Financial Management SMP funds must be tracked separately from all other funds within an organization. SFAs must maintain documentation to demonstrate compliance to this requirement. Records Retention/Submission Frequency Due Date/s Statement of Per onsite record Ongoing n/a Revenues with retention policy supporting documentation for each Statement of Expenses with supporting documentation of each Balance Sheet Civil Rights SFAs must follow the federal rights requirements as outlined in FNS Instruction 113-1. This includes establishing a civil rights complaint policy and procedure, providing accommodations and services for LEP households, accommodating special dietary needs and displaying an Justice for “And All poster in areas where there is a milk service provided. “ Records Retention/Submission Frequency Due Date/s Complaint Per onsite record Ongoing Upon approval to policy/procedure with retention policy participate in SMP tracking system of Ongoing complaints received. Documentation of services or accommodations provided for households with limited English proficiency. Documentation related to special dietary including the accommodation request, and documentation of the accommodation provided.
Financial Management SMP funds must be tracked separately from all other funds within an organization. SFAs must maintain documentation to demonstrate compliance to this requirement. Records Statement of Revenues with supporting documentation for each Statement of Expenses with supporting documentation of each Balance Sheet Retention/Submission Per onsite record retention policy Frequency Ongoing Due Date/s n/a Civil Rights SFAs must follow the federal rights requirements as outlined in FNS Instruction 113-1. This includes establishing a civil rights complaint policy and procedure, providing accommodations and services for LEP households, accommodating special dietary needs and displaying an “And Justice for All “ poster in areas where there is a milk service provided. Records Complaint policy/procedure with tracking system of complaints received. Documentation of services or accommodations provided for households with limited English proficiency. Documentation related to special dietary including the accommodation request, and documentation of the accommodation provided. Retention/Submission Per onsite record retention policy Frequency Ongoing Due Date/s Upon approval to participate in SMP Ongoing
SCN%20Record%20Keeping%20Requirements%202016.docx