CACFP Program Review Readiness Checklist
Instructions: For each question, answer Yes or No. If you answer No, follow the suggested action step. At the end, review your results. If you need help, contact CACFP Solutions!
General Program Records
- Is the center license/permit current and on file?
- Action if No: Locate and file the most recent license.
- Is the latest CACFP application and TDA approval letter on file?
- Action if No: Request or print a copy from TDA.
- Are Civil Rights training records up to date for all staff?
- Action if No: Schedule/make up training and document it.
Enrollment & Eligibility
- Are current enrollment forms on file for all participants?
- Action if No: Collect missing forms and ensure all are up to date.
- Tip: Consider using myfoodcloud.com to digitally track, organize, and update your enrollment forms for easier compliance if you aren’t already!
- Are all required Income Eligibility Forms (IEFs) current and complete?
- Action if No: Update expired IEFs and ensure all fields are filled.
- Is the participant roster accurate for the “test month”?
- Action if No: Review and update the roster.
Meal Service Records
- Are daily meal count sheets complete for each meal/snack for the test month?
- Action if No: Gather or recreate missing meal count sheets.
- Do meal counts match daily attendance records every day?
- Action if No: Review, reconcile, and correct discrepancies.
- Are menus and production records complete and accurate for the test month?
- Action if No: Finish or correct missing/incorrect records.
- Tip: myfoodcloud.com can help streamline your menu and production recordkeeping, ensuring your records are always audit-ready.
Financial & Purchase Documentation
- Are receipts/invoices for all food and non-food purchases on file?
- Action if No: Locate or request copies of missing receipts.
- Tip: Use a receipt APP to easily scan, organize, and store your receipts digitally for CACFP compliance.
- Are payroll records for CACFP staff organized and accessible?
- Action if No: Gather and organize payroll documentation.
- Are CACFP reimbursement payment records and bank statements up to date?
- Action if No: Download and file the latest copies.
Training & Monitoring
- Are required staff trainings (Civil Rights, food safety, CACFP) documented?
- Action if No: Hold or make up trainings and document them.
- Are monitoring/self-review forms completed and filed (if required)?
- Action if No: Complete and save required forms.
- Are any past corrective action plans and documentation on file?
- Action if No: Gather or request missing CAP documentation.
Claims & Reimbursement
- Are copies of all submitted CACFP claims for the test month on file?
- Action if No: Download or print claim copies from TX-UNPS.
- Are reimbursement payment records organized and accessible?
- Action if No: Gather and file payment records.
Organization & Consistency
- Is all test month documentation clearly labeled and stored in one place?
- Action if No: Create a labeled folder (paper or digital).
- Do all records tell the same story (no mismatches between forms, counts, etc.)?
- Action if No: Review for consistency and correct as needed.
Results & Next Steps
- All “Yes” answers: Review ready—excellent compliance status!
- Any “No” answers: Begin the suggested action steps above and contact CACFP Solutions for assistance.
Tip: Print or share this checklist with your staff as part of your annual CACFP compliance routine!