1. Caldwell County Schools Guy Garner

2. Shrinking Compared to 2010 800 less students 8% increase of free and reduced students

3. Participation Since 2009 Increase in Breakfast ◦ Breakfast in the Classroom Decrease in Lunch ◦ Elem 3 % ◦ Middle 8% ◦ High 10% Decrease Supplemental $2,668.00 per day – $480,240.00 Annually

4. Financial Management Good system to allow you to judge the Finical Balance of the program in a timely manner Revenue – Federal reimbursement – Student Payments – Supplemental sales – USDA foods – Other Revenue – State and Local Expenditures – Variable cost Labor Cost Food Cost Supply Cost Equipment Repair – Fixed cost Management Salaries Management Supplies – Indirect Cost Expense Inco me

5. Income2010 2015 % of Income USDA Grant51 61 USDA Commodities6 7 Meal Sales18 13 Supplemental24 16 Other1 3 Shift in Revenue

6. Things We Do To Manage Cost

7. Expense: 2009-2015 Hire only part-time since 2009 We are at 49% full time employees and goal is to get to 40% by attrition Food cost has risen from 36 to 42% for Value Meals (type A) Cut back on equipment replacement How many hands to serve a meal in small schools

8. Communicate goals Managers set Goals Review last years numbers Pre cost Food and adjust monthly after Post food cost Participation plant with carrots Set labor and project needed changes

9. System Review Monthly Review with managers Food Cost %Turn rate of Inventory MPLH Hours per day Field trips, Class trips Participation rates Drill Down Budget for system Special events

10. School Level tracking Food Cost DoD Produce with Commodity $ Inventory Turn Rate Commodity Usage with single inventory of USDA foods Participation (Goal Sheets for Staff to See & Help)

11. Analyzing the system Compare current year to last using % of labor to Income % of food cost per school to income Statement of Revenue and expense Participation by school

12. Managers & Staff Care But Where Do They Look?

13. FOOD COST

14. Talk $$$$ per Day Food Cost Contest

15. Accurate and Timely Information = Ability for Successful Financial System

16. Weekly Supply Purchases VendorsTotalWeek1Week2Week3Week4Week5 US Foodservice $0.00 Dep of cCorrection $0.00 OTHER $0.00 Total $0.00 0 Supplies

17. Weekly Food Purchases VendorsTotal Week1Week2Week3Week4Week5 US Foodservice $0.00 Milk $0.00 Milk $0.00 Milk $0.00 Milk $0.00 Milk $0.00 Milk Total $0.00 Bread $0.00 Bread $0.00 Bread $0.00 Bread $0.00 Bread Total $0.00 Produce $0.00 Warehouse $0.00 Coke $0.00 Coke $0.00 Coke Total $0.00 Papa John's $0.00 Ice Cream $0.00 School Transter Into $0.00 School Transter Out $0.00 Total$0.00 FOOD PURCHASES

18. PARTICIPATION/INCOME Weekly IncomeTotalWeek 1 Week 2 Week 3 Week 4 Week 5 Number Calculated Number Calculated Number Calculated Number Calculated Number Calculated Number Calculated Served Income Served Income Served Income Served Income Served Income Served Income Breakfast Free 0$0.00 Reduced 0$0.00 Paid 0$0.00 Adult 0$0.00 Paid High School 0$0.00 Subtotal 0$0.00 0 0 0 0 0 Lunch Free 0$0.00 Reduced 0$0.00 Paid 0$0.00 Paid Middle and High 0$0.00 Subtotal 0$0.00 0 0 0 0 0 Number of days served0 Supplemental Sales 0$0.00 Total$0.00 Debt to Cafeteria

19. Week 1Week 2Week 3Week 4Week 5 #Days Days Served 000000 PARTICIPATION BREAKFASTLUNCHALA CART #DIV/0! % of Total Income Free Income $0.00#DIV/0! Reduced Income $0.00#DIV/0! Paid Income $0.00#DIV/0! Adult Income $0.00#DIV/0! Supplemental $0.00#DIV/0! Total $0.00 Debt $0.00 WHERE IS YOUR INCOME FROM

20. TotalPercent of total Vendors Food Cost US Foodservice $0.00#DIV/0! Milk Total $0.00#DIV/0! Bread Total $0.00#DIV/0! Produce $0.00#DIV/0! Warehouse $0.00#DIV/0! Coke Total $0.00#DIV/0! $0.00#DIV/0! Papa John's $0.00#DIV/0! Ice Cream $0.00#DIV/0! $0.00#DIV/0! $0.00#DIV/0! School Transter Into $0.00#DIV/0! School Transter Out $0.00#DIV/0! Total $0.00 Supplies US Foodservice $0.00#DIV/0! Department of Corrections $0.00#DIV/0! OTHER $0.00#DIV/0! Total $0.00 WHERE IS YOUR EXPENSE FROM

21. Financial Leadership Report Updated August 2015 School Name PARTICIPATION Goals Have you surpassed your goal for the week? Income Goals for month = last year plus 1%Total %Week 1Week 2Week 3Week 4Week 5Week 1Week 2Week 3Week 4Week 5 Break #DIV/0!00000 Lunch #DIV/0!00000 Supp #DIV/0!00000 Food Cost Beginning InventoryPurchases EndingTurnTotal cost ( last month ending )for the% Inventory Rate % Month Food Plus0#DIV/0!Subtract #DIV/0!0 % Food Cost for the month Supplies Plus0#DIV/0!Subtract #DIV/0!0 % Supplies Cost PARTICIPATION AND FOOD COST

22. Food cost is easy compared to Income but you have to attack the same way one piece at a time. How To Help Your Income

23. Try To Take Excuses Away Drill Down Find Where You Are Weakest and Work From There Which Grade Who’s Class

24. Break It Down 10 Special Events A Year Food Taste Test Serve After To Get True Results Talk To Student Council or Any Other Group Communicate With Your Enemy (PACKERS) Sit Down & Talk to ALL Your Customers 1 SHOW YOU CARE!!!!!! Change perception of food (pictures on web) Try And If You Fail That Is OK

25. Try To Take Excuses Away Can You Change it & HOW? Do You Need A Contest: Will High School Kids Go On A Easter Egg Hunt?

26. Try To Take Excuses Away GRANTS: – Fuel Up to Play 60 $80,000 – SUDIA $36,000 – Wal-Mart Local/National $5,000 – Lowes Hardware $500.00

27. Empower your staff and reassure them it is ok to make mistakes.