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Published byClare Glenn Modified over 9 years ago
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CACFP Review Tools Best practices for evaluating and developing comprehensive monitoring review tools & instructions for transitioning to an automated system
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MH Miles Company CPA PC NICHE CERTIFIED PUBLIC ACCOUNTING FIRM SPECIALIZE IN GOVERNMENTAL COMPLIANCE NUTRITION, TRANSPORTATION, EDUCATION NUTRITION State Agencies Monitoring & Program Outreach Investigations Audits/Agreed-Upon Procedures Reviews Staff Augmentation Training & Consulting Services Sponsoring Organizations Monitoring Audits/Agreed-Upon Procedures Reviews Consulting Services Management Studies
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Objective To provide best practices for evaluating and developing review tools that can easily be transitioned into an automated system.
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What Are Review Tools? Pre-Assessment Announcement Letter Request for Records Assessment Instrument Questionnaire Checklist Forms Reconciliations Worksheets Instructions Procedures Policies
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What Should be Assessed? Licensing/Approval Civil Rights Meal Service Claim For Reimbursement Verification Health, Safety & Sanitation Fiscal Recordkeeping & Integrity Non-profit food service Eligibility Administrative Oversight Monitoring Training Procurement Internal Controls
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Best Practice for Assessment Instruments Consistent Question Format One Assessment per Question Specific Questions are Linked to Required Forms and Worksheets Each Question has a Corresponding Finding Limit the Possible Responses Available Separate instrument for each center type
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Best Practice for Assessment Instruments Consistent Question Format
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Best Practice for Assessment Instruments One Assessment per Question Pose general questions (catch-all) Pose specific related question
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Best Practice for Assessment Instruments Specific Questions are Linked to Required Forms and Worksheets
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Best Practice for Assessment Instruments Each Question has a Corresponding Finding Limit the Possible Responses Available Separate instrument for each center type Unaffiliated vs. Affiliated At-Risk centers
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Forms Reconciliations & Calculation Forms Identify Discrepancies Indicate Adjustments Summary of Adjustments Reporting document Findings & Request for Corrective Action Linked to Assessment tool
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Best Practices for Forms Embedded Calculation Formula/Edit Checks Linkages from form to form Example: Monthly Meal Counts = Daily Meal Counts Meal & Milk Analysis, other Overclaims Summary of Adjustments Verified Number of Meals Claimed Require use and submission of standard form
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Instructions Guide for Assessment Instructions Authority/Background Procedure Citation Required Action Finding Policies/Procedures Review Selection Review Sampling
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Best Practices for Instructions Provide instructions Include all areas of possible impact (procedures) Regularly review and evaluate instruments Regularly review reviewers Inter-rater variability Review swapping External reviewers
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In Summary Create a fluid system with order in which each item -- assessment and forms tells a story. Assessment tool Worksheets Findings & Request for Corrective Action Form
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