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Technical Assistance Workshop

Technical Assistance Workshop

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Technical Assistance Workshop

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  1. Technical AssistanceWorkshop for Local Vendor Liaisons (LVLs)

  2. Opening Activity LVL Roles & Responsibilities Technical Assistance Overview LVL Packet Vendor Packet Technical Assistance Visit Tracking Log Packet TA Report Submission Conflict of Interest Wrap up Training Agenda Navigation Pane HOME Page

  3. Hopes

  4. Evolving LVLRoles and Responsibilities

  5. Your Efforts Support Participants State Agency Vendor Community

  6. Quality Assurance State WIC Local Agency

  7. Technical Assistance Ensures standardization Promotes program integrity A precursor to vendor monitoring Meets Federal/State requirements

  8. Vendor Support What’s different? What’s the same?

  9. TA Visits include: • Minimum Stocking Requirement (MSR) • Observations • Recap with Vendor

  10. Key Components LVL Packet Vendor Packet Tracking Packet

  11. LVL Packet

  12. Why is MSR important? Ensures participants have access to healthy foods

  13. Minimum Stocking Requirements (MSR)

  14. On Shelf Only vs. On Shelf & Premises INFANTCEREAL INFANT MEATS (any brand)

  15. Safety • Trust your instincts • Have stock brought to you • Mark N/A or incomplete

  16. Fruits & Vegetables Requirements for each Variety: Fresh:5 fruits + 5 vegetables = $32 AND Frozen: 3 fruits + 5 vegetables = $32 AND Canned: 5 fruits + 5 vegetables= $32

  17. Fresh Bananas Minimum Inventory= 16 Additional bananas can count toward Fresh Fruit category

  18. LVLPacket Prep Checklist

  19. Minimum Stocking Requirements (MSR) X. WHOLE GRAIN

  20. MSR Field Form - Sample   $9/cereal box

  21. Test Drive! LVLs Rock!

  22. Case Study MSR

  23. Observations Field Form

  24. I. (6) Incentive Items Incentive items offered to WIC participants must be offered to ALL customers

  25. VI. FI Verification on Premises 50 13 

  26. VIII. Unsanitary Stores Verify Health Permit Report unsanitary conditions to Local Health Department

  27. Test Drive! LVLs Rock!

  28. Case Study Observations

  29. Vendor Packet

  30. Vendor Recap Summary Letter Vendor MSR Contact & Resource List

  31. Summary Letter Complete 2 letters Highlight MSR findings Obtain signatures on both letters

  32. Vendor MSR

  33. Test Drive! LVLs Rock!

  34. TA Visit – Greeting & Planning

  35. In the Beginning… Introduce yourself to vendor/vendor rep Explain purpose of visit • Check minimum stocking & observe • Provide feedback

  36. Communicate I am here to… Offer education and support Provide an opportunity to make corrections before an official state visit Review MSR, transacted WIC food instruments, and check the Health Permit Discuss and provide a summary of my observations Before you begin the TA rounds, make arrangements with vendor to: Provide you with transacted FIs. Show you where they keep the Health Permit.

  37. You Have Authority Health and Safety Code § 123335

  38. Planning Your Visits Consider: Number of vendor visits/quarter (20 workdays/month = 60 days/quarter) Account for holidays/leave Number of LVLs (FTE) Travel time to vendors Geographic locations of vendors Visit Time (Initially TA visits may take up to 2 hours) Prep time before visit and wrap-up time after visit

  39. Test Drive! LVLs Rock!

  40. Case Study Complaints & Concerns

  41. Tracking Log Packet

  42. Tracking Log Forms Minimum Stocking Requirements (MSR) Observations Vendor Summary Letter

  43. Vendor TA Packet Summary Letter Vendor MSR Vendor Contact and Resource List

  44. Identification on Reports Vendor TA IDand TA Date must be entered on each form If not – report will processed as incomplete Report will not be counted toward your completed TA Visit

  45. Naming Convention on Reports

  46. Test Drive! LVLs Rock!