GEARING UP FOR THE NEW FISCAL YEAR……TIPS & TOOLS FOR YOUR SUCCESS
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Transcript of GEARING UP FOR THE NEW FISCAL YEAR……TIPS & TOOLS FOR YOUR SUCCESS
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GEARING UP FOR THE NEW FISCAL YEAR……TIPS &
TOOLS FOR YOUR SUCCESS
CACFP ANNUAL TRAININGFISCAL YEAR 2014
Prepared and Presented By: René Poitra
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LET’S SHIFT GEARS
STANDARD AUTOMATIC
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Changes and Updates to Forms………Enrollment FormsIncome ApplicationsMaster Roster
New Electronic Documents Version
Why these Forms have Changed?
Overview
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The State Agency has to Stay in Compliance with USDA The State Agency and Institutions have to Follow
Regulations The State Agency Wants the Institutions to Stay Current
and Up-To-Date Policies and Procedures
Why Changes to the Forms?
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CACFP is governed by regulation 7 CFR Part 226 These regulations specify what documentation must
be kept in order to make a claim for reimbursement You may read these regulations for yourself! They
are public information and available on-line The State Agency has read through these
regulations for you and designed forms to use so that you can always remain in compliance
We are here to help you by providing the Tools, Tips and Resources to ensure you are always in compliance!
SO WHY Do We Give You These Forms?
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About Changes Made to the Enrollment Form Changes Made to the Infant Addendum Changes Made to the Income Application Changes Made to the Master Roster What Forms/Documents Can Be Used Manually (or standard) What Forms/Documents Can Be Used
Electronically (or automatic, accurate, high speed, precession)
By the End of This Presentation You Should
Know:
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Two Options Available for Fiscal Year 2014
ENROLLMENT FORMS
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Enrollment Form Option #1
Option #1 Continue to Use FY 2013 Enrollment FormsParent Has the Choice to Review Enrollment Form, Make any up-dates or changes to the FormSign and Date Form the New FY 2014
FY 2013 Enrollment Form
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FY 2013 Enrollment Form
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Enrollment Form Option #2
Option #2 Parent Will Sign and Date the New Fiscal Year Form Will Provide a New Clean Copy Each Fiscal Year No Worries that the Parent Did Actual Updates
FY 2014 New Enrollment Form
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New FY 2014 CACFP Enrollment Form
One Enrollment Form Is Used for Each Child
Section 3 ChangesNormal Hours of Care (DAYS, HOURS, MEALS)
Must Be Signed and DatedBy the Parent or Guardian
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The Infant Addendum is Used for Infants Under One Year of Age
Infant Addendum has Gone From Two Pages to One
Infant Addendum is in Addition to the Regular Enrollment Form
Infant Addendum Captures a Little More Information About Formulas and Baby Foods Provided to the Infant that is Not Found on the Regular Enrollment Form
Infant Addendum to Enrollment
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Infant Addendum to Enrollment Form
Infant Letter to Parent
Infant Formula Provided By the Center
Foods Provided By the Parent/Center
Parent Signature & Date
Pleas
e
Enroll
Me!
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CACFP FY 2014 Child Care New Income
Application
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Child Care New Income Application
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Please Check Your Adult Training Packet & Handbook
Please Get Your Copy of the Income Application From the Website Under Adult Care Forms
Adult Income Applications
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Needed Documents for Gearing Up Your CACFP Enrollment
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The Master Roster is Going to Prompt You to Record Information Gathered From Your Enrollment Forms & Income Applications
It Continues to Report Your Free, Reduced and Paid Children
If a Child Withdraws You Will Input the Withdrawn Date It Will Help You Total Membership for Each Page,
Matching Your Free, Reduced and Paid for that Page
Check Marks and Xs Will No Longer Be Used
Master Roster
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Master Roster
10/5/1310/5/13 R
Scott, Samuel
R
10/5/1310/5/13 P
Adams, Amanda
P
2
11
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Daily Attendance
Master Roster
Record of Meals Served (Form 17-9)
Milk Reconciliation
Record of Expenditures (Form 17-8)
Which Forms Can Be Used Electronically
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Found on the CACFP Website Under “Electronic Forms”
Forms Will Be Available to Start the New Fiscal Year (October)
Location of the Electronic Versions
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The Electronic Forms Will Do the Sums for YouHowever……… Information Will Need to be Key Punched Daily
into the Electronic Form Institution Will be Responsible for Forms and
Correct Inputted Figures Institution Will be Responsible for Cross
Referencing Computer Generated Numbers Institutions Will Need to Check for Accuracy Institution Will be Responsible for Making Sure
the Paper Copy is in the Monthly Folder
How Will the Electronic Forms Benefit Your Food
Program
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Electronic Daily Attendance
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Electronic Master Roster
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Electronic Record of Meals Served 17-
9
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Electronic Milk Reconciliation
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Electronic Expenditure Form 17-8
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You Know the Changes that Have Been Made to the Enrollment FormIncome ApplicationMaster Roster
You Know What Electronic Documents Will Do Totals and Sums
Daily AttendanceMaster RosterRecord of Meals Served Form 17-9Milk ReconciliationExpenditure Form 17-8
In Closing ……
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THANK YOU