Before the Review

State agency reviews can be stressful, but proper preparation makes them manageable. This checklist guides you through everything you need.

Documentation Checklist

Gather and organize:

• Current and past menus (typically 3-6 months)
• Production records for reviewed period
• PFS documents for all menu items
• 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

Reviews typically focus on:

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