1. COUNTING AND CLAIMING 2014-2015 P2-YEAR 2+ Provided by the LAUSD Food Services Division 07.31.14

2. Overview In this training we will review the counting and claiming process. This will include the following: The different types of collection procedures What is a medium of exchange The coding methods for the mediums of exchange To identify and understand the various types of rosters used for issuance of mediums of exchange The importance of an Accuclaim Review (February Checklist) 2

3. Purpose and Benefits This training session will provide you with the knowledge to identify and understand the requirements for the different counting and claiming methods used for State and Federal reimbursement claims for meals served to students.

4. Terms and Definitions Medium of Exchange (MOE) – is Co-Pay collected or any type of ID, PIN, name or number that is issued to students for obtaining a meal Meal Eligibility – is the eligibility status (free, reduced- price or full price/paid/non-eligible) of a student No Charge – no co-payment is required for reduced or full priced eligible students. Students regardless of their eligibility eat without paying a co-pay Alternate Meal does not apply to P2, year 2+ – is non- reimbursable meal provided to full/ paid/ price or non-eligible students who do not have money to purchase a meal at lunch 4

5. Terms and Definitions cont’d Roster – is a list of all students in a school or classroom. It may or may not contain meal eligibility codes. Checklist – is a roster, it is utilized at the point of service to account for meals served in a program when 1. if the CMS System goes down, 2. for off-site programs, 3. Intersession and 4. BIC Verification – is a confirmation of eligibility for free and reduced price meal under the NSLP and SBP 5

6. Acronyms BOH – Back of the House (CMS) CMS – Cafeteria Management System FSM – Food Service Manager FOH – Front of the House (CMS) FY – Fiscal Year POS – Point of Service/ Point of Sale SY – School Year MISIS - My Integrated Student Information System 6

7. Provision 2 - Years 2+ No current year meal application is required All students eat at No Charge Meals are counted & claimed by total reimbursable meals served each day Food Services staff must use one of the approved methods (CMS-FOH-POS) for counting the number of students through the POS taking a reimbursable meal each day 7

8. Roster Requirements P2-2+ Year sites-MISIS Roster: ● Roster must be printed on a monthly basis on the last operating day of the month Note: Write the date printed on the top of the roster Update Activity Report/Roster: codes ● Obtain daily ● Update the MISIS Roster with new students CMS/SIS Missing Student Roster: Print one roster to be used at each POS terminal 8

9. 9 Example of Alpha MISIS Roster

10. Example of CMS/SIS Missing Students Roster 10

11. 11 3. Click on Front of the House icon 1. Roster In to the FSD website 2. Click on the CMS icon 4. Click on link for the SOP page 5. Click on CMS Missing Roster How to Retrieve the CMS Student Missing Roster

12. Provision 2 - Years 2+: 1.A “CMS/SIS Missing Student Roster” must be available at each POS terminal 2.Record student’s name and date of birth on “CMS/SIS Missing Student Roster 3.Provide the student a reimbursable meal 4.Apply the meal as a “NO ID Full Pay” at the POS 12 How to Apply Meals for Students not in CMS

13. Provision 2 – 2+ Post Questions 1.All Students meal eligibility is Free True or False 2.All students eat at No Charge True or False 3.SY 2014-2015 Meal Application is required. True or False

14. Non-Reimbursable Meals ALL SCHOOLS: Regardless of eligibility and claiming procedure, any student who refuses to take a complete reimbursable meal must be charged the adult a la carte price for the items selected. Record the items and money collected on the “Student A la Carte Sales and Inventory” form. 14

15. Second Meal/ Additional Menu Item(s) Meal or menu item after receiving a reimbursable meal Available at all schools Cash payment/ Charge account required Use “Student A la Carte Sales and Inventory” form Each menu item on a tray are priced a la carte For Example: Coffee cake $ 1.50 * Banana $ 0.75 * Milk $ 0.50 * Total $ 2.75 * Price based on Faculty A La Carte for SY 13-14

16. How to account for meals when POS is DOWN P2-Year 2+ 1.Have an alpha roster available. 2.As students come through, find their name on the roster. 3.Mark the date and a “B” for breakfast or “L” for lunch next to the student’s name. 4.At the end of the day, add up all students separately for breakfast and lunch. 5.If your Manager computer is working, do a quantity sale for ALL students counted under FULL PAY. (Do separate QTY Sales for Breakfast and Lunch) 6.If your Manager computer is NOT working, fill out the Meal Counts Spreadsheet and email to Craig.Fukushima@lausd.net DO NOT ENTER MEAL COUNTS INTO DAILY ENTRY

17. CMS-FOH-POS Computer Failure In the event of a computer failure follow this process: 1.Contact CMS help desk 2.Use the most current MISIS Alpha Roster 3.Follow the CMS-FOH-POS SOP issued by the Food Services Division 17

18. Checklist School sites will use a checklist as a medium of exchange in some circumstances including, but not limited to: Off-site meals Field trips Special education classrooms During meal service, a staff member will check off the student’s name on the checklist when the student receives a reimbursable meal Return the checklist to the cafeteria after the meal service to record the meal 18

19. Checklist cont’d Checklist include the following: Program name (Youth Services, Beyond the Bell, etc.) Date of meal service (08/14/2014) Names of students: Food service manager will obtain a roster from the program site coordinator on students participating programs Current meal eligibility code (only after the meals have been served) Name of the person serving the reimbursable meals at the point of service (John Doe) 19

20. Checklist cont’d Food Service Manager’s responsibilities: Update the changes in the enrollment by adding new enrollees and deleting students who have left the program If applicable, update the changes in the meal eligibility status from the UAR and MISIS Roster 20

21. Claiming Meals using a Checklist Non-POS: Claim the number of meals served daily by Counting the number of checkmarks by meal eligibility category (if applicable) Pricing-POS: Claim students meal under “Quantity Sale” by free, reduced and full price eligibility Provision 2- Base Year-POS: Claim students meal under “Quantity Sale” by free, reduced and full price eligibility Provision 2- 2+ Years- POS: Claim student meals under “Quantity Sale” in the Full price category 21 NOTE: BIC schools will follow current procedure

22. Breakfast In the Classroom ELEMENTARY SITES: Input the data from for participating students Search students name via Classroom or by Manual Lookup (whatever is applicable) Record the meal by clicking the icon of the student’s name or picture For verification purposes note on the roster that the meal has been recorded in the CMS Verify total on the roster against the recorded meals in the CMS for accuracy Return the class roster back in the bag for next day’s service

23. Breakfast In the Classroom SECONDARY SITES: P2-Year 2+ 1.Verify the number of checked marks and dash marks on the Lined Classroom Roster against the number of un-served menu items sent back to the cafeteria per classroom 2.Count the number of checked marks per Lined Classroom Roster and tally the total number of meals 3.Enter the total number of meals as “Quantity Sale” in the Full Price eligibility 4.Place a note or mark on the roster to indicate that the meal has been recorded 5.For accuracy, verify total on the roster against the total recorded meals in the CMS

24. 24 Accountability

25. Edit Check and Attendance Factor Edit Check – accountability process developed to improve accuracy of reimbursement claims by the school district A school or district can never claim more than the free, reduced price, paid or total number of enrolled students Attendance Factor - is a percentage determined by the State no less than once each school year which accounts for the difference between enrollment and attendance for that School District based upon information submitted in the previous year SY 13-14 Attendance Factor 93.5% 25

26. Edit Check and Attendance Factor cont’d A school district will be required to repay any over-claim Regulations require the reimbursement is claimed for only one breakfast and one lunch per eligible student per day A school must have documentation when meal count is higher than the attendance factor 26

27. Accuclaim (February Checklist) Federal regulations require one on-site review by February 1 st of each year Area Food Services Supervisors conduct the review 45 calendar days from the review date are given to perform any corrective actions necessary School districts are required to provide training for employees on Annual Workshops, New Employee Training, ServSafe (if applicable), Training and Monitoring of follow up trainings as needed 27

28. Unacceptable Meal Counting Systems Attendance Count Tray or Entrée Count Classroom Counts Counts taken anywhere other than the POS Prepaid meals counted on the day they are paid Second meals claimed for reimbursement Alternate meals Cash converted to meals 28

29. References Standard Operating Procedures for: – CMS-POS Front of the House – State Pre-School September 2011 EEC Procedural Module August 2011 USDA Meal Counting and Claiming Manual April 1991 USDA Coordinated Review Effort Procedures Manual, Fiscal Year 2012 USDA Eligibility Manual for School Meals, Jan 2008 USDA Provision 2 Guidance, Summer 2002 29

30. 30 Questions

31. 31 Thank You