GEARING UP FOR THE NEW FISCAL YEAR……TIPS & TOOLS FOR YOUR SUCCESS CACFP ANNUAL TRAINING FISCAL YEAR 2014 Prepared and Presented By: René Poitra

LET’S SHIFT GEARS STANDARDAUTOMATIC

 Changes and Updates to Forms……… Enrollment Forms Income Applications Master Roster  New Electronic Documents Version  Why these Forms have Changed? Overview

 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?

 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?

 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:

Two Options Available for Fiscal Year 2014 ENROLLMENT FORMS

Enrollment Form Option #1 Option #1  Continue to Use FY 2013 Enrollment Forms  Parent Has the Choice to Review Enrollment Form, Make any up-dates or changes to the Form  Sign and Date Form the New FY 2014 FY 2013 Enrollment Form

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

New FY 2014 CACFP Enrollment Form  One Enrollment Form Is Used for Each Child  Section 3 Changes Normal Hours of Care (DAYS, HOURS, MEALS)  Must Be Signed and Dated By the Parent or Guardian

 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

Infant Addendum to Enrollment Form Infant Letter to Parent Infant Formula Provided By the Center Foods Provided By the Parent/Center Parent Signature & Date Please Enroll Me!

CACFP FY 2014 Child Care New Income Application

Child Care New Income Application

 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

Needed Documents for Gearing Up Your CACFP Enrollment

 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

10/5/13 10/5/13 R Scott, Samuel R 10/5/13 10/5/13 P Adams, Amanda P

 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

 Found on the CACFP Website Under “Electronic Forms”  Forms Will Be Available to Start the New Fiscal Year (October) Location of the Electronic Versions

 The Electronic Forms Will Do the Sums for You However………  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

Electronic Daily Attendance

Electronic Master Roster

Electronic Record of Meals Served 17-9

Electronic Milk Reconciliation

Electronic Expenditure Form 17-8

You Know the Changes that Have Been Made to the Enrollment Form Income Application Master Roster You Know What Electronic Documents Will Do Totals and Sums Daily Attendance Master Roster Record of Meals Served Form 17-9 Milk Reconciliation Expenditure Form 17-8 In Closing ……

THANK YOU