Off-site Assessment Forms

The Off-site Assessment portion of the Administrative Review enables the SFA and State to collaboratively complete USDA-designated review forms prior to going on-site. The State may complete all components of the off-site forms or it may grant SFA users access to complete specific form groups.  This is determined by State policy and managed by the State via Security rights and configuration on the Compliance Maintenance screen.

Note: The right margin of each Off-site Assessment form will have a blue vertical line.  The blue line indicates that the question is part of the Off-site Assessment.

 

The following forms are part of the Off-site Assessment:

SFA Forms

·         100 – Certification and Benefit Issuance

·         200 – Verification

·         300 – Meal Counting and Claiming

·         600 – Dietary Specifications and Nutrient Analysis

·         700 – Resource Management

·         800 – Civil Rights

·         900 – SFA On-site Monitoring

·         1000 – Local School Wellness Policy

·         1600 – School Breakfast and Summer Food Service Program Outreach

·         2100 – Special Provision Options

·         Resource Management Comprehensive Review Form

Note: State-specific forms may be included in the Off-site Assessment. Follow the instructions for completing/reviewing Off-site SFA, as the functionality is the same.

 

Site Forms

Note: The following Site Worksheets display for each site/meal selected on the Site Dashboard.

·         Meal Compliance Risk Assessment Tool

·         Dietary Specifications Assessment Tool – Breakfast

·         Dietary Specifications Assessment Tool – Lunch

·         Meal Component and Quantities - Breakfast

·         Meal Component and Quantities - Lunch

Note: The State can choose as to whether they would like the SFA to upload menu information into the software via the “Meal Component and Quantities - …” screen.