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Financial Management

 AIDS Banking

Please make sure you have completed your banking information at the Aids Banking System to receive payments via ACH (direct deposit) from DPI. This includes all payments from DPI, not just those for Food Service.

State Aid Payments Received in March 2018 (Earned in SY 2016-17)

Schools participating in the National School Lunch (NSL), School Breakfast (SB or SB-Severe), Elderly Nutrition (EN), and/or Wisconsin School Day Milk (WSDMP) Programs

AIDS Register

(Recommend opening in Google Chrome or Mozilla Firefox for full functionality) 

Annual Food Service Financial Report

Please visit the Reporting webpage to submit the Annual Financial Report.

New Annual Food Service Financial Report School Year 

Resources

Excess Cash Balance

  • 2018 Excess Cash Balance Form This form is only required from SFAs that have been notified by the SNT as having a year ending fund balance that is greater than three months’ worth of operating expenses. 

Indirect Costs (Wisconsin does not allow indirect costs to be charged to the school food service fund.)

Non-Program Food Revenue

Tools

Resources

Memos

Paid Lunch Equity (PLE)

 

NEW THIS YEAR!
ALL Pricing SFAs must complete the Paid Lunch Equity Survey by May 31.
 
Any SFA with a positive or zero balance in its nonprofit school food service account as of January 31, 2018, is exempt from PLE requirements found at 7 CFR 210.14(e) for school year (SY) 2018-19. For these SFAs, completion of the survey is the record DPI needs to exempt your SFA from completing the PLE Tool.
 
Any pricing SFA with a negative balance in the nonprofit school food service account as of January 31, 2018, must complete the survey and the PLE tool for the SY 2018-19 to establish prices for paid lunches for SY 2018-19. The PLE tool must then be uploaded to the 2018-2019 contract.

 

School Year 2018-2019 PLE Tool

Instructions coming soon!
 

Memos

PLE materials from past years can be found on the Past PLE Materials webpage.