SNMCS Private Sector for-Profit Business

D5. GROUP 3—SFA FOLLOW-UP COST INTERVIEW PREPARATION FORM

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USDA/Food and Nutrition Service

School Nutrition and Meal Cost Study

SFA Followup Cost Interview Preparation Form

INTRODUCTION

The purpose of this questionnaire is to gather information from the records of public school districts about foodservice operations in School Year (SY) 2014-2015. This information is needed to analyze the costs of school foodservice. This study is not an audit or a compliance review.

About the Study. The School Nutrition and Meal Cost Study (SNMCS) will continue the long-standing commitment of the US Department of Agriculture’s (USDA’s) Food and Nutrition Service (FNS) to periodic assessment of the school meal programs. This current assessment coincides with a period of considerable change for the National School Lunch Program (NSLP) and the School Breakfast Program (SBP). In recent years, schools participating in these programs implemented sweeping regulatory changes designed to increase children’s access to healthy foods at school and to promote adoption of healthy eating and physical activity habits. While FNS has conducted multiple studies of school nutrition and meal costs to date, SNMCS is the first such study after these major changes were implemented and the first to explore both nutrition and cost on a large national scale. This study will provide critical information of interest to USDA, the States, School Food Authorities (SFAs), and other program stakeholders that is not currently available.

The USDA Food and Nutrition Service (FNS), has contracted with Mathematica Policy Research and its research partners Abt Associates, Agralytica, and Relyon Media to conduct the SNMCS for SY 2014-2015. Participation in the study by selected states, districts, and schools is required under Section 305 of the Healthy, Hunger-Free Kids Act of 2010 (HHFKA).

SNMCS will collect a broad range of data from nationally representative samples of public SFAs, schools, and students and their parents during SY 2014-2015. These data will provide Federal, State, and local policymakers with needed information about how federally sponsored school meal programs are operating after implementation of the new meal pattern and nutrient requirements and other changes in regulations. Comparisons of results from SNMCS with previous School Nutrition and Dietary Assessment (SNDA) and School Lunch and Breakfast Cost (SLBC) studies will provide information to assess the effects of the new nutrition standards on food service operations, the nutrient content of school meals offered and as served, meal costs and revenues, and student participation and dietary intake.

Protecting Privacy. All information gathered from school districts, schools, and households is for research purposes only and will be kept private to the full extent allowed by law. Responses will be grouped with those of other study participants, and no individual schools, districts, or students will be identified. We will inform parents of the study and our privacy practices. Any selected parent or student can choose not to participate in the study. We are not conducting audits or monitoring visits. Participation in the study will not affect meal reimbursements to participating districts and schools or school meal program benefits to participating households.

Please complete this form and return it with the requested financial statements in the prepaid envelope provided you, or send the form and financial statements by fax to xxx-xxx-xxxx (with cover addressed to Abt AssociatesSchool Nutrition and Meal Cost Study).

PART 1 – RESPONDENT INFORMATION

1. Please confirm/update the information below for the person completing this questionnaire:

Name:

Title:

School district/Agency:

Address:

City:

State:

Zip Code:

Telephone Number:

E-mail:

PART 2 – SY 2014-2015 OPERATIONS DATA

2. Please provide the number of SBP breakfasts, NSLP lunches, and NSLP after-school snacks claimed in the 2014-2015 school year for this SFA and the sample schools in the study, as listed below.

	SBP Breakfasts	NSLP Lunches	NSLP After-School Snacks
SFA total
Sample school 1
Sample school 2
Sample school 3
Sample school 4
Sample school 5
Sample school 6

3. Did this school district operate a summer food service program during its last fiscal year? (Check all that apply.)

• YES (Ask 3a)

• NO (Go to 4)

• REFUSED (Go to 4)

• DON’T KNOW (Go to 4)

3a. In how many sites did this school district operate the summer food service program?

__________ NO. OF SUMMER FOOD SERVICE PROGRAM SITES

• DON’T KNOW

3b. How many breakfasts, lunches, suppers, and snacks did this school district serve through the summer food service program during the last district fiscal year (2014-2015)? (Explain if needed: For example, if the fiscal year started on July 1, 2014, do not count summer meals served in May or June 2014. Enter 0 if none/not applicable.)

__________ NO. OF SUMMER FOOD SERVICE PROGRAM BREAKFASTS

__________ NO. OF SUMMER FOOD SERVICE PROGRAM LUNCHES

__________ NO. OF SUMMER FOOD SERVICE PROGRAM SUPPERS

__________ NO. OF SUMMER FOOD SERVICE PROGRAM SNACKS

• DON’T KNOW

4. How many days did the SBP and NSLP operate in this SFA in the 2014-2015 school year? If this number varied by school, please report for the sample schools in the study.

	SBP Operating Days	NSLP Operating Days
SFA (standard number for all schools)
Sample school 1
Sample school 2
Sample school 3
Sample school 4
Sample school 5
Sample school 6

5. What was the value of the School Food Authority’s (SFA’s) purchased food inventory at the end of the 2014-2015 school year?

$_______________ End-of-year purchased food inventory/

5a. What is the procedure used to determine the value of the purchased food inventory? (Check one only)

• Purchased cost

• Current cost or market value

• Average cost

• Other (Specify): _____________________________________________

6. What was the value of the SFA’s inventory of USDA Foods (also known as donated commodities/brown boxes) at the end of the 2014-2015 school year? (Enter 0 if SFA does not receive USDA Foods.)

$_______________ End -of-year USDA foods inventory

 Check here if value is not available

7. In SY 2014-2015, did this SFA provide any food services to schools that are not part of this school district, such as independent charter or private schools, or other public school districts?

 YES [Complete 7a]

 NO [Go to 8]

7a. Please list these school districts or independent schools below and provide the number of meals that this SFA provided in SY 2014-2015 and whether the reimbursable meals were vended to another SFA, claimed by this SFA or whether there was another arrangement. Note: Do not include charter schools if operated under the supervision of the school district.

	Meals Provided in SY 2014-2015
Name of District/School	NSLP Lunches	NSLP Snacks	SBP Breakfasts	Vended	Claimed	Other
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			
____________________________	_______	_______	_______			

8. In SY 2014-2015, did this SFA provide meals for facilities or programs other than schools?

1308/

 YES (Complete 8a)

 NO (Go to 9)

8a. In the table below, please identify the type of facility or program, the number of sites, the annual number of meals produced during the SFA’s 2014-2015 fiscal year, and the annual revenue from those meals during the SFA’s 2014-2015 fiscal year.

	Fiscal Year 2014-2015
Type of Facility/Program	Number of Sites	Annual Meals Produced	Annual Revenue from Meals
Senior citizen’s center	___________	___________	___________
On-site senior citizen feeding program	___________	___________	___________
Day care/Head Start	___________	___________	___________
Meals on Wheels	___________	___________	___________
Other (Specify): _____________________________	___________	___________	___________
Other (Specify): _____________________________	___________	___________	___________

FFVP Cost Table

9. Did your SFA participate in the Fresh Fruit and Vegetable Program (FFVP) in the 2014-2015 school year?

 YES (Complete 9a)

 NO (Go to 11)

9a. Please provide the 2014-2015 district fiscal year expenses for the Fresh Fruit and Vegetable Program (FFVP), as reported to your State. If possible, break out the expenses between food, other operating costs, and administrative costs. We only need the total food, operating and administrative costs for the year, but if you only have monthly or quarterly figures you can provide them instead.

Food Cost – please include the cost of FFVP food only

Other Operating Cost – please include the cost of purchases of nonfood items like napkins, paper plates, etc. for FFVP, as well as the cost of services such as staff time to prepare and distribute fresh fruits and vegetables, restocking, and cleaning up, for FFVP only.

Administrative Cost – please include expenses you have for FFVP planning, managing FFVP paperwork, planning menus, ordering produce, nutrition promotion, and any other work not related to the preparation and service of fresh fruits and vegetables. Please include both the cost of staff time for these tasks, as well as the portion of purchasing or leasing equipment for the Program.

	FFVP Costs
Period (List monthly or quarterly period if FY total not available)	Food Cost	Other Operating Cost	Admini-strative Cost	Total Cost
FY 2014-2015 total	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________
_______________________________	$______	$________	$________	$________

10. (For SFAs that participated in the FFVP in the 2014-2015 school year) List all of the schools in the district that participated in FFVP and the overall student enrollment (not just students participating in FFVP) in each of the participating schools.

School Name	Enrollment (SY 2014-2015)
1._______________________________	______
2._______________________________	______
3._______________________________	______
4._______________________________	______
5._______________________________	______
6._______________________________	______
7._______________________________	______
8._______________________________	______
9._______________________________	______
10._______________________________	______
11._______________________________	______
12._______________________________	______
13._______________________________	______
14._______________________________	______
15._______________________________	______
16._______________________________	______
17._______________________________	______
18._______________________________	______
19._______________________________	______
20._______________________________	______

11. Please attach your SFA’s SY2014-2015 statements of food service revenues and expenses, if it is available, and complete the question below. These statements may be either part of a report that you submit to the State Child Nutrition Agency or part of the general financial statements for your school district. If you have both types of reports, please submit both. For general financial statements, please provide only the pages that report revenues and expenses for school food service. An unaudited report is acceptable if it is the most current. See details below for the desired information.

Expense statement: We want to work from the version of your expense statement that has the most detail for SY2014-2015. We are most interested in the breakdown of expenses among the following categories:

A. Labor (including salaries and wages, and the employer’s share of payroll taxes and employee benefits)

B. Food (including purchased food and value of USDA donated foods), processing fees for USDA foods

C. Other direct operating costs (including supplies, utilities, rent, and contracted services)

D. Capital equipment purchases and equipment depreciation

E. Indirect or overhead costs

Revenue Statement: We are most interested in the breakdown of revenues among the following categories:

A. Student payments for reimbursable meals (NSLP, SBP, NSLP after-school snacks)

B. Other sales (student a la carte/extra meals, adult meals, external sales, vending, etc.)

C. USDA reimbursements (preferably separate for NSLP, SBP, and other programs)

D. State and local government funds

E. Other revenue (interest, sale of equipment, compensation for loss, sales tax receipts, etc.)

Check all that apply below:

_____ Statement(s) of total revenues and expenses for State CN Agency attached

_____ Statement(s) of total food service revenues and expenses from district financial statement attached

_____ Statement of school food service revenues and expenses will be available on (mm/dd/yyyy): |__|__| / |__|__| / 201|__|

Thank you for providing this information for the School Nutrition and Meal Cost Study. Please call our toll-free number at 855-###-#### at Abt Associates, Inc. if you have any questions about this study.

Prepared by Mathematica Policy Research and Abt Associates