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Financial Management

Sub-topic	Documents and Resources
Breakfast	SY 2018-19 Reduced-Priced Breakfast Allocation
Capital Expenditures	Instructions for Completing an online Capital Expenditure Request SP 31-2014os - State Agency Prior Approval Process for School Food Authority (SFA) Equipment Purchases
Chart of Accounts	SY 2020-21 School Nutrition - Chart of Accounts
Continuing Education	Managing School Nutrition Programs Powerpoint from the 2017 SNA-NC breakout session "Understanding School Nutrition Finances" provided by Tara Tyson.
Financial Reports	TRADITIONAL PUBLIC SCHOOLS SY 2020-2021 FC1-A Due Dates SY 2019-2020 SN Analysis Sheet (Blank FC1-A) (Excel) Financial Analysis Worksheet Templates (Excel) CHARTER, NON-PUBLIC, RCCI Financial Report for Non-LEAs (Please submit the completed form to Janet Johnson* at: janet.williamsjohnson@dpi.nc.gov )*
Meal Prices	2018-19 Paid Meal Prices (Breakfast and Lunch)
Paid Lunch Equity (PLE)	PLE Tool SY 2019-20 (rev. 4-2019) (Excel) PLE Waiver Template - SY 2019-20 (Word doc) SP 27-2019 - Paid Lunch Equity School Year 2019-2020 Calculations and Tool
Operating Balance	Spending Plan for Excess Cash Resources
Reimbursement Rates (USDA)	released July 22, 2020 2020-21 School Meals Reimbursement Rates (NC Chart) 2020-21 School Meals Reimbursement Rates (Federal Register) Commodity Rates
Section 206 (HHFKA 2010) Revenue from Non-Program Food	What is Section 206? Financial Data for Section 206 Requirement Form

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Information & Resources