Review Preparation Checklist

Before the Review

State agency reviews can be stressful, but organized records make preparation more manageable. This list covers common categories; your sponsor or state agency may require different or additional materials.

Documentation Checklist

Gather and organize:

• Menus for the period requested by the reviewing authority
• Production records for reviewed period
• CN Labels or PFS documents for applicable processed products
• Attendance records
• Staff training certificates
• Civil rights training documentation
• Income eligibility forms (if applicable)

Day-of Preparation

• Have documents organized and easily accessible
• Prepare a quiet space for the reviewer
• Ensure key staff are available for questions
• Have current meal service ready for observation

Common Focus Areas

Administrative reviews may include:

• Meal pattern compliance
• Documentation accuracy
• Claim accuracy
• Civil rights compliance
• Food safety practices