowledgement of Donation In-kind Form 37 Appendix B.5 Donated Goods Log Sheet 38 Appendix B.6 Goods Released Log Sheet 39 Appendix B.7 Relief Pack Count Log Sheet 40 Appendix B.8 Relief Pack Released Log Sheet 40 Appendix B.9 Awards Distribution Sheet 41 Appendix B.10 Relief Pack Returned Form 42 Appendix B.11 Record Monitoring Log Sheet 42 Appendix C Reports Format 43 Appendix C.1 Maintenance Monthly Report 43 Appendix C.2 Relief Pack Monthly Report 44 Appendix C.3 Goods In Storage Report 45 Appendix C.4 Maintenance Annual Report 46 Appendix C.5 Relief Pack Annual Report 47 Appendix C.6 Goods In Storage Annual Report 48 Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | ii Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |1 THE PHILIPPINE RED CROSS (PRC) The Philippine Red Cross is the premier non-political, non-religious, independenthumanitarian organization in the Philippines. It aims to provide aid and services to the Filipinos in order to protect their lives and their dignity as well as help in their recovery in disastrous and vulnerable situations. The organization was officially established in 1947 but it traces back its roots during the Philippine Revolutionary days. At the present, Philippine Red Cross (PNRC) has six major services in order to aid and promote awareness amongst the Filipinos. The following services that PNRC offers are listed below: Disaster Management Services. Disaster Management Services aim to minimize, reduce, if not eradicate the effects that disasters entails by providing knowledge and skills for the Filipinos to be more aware and prepared. In addition, they provide rehabilitation and relief assistance to victims of disasters. Blood Services. Blood Services provide safe blood and blood products under a quality management system. Safety Services provides training for volunteers on first aid, swimming, water safety, and basic life support-Cardio Pulmonary Resuscitation (CPR), and rescue measures and procedures. Community Health and Nursing Services. The Community Health and Nursing Services provide the vulnerable and underserved quality and basic health services. Social Service focuses on counseling, inquiry tracing, health and welfare reporting, inter-country case work, and emergency leave assistance for the Filipino in the US military service. Red Cross Youth.The Red Cross Youth educates and empowers the youth, and cultivate them to be the best servers and leaders of humanitarian activities. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |2 THE PHILIPPINE RED CROSS RIZAL CHAPTER The Philippine Red Cross Rizal Chapter became an independent Chapter from being a Sub-Chapter of the Manila Chapter in 1948 led by Governor Sixto Antonio and Mr. Maximo Hernandez as Chairman and Vice Chairman, respectively. Having a wide area of jurisdiction, the Rizal Chapter created branches and sub-chapter in each city/province under its jurisdiction in order to ensure a quality, fast, and efficient service to the Filipino citizens. As of 2014, there are nine (9) branches and one (1) sub-chapter under the jurisdiction of Philippine Red Cross Rizal Chapter: Las Piñas Sub-Chapter Makati Branch Mandaluyong Branch Muntinlupa Branch Parañaque Branch Pasig-Pateros-Taguig Branch San Juan Branch East Rizal Branch South Rizal Branch West Rizal Branch Source: 9th Chapter Assembly: Effective Delivery of Red Cross Services Through Strengthened Branches, n.d. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |3 PART I GENERAL INFORMATION I.A Description of Disaster Inventory Management Manual “Philippine Red Cross Rizal Chapter Disaster Policy Handbook Title Management Services Inventory Management Manual” Authors Contributors to the Policy Concept Policy Focus I.B Aubrey Butlig Patricia Minette Regalado Jayson Yodico Philippine Red Cross National International Federation of Red Cross Disaster Inventory Management System Purpose The Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual is designed to establish efficient and sustainable procedures for the management of relief items of Philippine National Red Cross – Rizal Chapter and its branches. The relief items include food items such as canned goods, noodles, biscuits, sacks of rice, clothes, blankets and other items alike. The processes to be included in this manual are the receipt and tagging of goods, physical inventory count, record keeping, release of goods from the storage area and from the branch, acceptance of in-kind donations, report of missing goods, and disposal of expired food items. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |4 I.C Objectives This policy handbook is intended to outline the necessary details for a sustainable and efficient disaster inventory management procedures for PNRC Rizal Chapter. Hence, the handbook aims to achieve the following objectives: ● Facilitate easy counting and control over stored items therefore ensuring that sufficient quantities are on hand to meet agency needs; ● Clarify roles and responsibilities among Red Cross personnel with regards the inventory during or before/after disaster; ● Ensure that inventories are safeguarded from loss due to deterioration, obsolescence and expiration ● That supplies and materials inventories are accurately reported, ● That based on the cost benefit of maintaining inventory records, that departments and units do not spend unnecessary time and effort inventorying low dollar value items, and ● Expedite process flows that would instigate the aforementioned objectives. I.D Proper Use of Manual A hard copy and soft copy of Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual must be available in all the offices under the jurisdiction of Philippine Red Cross Rizal Chapter. It must be easily accessible and must be administered by the Rizal Chapter Head (for Philippine Red Cross Rizal Chapter’s office) and Branch Head or appointed person by Branch Head (for the branch offices). Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |5 PART II ROLES AND RESPONSIBILITIES FOR INVENTORY MANAGEMENT CONTROL This section outlines the responsibilities of the officers with regard to inventory management control. The officers-in-charge to be discussed in this section are the following: Chapter Head Branch Administrator Relief Inventory Manager Overall Operations Branch Head Committee Heads Volunteers. II.A Before and After Disaster II.A.1 Chapter Head The Chapter head is the overall head of the branches under his/her office as well as the employees. With regards the inventory, the head of the chapter should assume the following responsibilities: a. Consolidate inventory monthly reports from the various branches so as to exercise greater control over inventory, and to see the available goods stored over various branches as well as the total number of goods for the chapter. Necessary action may also be instigated so as to further reduce damaged or expired items The report may also be used as references for future studies. b. Should there be a report of missing inventory, should initiate, with the aid of the Branch Administrator, an inquiry about the case and do necessary actions with regards the findings Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |6 c. Respond to all questions and concerns raised by the branches regarding the policies and procedures prevailing over inventory control. II.A.2 Branch Administrator The Branch Administrator is the head of all the employees in its respective branch. He/she is knowledgeable of all the activities of the branch including those that involves inventory. It is his/her responsibility to perform the following with regards inventory: a. Supervise the completion of the branch’s inventory monthly report to be submitted to the chapter head. b. Should there be a report of missing inventory, should coordinate with the chapter head in the inquiry about the case. c. Respond to all questions and concerns raised by the employees/volunteers regarding the policies and procedures prevailing over inventory control. II.A.3 Inventory Relief Manager The Relief Inventory Manager is the employee taking up different roles in the branch. He/she, however, is the primary person responsible of the inventory and all related aspects of his/her respective branch. It is only to this officer that access to the stock room at any particular time is granted. Also, it is to him/her that other parties should ask permission from in taking/ releasing goods from the storage room. Further, the relief inventory manager is the person-in-charge of the following: 1) Regularly counting the current inventory content of the storage area 2) Monitoring the inflow and outflow of goods from the storage area 3) Generating the inventory report of the branch submitted to the branch administrator every month. 4) Ensuring the cleanliness and order or the storage area therefore promoting an environment that avoids damage to the stocked items 5) Monitoring the expiry of perishable goods and disposing of them properly, and 6) Securing the goods from access of unauthorized persons Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |7 II.B During Disaster II.B.1 Overall Operation Branch Head The Chapter head at the time of disaster takes the role of the overall operations head therefore tasked to supervise all the activities done during a disasters. The duties of this person also include the following: 1) Coordinating the timely counts of the available and needed goods/prepared packs among various officers and committees that deals with the inventory 2) Updating the aforementioned officers of the state of the process -- its items, materials as well as the personnel involved 3) Takes note of the deployments, the details, and the goods released for it 4) Takes note of the purchases, the details, and the funds used. II.B.2 Committee Heads The committee heads are usually the regular employees in that particular branch of Red Cross. The assignments of tasks are delegated at the first day of disaster. An officer may assume one or more roles (e.g. the head of two committees). It is the responsibility of the committee heads to do the following: 1) Coordinates with and update the overall operations officer about the processes and the outputs consequently generated. 2) Records the values related and reported to the overall head 3) Assign specific tasks to the volunteers under the committee 4) Oversee the performance of the volunteers and check if they are doing things the right way and efficiently 5) Answers all questions and concerns of the volunteers under the same committee Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |8 II.B.3 Volunteers The volunteers may be the regular volunteers of Red Cross or the walk-ins. The regular ones are contacted at the time of the disaster, pre-oriented, and are usually assigned the crucial roles. Regardless of this classification however, they are tasked to do the following: 1) Perform their assignments as designated by their committee head 2) Ask for questions should they be unsure of what they are doing 3) Stay in their committees and ask permission should they be requested to help in a task with another committee 4) Inform their heads in case that they are taking a break or leaving II.B.4 Committees Different Committees are activated to execute the different operations needed for a disaster. A Committee is composed of a committee head and volunteers. The committees involved with inventory at the time of disaster and their respective functions are the following (refer to Table 2.1.): Committee Receiving Committee Function 1) Controls and records the goods received from purchase or from donations and those released for packing or for other purposes 2) Responds to the requests of the relief committee by transferring needed goods 3) Transports the goods from the storage area 4) Arranges the goods according to expiry date 5) Receives donated goods 6) Records the goods received 7) Delivers the goods to the storage area Relief Committee 1) Packs goods ready for distribution 2) Notes the goods requested and taken from the storage area (Asks permission from the reception Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management Services Inventory Management Manual |9 committee) 3) Transport also the goods to the vehicle for distribution Food Committee 1) Responsible for the welfare of the volunteers and personnel involved in disaster operations 2) Notes the goods requested and taken from the storage area (Asks permission from the reception committee) Hot Meals Committee 1) Prepares cooked meals for the affected people 2) Notes the goods requested and taken from the storage area (Asks permission from the reception committee) Table 2.1 Disaster Committees Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 10 PART III INVENTORY MANAGEMENT CONTROL PROCESS III.A Segregation of Donated Goods The receipt of donated goods must be systematic and efficient in order to ensure that the goods are within the standards of Philippine Red Cross. 1) If the goods that arrived are already segregated by type, brand, and expiration date, they should be kept in their respective container. If they are not yet segregated, a group of volunteers should segregate them by type, brand, and expiration date and shall be assigned a particular container. 2) All containers should be sealed well with a tie or packing tape and labeled at the outer side. The following should be the details of the label as seen in Figure 3.1: Type and Brand Expiration Date: month and year Quantity Full/Not Full Code (The code shall be the date of receipt and a number (e.g. 15042201 for the first donation received for April 22, 2015)) Item Classification: Brand: Exp. Date: Qty.__________ O Full O Not full ______ Item Code: Figure 3.1. Goods Storage Container Label Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 11 III.B Method of Storage of Goods When there are no big disasters, all donated in-kind items shall be stored in a particular storage area within the branch. The following guidelines should be observed for an efficient storage area: 1) The manner of arrangement of goods will depend on the storage capacity of the branch. However, the arrangement should consider the expiration date of the goods (those that would expire earliest should be nearest the order picking area as shown in or should be more accessed first). In addition, the fragility and weight of goods should be considered (e.g. noodles and biscuits should have the minimum stacking height), as well as the size of the containers (to ensure balance, the bigger containers should be at the lower part of the stack). In stacking the goods, the easy accessibility of each container should be ensured. If boxes are too small to provide accessibility to each box, they should be placed in bigger container, sealed, and labelled. An example layout of storage area would be seen in Appendix A. 2) Once, the arrangement of goods is determined, it should be ensured that the labels of items are facing outward or facing the aisle for easier checking. Note: At the time of disaster, a temporary storage area shall be made at the same location of the packing operation. This means that incoming donations as well as nearexpiring food items from the stock room shall be directed or moved to the operations room. Not all goods from the storage room, however, shall be moved to the said area. The arrangement of goods in the temporary storage area shall assume the same mode of arrangement same as the permanent storage area. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 12 III.C Storage Cleaning and Maintenance It is essential that the storage areas are suitable for storage of perishable and non-perishable relief goods. Therefore, cleanliness and order should always be maintained in order to avoid damage and spoilage of goods (especially perishable goods). 1) Cleaning and maintenance check of the storage area should be done once every two weeks. It includes sweeping, dusting, and wiping compartments. 2) If there are major maintenance work needed (fixing compartments, walls, doors, etc.) it should be fixed at least 2 days after being reported. 3) If there is an observed need for maintenance work seen during the maintenance check, it should be reported and recorded immediately in the Maintenance Log Sheet (refer to Appendix B.1) within the day of recognition of the need with the following details: type of damage date recognized date reported date fixed maintenance action done cost of maintenance 4) The relief inventory manager should be the one who conducts the maintenance check and should be the one to report and record major maintenance work. 5) As for the actual cleaning, it is not required to be done only by the relief inventory manager. However, supervision and authorization of the relief maintenance manager are needed before other people are allowed to do the task. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 13 III.D Physical Counting and Monitoring of Inventory The physical counting and monitoring of the storage items helps in tracking the movement of the items in storage and determines the current stock available for use. 1) The inventory manager is responsible for recording the physical count and the conditions of the goods. It is necessarily solely the responsible of the relief inventory manager to conduct the actual physical count and inspection. However, there should be authorization and supervision from the relief manager if the tasks will be done by other people in the organization. 2) Physical counting and inspection of goods in storage should be done within the last week of every month. 3) Inspection of the condition of the goods should be done simultaneously with the physical counting. 4) If the content of the container is full (will be indicated in the label shown in Figure 3.1.), the details from the label (refer to section III.A.3) should be recorded. Otherwise, the inspector should count and inspect the contents of the container and record the finding. In addition, the details of the label should also be updated by crossing out the previous detail and put the current detail on the available space in the field and indicate the date below the new entry as shown in Figure 3.2: Qty. 9 packs 8 packs09/11/ Figure 3.2. Proper Cancellation of Information Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 14 5) The Relief Inventory Form (refer to Appendix B.2) will be used in order to record the result of the physical inventory. Each detail should be complete and clear. 6) If there are damaged or expired goods, it should be recorded immediately in the Damaged/Expired Goods Log Sheet (refer to Appendix B.3), before removing the item in storage. The following details should be indicated: Type of item Brand Qty. Damage/ Expiration description Expiration date Date removed 7) Damaged items should be removed on the same day of the inspection. 8) The details of the report should be encoded within the week after the actual physical count and inspection. 9) The encoded goods should be arranged by expiration date. 10) If the goods will be expired within 3 days based on the Donated Goods Log Sheet (refer to Appendix B.3), the goods should be automatically removed from the storage. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 15 III.E Disposal of Damaged and Expired Goods Ones the goods are identified as damaged or expired, they should be properly disposed. 1) Goods that are damaged should be separated from goods that are expired. 2) The goods should be segregated according to the following classifications: plastic and styrofoam, paper, can or bottles, and biodegradable wastes. 3) Wastes should be put into a garbage container by classification and sealed properly. 4) The garbage container should be labeled if it is expired/damaged and the classification of its contents. 5) There should be a designated area which is allotted for wastes. III.F Receipt of Donations One of the main resources of goods for disaster management operations are donations from corporations, institutions, organizations, and individuals. Donations may come in the form of monetary donations and in-kind donations (food, clothes, blankets, etc.) 1) Monetary donations are handled by the Cashier Office of Philippine Red Cross Rizal Chapter. The volunteer will assist the donor to the Cashier Office for the monetary donation transaction. Then, if the monetary donation is needed by the Disaster Management Service, the funds will be withdrawn from the Cashier Office, and the Cashier Office will issue an official receipt to the Disaster Management Office. 2) Donations that are in-kind (e.g. noodles, rice, canned goods, water, clothes, etc.) will be received by the First Receiving volunteers under the supervision of the Receiving/ Reception Committee Head in the designated receiving area (depends on the branch). 3) Goods that will expire within six months or less should not be accepted. 4) The Second Receiving Volunteer will check the following details of the donated goods: Type of good Brand Quantity Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 16 Expiration Date 5) An Acknowledgement Receipt of Donation Form (refer to Appendix B.4) will be filled out by the First Receiving volunteer assigned in the receiving area, and signed by the donor and the First Receiving Volunteer who receives the donation. One copy will be given to the donor, while the other copy will be kept for the purpose of recording. 6) The Second Receiving Volunteer will put the label (refer to Figure 3.1) on the container if the container contained goods that are of the same type, brand, and have the same expiration date. Otherwise, goods will be segregated and combined with other goods of the similar type, brand, and expiration date until a container is full and ready for labeling. 7) A Third Receiving Volunteer will take care of segregating the goods if they are of mix type, brand, and have mix expiration date. 8) Another group of Receiving Volunteers will transfer the labeled goods to the designated storage area. 9) The Receiving Committee Head must record the donations received every time there are donations in the Donated Goods Log Sheet (refer to Appendix B.5). 10) The Goods in Storage Monthly Report (refer to Appendix C.3) must be generated monthly. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 17 III.G Releasing of Goods from Storage Goods which are stored in the storage area (e.g. noodles, canned goods, rice, clothes, blankets, etc.) during a relief operation and non-relief operation should be monitored. Therefore, the movement out of goods out of the storage area should be organized. 1) The Releasing Volunteers/other requesting party should ask authorization from the Relief Inventory Manager if it occurs before/after the disaster. If the request occurs during a disaster, the Releasing Volunteers/other requesting party should ask authorization from the Releasing Committee Head. 2) The Relief Inventory Manage/Releasing Committee Head must accompany and supervise the requesting party to gather the needed goods. 3) A Goods Released Log Sheet (refer to Appendix B.6) must be filled out and signed by the Releasing Volunteers/other requesting party and the Relief Inventory Manage/Releasing Committee Head before the official releasing of the goods. 4) The Relief Inventory Manager must consolidate the information of the releasing of good into a Goods in Storage Monthly Report (refer to Appendix C.3). The report will be generated monthly. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 18 III.H Packing of Relief Goods The assembly of relief packs or packing of relief goods only happens during a disaster or if the stored relief packs do not suffice the demand. 1) Once the goods are brought by the Releasing Volunteers other requesting party, they will be segregated according to the classification: food items and non-food items by the First Relief Volunteer. 2) The relief packs content and arrangement should follow the following standards in Table 3.1: PACK TYPE CONTENT Food Pack 5 canned goods (intended to supply a family of 5) 5 noodles 5kg rice Additional: 1 gallon(3.78 L)/ 5 500mL water bottle Clothe Pack 2 pants for adults 2 upper garment for adults 4 pants for teenagers/kids 4 upper garment for teenagers/ kids 4 upper garment for babies 4 lower garment for babies Table 3.1. Relief Packs Content 3) The non-food item containers will be opened by the Second Relief Volunteer and sorted by other Relief Volunteers. 4) Then the non-food item will be paired and folded (blankets, sleeping mat, or clothes) by another group of Relief Volunteers. Then it will be packed into a Philippine Red Cross relief bag by anoother Relief Volunteer. The food item containers will be placed by Relief Volunteers near the designated area for a particular food item assembly. One Relief Volunteer per area will be assigned to open the container. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 19 5) The Relief Volunteers assigned in packing a particular food-item should follow the assembly line flow (will depend on the branch). 6) Empty boxes and container from every assembly area should be collected by Relief Volunteers. Another group of volunteers will segregate them if they suitable to be containers of relief packs. If they are, they will be brought near the packing area of tied relief packs. Otherwise, they will be brought to a designated area for wastes. 7) Relief Volunteers are assigned at the end of the assembly line to tie the relief bags. Then other Relief Volunteers are assigned to put the relief packs in a container by a standard number of relief packs per container (depends on the branch and the capacity of container) ready for delivery. In addition, the containers of relief packs should be grouped per time of counting. Example shown in Figure 3.3.: Relief packs made during 9am-10am Relief packs made during 10 am-11am Figure 3.3. Relief counting Positioning 8) The Relief Volunteers should count the number of relief packs made and shall include the following in the Relief Pack Count Log Sheet (refer to Appendix B.7) : Date and time of counting Quantity Assigned Person Signature 9) The Relief Committee Head should consolidate the information from the Relief Pack Count Log Sheet to generate a Relief Pack Monthly Report (refer to Appendix C.2) at the of each month. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 20 III.I Releasing of Relief Packs After the relief packs are assembled and prepared for delivery. The releasing of relief packs from the assembly establishment or the branches office should be monitored. 1) One Relief Volunteer per transportation vehicle should count the number of relief packs loaded in the transportation vehicle. 2) The same Relief Volunteer shall record the following in the Relief Pack Released Log Sheet (refer to Appendix B.8): Date and time the loading starts Date and time of departure of transportation vehicle License Number of Transportation Vehicle Quantity of relief bags loaded Name and Signature of the assigned person who receive the goods Name and signature of Relief Volunteer who issue the goods 3) Upon the return of the transportation vehicle from the affected area, the Award Distribution Sheet (refer to Appendix B.9) should be returned. The following should be encoded by a Relief Volunteer (one per vehicle) on the Relief Pack Returned Log Sheet (refer to Appendix B.10): Date and time of arrival of transportation vehicle License Number of Transportation Vehicle Quantity of Relief Packs Returned Assigned person who return the goods Assigned volunteer who receive the goods 4) The Relief Committee Head should consolidate the information from the Relief Pack Released Log Sheet (refer to Appendix B.10) and Relief Pack Returned Log Sheet (refer to Appendix B.10) to generate a Relief Pack Monthly Report (refer to Appendix C.2). Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 21 III. J Generation of Reports Records are important in order to know the performance of Philippine Red Cross Rizal Chapter. In addition, it served as a basis for future decisions and modifications. 1) General Guidelines a. All records and reports must have complete, concrete, and clear details. b. All reports must be generated at their exact deadlines. c. All recorded information must be encoded in the database, following the exact format within a week after the information is given. 2) Generation of Monthly Reports a. All monthly reports must be consolidated in one file which is the Disaster Management Monthly Inventory Report (hard copy and soft copy). b. The monthly records and reports must follow the method of generation in Table 3.2: Type final Report Presentation Disaster Management Inventory Monthly Report Deadline At least 2 weeks after the Hard Copy month At least 1 weeks after the Maintenance Monthly Report Soft Copy previous month At least 1 weeks after the Goods in Storage Monthly Report Soft Copy previous month At least 1 weeks after the Relief Pack Monthly Report Soft Copy previous month Table 3.2. Generation of Monthly Report All monthly reports can be seen in Appendix C. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 22 3) Generation of Annual Report a. All monthly reports must be consolidated in Disaster Management Annual Inventory (hard copy and soft copy). b. The monthly records and reports must follow the method of generation in Table 3.3. Type final Report Presentation Deadline At least 1 month and 2 Disaster Management Inventory Annual Report weeks after the previous Hard Copy year At least 3 weeks after the Maintenance Annual Report Soft Copy previous year At least 3 weeks after the Goods in Storage Annual Report Soft Copy previous year At least 3 weeks after the Relief Pack Annual Report Soft Copy previous year Table 3.3. Generation of Annual Report All annual reports can be seen in Appendix C. 4) Records and Reports Method of Storage a. All hard copy reports and records must be kept in a file room, file cabinet, and/or shelves. It should be segregated by type of records or report, and must be arranged by chronologically. The file room, file cabinet, and/or shelves ‘ divisions must be labeled as seen in Figure 5.4: File Type: Philippine Red Cross Rizal Chapter Annual Report Year/ Date: 2013-2014 Figure 5.4 Record/Reports Compartment Label Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 23 c. All soft copy records and reports must be segregated by type of record and report must be segregated per type and arranged chronologically. Each folder must be named “ (Type of Report)_(Year/Date)” (e.g. “Philippine Red Cross Rizal Chapter Annual Report_2013-2014”). d. All soft copy of reports and records must have back-up files in a CD, flash drive, or external hard drive, and must have a label attached or a list of their content, as seen in Table 3.3. No. File Type Year/ Date 1 2 : : N Table 3.3 Back-up File Label e. All storage drive should be put in a designated area and arranged chronologically. It should be labeled “Back-up Files of Soft Copy of Records and Reports” f. Record rooms, file cabinets, and/or shelves should be cleaned, maintained, and organized regularly by the second week of every month. g. Upon borrowing and returning of record and report, the following should be filled up in the Record Monitoring Log Sheet (refer to Appendix B.11): Reports or records borrowed Location Date and time borrowed Deadline of return Date and time of return Name and Signature of borrower Contact information of borrower Name and Signature of the one who issue the report Name and Signature of the one who received the returned report h. The authorization of the Branch Administrator or the one appointed by him/her should be given before any records and reports should be accessed. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 24 5) When there is a change of employee in charge of making/keeping the forms and reports, the previous staff must turnover all the reports and forms in hand, and the location and type of the reports in the records and reports storage to the incoming staff. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 25 PART IV INVENTORY MANAGEMENT OPERATIONS PROCESSES The inventory management system of the Disaster Relief Operations of the Philippine Red Cross Rizal Chapter are composed of receiving of donations, storage of goods, releasing of goods, assembly of relief packs, and releasing of relief packs. IV.A Overall Disaster Relief Operations System Figure 4.1 Overall Disaster Relief Operations Process Flowchart The authorized stakeholders for the overall disaster relief operations system are the Receiving Committee composed of volunteers and administered by the Receiving /Reception Committee Head, and the Relief Committee composed of volunteers and administered by the Relief Committee Head. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 26 IV. B Disaster Relief Operations Processes 1) Receiving of Donation. There are two types of incoming donations for the Philippine Red Cross Rizal chapter Disaster Management: monetary donations and donations in-kind (e.g. noodles, canned goods, rice, water, clothes, blankets, etc.). This process is done by the Receiving /Reception Committee administered by the Receiving Committee Head. 2) Storage of Goods. Donations in-kind are arranged in a designated storage are by the Receiving volunteers by type, brand, and expiration dates. They are segregated by compartments with labels. 3) Packing of Relief Goods. This process is done by the Relief Committee administered by the Relief Committee Head. This includes: unpacking of goods, assembly of relief pack, and releasing of monitoring of relief pack. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 27 Activity Responsibility Details START Receipt of Goods No In-Kind? Direct and Assist donor to office for Official Receipt Reception Volunteer 3 For cash donations, the donor shall proceed to the cashier to be issued an official receipt Yes Checks goods of the details needed in the form Fill-up receiving/ acceptance form Take note of the details Label boxes/ containers of details Checking of Goods – Reception Volunteer 2; Filling up of acceptance form – Reception Volunteer 1 Noting details – Reception Volunteer 2; Labelling – Reception Volunteer 1 Transport to storage area Reception Volunteer 1 shall fill out a receiving/acceptance form. On the other hand, Relief volunteer 2 shall check the goods donated and take note of the important details regarding the donation: expiry date, quantity, type of good donated, etc. The donation information shall be relayed to Reception Volunteer 1 so that this information will be written as well in the form. Reception Volunteer 2 shall label the boxes or containers with the said important details. Reception Volunteer 4 shall transport the goods to the storage area A Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 28 Reception Volunteer 4 Activity Responsibility Details A Arrange to classification Request for relief Requesting Party The requesting party shall ask permission from the relief inventory manager (before/after a disaster) or reception committee (during disasters). Yes Note details of requested goods and fill up log book Deliver goods to designated area Before/after a disaster – Relief inventory manager; During disasters – reception committee The officer-in-charge shall accompany the reserving party in getting their requested goods. The release of in-kind donations must be documented as to the type of item, quantity, and for what purpose (i.e., for volunteers’ consumption or for relief operations). A log book shall be used in recording the aforementioned data. Requesting Party B Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 29 Activity Responsibility Details B Bring Goods to Designated Stations Food Items? Release Volunteers No Open Goods for sorting Relief Volunteers Yes For volunteeers? Yes Open goods for disstribution Once the goods are brought by the Release Volunteers, it will be checked if it is a food or non-food item. If it is a non-food item, the goods will be opened for sorting. The other processes involved with non-food items are pairing and folding prior packing. The aforementioned activities with regards nonfood items shall be handled by various relief volunteers simultaneously. Relief Volunteers No Open goods for packing Packing Volunteers Fill-up bag at station Packing Volunteers Move to other stations Packing Volunteers If released goods were food items, goods will be brought to their designated stations. Another group of volunteers shall be in charge of opening the containers and setting them up for the packing volunteers. The packing volunteers shall follow a flow of packing just like an assembly line. No Bag content complete? Yes C Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 30 Activity Responsibility Details C Seal/Tie bag Packing Volunteers Packing Volunteers Move to pile while counting No At the end of the line will be the sealers who will tie the relief packs and the counters who will pile the packs and count them, reporting to the committee head or recording their count every time. Go signal for release? Yes Release and transport packs Record number of released packs and other details Packing Volunteers Packing Volunteers END Table 4.2. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 31 PART V APPENDICES Appendix A. Storage Layout 1) Storage Area Arrangement The storage areas of the different branches under the Red Cross-Rizal Chapter vary in sizes and division, and storage arrangement may consequently vary. An example storage area arrangement is shown in Figure 5.1 Figure 5.1. Storage Arrangement Example In this particular example, the following are considered: 1. The stocking of inventory should consider the axis of the room. The goods should be stored parallel to the axis of the room. 2. The door should face an isle. 3. The width of the isles should be enough to safely maneuver the goods in store. Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 32 The layout notes listed above is recommended to be considered with the storage efficiency guidelines in section so as to be productive while maximizing the use of space. 2) Operations Area Plan The working areas of various Red Cross branches differ in sizes and division. In line with this, a box storage area arrangement is shown below. Two working area diagrams were made: on for the food items (refer to Figure 5.2) and another one for the non-food items (refer to Figure 5.3). Figure 5.2 Storage for Food Items For the food items diagram the stations placed are the snacks and water station, the reception, the temporary storage area, plastics, goods, sealing and packed items. Snacks shall be placed at the back of the door so as to minimize distraction on the packing process. Reception shall be nearest the door as well with the temporary storage area at its back followed by the assembly line and the stack of finished packs. This is to minimize the distance travelled by the items therefore reducing movement and effort. The shaded areas are areas designated to the packing volunteers while the middle area is allotted for the transferring and opening of the donated goods. It is recommended that Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 33 tables be used in packing so as to avoid improper postures for the volunteers. Labels per station and/or floor lines (masking tape) to designate areas would also aid the facilitation of the operation. In addition, a guide as area layout, the flow of assembly, the ethical reminders (do’s and don’ts), and the how-to on properly carrying heavy items should be displayed in the working room. Figure 5.3. Storage for Non-Food Items The working area for clothe items shall be separated from that of the food items. The stations in this diagram are snacks and water, unopened sacks of clothes, the area for mixed clothes, the packing stations,the sealing station, and the packed items station. The sacks of clothes shall be opened at the middle of the vicinity, and the shaded areas in the diagram are for volunteer stations not doing the sorting. The sorting shall be done at the same time with the other operations concerning clothes (folding, packing, sealing, etc.). Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 34 Appendix B Disaster Management Inventory Forms Appendix B.1 Maintenance Log Sheet PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Maintenance Log Sheet For the period: ________ to _______ Damage No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Type of Damage Recognized Date Reported Fixed Maintenance Action Cost (Php.) TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 35 Appendix B.2 Relief Inventory Form PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Relief Inventory Form Checker Type Canned Goods Rice Noodles Water Others Type Clothes Blanket Others Type Food Canned goods/Rice/Noodles Water Non-Food Clothes Blanket Mat Hygiene Kit Others Date Items in Storage Food Items Quantity Unit Non-Food Items Quantity Unit Relief Packs Quantity Unit Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 36 Appendix B.3 Damaged Goods Log Sheet PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Damaged/Expired Goods Log Sheet From period _____ to_______ Item No. Type Brand Qty. Damage Description/ Date Removed Expiration Removed by Date Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 37 Appendix B.4 Acknowledgement of Donation In-kind Form Donor’s Copy/ Chapter’s Copy PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) Disaster Management Service ACKNOWLEDGEMENT OF DONATION IN-KIND No.____________________ Name of Donor Address Contact No. Email Address Item Description Donated by: _________________ Signature Expiration Date Qty. Estimated Cost (Php.) Received by:___________________ Name and Signature Contact Info: 697-1508/ 0917-509-30598 Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 38 Appendix B.5 Donated Goods Log Sheet PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Donated Goods Log Sheet For the period: ________ to _______ Date Received Item Code Type Brand Qty Unit Expiration Estimated Cost (Php.) Donated Received by By Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 39 Appendix B.6 Goods Released Log Sheet PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Released Goods Log Sheet For the period: ________ to _______ Item Code Type Brand Expiration Date Qty. Date Released Name and Signature Received by Released by Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 40 Appendix B.7 Relief Pack Count Log Sheet PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Relief Pack Count Log Sheet For the period: ________ to _______ Date Time Food Rice/Noodles /Canned Water goods Quantity of Relief Pack Non-Food Clothes Blanket Hygiene Kit Mat Others Counted by TOTAL Appendix B.8 Relief Pack Released Log Sheet PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Relief Pack Released Log Sheet For the period: ________ to _______ Time Date Loading Starts Departed Food Rice/Noodles /Canned Water goods Quantity of Relief Pack Non-Food Clothes Blanket Mat Hygiene Kit Others Vehicle License No. Received Released by by TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 No. © Butlig, Regalado, Yodico, 2015. All rights reserved. Adult Child CG/Nd/R Water Food Clothes Blanket Mat No. of Relief Packs Distributed Non-Food Award Distribution Sheet Hygiene Kit Others Contact No. Address Place of Distribution:______________________ Date of Distrbution:__________________ We hereby certify that the goods were actually distributed in quantities as indicated above. Total No. of Individuals in Family Name and Signature of Relief Worker TOTAL Name of Family Head Disater:__________________________________ Date Occurred:____________________________ DISASTER MANAGEMENT SERVICES PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) Signature Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 41 Appendix B.9 Award Distribution Sheet Philippine Red Cross Rizal Chapter Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 42 Appendix B.10 Relief Pack Returned Form PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Relief Pack Returned Log Sheet For the period: ________ to _______ Date Time Food Rice/Noodles /Canned Water goods Quantity of Relief Pack Non-Food Clothes Blanket Mat Hygiene Kit Others Vehicle License No. Received Returned by by TOTAL Appendix B.11 Record Monitoring Log Sheet PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Record Monitoring Log Sheet For the period: ________ to _______ Date No. File/s Borrowed Due Returned Borrowed by Released by Returned by Received by 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 43 Appendix C Reports Format Appendix C.1 Maintenance Monthly Report PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Maintenance Monthly Report As of ____________ Frequency of Type of Maintenance Work Carpentry Storage Compartment/Equipment Storage Room Painting Storage Comaprtment/Equipment Storage Room Plumbing Others Problem Reported Resolved Not Resolved Total Cost of Maintenance per Type (Php.) OVERALL TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 44 Appendix C.2 Relief Pack Monthly Report PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Relief Pack Monthly Report As of _________________ Quantity Type of Relief Pack Beginning Inventory Packed Released Returned Ending Inventory Food Rice/Noodles/Canned Goods Water Others Non-food Clothes Blanket Mat Hygiene Kit Others TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 45 Appendix C.3 Goods In Storage Report PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Goods In Storage Monthly Report As of _________________ Quantity Type of Goods Beginning Inventory Donated Released Damaged Expired Ending Inventory Food Canned Goods Rice Noodles Water Others Non-Food Clothes Blanket Mat Hygiene Kit Others TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 46 Appendix C.4 Maintenance Annual Report PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Maintenance Monthly Report (Year) Frequency of Type of Maintenance Work Carpentry Storage Compartment/Equipment Storage Room Painting Storage Comaprtment/Equipment Storage Room Plumbing Others Problem Reported Resolved Not Resolved Total Cost of Maintenance per Type (Php.) OVERALL TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 47 Appendix C.5 Relief Pack Annual Report PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Relief Pack Monthly Report (Year) Quantity Type of Relief Pack Beginning Inventory Packed Released Returned Ending Inventory Food Rice/Noodles/Canned Goods Water Others Non-food Clothes Blanket Mat Hygiene Kit Others TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved. Philippine Red Cross Rizal Chapter Disaster Management S e r v i c e s I n v e n t o r y M a n a g e m e n t M a n u a l | 48 Appendix C.6 Goods In Storage Annual Report PHILIPPINE RED CROSS RIZAL CHAPTER (Branch) DISASTER MANAGEMENT SERVICES Goods In Storage Monthly Report (Year) Quantity Type of Goods Beginning Inventory Donated Released Damaged Expired Ending Inventory Food Canned Goods Rice Noodles Water Others Non-Food Clothes Blanket Mat Hygiene Kit Others TOTAL Philippine Red Cross Rizal Chapter © Butlig, Regalado, Yodico, 2015. All rights reserved.