All of the Following Materials Must Be Available for the Review

CRE Checklist

All of the following materials must be available for the review

I)  Performance Standard 1 - Eligibility - by each review school, alphabetized
Standard: All students approved in appropriate category
Applications and eligibility documentation:
Printed roster/ list of Free and Reduced Price of eligible students (hard copy)
q  Separate list for each review school sorted by Free and Reduced Price
Household applications for Free and Reduced Price
q  Current approved applications with approval date
q  Denied applications including copy of written notification in separate file
q  Withdrawn applications with withdrawal date in separate file
Other eligibility documentation
q  Direct Certification electronic files provided by ODE district secure website
q  Migrant students eligibility list
q  Homeless students eligibility list
Civil Rights - documents must be available at all schools
q  Nondiscrimination statement included on printed NSLP materials
q  Complaint Procedure, Log and Form (2 pages)
q  And Justice for All poster posted in visible location
Documents/information located at: http://www.ode.state.or.us/search/results/?id=206
Verification documentation to date for district in a separate file with:
q  Copies of applications pulled with submitted household documentation
q  Verification Summary Form (581-3731c-O)
q  Verification Tracking Form
Verification documents/information located at: http://www.ode.state.or.us/search/page/?id=1997
II)  Performance Standard 1 - Meal Counting & Claiming - by each school
Standard: Assurance that all lunches claimed are reimbursable under sponsor’s menu planning option
Current Monthly Claim for Reimbursement
q  Daily lunch counts with edit checks
q  Monthly totals with edit checks for all schools
Monitoring
q  On-site review(s) to date for sponsors with more than one site (Form 581-3731h-P)
q  Afterschool snack site review form(s) for all participating schools
III)  Performance Standard 2 - Menu Requirements - by each review school
Standard: Menus must reflect the sponsor’s declared menu planning option requirements
Printed review month and day of review
q  Menus with short nondiscrimination statement for review schools
q  Completed menu production records
q  Documentation of meal contribution for commercial combination foods (CN Label or Manufacturer’s Product Analysis Sheet= MPAS)
IV)  General Areas of Review
Current School Calendar(s)
Financial
q  Current operating balance of food service fund
q  Food service funds separated from general fund and receiving accrued interest (if applicable)
q  Food service reimbursements deposited in a timely manner
q  Printout of food service expenditure detail report YTD to determine if only allowable costs were charged to food service fund
Food Safety
q  HAACP Food Safety sponsor plan
q  Copies of current inspections, most recent posted in kitchens
1  If required two inspections did not occur, letters and/or emails requesting the inspections
q  Inspection of food service storage facilities to ensure inventory is properly stored and handled
Procurement
q  Printout of vendors paid with food service funds YTD
q  Documentation of how vendors were selected either through quotes, bids, or proposals.
q  Inventory control records
Miscellaneous
q  Commodity Annual Storage Facility Self Evaluation (581-1316-E)
q  Confidentiality Disclosure
q  Lists of groups to which Free/Reduced Price names and status were released
q  Copies of signed Confidentiality Disclosure Agreements
Documents/information located at: http://www.ode.state.or.us/search/page/?id=3316
q  State Agency-Sponsor Agreement (Form 581-3599-O)
q  Free and Reduced Price Policy Statement (Form 581-3547-O)
q  Offer Versus Serve board approved policy or agenda (if applicable)
q  Board approved competitive foods policy (if allowed)
q  Fresh Fruit and Vegetable Program check list (if applicable)
q  Food Service Management Company check list (if applicable)