Entitlement & Overspend Controls
Role-aware entitlement display. The same school district's entitlement renders three different ways depending on who is looking at it. The 10% buffer in the food distributor view keeps food distributor displays from implying school district spend capacity that is not actually available.
- Workspace
- School district · Food distributor · Admin (this module renders three views)
- Primary task
- Show each role its own correct view of the entitlement ledger without leaking information that isn't theirs to see. Render both Section A&B (USDA Foods primary) and Section DOD-Plus (fresh fruit & vegetable allocation) on the same page.
- Complexity hidden
- One entitlement number must display differently per role — school districts see actual spend authority; food distributors see board-approved hard caps with a 10% buffer; admins see both. The buffer logic prevents food distributors from inadvertently treating buffered capacity as school district spend authority. Section A&B and Section DOD-Plus track separately, with the buffer applying to A&B only.
- In production
- Entitlement tracking covered the multi-state federation; in California alone, this surface managed over $52 million in annual USDA Foods entitlement in SY 2014–15.
- Demo simplification
- One synthetic school district shows all three role perspectives. Toggle the role above to switch the view.
The board-approved 10% buffer is the operational concept that drives the difference between school district and food distributor views.
- School district perspective
- Sees the unbuffered entitlement number — the actual dollar value of USDA Foods the school district is authorized to spend.
- Food distributor perspective
- Sees the hard cap, which is the unbuffered entitlement plus a 10% buffer. The buffer exists so food distributors can accept rounding, late corrections, and per-truck variance without rejecting valid school district orders. It is not additional spend capacity for the school district.
- Why this needed to be role-aware
- Early production builds displayed the buffered hard cap to both school districts and food distributors. School districts read the buffered figure as additional ordering room, ordered against it, and triggered overspend reconciliation cycles. The display logic was corrected so each role only sees what it should act on.
- Why DOD-Plus has no buffer
- DOD-Plus (fresh fruit and vegetable allocation) ships through a different distributor lane with tighter delivery windows and less rounding variance. The hard-cap-with-buffer mechanic applies only to Section A&B.
Admin can record one-off adjustments to a school district's entitlement — carry-overs from the prior school year, late USDA allocation corrections, or board overrides. Adjustments apply to baseline before role-specific display. Seeded historical adjustments (e.g. carry-overs from the prior year) are visible but locked.