Domain IV: Foodservice Systems Flashcards
Menu determines:
equipment, food, space, personnel needed
Menu types determined by:
the facility’s food and dining concept
Menu type: no choice
nonselective, either cycle or single use
1. serves clientele who are unable or have no desire to choose
2. permits more accurate forecasting, greater control
Menu type: limited choice
provide choices for some items
Menu type: choice-selective
better please clientele
Menu type: choice: static, fixed, set
same menu items every day, when clients change daily, restaurant
Menu type: choice: single use
one day use only, catered events
often used when clientele do not vary day-to-day
Menu type: choice: cycle-standing
repetition of menus in designated sequence
1. hospitals with 2-4 day average patient stay: 1 or 2 week cycles
2. long term care facility: 3 or 4 week cycle
3. high school lunch programs: two-week cycle with four choices
4. simplifies purchasing, standardizes preparation procedures, gives a more constant and evenly distributed workload
Menu type: choice: spoken
presented orally
Menu type: choice: room service
patients call when hungry, order from astatic menu; delivered 30-45 min
(increased intake, decreased food waste)
Menu type: choice: two tier
upscale menu items prepared for those willing to pay extra for them
Commercial operations
sale of food is primary activity
1. table d’hote-complete meal at set price
2. a la carte- separate items at separate prices
3. du jour- menu of the day; uses leftovers and food bargains
Non-commercial operations
on-site food service, provides food as a secondary activity: hospital, school, military
Cultural, religious, ethnic modifications for nutritional needs
- Southeast Asians: pork, few dairy products (non-dairy calcium source)
- Kosher: no meat and dairy at same meal; no pork, shellfish
- Chinese: Yin foods (raw, cold: fish, vegetables, fruits) Yang foods (bright, hot: hot chicken soup, eggs, warm spices). Rice is neutral
- Seventh Day Adventist: ovo-lacto-vegetarian; no caffeine, alcohol, pork
- Central America/Hispanic/Latin: fruits, vegetables, meat, poultry, fish
- Muslim: halal dietary laws, prohibited foods are called haram (no pork, alcohol, gelatin, congealed salads), overeating is discouraged, fasting dawn to sunset during Ramadan
- Romana Catholics: meat is not consumed on Fridays during Lent
- Buddhism: no alcohol
School Lunch Menus
- NuMenus: Nutrient Standard Menu Planning, uses USDA approved nutrient analysis software
- Assisted NuMenus: nutrient analysis may be done by another school or consultant
- Enhanced Food-Based and Traditional Food-Based: computers not required
Operational and external influences: physical facility
space should provide adequate flow for traffic
1. consider distance between point of preparation and distribution
2. equipment selected after menu is written
3. if kitchen floor space is too expansive, efficiency declines
Operational and external influences: personnel
time and ability limitations
Operational and external influences: budget
food is variable expense; largest percent spent on meat, fish, poultry
Operational and external influences: government regulations
- guidelines for schools and long-term care facilities
- “truth-in-menu” legislation requires that menus accurately describe foods to be served (Maine lobster, fresh fish)
- Food Code: person in charge must be able to identify food allergens and associated symptoms
Operational and external influences: aesthetics, external factors
color, shape, consistency, flavor, climate, season
Operational and external influences: trends and popular items
specialty coffees, comfort foods (meatloaf), soups, salads, sandwiches, Asian vegetables, spices from India, meatless entrees
Operational and external influences: emergency/disaster menus
power failure, disruption in water supply
1. plan to require minimum staffing for preparation and service
2. multiple days of food supplies available
3. one gallon of water/person/day for minimum of three days
Master menu steps
- Plan dinner entree for entire cycle
- Plan luncheon entree or main dishes
- Starchy items appropriate with entrees
- Salads, vegetables, accompaniments and appetizers
- Desserts and breads for both lunch and dinner
- Breakfast and other items
Menu psychology
design and layout in such a way as to influence the sale of foods served
1. position items you want to sell more of in the first and last position within a category. more likely to be chosen
2. center of a three-fold menu is the prime menu sales area
Mennu engineering
the practice of developing menus with the goal to encourage customers to buy certain items. It focuses on both the popularity and the contribution to profit of the items. The model segments items into one of four categories, based on its popularity relative to other items (the menu mix), and its contribution to profit (contribution margin)
Four categories of menu items (profit and popularity)
High profit, high popularity: STAR
Low profit, low popularity: DOG
High profit, low popularity: PUZZLE
Low profit, high popularity: PLOWHORSE
Menu mix
popularity
calculated by dividing the number sold of a particular item by the total number of all items sold
greater than or less than 70% of total sales
Contribution margin
profitability
calculated by subtracting a menu item’s food cost from its selling price
above or below average contribution margin for entire menu
Satisfaction surveys
hedonic scale: foods rated from extremely like to extremely dislike
facial scales used with children, or if client speaks another language
Frequence of acceptance
how often they would be willing to eat an item
Plate waste
reliable quantitative method, amount of food left on a plate
Average check
the average amount customers spent on a meal
1. divide sales by the number of customers served
2. helpful in detecting trends
3. if lower than normal, perhaps different menu items or more promotion will help
Popularity index
used to analyze and predict any items sales; chart day to day variations in demand; as well as each item’s popularity in relation to other items
Divide the # of servings of an item by the total number of servings of all items in that category that day
Benchmarking
compare satisfaction levels to those of other facilities which are considered “ best in class”
Procurement
first functional subsystem, function of acquiring material for production (purchase, receive, storage, inventory control)
Purchasing department
- profit center: assigned both expense and revenue responsibilities (cafeteria)
- cost center: manage expenses, but do not generate profit (patient)
Informal, open market
when a small amount is needed quickly
1. buyer requests quotes on specific items for specific amounts and qualities from one or more sources of supply; contact made by phone or with vendor
2. place order after considering price, quality, delivery
formal, competitive bid buying
provide written specifications and quantity needs to vendors who then submit a price
1. bids are opened together; place order with lowest bid (price)
future contracts
purchase goods at a specific price to be shipped later
prime vending
use single vendor for majority of purchases, saves time and money
centralized purchasing
- personnel in one office does all purchasing for all units in that organization
- cost-effective and time-saving
group or co-op purchasing
- involves union of separate units (hospitals), not related to a single management, for joint purchasing
- economic advantage of large volume discounts
JIT just-in-time purchasing
purchase products as needed for production and immediate consumption by customer, without having to store and record it in the inventory. Receiving clerks take items immediately to area in which they will be used
purchase requisition
first document used in the purchasing process, internal form used to request items from the purchasing manager
purchase order
completed by the buyer; written record of items ordered and quantities needed
1. standing order: eliminate the need to call in daily or weekly orders
2. FOB (free-on-board): products delivered with all transport charges paid
3. POB origin: buyer takes ownership at seller’s location
Written specifications
accurate word picture or definition of a product
1. precise statement of quality; brief, complete, simple
2. include name, form, quantity, quality, size, grade, style, sieve size
3. types
–technical: indicate quality by objective and impartial test results (graded food items, gauge of metals). Can-cutting: open cans for comparison among brands
–approved brand specifications: indicate quality by specifying a brand name
–performance specifications: indicate quality by functioning characteristics of the product (how many dishes washed/minute)
formularies
descriptions of approved products that an organization (or a department) would like all personnel (who need such a product) to use. Volume discounts can be obtained. Standardizes usage
vendor performance requirements
compare price, quality, service
1. evaluate after several orders have been filled
2. value added services (chopped lettuce vs heads of lettuce, coffee-making equipment with the purchase of coffee products)
buyer’s code of ethics
can serve as legal agent for the organization
1. consider first the interest of your company
2. buy without prejudice, obtain maximum value for each dollar spent
3. denounce bribery, kickbacks; respect your obligations
4. avoid collusion with vendors-decline gifts and favors that could compromise your ability to make objective purchasing decisions
food broker
does not own products; connects buyers with sellers
Foodservice management software
Computrition, CBORD, Dietary Manager, ChefMax
Procurement decisions: amount to order
based on number to be served, size portion, amount of waste
1. portion size x # servings; convert to pounds (edible portion, EP)
2. amount to purchase = EP/% yield (amount provided by 1# of the item)
determining how many servings can be obtained
consider % lost in preparation
1. subtract the amount that will be lost and convert to ounces
2. divide by portion size
EOQ economic order quantity
- a quantitative approach to ordering staple or regularly stocked items
- attempts to find the quantity that minimizes both purchasing and inventory costs, determines the order size that is most economical
- total annual cost of restocking an inventory product depends on the number of times it is ordered each year
- to decrease costs, place orders as seldom as possible by ordering larger quantities
- when the cost of placing an order aligns with the cost of holding the items, EOQ is obtained
Time series forecasting
short term forecasts; assumption that needs follow an identifiable pattern over time
1. moving average: uniformly weighs past observations (numbers are weighted equally)
2. exponential smoothing: uses software
–gives more recent values more weight
–does NOT uniformly weigh past observations
Causal models
assumption that a relationship exists between the item being forecast and other factors (selling price, number of customers)
1. medium and long term forecasts, expensive to develop
2. example-regression analysis forecasting; assumption that relationship between variables will continue over time
Subjective model
used when relevant data are scarce or when relationships between data do not tend to persist over time-must rely on opinions
1. Delphi technique-expert opinions; market research, panel consensus
First control in receiving process
purchase order
Receiving area
close to delivery docks with easy access to storage
Invoice
vendor’s delivery slip that accompanies the order
1. suppliers’ statement of items being shipped, unit price, total expected payment
2. compare invoice against purchase order first, then items against invoice
3. inspect items, list on receiving report, store promptly
Blind check receiving method
- give clerk blind invoice or purchase order listing incoming merchandise but omitting quantities, weights
- receiving clerk inserts these numbers into the order on the basis of a check of the delivery
- forces clerk to make serious check of delivery
- takes longer and costs more in labor
Daily receiving report
lists items received, date, number units, unit price, supplier, PO number
Substitution invoice
use when order arrives without an invoice
Request for credit
lists discrepancies such as shortages
Other receiving procedures
- person who purchased the items should not be the one to receive them
- schedule hours for receiving. avoid busiest production times, and avoid too many deliveries arriving at the same time
- if there is any indication that frozen fish has been allowed to thaw, reject it
Storage amount required
depends on frequency of deliveries, market form of food purchased (raw, prepared, partially prepared), extent of menu
How to store items
at point of first use, heavier products lower, lighter products higher
Dry storage
dry, cool, dark, well-ventilated, clean
1. separate room for cleaning supplies
2. temperature = 50-70 degrees F
3. ventilation-circulation of air removes moisture and odors
4. cartons and bags on shelves at least 6” above floor, and away from walls
5. humidity-measured by hygrometer; 50-60%
–fresh fruits and vegetables require the highest humidity 85-90%
Refrigerated storage
- <41 F-all potentially hazardous foods
–fresh fruits and vegetables 40-45; meat, dairy, eggs 32-40 - frozen foods 0-10 F
- storage times for refrigerated foods
–fresh eggs in shell 3-5 weeks; raw yolks, whites 2-4 days
–fresh poultry, ground meat, fresh fish, shellfish 1-2 days
–steaks, chops, roasts 3-5 days
Security of storage
Theft decreases if employees know management is watching
1. purchaser and receiver should be different people
2. have employees sign in and out when taking items from storeroom
3. schedule receiving hours. move items immediately to storage
4. Theft is premeditated burglary without force, robbery is burglary with force, pilferage is inventory shrinkage caused by employees stealing food
Perpetual inventory management
running record of balance on hand
1. updated each time an item is placed in or removed from storage
2. used in large operations that keep large quantities of product in stock
3. generally restricted to dry and frozen storage; bread, produce, milk are not on inventory and are considered direct issues
Physical inventory management
actual count of all goods on hand at end of accounting period
1. counted as asset on balance sheet
Par stock method
bring stock up to par level each time an order is placed regardless of the amount on hand: if par is 10, and you have 8, order 2
fixed order quantity inventory system
determines the order point (when you must reorder the item)
(average daily use)(lead time) + safety stock
1. lead time is the number of days from placing order until delivery
2. safety stock: small back-up supply to ensure against sudden increases in use
FIFO
first in, first out (stock rotation)
process of rearranging merchandise so that the older containers are in front and are issued first. Takes extra work but pays off by eliminating the problem of stale merchandise
Mini-max method
stock is allowed to deplete to safety level before new order is placed. establish minimum and maximum amounts to have on hand
1. order goods when minimum is reached and only in the amount needed to reach the maximum level
2. amount of item ordered will be the same each time it is ordered
ABC inventory classification system
- small amounts of product account for major portion of inventory value
- the relative importance of each inventory item is measured by how much the total value of purchases is for that item each year. This is the activity level
- <20% of the total # of items in stock constitute 75-80% of the total annual value of purchases = A items (vital, high value). 50-60% of inventory items compromise only 5-10% of the value = C items (trivial, low value)
- items between the A and C ranges are in the B class (moderate, medium value)
- tightest controls needed for A items (most expensive, often proteins)
Methods to determine the value of the inventory
- actual purchase price: based on actual purchase price of the product; count products; add value of all products on hand
- weighted average purchase price-time consuming
–based on average price paid for products over time
–multiply number of units of each product in opening inventory and those purchased during the month by the purchase price
–add these prices and divide by the total number of units - FIFO- based on last price paid multiplied by number of units on inventory
–uses most recent prices so tends to price inventory high - LIFO-last in, first out: uses oldest price paid for an item in inventory
–usually underestimates value of current inventory
–current purchases are largely made to meet current production demands - Latest purchase price-last price paid for the product, simple and fast
Issuing procedures
- removed on written order only (storeroom requisition or issue sheet)
- locked, well-organized, one person in control
- central ingredient room-quality control measure; assure storage, inventory, production control; saves food costs
Inventory technology
use of bar code to identify products. includes a five digit manufacturer ID number and a five digit product number
number system: single digit identifies “type” of product
check digit: an additional digit used to verify that a bar code has been scanned correctly
dispersion systems classified according to state of matter in each phase of the dispersion
- gas in liquid: whipped egg white (foam)
- gas in solid: sponge cake (suspension)
- liquid in liquid: mayonnaise (emulsion)
- solid in liquid: gravy (sol)
- liquid in solid: custard (gel)
dispersion systems classified on basis of size of dispersed particles
- small particles (sugar, salt): true solution
- large particles (protein, cooked starch): colloidal dispersion
- clumps of molecules (fat, uncooked starch): suspension which separates upon standing
To change degree of dispersion
apply heat or beat
Interface
line that forms between two immiscible liquids (oil and water)
Function of acid in vegetables
most vegetables are slightly acid with a relatively high pH
1. necessary to process them at temperature higher than 212 F to destroy botulism
2. pressure cooker can be used to can low acid vegetables because it reaches a temperature higher than 212
3. beets are sometimes pickled with vinegar (acetic acid) which lowers pH and can be canned in boiling water bath
4. acid causes loss of color when green vegetables are overcooked or canned
–heat disrupts cells and releases organic acids
–H ions from acid come into contact with magnesium in chlorophyll
–Mg is removed; molecule becomes pheophytin; brown or olive green
–to prevent: cook short time; leave lid off for first few minutes to allow escape of volatile acids
5. if baking soda (alkaline) is added, intense green color due to chlorophyllin
–mushy, water-soluble vitamins lost
Function of acid in angel food cake
cream of tartar-acidic pH
1. maintains white color by preventing the Maillard browning reaction
2. contributes to large volume by stabilizing egg white foam
3. contributes to tender crumb
4. without cream of tartar: tough, yellow, small cake