Monitoring-State Agency and Sponsor

Resources on this page can be used by school food authorities and state agency staff in the process of completing the U.S. Department of Agriculture (USDA) required monitoring and reviews. Documents include an on-site review form, after-school snack on-site review form and forms used by state agency staff during administrative reviews.

State Agency Monitoring
State agencies are required to conduct an administrative review of all school food authorities at least once during a three-year review cycle period.  The scope of the administrative review focuses on two primary review components: Critical areas of review and general areas of review.

The critical areas of review are performance standard one and performance standard two. Performance standard one focuses on the certification and benefit issuance process and the accuracy of meal counting and claiming. Performance standard two focuses on whether meals claimed for reimbursement meet meal pattern and nutritional quality requirements. The general areas of review are resource management and other general areas of program compliance. The review list for the current school year is posted below.

Sponsor Monitoring
School food authorities with more than one site are required to complete an annual on-site review of all sites. The purpose of the review is to assist sponsors in assessing the meal counting and claiming system at each site. The review must be completed during a meal service and prior to February 1 of each school year. A follow-up review must be completed within 45 days when corrective action is needed.

After-School Snack Program: School food authorities that participate in the after-school snack program are required to complete an on-site review for all sites twice during the school year. The purpose of the review is to assist sponsors in assessing compliance with program requirements. The review must be completed during a snack service time. The first review must be completed during the initial four weeks of operation; the second as determined by the sponsor.
 
U.S. Department of Agriculture Memos
Links to key USDA memos on Monitoring are provided below.