lee county school district beattyville, ky transportation- bus request for trips district mission...
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Lee County School DistrictBeattyville, KY
Transportation- Bus Request for Trips
DISTRICT MISSION STATEMENTThe mission of the Lee County School District is to foster trust, growth, and accountability in
partnership with students, staff, parents, and the community.
“This is how we Roll”
Team Lead/Process Owner – Ray Shuler, Transportation Director
Team Members – Dr. James Evans, Jr., Superintendent, Sherry Profitt, Transportation Administrative Assistant, Glenna Cummins, Special Programs Coordinator, Teresa Thomas, Food Service Director, Zina Gibson, Finance Director, John Profitt, Chief Information Officer
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Project Charter
Problem Statement – Lee County Schools have identified areas of the transportation department that need refined to improve performance and efficiency. The first focus areas will include process and procedures for trips. Paperwork regarding trips has been increasingly inaccurate, incomplete, not submitted in a timely manner and procedures aren’t followed. Transportation personnel have noticed an increased number of bus requests that are inaccurate and takes additional time to amend and correct. Also, the cost for Board subsidized trips have few or no parameters (# of trips, cost and distance).
Goals –1. To define the trip procedures and implement a more efficient, accurate process.
2. To decrease in-complete forms as well as ensure proper approvals.
3. To decrease the paperwork process and transition to an electronic format.
4. To educate staff and outside agencies utilizing buses on the process and procedures.
5. To review and recommend more efficient methods of budgeting, tracking, billing, and collections.
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Milestones
Project Start Date: 03/18/14
Define: 03/19/14 – 06/30/14Design 07/01/14 – 10/10/14Goal to Implement 10/13/14
Measure: 10/13/14 – 11/14/14
Analyze: 11/14/14 – 11/25/14
Improve: 12/01/14 – 12/15/14
Control: 12/15/14 – 12/19/14
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Cost of Poor Quality Total cost for transportation for field trips
• 2011-2012 Cost per mile for field trips - $3.09
• Miles driven for field trips 50,571 miles X $3.09 = $156,254
• Amount reimbursed for field trips – $40,739.71
• Total amount not reimbursed – $29,418.45
• Loss to Food Service - $3.00 per student X 30 students = $90.00 per trip
• 2012-2013 Cost per mile for field trips – $3.09
• Miles driven for field trips 27,411 miles X $3.09 = $84,699
• Amount reimbursed for field trips – $25,455.43
• Total amount not reimbursed – $29,836.72
• Loss to Food Service - $3.00 per student X 30 students = $90.00 per trip
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Requesting a bus electronically through Travel Tracker• Electronic Steps• Requestor enters information in Travel Tracker and submits the requests and an e-mail notification is sent to the appropriate staff for approval-time .25 $4.00• School secretary – there is no paper copy to bring to the Board-manual step eliminated $0• Sherry-notifications are sent to Wendell and Ray by e-mail-manual step eliminated $0• Ray-assigns a driver and makes further arrangements as necessary-time .50 $75• Wendell-assigns a bus (requestor is notified by e-mail) time-.25 $4.25• Driver-turns in paper trip invoice with mileage-time 1 hr. $9.45• Sherry-submits invoice electronically to schools secretary for payment Most information is already populated only enter driver cost and mileage-time .25 $4.25• School secretary submits payment info through Travel Tracker and send a check to the Board-time .50 $7.50• Zina posts reimbursement payments and coding in Munis-time .50 $12.00• Shana deposits payments and files documentation- time .50 $8.50
Total: $124.95
Requesting a bus on paper/time, cost & effort of staff involved – Old Way• Manual Steps
• Requestor completes form and gets approvals- approximate time 1 day $100• School secretary brings request to the Board- approximate time .50 $7.50• Sherry – makes copies for Board, Bus Garage and Ray-approximate time .25 $4.25• Ray-assigns and makes arrangements with the driver-approximate time 1 day $150• Wendell-assigns a bus – makes sure bus is serviced and available-time 1 day $136• Driver-completes a trip invoice when the trip is completed with mileage-1 hr. $9.45• Sherry-creates and submits invoice to school secretary for payment-time .50 $8.50• School secretary-receives invoice and creates payment sends to Board-time.50 $7.50• Zina-posts payments and codes in Munis-time .50 $12.00• Shana-deposits payments and files documentation-time .50 $8.50• Sherry-last minute bus requests that need attention prior to Board mtg.-2 hrs. $34.00
Total: $477.70
Cost of Poor Quality (Continued)
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Factors not MeasuredBut Identified…..
1. Loss of revenue to food service (Due to food service not being utilized for day trips)
2. Loss of time due to incomplete paperwork
3. Cost to district due to late cancellation and trip scheduling times
4. Cost to district due to no policy on number of trips a program may take, destinations (no specific budget amount for transportation costs that the district reimburses).
5. Number of bus requests received late
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Project Scope (continued)
Developed Project Timeline 6/26/14 – 6/27/14 Refined project timeline: 10/10/14
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PSSuppliers
IInputs
OOutputs
CCustomer
Enablers:
Guides:
Start End
Implementation Process
• Teacher• Coaches• Principals• SBDM Council• Board of Ed. • Food Service• District Nurse
• Budget• Bus Request
Form/trip release
• Food/Meal Roster
• Approved Request
• Bus Driver • Health/ Special
Need • Approved riders• Documentation
• Plan• Communicate• Meals• Approved Form• Invoice/Payment• Destination
Details• Bus Request
Approval per procedures
• Students• Parents• Requestors• Bus Drivers• Finance• Food Service• Nurse• Board of Ed.• Transportation • Administration
District leadership, technology
State/federal laws and regulations, policies
Budgetfor travel$$$$$$$$
Complete all components of the form
Approval Process
Driver & Bus Assignment
Travel to Destination
Driver Turn in trip documentation
Invoice to account – close out
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Define Voice of the Customer
Insert graph or other info about customer data collection
• Don’t have time to complete form
• Doesn’t know the date of the trip
• Doesn’t like completing a new form when changes occur
• Doesn’t like the length or requirements of the form
• Requests a particular driver
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Data Reviewed and Analyzed 07/01/14 – 10/10/14
Reviewed the procedures and process for completing a bus request for field trips
Reviewed incoming bus requests for accuracy
6 out of 10 bus requests lacked important/required information
Reviewed incoming bus requests for proper approvals
At least 10 bus requests a month were not submitted in a timely manner for Board approval
Reviewed timeline of invoicing and payment
Invoices were submitted twice on some occasions and payments were never received
Identified the need for a better process of submitting, completing, approving and paying for field trips
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Measure – Key Performance Indicators
The system will allow us to track timelines to make sure bus requests are approved and submitted in a timely manner
Export data to show what invoices that are paid/unpaid at each school Export data to show how many miles we transported for different
departments (athletics, extra-curricular, etc.) and the transportation costs for each department
Export data than can be used for end-of-the-year state reporting Export data to show mileage for each bus (this could be helpful in
maintenance of the bus fleet) Travel Tracker will track how many buses were requested in a year
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Improve – Implementation Plan
Recently, October 13th, we implemented a new online system called “Travel Tracker” that will track bus requests throughout the entire process
Provided training for administrators, school clerks and transportation personnel on how to use the new system
Provided an efficient way of accessing the system through an on-line process with a link on our school website
The system will not allow you to submit a request without all required fields completed
Approval process is shown at the bottom of each request making sure all approval requirements have been met
After a trip is completed and mileage is entered, an invoice can be sent directly to the school clerk for payment
Invoices and payments are submitted in a timely manner and are tracked. Any unpaid invoices is tracked allowing the district to know what has not been paid by the school or agency
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Improve - Pilot Findings The Travel Tracker program is a user friendly program and staff have adapted well
to the new process and likes the efficiency of submitting requests rather than waiting for the paper copy to get to the several staff members for approval
A district wide calendar is available to all staff allowing them to see what trips are out each day of the month as before they had to make copies of the paper requests to keep track of trips
The electronic process can show you a cost estimate for a trip as before paper copy did not. This will allow schools to budget trips better.
All information is required prior to submitting requests compared to before when information was left off the paper copies. This saves time in the transportation department
The food service department is notified when a group is out during the lunch periods and needs sacked lunches. This will help food service revenue.
Invoices are submitted once a trip is taken and can be sent directly to the school clerk for payment eliminating the time it takes for the transportation clerk to create an invoice on paper
Graphs and charts can be exported to show data entered in to the system such as mileage, number of certain trips taken, outstanding invoices, etc. The system will also export a listing of trips for Board approval each month
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Improve - Implementation Plan
The Transportation Department will continue to monitor the new Travel Tracker system and make sure it is working to meet the needs of the Lee County Schools bus submission process.
Ray Shuler, Transportation Director – will be in the system each day to monitor submission activity and approve requests
Sherry Profitt, Transportation Administrative Asst. – will be in the system each day to monitor completed trips and submit invoices in a timely manner
Sherry Profitt, Transportation Administrative Asst. – will work with staff for additional training if necessary and will send e-mails periodically and conduct surveys to make sure staff is understanding the process
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Improve - Cost Benefit Analysis
Travel Tracker online subscription for 12 months - $2,227.20 Old bus request process: $477.70 per trip New bus request process: $124.95 per trip Savings: $352.75 per trip: $158,737 total savings (Based on
2013-14 # of trips-approximately 450) Loss of efficiency due to last minute paper use-trips Cost of training – free (Company included online training and
links with videos and online resources) travel not necessary Cost of ongoing IT support – free with purchase Cost of upgrade – free Cost savings will occur when staff time is reduced because of the
efficiency of the program, quickness of submissions and approvals and automated invoices
Identified a process and evaluated a vendor that could modify an online submission process to meet our transportation needs
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Control
Make sure Travel Tracker is being used and implemented correctly Monitor key measures Review the process on a daily basis Offer assistance and training resources as necessary Survey the customer and fine tune process Contact Travel Tracker as necessary for issues regarding the system or changes
that we’d like to see made to enhance our bus submission process Collecting feedback from staff (customers) to know if the program if
working/benefiting the district
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Key Findings
Key Findings Main point
Bus request process needed to be more efficient
Procedures needed to be made clear
School clerks needed a better way of tracking invoices and making payments after a trip
There is a need for trip estimates for budget purposes
It is necessary that all approvals are met by appropriate staff for liability purposes
The district needed an updated way of tracking unpaid invoices
Key Concerns Main point
Bus requests being submitted were not submitted in a timely manner for Board approval
Information on bus requests were inaccurate or missing causing liability issues if an accident should occur and more time for staff to call and request that information
Over a period of time, ongoing unpaid invoices could cause a shortfall in the transportation budget causing other areas of concern