TIP: In the Sites Serving section, the system will display SNP sites that meet the selected Meal Type and Age Grade Group based on the current Site Application.
TIP: Each Menu must include the following supporting documents: Menu Worksheet and Menu.
Sponsors must demonstrate compliance with the USDA’s updated meal pattern requirements in order to qualify for and receive the additional 6 cent reimbursement. The submission and review of the documentation required is performed as part of the Application Packet process via the Meal Pattern Compliance Dashboard.
The Sponsor must add and upload each menu before completing the Annual Attestation screen. If an Application Packet is returned as a result of incomplete or incorrect menus, the Sponsor must re-upload the corrected menus and resubmit the Annual Attestation.
To access the Meal Pattern Compliance Dashboard
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
To add a Menu
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Add Menu link in the Menus section of the Meal Pattern Compliance Dashboard. The Menu screen displays.
5. Select the Meal Type and Age Grade Group. Select the Save button. The Menu screen re-displays with additional fields and capabilities.
6. Enter the Menu Name.
7. In the Supporting Document section, select the Add link to upload the respective file document. The File Upload screen displays providing the ability to Browse and Upload a document.
8. Select Upload to upload the document and return to the Menu screen.
9. Select the site(s) served by the menu.
10. Enter comments, if necessary.
11. Select Save. A confirmation screen displays.
12. Select
< Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
|
TIP: In the Sites Serving section, the system will display SNP sites that meet the selected Meal Type and Age Grade Group based on the current Site Application. |
|
TIP: Each Menu must include the following supporting documents: Menu Worksheet and Menu. |
To modify a Menu
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link next to the Menu to modify. The Menu screen displays.
5. Modify any desired information.
6. Select Save. A confirmation screen displays.
7. Select
< Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
|
TIP: Once saved, the Meal Type and Age Grade group fields are not editable. If these values need to be changed, delete the menu and add a new one. |
To view a Menu
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the View link next to the Menu to view. The Menu screen displays.
To delete a Menu
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select DELETE on the Edit menu in the top-right corner.
5. The system transfers you to the bottom of the screen and a warning message displays.
6. Select the Delete button at the bottom of the page. A confirmation message displays.
To modify an uploaded supporting document
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link next to the Menu to modify. The Menu screen displays.
5. Select the Modify link next to the supporting document to re-upload. The File Upload screen displays providing the ability to Browse and Upload a new document. The new document will replace the existing document.
6. Select Upload to upload the document and return to the Menu screen.
7. Select Save. A confirmation screen displays.
8. Select
< Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
To delete an uploaded supporting document
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link next to the Menu to modify. The Menu screen displays.
5. Select the Delete link next to the supporting document to re-upload. The File Upload screen displays and a warning message displays.
6. Select the Delete button. The Menu screen displays.
7. Select Save. A confirmation screen displays.
8. Select
< Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
|
TIP: Each Menu must include the following supporting documents: Menu Worksheet and Menu. |
To view an uploaded Menu supporting document
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the View link associated with the supporting document (e.g., Menu Worksheet, Menu, or Nutritional Analysis). The document opens in a secondary window/tab.
To enter Internal Use Only information
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Admin link next to the Menu. The Menu screen displays.
5. Enter information in the Internal Use Only section.
6. Select Save Internal Use Only. A confirmation screen displays.
7. Select
<Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
To add an Annual Attestation
|
TIP: Annual Attestations cannot be added until all Menus have been uploaded. |
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link in the Annual Attestation section of the Meal Pattern Compliance Dashboard. The Annual Attestation screen displays.
5. Enter the contact information.
6. In the Document section, select the Add link to upload the respective file document. The File Upload screen displays providing the ability to Browse and Upload a document.
7. Select Upload to upload the document and return to the Attestation screen.
8. Enter comments, if necessary.
9. Select Save. A confirmation screen displays.
10. Select
< Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
To modify an Annual Attestation
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link next to the Annual Attestation to modify. The Annual Attestation screen displays.
5. Modify any desired information.
6. Select Save. A confirmation screen displays.
7. Select
< Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
To view an Annual Attestation
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the View link next to the Annual Attestation to view. The Annual Attestation screen displays.
To modify an uploaded supporting document
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link next to the Annual Attestation to modify. The Annual Attestation screen displays.
5. Select the Modify link next to the supporting document to re-upload. The File Upload screen displays providing the ability to Browse and Upload a new document. The new document will replace the existing document.
6. Select Upload to upload the document and return to the Attestation screen.
7. Select Save. A confirmation screen displays.
8. Select
< Edit to return to the Annual Attestation screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
To delete an uploaded supporting document
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link next to the Annual Attestation to modify. The Annual Attestation screen displays.
5. Select the Delete link next to the supporting document. The File Upload screen displays and a warning message displays.
6. Select the Delete button. The Annual Attestation screen displays.
7. Select Save. A confirmation screen displays.
8. Select
< Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
To view an uploaded supporting document
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the View link associated with the supporting document (e.g., CE Attestation). The document opens in a secondary window/tab.
To enter Internal Use Only information
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Admin link next to the Menu. The Menu screen displays.
5. Enter information in the Internal Use Only section.
6. Select Save Internal Use Only. A confirmation screen displays.
7. Select
<Edit to return to the Menu screen.
-OR-
Select Finish to return to the Meal Pattern Compliance Dashboard
screen.
|
TIP: Annual Attestation cannot be approved until all Menus have been approved. |
To identify Months Certified
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the Modify link next to the Months Certified. The Months Certified screen displays.
5. Check the months certified for 6 cent reimbursement.
6. Enter comments, if necessary.
7. Select Save. The Meal Pattern Compliance Dashboard screen displays.
To view Months Certified
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select the View link next to the Months Certified. The Months Certified screen displays.
To view a Meal Pattern Note
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select View next to note in the Meal Pattern Notes section. The Notes screen displays.
Note: The Notes feature is only accessible for State users. Sponsors do not have access to the Notes menu option and, therefore, will not be able to access any notes that were entered.
To create a Meal Pattern Note
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select Add Note link in the Meal Pattern Notes section. The Notes screen displays.
5. Enter the Subject.
6. Enter the Note.
7. Select Save. The Meal Pattern Compliance Dashboard screen displays.
|
TIP: The Subject and Note is required. |
To delete a Meal Pattern Note
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Application Packet. The Application Packet screen displays.
3. Select Details next to Meal Pattern Compliance Dashboard. The Meal Pattern Compliance Dashboard screen displays.
4. Select Delete next to note in the Meal Pattern Notes section. The Notes screen displays.
5. Select DELETE on the Edit menu in the top-right corner.
6. The system transfers you to the bottom of the screen and a warning message displays.
7. Select the Delete button at the bottom of the page. A confirmation message displays.
The Capital Expenditure Request screen allows Sponsors to submit capital expenditure requests. Sponsors must submit capital expenditure requests for each capital item that is >$5,000. A Sponsor may submit as many capital expenditure requests as required in a given year.
To access Capital Expenditure Request
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Capital Expenditure Request. The Capital Expenditure Requests list screen displays.
To add a Capital Expenditure Request
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Capital Expenditure Request. The Capital Expenditure Requests list screen displays.
3. Select Create New Request button. A blank Capital Expenditure Request screen is displayed.
4. Enter information into the screen fields provided.
5. Select Save. A confirmation screen displays.
6.
Select <Edit to return to the Capital
Expenditure Request screen.
-OR-
Select Finish to return to the Capital Expenditure Requests list
screen.
Note: The form is automatically submitted when all required fields have been completed without errors and the user selects the Save button. If you do not correct the errors, the form status is “Error”.
|
TIP: The maximum Quantity you may enter is “9,999”. The maximum Cost per Item you may enter is “$99,999.99”. If this is insufficient, please enter your quantity on multiple lines. |
|
TIP: % Paid by Program Funds should be entered in whole numbers. If the user enters a decimal, upon selecting Save, the system will use normal rounding to derive a whole number. |
To modify a Capital Expenditure Request
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Capital Expenditure Request. The Capital Expenditure Request list screen displays.
3. Select Modify next to the request that you would like to modify data. The Capital Expenditure Request screen for the selected request is displayed.
4. Modify any desired information.
5. Select Save. A confirmation screen displays.
6.
Select <Edit to return to the Capital
Expenditure Request screen.
-OR-
Select Finish to return to the Capital Expenditure Request list
screen.
To delete Capital Expenditure Request
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Capital Expenditure Request. The Capital Expenditure Requests list screen displays.
3. Select Modify next to the year that you would like to enter data into the Capital Expenditure Request screen. The Capital Expenditure Request screen for the selected request is displayed.
4. Select DELETE on the Edit menu in the top-right corner.
5. The system transfers you to the bottom of the screen and a warning message is displayed.
6. Select the Delete buttonat the bottom of the page. A confirmation message displays.
7. Select Finish.
|
WARNING: Only Capital Expenditure Requests that have not been submitted can be deleted. Selecting the DELETE button permanently deletes the Capital Expenditure Request from the system. It will not be recoverable once deleted. |
To enter Internal Use Only information
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Capital Expenditure Request. The Capital Expenditure Request list screen displays.
3. Select Admin next to the year that you would like to update. The Capital Expenditure Request screen for the selected request is displayed.
Note: The Admin option is not available if the form status is “Not Started” (i.e., the Sponsor has not started to work on the Capital Expenditure Request report).
4. Enter information in the Internal Use Only section.
5. Select Save Internal Use Only.
Note: If the State denies a capital expenditure request, a new form must be completed and submitted. The Sponsor cannot modify a denied request.
Sponsors must complete a Site Application for each site participating in the Seamless Summer option program is a specific school year. The Site Application screen provides access to the Site’s annual application for the Seamless Summer Options for both new and renewing sites. Sites must complete a new application annually; however, the State has identified select site data that rolls over from the previous year and pre-fills a new year’s application.
To access the Sponsor’s site list
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.
3. Under Site Applications, select Seamless Summer Option. The Application Packet – Seamless Summer Option Site List screen displays.
To add a new SSO site (for Sponsors)
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.
3. Under Site Applications, select Seamless Summer Option. The Application Packet - Seamless Summer Option Site List screen displays.
4. At the bottom of the site list, select Add Site Application. The SSO Available Site(s) screen displays.
Note: The sites displayed on this screen are sites that are designated as participating in SSO on the Site Profile screen.
5. If the site you would like to add an application for is listed, select the site. If the site you would like to add an application for is not listed, select Add New Site. The ‘Quick’ Site Profile screen displays.
6. The system automatically defaults the Site ID to the next available ID for this Sponsor. The user can enter in another Site ID; however, it must be 4 digits and must not have already been assigned to another site.
|
TIP: It is highly recommended that you use the Site ID assigned by the system. The system has verified that the assigned ID is unique and is the next available Site ID for the Sponsor. |
7. Enter the Site Name and County.
8. Select
Save. The SSO Site Application for the new site is displayed.
To view a SSO Site Application
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The current year’s Application Packet screen displays.
3. Under Site Applications, select Seamless Summer Option. The Application Packet - Seamless Summer Option Site List screen displays.
Select View next to the site whose application you would like to view. The site’s SSO Site Application is displayed.
To modify a SSO Site Application
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The current year’s Application Packet screen displays.
3. Under Site Applications, select Seamless Summer Option. The Application Packet - Seamless Summer Option Site List screen displays.
4. Select Modify next to the site whose application you would like to view. The site’s SSO Site Application is displayed.
5. Modify any desired information.
6. Select Save. A confirmation screen displays.
7. Select
<Edit to return to the SSO Site Application screen.
-OR-
Select Finish to return to the Seamless Summer Option Site List
screen.
8. Repeat Steps 4 through 7 for each site that will participate in the program.
To delete an SSO site application
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The current year’s Application Packet screen displays.
3. Under Site Applications, select Seamless Summer Option. The Application Packet - Seamless Summer Option Site List screen displays.
4. Select Modify next to the site whose application you would like to delete. The site’s SSO Site Application is displayed.
5. Select DELETE on the Edit menu in the top-right corner.
6. The system transfers you to the bottom of the screen and a warning message is displayed.
7. Select the Delete button at the bottom of the page. A confirmation message displays.
|
WARNING: Only a site application that has not been approved can be deleted. Once the application has been deleted, it is permanently removed and cannot be restored. Use caution before deleting an application. |
To revise an SSO Site Application
Note: Only state-approved applications can be revised. Once a Sponsor revises any item within the Application Packet, the Application Packet must be re-submitted and the state review and approval process starts again.
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The current year’s Application Packet screen displays.
3. Under Site Applications, select Seamless Summer Option. The Application Packet - Seamless Summer Option Site List screen displays.
4. Select Revise next to the site whose application you would like to delete. The site’s SSO Site Application is displayed.
5. Modify any desired information.
6. Select Save. A confirmation screen displays.
7. Select<Edit
to return to the SSO Site Application screen.
-OR-
Select Finish to return to the Seamless Summer Option Site List
screen.
|
TIP: The Revise option only appears when the previously submitted Application Packet has been approved by the State. |
To enter Internal Use Only information
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The current year’s Application Packet screen displays.
3. Under Site Applications, select Seamless Summer Option. The Application Packet - Seamless Summer Option Site List screen displays.
4. Select Modify next to the site whose application you would like to view. The site’s SSO Site Application is displayed.
5. Enter information in the Internal Use Only section.
6. Select Save. A confirmation screen displays.
7. Select
<Edit to return to the SSO Site Application screen.
-OR-
Select Finish to return to the Seamless Summer Option Site List
screen.
|
TIP: If you are viewing an application and have the security rights to update the Internal Use Only section, the user can also select INTERNAL USE ONLY on the Edit menu in the top-right corner of the application screen to access the Internal Use Only section of the screen. |
The State uses the Fresh Fruit and Vegetable Program (FFVP) Summary screen to 1) invite Sponsors/Sites to apply for FFVP funding and 2) approve invited Sponsors/Sites that have submitted a FFVP application to receive funding. This menu option is available ONLY to authorized State users.
To invite a Sponsor/Site to apply for Fresh Fruit and Vegetable Program funds
Outside of the system, the State determines which Sponsors, and their sites, to invite to apply for Fresh Fruit and Vegetable Program funds. Once the State has determined their invite list, they must identify the invitees within the system.
1. On the blue menu bar, select Applications.
2. From the Applications menu, select FFVP Invitations and Approvals. The Fresh Fruit and Vegetable Program Summary screen displays.
3. Select the “Count for the Sponsors/Sites Invited to participate in the Fresh Fruit and Vegetable Program (FFVP)” option. The Fresh Fruit and Vegetable Program Sites Invited screen displays.
4. Using the parameters provided, search for the Sponsor/Site you would like to invite to apply for the Fresh Fruit and Vegetable Program.
Note: To perform a search, uncheck the “Click to show only invited sites” checkbox and enter at least one parameter.
5. Select the checkbox next to each Sponsor/Site to invite. If you would like to invite all the Sponsors/Sites displayed, check the “Invite All” checkbox.
6. Select Save. The respective Sponsors/Sites selected become display only.
Note: Inviting a Sponsor/Site through this screen will automatically put a Fresh Fruit and Vegetable Application item on the Sponsor’s Application Packet screen for the designated year.
To view Sponsors/Sites approved for Fresh Fruit and Vegetable Program funds
Note: Once the Sponsor completes the FFVP Application without errors, the system automatically approves participating sites. (See Fresh Fruit and Vegetable Application section.) No additional action is required on behalf of the State to approve a Sponsor/Site.
1. On the blue menu bar, select Applications.
2. From the Applications menu, select FFVP Invitations and Approvals. The Fresh Fruit and Vegetable Program Summary screen displays.
3. Select the “Count for the Sponsors/Sites Approved to participate in the Fresh Fruit and Vegetable Program (FFVP)” option. The Fresh Fruit and Vegetable Program Sites Approved screen displays. The screen defaults to all Sponsors/Sites that have a Fresh Fruit and Vegetable Program Application with a status of “Approved”.
Note: To perform a search for a specific Sponsor, enter at least one parameter.
4. Select the checkbox next to each Sponsor/Site to approve for funding. If you would like to approve all the Sponsors/Sites displayed, check the “Approve All” checkbox.
5. Select Save. The respective Sponsors/Sites selected become display only.
Note: Selecting the Agreement Number or Sponsor Name will automatically transfer the user to the Sponsor’s Fresh Fruit and Vegetable Program Application.
Sponsors invited by the State to participate in the Fresh Fruit and Vegetable Program (FFVP) must complete a Fresh Fruit and Vegetable Program Application. The Fresh Fruit and Vegetable Program Application is accessed from the Application Packet screen; however, it can be submitted outside of the Application Packet.
Note: Only Sponsors invited by the State to participate in the Fresh Fruit and Vegetable Program will see a Fresh Fruit and Vegetable Program Application item on their Application Packet screen.
To access and view a Fresh Fruit and Vegetable Program application
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet.
3. Select the packet year you wish to access, if applicable.
4. Select View next to the Fresh Fruit and Vegetable Application packet item. The Fresh Fruit and Vegetable Program Application for the designated school year is displayed.
To add a Fresh Fruit and Vegetable Program application
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The current year’s Application Packet screen displays.
3. Select the packet year you wish to access, if applicable.
4. Select Add next to the Fresh Fruit and Vegetable Application packet item. The Fresh Fruit and Vegetable Program Application for the designated school year is displayed.
5. Enter the Sponsor’s Contact Information and select from the invited sites those that are interested in participating in the Fresh Fruit and Vegetable Program.
Note: Only the sites that the State has invited to participate in the Fresh Fruit and Vegetable Program will display on the screen; this may be a subset of all the sites associated with the Sponsor.
6. Select Save. A confirmation screen displays.
To modify a Fresh Fruit and Vegetable Program application
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.
3. Select Modify next to the Fresh Fruit and Vegetable Program Application packet item. The Fresh Fruit and Vegetable Program Application for the designated school year is displayed.
4. Update desired information.
5. Select Save. A confirmation screen displays.
Note: The application is automatically submitted when all required fields have been completed without errors and the user selects the Save button. If you do not correct the errors, the form status is “Error”.
To delete a Fresh Fruit and Vegetable Program application
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.
3. Select Modify next to the Fresh Fruit and Vegetable Program Application packet item. The Fresh Fruit and Vegetable Program Application for the designated school year is displayed.
4. Select DELETE on the Edit menu in the top-right corner.
5. The system transfers you to the bottom of the screen and a warning message is displayed.
6. Select the Delete button at the bottom of the page. A confirmation message displays.
7. Select Finish.
|
WARNING: Once the application has been deleted, it is permanently removed and cannot be restored. Use caution before deleting an application. |
To enter Internal Use Only information
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.
3. Select Admin next to the Fresh Fruit and Vegetable Program Application packet item. The Fresh Fruit and Vegetable Program Application for the designated school year is displayed.
4. Enter information in the Internal Use Only section.
Note: The Fresh Fruit and Vegetable Program application status must be set to “Approved” in order for the State to approve the disbursement of Fresh Fruit and Vegetable Program funds through the Fresh Fruit and Vegetable Program Summary screen.
5. Select Save Internal Use Only.
|
TIP: If you are viewing an application and have the security rights to update the Internal Use Only section, the user can also select INTERNAL USE ONLY on the Edit menu in the top-right corner of the application screen to access the Internal Use Only section of the screen. |
The State must identify within the system the grant award amount for each Sponsor/Site approved to receive Fresh Fruit and Vegetable Program funds. The allocation of grant funds is performed through the Fresh Fruit and Vegetable Grants screen. This menu option is available ONLY to authorized State users.
To allocate grant funds to a Sponsor/Site (Add)
1. On the blue menu bar, select Applications.
2. From the Applications menu, select FFVP Grant Allocations. The Fresh Fruit and Vegetable Program Grants – Site Grant Summary List screen displays a list of approved sites.
3. Enter the grant value for the desired Site.
4. Select Save. A confirmation screen displays.
To view all Fresh Fruit and Vegetable Program grants, the user can access the Fresh Fruit and Vegetable Grant Overview screen.
To access the Fresh Fruit and Vegetable Program Grants
64. On the blue menu bar, select Applications.
65. From the Applications menu, select FFVP Grant Overview. The Fresh Fruit and Vegetable Program Grants – Grant Overview List screen displays.
66. Select the <Back button to return to the Applications menu screen.
The Annual Audit Status Certification Form screen provides access to the selected sponsor’s Annual Audit Status Certification form based on the year that is selected.
Note: The Year will default to the current year, if the year needs to be changed, selecting the Year option on the blue menu bar at the top of the page will allow the user to select a different year, provided that they have the necessary security clearance.
The Annual Audit Status Certification Form screen allows the sponsor to enter its information and allows the State to view the entered data along with audit data imported from Audits and Investigation.
To view an annual audit status certification form
1. If necessary, select a sponsor using Sponsor Search.
2. On the blue menu bar, select Applications.
3. On the menu, select Annual Audit Status Certification Form.
To review an annual audit status certification
1. From the Applications menu, select Annual Audit Status Certification Form.
2. Select Internal Use Only on the Edit menu in the top-right corner.
3. If prompted, select OK in the dialog box that appears to continue without saving any changes.
4. Enter all relevant information in the Internal Use Only section.
5. Select Save Internal Use Only.
To delete an annual audit status certification form
Note: Annual Audit Status Certification Forms may only be deleted if they are NOT reviewed as “Completed” by the State.
1. From the Application menu, select Annual Audit Status Certification Form.
2. On the Edit menu, select DELETE. A warning displays.
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WARNING: Selecting the button permanently deletes the Annual Audit Status Certification Form from the application and it will not be recoverable once deleted. |
3. Select Delete. A confirmation screen displays.
4. Select Finish to return to the Applications menu.
The Annual Audit Summary Search (AASS) screen provides a search filter for the Annual Audit Status List screen in order to simplify the annual audit process for state users.
The search results from the query criteria entered on the Annual Audit Status Summary screen allow the user to view the AASC information as well as allows the user to export AASC data to an Excel spreadsheet for the Audit and Investigation interface. These spreadsheets can later be uploaded in the Annual Audit Upload feature.
To search for an annual audit summary
1. Access the Annual Audit Status Summary from the Applications menu.
2. Use the drop-down menus or text boxes to enter search information.
3. Select Search. The Annual Audit Summary Search results screen displays.
Note: For additional information about an annual audit, select the name or Agreement Number in the Annual Audit Summary Search results screen.
To export annual data to Excel
1. Access the Annual Audit Status Summary from the Applications menu.
2. Search for an annual audit summary by using the search fields.
3.
Select Export to Excel at the bottom of
the screen.
A gray 'File Save' box appears.
4. Select Save to save the spreadsheet to your computer.
5. Select the location to save the file.
6.
Select Save.
The annual audit summary data displays within the Excel program.
The Meal Pattern Compliance Summary function allows State users to quickly and efficiently view a summary of the Meal Pattern Compliance Summary report submission statistics. This menu option is available ONLY to authorized State users.
To access Meal Pattern Compliance Summary
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Meal Pattern Compliance Summary. The Meal Pattern Compliance Summary screen displays.
To view a Meal Pattern Compliance Summary Report
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Meal Pattern Compliance Summary. The Meal Pattern Compliance Summary screen displays.
3. Under Count, select the on-screen report summary you wish to view.
4. Select the <Back button to return to the previous page.
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TIP: Selecting the Sponsor ID will take the user to the respective Sponsor’s Meal Pattern Compliance Annual Attestation screen. |
To send an email to selected Sponsors regarding the Meal Pattern Compliance Summary Report
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Meal Pattern Compliance Summary. The Meal Pattern Compliance Summary screen displays.
3. Under Count, select the on-screen report summary you wish to view.
4. Check the boxes next to each Sponsor to include in the email distribution -OR- select “Select All” to select all Sponsors displayed.
5. Select Generate Email.
6. In a new window, your desktop will open your email software to a new blank email page. The selected email addresses for the respective Sponsors appears in the “bcc:” field.
7. Enter the email text and/or attach a letter. Through your email software, you can now send the email notification.
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TIP: If you would like to send an email to a specific Sponsor regarding their Meal Pattern Compliance forms, you can select only the respective Sponsor’s email address. In a new window, your desktop will take you to your email software, with the selected email address populated in the “To:” field. |
By state law, Contracting Entities that meet certain criteria are required to operate a Summer Food Service Program (SFSP), Seamless Summer Option program (SSO) or submit a waiver to the State identifying why they are unable to meet this regulation. The Texas Summer Mandate screen allows Contracting Entities to identify which program they will operate or make a request for a waiver for a specific school year.
To access Texas Summer Mandate
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Texas Summer Mandate. The Texas Summer Mandate list screen displays.
To complete or modify Texas Summer Mandate
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Texas Summer Mandate. The Texas Summer Mandate list screen displays.
3. Select Modify next to the year that you would like to enter data into the Texas Summer Mandate screen. The Texas Summer Mandate screen for the designated year selected is displayed.
4. Enter information into the screen fields provided.
5. Select Save. A confirmation screen displays.
6.
Select <Edit to return to the Texas
Summer Mandate screen.
-OR-
Select Finish to return to the Texas Summer Mandate list screen.
Note: The form is automatically submitted when all required fields have been completed without errors and the user selects the Save button. If you do not correct the errors, the form status is “Error”.
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TIP: The Contracting Entity can select one of two options: 1) Operating a summer program or 2) Requesting a waiver from operating a summer program. The questions beneath each option are activated ONLY once the user has selected an option. |
To delete Texas Summer Mandate
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Texas Summer Mandate. The Texas Summer Mandate list screen displays.
3. Select Modify next to the year that you would like to enter data into the Texas Summer Mandate screen. The Texas Summer Mandate screen for the designated year selected is displayed.
4. Select DELETE on the Edit menu in the top-right corner.
5. The system transfers you to the bottom of the screen and a warning message is displayed.
6. Select the Delete buttonat the bottom of the page. A confirmation message displays.
7. Select Finish.
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WARNING: Only Texas Summer Mandate forms that have not been submitted can be deleted. Selecting the DELETE button permanently deletes the form from the system. It will not be recoverable once deleted. |
To enter Internal Use Only information
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Texas Summer Mandate. The Texas Summer Mandate list screen displays.
3. Select Admin next to the year that you would like to update. The Texas Summer Mandate screen for the designated school year selected is displayed.
Note: The Admin option is not available if the form status is “Not Started” (i.e., the Contracting Entity has not started to work on the Texas Summer Mandate report).
4. Enter information in the Internal Use Only section.
5. Select Save Internal Use Only.
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TIP: If you are viewing the form and have the security rights to update the Internal Use Only section, the user can also select INTERNAL USE ONLY on the Edit menu in the top-right corner of the application screen to access the Internal Use Only section of the screen. |
The Texas Summer Mandate Summary function allows State users to quickly and efficiently view a summary of the Texas Summer Mandate statistics. This menu option is available ONLY to authorized State users.
The Texas Summer Mandate Summary screen operates based on TDA-defined business rules. The screen will display counts for only the following submissions:
· If the Contracting Entity’s Type of SNP Organization is “Public” AND
· The Contracting Entity has a prior year March claim (or any of its sites have a prior year March claim) with a status of “Accepted” AND
· 60 percent or more of their students qualify for free or reduced-price lunch.
To access Texas Summer Mandate Summary
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Texas Summer Mandate Summary. The Texas Summer Mandate Summary screen displays.
To view a Texas Summer Mandate Summary Report
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Texas Summer Mandate Summary. The Texas Summer Mandate Summary screen displays.
3. Under Count, select the on-screen report summary you wish to view.
4. Select the <Back button to return to the previous page.
The Direct Certification/Direct Verification provides authorized users access to the Direct Certification/Direct Verification system from within TX-UNPS.
To access Direct Certification/Direct Verification
1. On the blue menu bar, select Applications. The Applications menu screen displays.
2. On the menu, select Direct Certification/Direct Verification. The Direct Certification/Direct Verification screen displays.
3. Select the <Back button to return to previous screen.
Note: By selecting the Direct Certification / Direct Verification link on this screen, a new browser window will open providing access to the Direct Certification/Direct Verification system.
The screen will not open if you have a pop-up blocker running on your system. If this occurs, hold down the CTRL key and select Direct Certification / Direct Verification again.
Your TX-UNPS browser session will remain active until the system times out (i.e., 20 minutes). If using the Direct Certification/Direct Verification system takes longer than 20 minutes, you will need to re-login to TX-UNPS.
