Coordinated Review Effort (CRE)
&
School Meals Initiative for Healthy Children - Nutrition Standards (SMI)
CRE reviews have three primary goals:
1. To ensure that free and reduced price meal benefits are provided in accordance with the regulations.
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3. To ensure that complete, reimbursable meals are being offered.
SMI review goals are:
1. To ensure program meals meet nutrition standards and are reimbursable.
2. To ensure that SFAs receive the necessary technical assistance and resources to meet those standards.
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DataFlow and Processes to Student Eligibility to Claim Reimbursement
Download the Student Eligibility to Claim Reimbursement in PDF format
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Student Information System Interface
Central Office AdminConsole manages software upgrades and program users. | Central Office DataCenter is used to control standard data elements. |
Free & Reduced (Franklin) Application Processing is used to determine student eligibility, parent notification, and all aspects of managing the necessary information to meet State and Federal requirements. | Point of Sale (Newton) is used to maintain student account payment information and generate the required State and Federal reports. It is also used to accumulate daily sales activity for each school, providing numerous reports for management analysis, and Federal Claim reimbursements. |
The Point of Sale line (Newton POS) is used to process sales activity. | Menus & Inventory (Edison) is used to maintain menus, inventory, and productions records. |
Changes in the DataCenter database, such as student demographics, are passed to the other programs through scheduled jobs.
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A student is displayed by using a pin pad device, bar-coded card, fingerprint scanner, palm scanner, or a manually entered name or number.
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WinFSFR, Franklin, Newton and WinFSIM
WinFSFR:
1. The schools should print:
- State Review Report
- Student Adds and Drops
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2. If the audit occurs on-site, run the following report:
- Audit/Review Applications
In addition to the recommended reports, you can run the Status the Status Change Review report Review report to prepare for an audit.
Franklin:
The schools should print/export:
- Audit/Review Processed Applications
Additional documentation for the auditor to navigate exported files is located in the Franklin Audit subpage.
In addition to the recommended reports, you can run Adds & Drops, Merged Merged Students, and Status Changes reports Changes reports to prepare for an audit.
Newton:
You will probably need to include the claim information for the most recent submitted claim.
1. The schools should print:
- Federal Edit Check
- Recap/Reconciliation Report
2. If the school is shown to have over claimed Free, Reduced, or Paid eligible counts, the following report can be printed to document the reasons:
- Function Key Sales
- Items Sold to Inactive Students (Not yet included in Newton)
- Posting Detail - Lists all students that were served a reimbursable meal
- Record of Attendance - Only good for showing participation in lunch it does not display the status of each meal sold. It shows participation at lunch. The meal counts at the bottom of the report are the same as the claim. The report does not reflect the status changes for a given student.
3. If a school is shown to have low claimed Free, Reduced, or Paid eligible counts, the Record of Attendance can show a pattern of low counts on a given day.
In addition to the recommended reports, you can run Deleted Transactions, Duplicate Customers, Adjustments to Student Accounts, and Cross-Site Multi-Reimbursable reports to prepare for an audit.
WinFSIM
1. Production Reports
2. Menu Production Worksheet with information recorded from kitchen staff or other report to tell the kitchen staff what to prepare for a given day.
3. Daily Food Cost
4.
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Perpetual Inventory report may be needed if an item was accidently left off the production report, but on the Menu Production Worksheet to show the food item was available on a given date.
5. Leftover
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Tracking report to show leftovers that may have been used on a given day but not recorded properly.
6. Scaled Recipes for the review date should be printed.
7. Nutrient Analysis - Although not required for the SMI, it is a good idea to check these to make sure the meals are within guidelines prior to the site visit.
8. WNA
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Planning Count Export - This report documents, by school, the planned counts used by the schools to justify the weighted counts for analysis.