• In order to complete the Off-site Assessment Tool (OATS), the following documents are required. If you have the specified document, mark "yes" and upload it to the corresponding file upload area. If you do not have the document, mark "no." If you need more information, mark "I don't know."

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  • Section 100: Benefit Issuance

  • 1. The Meal Count and Collection Procedures
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  • 2. A copy of the application approval/denial notification letter.
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  • 3. A copy of the direct certification letter used.
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  • Section 200: Verification (you will not have this until after November)

  • 1. A copy of the SFA’s most recently submitted FNS-742 (Verification Collection Report)
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  • 2. The verification policy and procedure
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  • Section 300: Meal Counting

  • 1. Procedures for any alternative Points of Services (breakfast in the classroom, special needs classes, etc.)
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  • Section 700: Financial Management (we will neeed to connect with accounting)

  • 1. Detailed financial summaries or budget reports for the 16-17 fiscal year showing total SNP revenue and total expenditures. Must separate SNP from CACFP.
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  • 2. The Form SNP-57 Sample Net Cash Resources Calculator Tool. If on a Spending Plan, also provide a copy of the approved Spending Plan.
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  • 3. The USDA Paid Lunch Equity Tools for both the current and previous school years.
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  • 4. Documentation supporting any recent increases in paid lunch prices (i.e. approved Board Minutes).
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  • 5. Upload documentation showing the processes you use to track costs and revenue from the purchase and sale of nonprogram food, which include, but is not limited to a la carte items, adult meals, and items purchased for vending machines, fundraisers, school stores, and catered and vended meals.
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  • 6. The USDA Nonprogram Food Revenue Tool.
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  • 7. If you are charged indirect costs, provide a copy of your Unaudited Actuals Indirect Cost Rate Worksheet (Form ICR) and Exhibit A: Indirect Cost Rates Charged to Programs for your most recently completed fiscal year.
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  • 8. The policy and procedures for internal cost controls to ensure that only allowable costs are charged to the nonprofit school food service account.
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  • Section 800: Civil Rights

  • 1. A copy of your non-discrimination statement.
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  • 2. A copy of the SFA’s public media release.
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  • 3. The policy and procedure for receiving and processing civil rights/discrimination complaints.
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  • 4. Policies and procedures for accommodating children with special dietary needs.
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  • 5. Attach documentation (sign-in sheet + agenda) indicating that the civil rights training occurred and that required participants attended. Documentation must indicate that the following subjects were covered: Collection and Use of Data Effective Public Notification Systems Complaint Procedures Compliance Review Techniques Resolution of Noncompliance Requirements for Reasonable Accommodations of Persons with Disabilities Requirements for Language Assistance Conflict Resolution Customer Service
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  • Section 1000: School Wellness

  • 1. The current Local School Wellness Policy (LSWP).
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  • 2. An agenda and sign-in sheet for the most recent LSWP committee meeting.
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  • 3. How is racial/ethnic data collected? How often is this information collected? Provide a copy of the document used to collect this information.
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  • 4. A copy of the most recent assessment of the LSWP.
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  • Section 1100: Smark Snacks

  • 1. The policies and procedures for food and beverage sales.
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  • 2. The policy for assessing compliance of non-program foods/beverages.
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  • Section 1200: Professional Standards

  • 1. Documentation of completed training hours and expected/planned training hours for all school nutrition program employees.
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  • 2. If the school nutrition program director was hired after July 2015, provide documentation of the director meeting minimum hiring standards.
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  • Section 1600: Breakfast/Summer Feeding

  • 1. A copy of notification to families of breakfast availability (flyer, email, etc.)
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  • 2. A copy of the notification that was sent to families during summer 2017 for summer meal availability in their area.
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  • Section 2100: Special Provisions

  • 1. For Community Eligibility sites, the policy and procedures that were used to apply the established ISPs to the current School Year’s claims for reimbursement.
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  • Should be Empty: