Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 23 Next »

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.

2.  To ensure that proper meal counts are taken at the point of service.

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.

WinFSFR, Franklin, Newton and WinFSIM

WinFSFR:

 1. The schools should print:

    • State Review Report
    • Student Adds and Drops

 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 Change 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 Students, and Status 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.  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 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 Planning count export - This report documents, by school, the planned counts used by the schools to justify the weighted counts for analysis.

WinFSCM & WinFSCA

WinFSCM & Newton:

You will probably need to include the claim information for the most recent submitted claim.

1.  The schools should print:

    • AccuClaim Edit Check (WinFSCM only)  Point of Service>POS Reports>AccuClaim Edit Check
    • Recap/Reconciliation Report  Point of Service>POS Reports>Recap/Reconciliation

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  Point of Service>POS Reports>Function Key Sales
    • Items Sold to Inactive Students (Not yet included in Newton)  Point of Service>POS Reports>Items Sold to Inactive Students
    • Posting Detail - Lists all students that were served a reimbursable meal  Point of Service>POS Reports>Posting Detail
    • 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.  Point of Service>POS Reports>Record of Attendance

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 POS Transactions, Duplicate Students Reports, Adjustments to Student Accounts, and Items Sold to Inactive Students reports to prepare for an audit.


WinFSCA

Claim Reports - Show the meal counts and reimbursement rates.

    • Meal Counts  Reports>Claim Report>Claimed Meal Counts Year to Date
    • Reimbursement Rates  Reports>Claim Report>Claimed for Reimbursement Year to Date

In addition to the recommended reports, you can run Duplicate Reimbursables.

  • No labels