1

What You'll Want Handy

Here's what makes the renewal (or switch) conversation move fast. Pull what you can from your current system โ€” most of it you'll want at your fingertips anyway, and a quick export beats digging through a binder.

  • Your reimbursement statements from the last year A year's worth lets you spot the patterns โ€” timing, amounts, the deductions that keep showing up.
  • Your current sponsor agreement and fee schedule Worth a re-read before you renew โ€” especially the fees, withholds, and how termination actually works.
  • Your most recent monitoring or review report Glance at what came up and how it got resolved.
  • Enrollment records and meal counts The last few months is plenty โ€” you'll need them for any application or apples-to-apples comparison.
  • Your current operating budget Useful if you're weighing whether going independent pencils out.
  • Staff time logs (food vs. daycare minutes) If these still live on paper timesheets, you're not alone โ€” but it's the single highest-leverage thing to digitize. A clock-in with a 'start food work' button saves hours of monthly reconciliation.
2

Questions to Ask Your Sponsor

Use these in your renewal conversation โ€” or when interviewing new sponsors.

  • What's the exact breakdown of fees, deductions, and withholds? Get this in writing. Ask for a sample reimbursement statement.
  • What's your average reimbursement turnaround time? From claim submission to deposit in your account.
  • What documentation will be required this year that's different from last year?
  • Who is my point of contact, and what's the typical response time?
  • What support do you provide if I'm selected for audit or review?
  • What's included in monitoring visits, and how often?
  • What training is required for me and my staff?
  • How do you handle denied claims or disputed deductions?
3

Where Is Time and Money Leaking?

Skim the list. Any one of these is a fixable problem โ€” none of them require you to live with another year of it.

  • Receipts: Are milk, whole-grain, or sugar disallowances eating your reimbursement because no one catches them until after the claim?
  • Meal counts: Are you (or your cook) hand-checking attendance against meal counts every month before submission?
  • Audit prep: If a reviewer walked in tomorrow, would you be pulling boxes โ€” or one-clicking an export?
  • Renewals: Does the H1606 / H1540 / H4502 paperwork still feel like a summer dread project?
  • Staff time logs: Are food-vs-daycare minutes being tracked on paper your kitchen turnover keeps re-learning?
  • Food expenses: Are you proving food-program money went to food in a spreadsheet you rebuild every month?
  • Clawback risk: Have unexplained deductions or retroactive disallowances cost you real reimbursement this year?
4

If You're Considering Independent CACFP

Going direct means more control โ€” and more responsibility. Be honest about whether your center is ready.

  • Administrative capacity Do you have someone (you or staff) with 5+ hours/week to dedicate to CACFP admin?
  • Bookkeeping and recordkeeping Are your meal counts, attendance, and receipts already well-documented?
  • Audit-ready, not audit-scared With time-stamped digital records and a one-click audit export, a TDA review becomes a quick verification โ€” not a week of pulling boxes. The question isn't whether you can handle audits; it's whether your records can.
  • State agency relationship Have you talked with your state CACFP office about their application process and timeline?
  • Cash flow buffer Independent reimbursements can take 30-60 days; can your operations weather that?
  • Software or systems You'll need a way to track meals, manage records, and prepare claims.
5

Your Decision Timeline

Open enrollment is a window โ€” not forever. Move through these steps in order.

  • This week: Gather the documents above.
  • Next 2 weeks: Schedule a renewal conversation with your current sponsor. Ask the questions in section 2.
  • If considering a switch: Identify 2-3 alternative sponsors. Set up exploratory calls.
  • If considering independent: Call your state CACFP office to confirm process and timeline.
  • Before the window closes: Make a clear decision โ€” renew, switch, or apply. Don't drift into renewal by default.

Want a peer to look at your numbers?

If you're clearing $3,500+/month in reimbursements โ€” whether that's 2-20+ sites or one large center โ€” a 20-minute call with another operator usually pays for itself. We'll look at where your time and money are leaking before the enrollment window closes.

Book a 20-minute peer call