One of the major, nonprofit specific functions of HELM is the processing of Gift In Kind (GIK) donations. This process is significantly different from traditional purchase and receive process (which HELM also offers). With decades of donation and reverse logistics experience, Humanitarian Software has developed a robust and yet straight forward system for processing your Gift In Kind donations in HELM.
Unlike a traditional purchase and receive process, donations are often unexpected, unvalued, and come with a number of strings attached. Often a tractor trailer load of materials or pharmaceutical products arrive at the dock door with little or no advance notice of what is coming, from who, or when. HELM has the functionality to seamlessly handle the entire process.
In cases where your organization has established relationships with donors who are offering you product, HELM provides an Offer Management module that is an optional step in your Gift In Kind process. The Offer Management module allows you to enter or import data regarding the product being offered, show it to a controlled group of employees, warehouses, field offices, and even your partners. From there, during the offer window, these groups can make requests against the offer for product they can place and properly utilize.
The offer manager controls this offer window to receive data on which products can be utilized, how much, and where. The offer manager can then close the offer window, make internal requests for product, and utilize tools and reports in HELM to decide if the offer should be accepted in whole or in part, or rejected. Should some part of the offer be accepted, HELM will open a GIK Purchase Order expectation, and that is sent with the accepted offer components back to the donor.
When the donation arrives from the donor, it falls into one of two categories: expected or unexpected. If there was an offer process and acceptance in advance, and/or an electronic advance ship notice (ASN) for the donation, the donation is expected, and the warehouse can begin receipt of goods immediately. For unexpected receipts, the warehouse will open a GIK Purchase Order to identify the donor and date of receipt before starting the receiving process.
Once receiving begins, HELM provides a number of features to help the warehouse personnel identify and quickly receipt product. For example, HELM stores the FDA drug database and your common donor product and barcode reference data in a potential item master file. This way, even if you have never received a given product before, it is likely that the warehouse worked will just need to scan the barcode on the product and HELM will automatically setup the Item Master record, and populate the GIK PO with the item information.
For pharmaceutical products, HELM supports regulatory requirements like DSCSA by validating the receipt against the donor’s ASN data and product Transaction Information (TI). Receipt reconciliation reports and processes are also included to streamline this process. As product is being received, it is automatically places in a hold/quarantine status until the material receipt has been completely received and marked ready for valuation and assignment. The receiving process also adds a variety of defaults for the donor (like restrictions and blocks) as well as adding any default valuation or assignment information.
After the warehouse has completed a receipt, the workflow passes the GIK PO to Receipt Valuation. The Receipt Valuation function allows the user to review all default value, source, regulatory and other information that came into the gift. The user can adjust any values using a variety of methods like unit value Wholesale Average Cost (WAC) as well as update source information. For new products not received before, the user can input the values, note sources (like Redbook), valuation notes, and attach backup documents as needed.
Receipt valuation also allows the user to verify regulatory information such as DSCSA compliance, exemptions and notes. HELM stores all valuations tied to a specific gift, UOM item, lot, license plate level, so all valuation information is maintained from receipt to last mile distribution, with no averaging or crossover.
The last step in the GIK donation receipt process (and can also be applied to purchased receipts) is the Receipt Assignment process. In this step the user can allocate products received to any desired breakdown of Countries, Products, and Programs. The user can also designate any such assignment as a Donor Restriction – meaning the rules must be followed per the Donor’s assignment. Product can also be blocked from countries or regions.
Until the Receipt Assignment process has been completed, the product remains on a sign-off hold. This prevents users from allocating or building orders for products before proper consideration of donor restrictions and program allocations can be made. Assignment of product is optional, and items can be left as unassigned (open, available stock) as the PO is Signed Off.
As allocation may change, particularly in time of an emergency, a gift can always be pulled back up in Receipt Assignment and have product set to new Assignments (reallocated) and then Signed Off again. The Sign Off process opens the inventory to be available for orders, kits, etc. per the accepted assignments and restrictions.
The final result of the Gift In Kind process is to have available and properly assigned and valued inventory. This inventory can then be used by other modules in HELM such as Order Entry or Kit Building. External Portals for field offices and Partners can now access this inventory as well.