[Code of Federal Regulations]
[Title 7, Volume 4]
[Revised as of January 1, 2004]
From the U.S. Government Printing Office via GPO Access
[CITE: 7CFR226.6]

[Page 171-198]
 
                          TITLE 7--AGRICULTURE
 
    CHAPTER II--FOOD AND NUTRITION SERVICE, DEPARTMENT OF AGRICULTURE
 
PART 226_CHILD AND ADULT CARE FOOD PROGRAM--Table of Contents
 
                    Subpart C_State Agency Provisions
 
Sec.  226.6  State agency administrative responsibilities.


    (a) State agency personnel. Each State agency shall provide 
sufficient consultative, technical and managerial personnel to 
administer the Program, provide sufficient training and technical 
assistance to institutions and monitor performance to facilitate 
expansion and effective operation of the Program.
    (b) Application Approval. Each State agency must establish an 
application procedure to determine the eligibility under this part of 
applicant institutions, and facilities for which applications are 
submitted by sponsoring organizations. Any institution applying for 
participation in the Program must be notified of approval or disapproval 
by the State agency in writing within 30 days of filing a complete and 
correct application. If an institution submits an incomplete 
application, the State agency must notify the institution within 15 days 
of receipt of the application and must provide technical assistance, if 
necessary, to the institution for the purpose of completing its 
application. Any disapproved applicant must be notified of the 
procedures for seeking an administrative review (in accordance with 
paragraphs (k) or (l) of this section, as appropriate). The application 
procedures must include or conform to the following requirements:
    (1) Agreements. The State agency, by written consent of the State 
agency and the institutions, must renew agreements with institutions not 
less frequently than annually. The State agency is prohibited from 
entering into an agreement that is effective during two fiscal years, 
but may nevertheless establish an ongoing renewal process for the 
purpose of reviewing and approving applications from participating 
institutions throughout the fiscal year;
    (2) Participant eligibility information. Centers must submit current 
information on the number of enrolled participants who are eligible for 
free, reduced price, and paid meals;
    (3) Enrollment information. Sponsoring organizations of day care 
homes must submit the current total number of children enrolled, with an 
assurance that day care home providers' own children enrolled in the 
Program are eligible for free or reduced price meals;
    (4) Nondiscrimination statement. Institutions must issue a non-
discrimination policy statement and media release;
    (5) Management plan. Sponsoring organizations must submit a 
management plan;
    (6) Administrative budget. Institutions must submit an 
administrative budget;
    (7) Licensing/approval. Institutions must document that each 
facility for which application is made meets Program licensing/approval 
requirements;
    (8) Proprietary centers. Institutions must document that each 
proprietary center for which application is made meets the definition of 
a proprietary title XIX center or a proprietary title XX center, as 
applicable and as set forth at Sec.  226.2;
    (9) Commodites/Cash-in-lieu of commodities. Institutions must state 
their preference to receive cash or cash-in-lieu of commodities;
    (10) Advance payments. Institutions must state their preference to 
receive all, part, or none of the advance payment;
    (11) Unserved facilities or participants.
    (i) Criteria. The State agency must develop criteria for determining 
whether a new sponsoring organization's participation will help ensure 
the delivery of benefits to otherwise unserved facilities or 
participants, and must disseminate these criteria to new sponsoring 
organizations when they request information about applying to the 
Program; and
    (ii) Documentation. The new sponsoring organization must submit 
documentation that its participation will

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help ensure the delivery of benefits to otherwise unserved facilities or 
participants in accordance with the State agency's criteria.
    (12) National disqualified list. A State agency is prohibited from 
approving an institution's application if the institution or any of its 
principals is on the National disqualified list, and is prohibited from 
approving an application submitted by a sponsoring organization on 
behalf of a facility if the facility or any of its principals is on the 
National disqualified list;
    (13) Other publicly funded programs. (i) General. A State agency is 
prohibited from approving an institution's application if, during the 
past seven years, the institution or any of the institution's principals 
have been declared ineligible for any other publicly funded program by 
reason of violating that program's requirements. However, this 
prohibition does not apply if the institution or the principal has been 
fully reinstated in, or determined eligible for, that program, including 
the payment of any debts owed;
    (ii) Certification. As part of an application, institutions must 
submit a certification regarding their past performance in other 
publicly funded programs. The certification shall include language 
stating that institutions and individuals providing false certifications 
will be placed on the National disqualified list and will be subject to 
any other applicable civil or criminal penalties. This certification 
will include:
    (A) A statement listing the publicly funded programs in which the 
institution and its principals have participated in the past seven 
years; and
    (B) A certification that, during the past seven years, neither the 
institution nor any of its principals have been declared ineligible to 
participate in any other publicly funded program by reason of violating 
that program's requirements; or
    (C) In lieu of the certification, documentation that the institution 
or the principal previously declared ineligible was later fully 
reinstated in, or determined eligible for, the program, including the 
payment of any debts owed; and
    (iii) Follow-up. If the State agency has reason to believe that the 
institution or its principals were determined ineligible to participate 
in another publicly funded program by reason of violating that program's 
requirements, the State agency must follow up with the entity 
administering the publicly funded program to gather sufficient evidence 
to determine whether the institution or its principals were, in fact, 
determined ineligible;
    (14) Criminal convictions.--(i) General. A State agency is 
prohibited from approving an institution's application if the 
institution or any of its principals has been convicted of any activity 
that occurred during the past seven years and that indicated a lack of 
business integrity. A lack of business integrity includes fraud, 
antitrust violations, embezzlement, theft, forgery, bribery, 
falsification or destruction of records, making false statements, 
receiving stolen property, making false claims, obstruction of justice, 
or any other activity indicating a lack of business integrity as defined 
by the State agency; and
    (ii) Certification. As part of an application, institutions must 
submit a certification regarding any criminal convictions. The 
certification shall include language stating that institutions and 
individuals providing false certifications will be placed on the 
National disqualified list and will be subject to any other applicable 
civil or criminal penalties. This certification will state that neither 
the institution nor any of its principals has been convicted of any 
activity that occurred during the past seven years and that indicated a 
lack of business integrity. A lack of business integrity includes fraud, 
antitrust violations, embezzlement, theft, forgery, bribery, 
falsification or destruction of records, making false statements, 
receiving stolen property, making false claims, obstruction of justice, 
or any other activity indicating a lack of business integrity as defined 
by the State agency;
    (15) Truth of applications and names and addresses. Institutions 
must submit a certification that all information on the application is 
true and correct, along with the name, mailing address, and date of 
birth of the institution's executive director and chairman of the board 
of directors;

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    (16) Outside employment policy. Sponsoring organizations must submit 
an outside employment policy. The policy must restrict other employment 
by employees that interferes with an employee's performance of Program-
related duties and responsibilities, including outside employment that 
constitutes a real or apparent conflict of interest. Sponsoring 
organizations that are participating on July 29, 2002 must submit an 
outside employment policy not later than September 27, 2002. The policy 
shall be effective unless disapproved by the State agency;
    (17) Bond. Sponsoring organizations applying for initial 
participation on or after June 20, 2000, must submit a bond, if such 
bond is required by State law, regulation, or policy. If the State 
agency requires a bond for sponsoring organizations pursuant to State 
law, regulation, or policy, the State agency must submit a copy of that 
requirement and a list of sponsoring organizations posting a bond to the 
appropriate FNSRO on an annual basis; and
    (18) Each new or renewing institution must submit information 
sufficient to document that it is financially viable, is 
administratively capable of operating the Program in accordance with 
this part, and has internal controls in effect to ensure accountability. 
To document this, any new institution must demonstrate in its 
application that it is capable of operating in conformance with the 
following performance standards, and any renewing institution must 
demonstrate in its application that it currently operates in conformance 
with the following performance standards. The State agency must only 
approve the applications of those institutions that meet these 
performance standards, and must deny the applications of those 
institutions that do not meet the standards.
    (i) Performance Standard 1--Financial viability and financial 
management. The new or renewing institution must be financially viable. 
Program funds must be expended and accounted for in accordance with the 
requirements of this part, FNS Instruction 796-2 (``Financial Management 
in the Child and Adult Care Food Program''), and 7 CFR Parts 3015 and 
3016. To demonstrate financial viability, the new or renewing 
institution must document that it meets the following criteria:
    (A) Description of Need/Recruitment. A new sponsoring organization 
must demonstrate in its management plan that its participation will help 
ensure the delivery of Program benefits to otherwise unserved facilities 
or participants, in accordance with criteria developed by the State 
agency pursuant to paragraph (b)(11) of this section. All sponsoring 
organizations must demonstrate that they will use appropriate practices 
for recruiting facilities, consistent with paragraph (p) of this section 
and any State agency requirements;
    (B) Fiscal Resources and Financial History. An institution must 
demonstrate that it has adequate financial resources to operate the 
CACFP on a daily basis, has adequate sources of funds to withstand 
temporary interruptions in Program payments and/or fiscal claims against 
the institution, and can document financial viability (for example, 
through audits, financial statements, etc.); and
    (C) Administrative Budgets. Costs in the institution's 
administrative budget must be necessary, reasonable, allowable, and 
appropriately documented;
    (ii) Performance Standard 2--Administrative capability. The new or 
renewing institution must be administratively capable. Appropriate and 
effective management practices must be in effect to ensure that the 
Program operates in accordance with this part. To demonstrate 
administrative capability, the new or renewing institution must document 
that it meets the following criteria:
    (A) Has an adequate number and type of qualified staff to ensure the 
operation of the Program in accordance with this part;
    (B) If a sponsoring organization, documents in its management plan 
that it employs staff sufficient to meet the ratio of monitors to 
facilities set forth in Sec.  226.16(b)(1), and the factors established 
by the State agency in accordance with Sec.  226.6(f)(2); and
    (C) If a sponsoring organization, has Program policies and 
procedures in

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writing that assign Program responsibilities and duties, and ensure 
compliance with civil rights requirements; and
    (iii) Performance Standard 3--Program accountability. The new or 
renewing institution must have internal controls and other management 
systems in effect to ensure fiscal accountability and to ensure that the 
Program operates in accordance with the requirements of this part. To 
demonstrate Program accountability, the new or renewing institution must 
document that it meets the following criteria:
    (A) Board of directors. Has adequate oversight of the Program by its 
governing board of directors;
    (B) Fiscal accountability. Has a financial system with management 
controls specified in writing. For sponsoring organizations, these 
written operational policies must assure:
    (1) Fiscal integrity and accountability for all funds and property 
received, held, and disbursed;
    (2) The integrity and accountability of all expenses incurred;
    (3) That claims are processed accurately, and in a timely manner;
    (4) That funds and property are used, and expenses incurred, for 
authorized Program purposes; and
    (5) That a system of safeguards and controls is in place to prevent 
and detect improper financial activities by employees;
    (C) Recordkeeping. Maintains appropriate records to document 
compliance with Program requirements, including budgets, approved budget 
amendments, and, if applicable, management plans and appropriate records 
on facility operations;
    (D) Sponsoring organization operations. A sponsoring organization 
must document in its management plan that it will:
    (1) Provide adequate and regular training of sponsoring organization 
staff and sponsored facilities in accordance with Sec. Sec.  
226.15(e)(13) and 226.16(d);
    (2) Perform monitoring in accordance with Sec.  226.16(d), to ensure 
that sponsored facilities accountably and appropriately operate the 
Program;
    (3) If applicable, accurately classify day care homes as tier I or 
tier II in accordance with Sec.  226.15(f); and
    (4) Have a system in place to ensure that administrative costs 
funded from Program reimbursements do not exceed regulatory limits set 
forth at Sec. Sec.  226.12(a) and 226.16(b)(1); and
    (E) Facility level operations. All independent centers and sponsored 
facilities must follow practices which result in the operation of the 
Program in accordance with the meal service, recordkeeping, and other 
operational requirements of this part. These practices must be 
documented in the independent center's application or in the sponsoring 
organization's management plan and must demonstrate that independent 
centers or sponsored facilities will:
    (1) Provide meals that meet the meal patterns set forth in Sec.  
226.20;
    (2) Comply with licensure or approval requirements set forth in 
paragraph (d) of this section;
    (3) Have a food service that complies with applicable State and 
local health and sanitation requirements;
    (4) Comply with civil rights requirements;
    (5) Maintain complete and appropriate records on file; and
    (6) Claim reimbursement only for eligible meals.
    (c) Denial of applications and termination of agreements. (1) Denial 
of a new institution's application.
    (i) General. If a new institution's application does not meet all of 
the requirements in paragraph (b) of this section and in Sec. Sec.  
226.15(b) and 226.16(b), the State agency must deny the application. If, 
in reviewing a new institution's application, the State agency 
determines that the institution has committed one or more serious 
deficiency listed in paragraph (c)(1)(ii) of this section, the State 
agency must initiate action to:
    (A) Deny the new institution's application; and
    (B) Disqualify the new institution and the responsible principals 
and responsible individuals (e.g., the person who signs the 
application).
    (ii) List of serious deficiencies for new institutions. The list of 
serious deficiencies is not identical for each category of institution 
(new, renewing, participating) because the type of information likely to 
be available to the

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State agency is different, depending on whether the State agency is 
reviewing a new or renewing institution's application or is conducting a 
review of a participating institution. Serious deficiencies for new 
institutions are:
    (A) Submission of false information on the institution's 
application, including but not limited to a determination that the 
institution has concealed a conviction for any activity that occurred 
during the past seven years and that indicates a lack of business 
integrity. A lack of business integrity includes fraud, antitrust 
violations, embezzlement, theft, forgery, bribery, falsification or 
destruction of records, making false statements, receiving stolen 
property, making false claims, obstruction of justice, or any other 
activity indicating a lack of business integrity as defined by the State 
agency; or
    (B) Any other action affecting the institution's ability to 
administer the Program in accordance with Program requirements.
    (iii) Serious deficiency notification procedures for new 
institutions. If the State agency determines that a new institution has 
committed one or more serious deficiency listed in paragraph (c)(1)(ii) 
of this section, the State agency must use the following procedures to 
provide the institution and the responsible principals and responsible 
individuals with notice of the serious deficiency(ies) and an 
opportunity to take corrective action.
    (A) Notice of serious deficiency. The State agency must notify the 
institution's executive director and chairman of the board of directors 
that the institution has been determined to be seriously deficient. The 
notice must identify the responsible principals and responsible 
individuals (e.g., for new institutions, the person who signed the 
application) and must be sent to those persons as well. The State agency 
may specify in the notice different corrective action, and time periods 
for completing the corrective action, for the institution and the 
responsible principals and responsible individuals. At the same time the 
notice is issued, the State agency must add the institution to the State 
agency list, along with the basis for the serious deficiency 
determination, and provide a copy of the notice to the appropriate 
FNSRO. The notice must also specify:
    (1) The serious deficiency(ies);
    (2) The actions to be taken to correct the serious deficiency(ies);
    (3) The time allotted to correct the serious deficiency(ies) in 
accordance with paragraph (c)(4) of this section.
    (4) That the serious deficiency determination is not subject to 
administrative review;
    (5) That failure to fully and permanently correct the serious 
deficiency(ies) within the allotted time will result in denial of the 
institution's application and the disqualification of the institution 
and the responsible principals and responsible individuals; and
    (6) That the State agency will not pay any claims for reimbursement 
for eligible meals served or allowable administrative expenses incurred 
until the State agency has approved the institution's application and 
the institution has signed a Program agreement.
    (B) Successful corrective action.
    (1) If corrective action has been taken to fully and permanently 
correct the serious deficiency(ies) within the allotted time and to the 
State agency's satisfaction, the State agency must:
    (i) notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals, that the State agency has rescinded its serious deficiency 
determination; and
    (ii) offer the new institution the opportunity to resubmit its 
application. If the new institution resubmits its application, the State 
agency must complete its review of the application within 30 days after 
receiving a complete and correct application.
    (2) If corrective action is complete for the institution but not for 
all of the responsible principals and responsible individuals (or vice 
versa), the State agency must:
    (i) continue with the actions (as set forth in paragraph 
(c)(1)(iii)(C) of this section) against the remaining parties;
    (ii) at the same time the notice is issued, the State agency must 
also update the State agency list to indicate that the serious 
deficiency(ies) has(ve) been corrected and provide a copy of

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the notice to the appropriate FNSRO; and
    (iii) if the new institution has corrected the serious 
deficiency(ies), offer it the opportunity to resubmit its application. 
If the new institution resubmits its application, the State agency must 
complete its review of the application within 30 days after receiving a 
complete and correct application.
    (C) Application denial and proposed disqualification. If timely 
corrective action is not taken to fully and permanently correct the 
serious deficiency(ies), the State agency must notify the institution's 
executive director and chairman of the board of directors, and the 
responsible principals and responsible individuals, that the 
institution's application has been denied. At the same time the notice 
is issued, the State agency must also update the State agency list and 
provide a copy of the notice to the appropriate FNSRO. The notice must 
also specify:
    (1) That the institution's application has been denied and the State 
agency is proposing to disqualify the institution and the responsible 
principals and responsible individuals;
    (2) The basis for the actions; and
    (3) The procedures for seeking an administrative review (in 
accordance with paragraph (k) of this section) of the application denial 
and proposed disqualifications.
    (D) Program payments. The State agency is prohibited from paying any 
claims for reimbursement from a new institution for eligible meals 
served or allowable administrative expenses incurred until the State 
agency has approved its application and the institution and State agency 
have signed a Program agreement.
    (E) Disqualification. When the time for requesting an administrative 
review expires or when the administrative review official upholds the 
State agency's denial and proposed disqualifications, the State agency 
must notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals that the institution and the responsible principal and 
responsible individuals have been disqualified. At the same time the 
notice is issued, the State agency must also update the State agency 
list and provide a copy of the notice and the mailing address and date 
of birth for each responsible principal and responsible individual to 
the appropriate FNSRO.
    (2) Denial of a renewing institution's application.
    (i) General. If a renewing institution's application does not meet 
all of the requirements in paragraph (b) of this section and in 
Sec. Sec.  226.15(b) and 226.16(b), the State agency must deny the 
application. If, in reviewing a renewing institution's application, the 
State agency determines that the institution has committed one or more 
serious deficiency listed in paragraph (c)(2)(ii) of this section, the 
State agency must initiate action to deny the renewing institution's 
application and initiate action to disqualify the renewing institution 
and the responsible principals and responsible individuals.
    (ii) List of serious deficiencies for renewing institutions. The 
list of serious deficiencies is not identical for each category of 
institution (new, renewing, participating) because the type of 
information likely to be available to the State agency is different, 
depending on whether the State agency is reviewing a new or renewing 
institution's application or is conducting a review of a participating 
institution. Serious deficiencies for renewing institutions are:
    (A) Submission of false information on the institution's 
application, including but not limited to a determination that the 
institution has concealed a conviction for any activity that occurred 
during the past seven years and that indicates a lack of business 
integrity. A lack of business integrity includes fraud, antitrust 
violations, embezzlement, theft, forgery, bribery, falsification or 
destruction of records, making false statements, receiving stolen 
property, making false claims, obstruction of justice, or any other 
activity indicating a lack of business integrity as defined by the State 
agency;
    (B) Failure to operate the Program in conformance with the 
performance standards set forth in paragraph (b)(18) of this section;
    (C) Failure to comply with the bid procedures and contract 
requirements of applicable Federal procurement regulations;

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    (D) Use of a food service management company that is in violation of 
health codes;
    (E) Failure by a sponsoring organization of day care homes to 
properly classify day care homes as tier I or tier II in accordance with 
Sec.  226.15(f);
    (F) Failure by a sponsoring organization to properly train or 
monitor sponsored facilities in accordance with Sec.  226.16(d);
    (G) Failure to perform any of the other financial and administrative 
responsibilities required by this part;
    (H) Failure to properly implement and administer the day care home 
termination and administrative review provisions set forth at paragraph 
(l) of this section and Sec.  226.16(l); or
    (I) any other action affecting the institution's ability to 
administer the Program in accordance with Program requirements.
    (iii) Serious deficiency notification procedures for renewing 
institutions. If the State agency determines that a renewing institution 
has committed one or more serious deficiency listed in paragraph 
(c)(2)(ii) of this section, the State agency must use the following 
procedures to provide the institution and the responsible principals and 
responsible individuals notice of the serious deficiency(ies) and an 
opportunity to take corrective action.
    (A) Notice of serious deficiency. The State agency must notify the 
institution's executive director and chairman of the board of directors 
that the institution has been determined to be seriously deficient. The 
notice must identify the responsible principals and responsible 
individuals and must be sent to those persons as well. The State agency 
may specify in the notice different corrective action, and time periods 
for completing the corrective action, for the institution and the 
responsible principals and responsible individuals. At the same time the 
notice is issued, the State agency must add the institution to the State 
agency list, along with the basis for the serious deficiency 
determination, and provide a copy of the notice to the appropriate 
FNSRO. The notice must also specify:
    (1) The serious deficiency(ies);
    (2) The actions to be taken to correct the serious deficiency(ies);
    (3) The time allotted to correct the serious deficiency(ies) in 
accordance with paragraph (c)(4) of this section;
    (4) That the serious deficiency determination is not subject to 
administrative review.
    (5) That failure to fully and permanently correct the serious 
deficiency(ies) within the allotted time will result in the State 
agency's denial of the institution's application, the proposed 
termination of the institution's agreement (if the State agency has 
temporarily extended the agreement pursuant to paragraph (c)(2)(iii)(D) 
of this section) and the proposed disqualification of the institution 
and the responsible principals and responsible individuals; and
    (6) That the institution's voluntary termination of its agreement 
with the State agency after having been notified that it is seriously 
deficient will still result in the instituion's formal termination by 
the State agency and placement of the institution and its responsible 
principals and responsible individuals on the National disqualified 
list.
    (B) Successful corrective action.
    (1) If corrective action has been taken to fully and permanently 
correct the serious deficiency(ies) within the allotted time and to the 
State agency's satisfaction, the State agency must:
    (i) Notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals, that the State agency has rescinded its serious deficiency 
determination; and
    (ii) Offer the renewing institution the opportunity to resubmit its 
application. If the renewing institution resubmits its application, the 
State agency must complete its review of the application within 30 days 
after receiving a complete and correct application.
    (2) If corrective action is complete for the institution but not for 
all of the responsible principals and responsible individuals (or vice 
versa), the State agency must:
    (i) continue with the actions (as set forth in paragraph 
(c)(2)(iii)(C) of this section) against the remaining parties;

[[Page 178]]

    (ii) at the same time the notice is issued, the State agency must 
also update the State agency list to indicate that the serious 
deficiency(ies) has(ve) been corrected and provide a copy of the notice 
to the appropriate FNSRO; and
    (iii) if the renewing institution has corrected the serious 
deficiency(ies), offer it the opportunity to resubmit its application. 
If the renewing institution resubmits its application, the State agency 
must complete its review of the application within 30 days after 
receiving a complete and correct application.
    (C) Application denial and proposed disqualification. If timely 
corrective action is not taken to fully and permanently correct the 
serious deficiency(ies), the State agency must notify the institution's 
executive director and chairman of the board of directors, and the 
responsible principals and responsible individuals, that the 
institution's application has been denied. At the same time the notice 
is issued, the State agency must update the State agency list and 
provide a copy of the notice to the appropriate FNSRO. The notice must 
also specify:
    (1) That the institution's application has been denied and the State 
agency is proposing to terminate the institution's temporarily-extended 
agreement and to disqualify the institution and the responsible 
principals and responsible individuals;
    (2) The basis for the actions;
    (3) That, if the institution voluntarily terminates its agreement 
after receiving the notice of the proposed termination, the institution 
and the responsible principals and responsible individuals will be 
disqualified;
    (4) The procedures for seeking an administrative review (in 
accordance with paragraph (k) of this section) of the application denial 
and proposed disqualifications; and
    (5) That the institution may continue to participate in the Program 
and receive Program reimbursement for eligible meals served and 
allowable administrative costs incurred until its administrative review 
is completed.
    (D) Program payments and extended agreement. If the renewing 
institution's agreement expires before the end of the time allotted for 
corrective action, and/or the conclusion of any administrative review 
requested by the renewing institution:
    (1) The State agency must temporarily extend its current agreement 
with the renewing institution and continue to pay any valid unpaid 
claims for reimbursement for eligible meals served and allowable 
administrative expenses incurred; and
    (2) The actions set forth in paragraph (c)(2)(iii)(D)(1) of this 
section must be taken either until the serious deficiency(ies) is 
corrected or until the institution's agreement is terminated, including 
the period of any administrative review;
    (E) Agreement termination and disqualification. When the time for 
requesting an administrative review expires or when the administrative 
review official upholds the State agency's denial of the institution's 
application, the proposed termination, and the proposed 
disqualifications, the State agency must:
    (1) Notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals, that the temporarily-extended agreement has been terminated 
and that the institution and the responsible principals and responsible 
individuals have been disqualified;
    (2) Update the State agency list at the time such notice is issued; 
and
    (3) Provide a copy of the notice and the mailing address and date of 
birth for each responsible principal and responsible individual to the 
appropriate FNSRO.
    (3) Termination of a participating institution's agreement. (i) 
General. If the State agency holds an agreement with an institution 
operating in more than one State that has been disqualified from the 
Program by another State agency and placed on the National disqualified 
list, the State agency must terminate the institution's agreement 
effective no later than 45 days of the date of the institution's 
disqualification by the other State agency. At the same time the notice 
of termination is issued, the State agency must add the institution to 
the State agency list and indicate that the institution's agreement has 
been terminated and provide

[[Page 179]]

a copy of the notice to the appropriate FNSRO. If the State agency 
determines that a participating institution has committed one or more 
serious deficiency listed in paragraph (c)(3)(ii) of this section, the 
State agency must initiate action to terminate the agreement of a 
participating institution and initiate action to disqualify the 
institution and any responsible principals and responsible individuals.
    (ii) List of serious deficiencies for participating institutions. 
The list of serious deficiencies is not identical for each category of 
institution (new, renewing, participating) because the type of 
information likely to be available to the State agency is different, 
depending on whether the State agency is reviewing a new or renewing 
institution's application or is conducting a review of a participating 
institution. Serious deficiencies for participating institutions are:
    (A) Submission of false information on the institution's 
application, including but not limited to a determination that the 
institution has concealed a conviction for any activity that occurred 
during the past seven years and that indicates a lack of business 
integrity. A lack of business integrity includes fraud, antitrust 
violations, embezzlement, theft, forgery, bribery, falsification or 
destruction of records, making false statements, receiving stolen 
property, making false claims, obstruction of justice, or any other 
activity indicating a lack of business integrity as defined by the State 
agency;
    (B) Permitting an individual who is on the National disqualified 
list to serve in a principal capacity with the institution or, if a 
sponsoring organization, permitting such an individual to serve as a 
principal in a sponsored center or as a day care home;
    (C) Failure to operate the Program in conformance with the 
performance standards set forth in paragraph (b)(18) of this section;
    (D) Failure to comply with the bid procedures and contract 
requirements of applicable Federal procurement regulations;
    (E) Failure to return to the State agency any advance payments that 
exceeded the amount earned for serving eligible meals, or failure to 
return disallowed start-up or expansion payments;
    (F) Failure to maintain adequate records;
    (G) Failure to adjust meal orders to conform to variations in the 
number of participants;
    (H) Claiming reimbursement for meals not served to participants;
    (I) Claiming reimbursement for a significant number of meals that do 
not meet Program requirements;
    (J) Use of a food service management company that is in violation of 
health codes;
    (K) Failure of a sponsoring organization to disburse payments to its 
facilities in accordance with the regulations at Sec.  226.16(g) and (h) 
or in accordance with its management plan;
    (L) Claiming reimbursement for meals served by a proprietary title 
XX child care center during a calendar month in which less than 25 
percent of its enrolled children, or 25 percent of its licensed 
capacity, whichever is less, were title XX beneficiaries;
    (M) Claiming reimbursement for meals served by a proprietary title 
XIX or title XX adult day care center during a calendar month in which 
less than 25 percent of its enrolled adult participants were title XIX 
or title XX beneficiaries;
    (N) Failure by a sponsoring organization of day care homes to 
properly classify day care homes as tier I or tier II in accordance with 
Sec.  226.15(f);
    (O) Failure by a sponsoring organization to properly train or 
monitor sponsored facilities in accordance with Sec.  226.16(d);
    (P) Use of day care home funds by a sponsoring organization to pay 
for the sponsoring organization's administrative expenses;
    (Q) Failure to perform any of the other financial and administrative 
responsibilities required by this part;
    (R) Failure to properly implement and administer the day care home 
termination and administrative review provisions set forth at paragraph 
(l) of this section and Sec.  226.16(l);
    (S) The fact the institution or any of the institution's principals 
have been declared ineligible for any other publicly funded program by 
reason of violating that program's requirements.

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However, this prohibition does not apply if the institution or the 
principal has been fully reinstated in, or is now eligible to 
participate in, that program, including the payment of any debts owed;
    (T) Conviction of the institution or any of its principals for any 
activity that occurred during the past seven years and that indicates a 
lack of business integrity. A lack of business integrity includes fraud, 
antitrust violations, embezzlement, theft, forgery, bribery, 
falsification or destruction of records, making false statements, 
receiving stolen property, making false claims, obstruction of justice, 
or any other activity indicating a lack of business integrity as defined 
by the State agency; or
    (U) Any other action affecting the institution's ability to 
administer the Program in accordance with Program requirements.
    (iii) Serious deficiency notification procedures for participating 
institutions. If the State agency determines that a participating 
institution has committed one or more serious deficiency listed in 
paragraph (c)(3)(ii) of this section, the State agency must use the 
following procedures to provide the institution and the responsible 
principals and responsible individuals notice of the serious 
deficiency(ies) and an opportunity to take corrective action. However, 
if the serious deficiency(ies) constitutes an imminent threat to the 
health or safety of participants, or the institution has engaged in 
activities that threaten the public health or safety, the State agency 
must follow the procedures in paragraph (c)(5)(i) of this section 
instead of the procedures below. Further, if the serious deficiency is 
the submission of a false or fraudulent claim, in addition to the 
procedures below, the State agency may suspend the institution's 
participation in accordance with paragraph (c)(5)(ii) of this section.
    (A) Notice of serious deficiency. The State agency must notify the 
institution's executive director and chairman of the board of directors 
that the institution has been determined seriously deficient. The notice 
must identify the responsible principals and responsible individuals and 
must be sent to those persons as well. The State agency may specify in 
the notice different corrective action and time periods for completing 
the corrective action for the institution and the responsible principals 
and responsible individuals. At the same time the notice is issued, the 
State agency must add the institution to the State agency list, along 
with the basis for the serious deficiency determination, and provide a 
copy of the notice to the appropriate FNSRO. The notice must also 
specify:
    (1) The serious deficiency(ies);
    (2) The actions to be taken to correct the serious deficiency(ies);
    (3) The time allotted to correct the serious deficiency(ies) in 
accordance with paragraph (c)(4) of this section;
    (4) That the serious deficiency determination is not subject to 
administrative review.
    (5) That failure to fully and permanently correct the serious 
deficiency(ies) within the allotted time will result in the State 
agency's proposed termination of the institution's agreement and the 
proposed disqualification of the institution and the responsible 
principals and responsible individuals; and
    (6) That the institution's voluntary termination of its agreement 
with the State agency after having been notified that it is seriously 
deficient will still result in the instituion's formal termination by 
the State agency and placement of the institution and its responsible 
principals and responsible individuals on the National disqualified 
list.
    (B) Successful corrective action.
    (1) If corrective action has been taken to fully and permanently 
correct the serious deficiency(ies) within the allotted time and to the 
State agency's satisfaction, the State agency must:
    (i) Notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals, that the State agency has rescinded its serious deficiency 
determination; and
    (ii) Offer the renewing institution the opportunity to resubmit its 
application. If the renewing institution resubmits its application, the 
State agency must complete its review of the application within 30 days 
after receiving a complete and correct application.

[[Page 181]]

    (2) If corrective action is complete for the institution but not for 
all of the responsible principals and responsible individuals (or vice 
versa), the State agency must:
    (i) Continue with the actions (as set forth in paragraph 
(c)(3)(iii)(C) of this section) against the remaining parties;
    (ii) At the same time the notice is issued, the State agency must 
also update the State agency list to indicate that the serious 
deficiency(ies) has(ve) been corrected and provide a copy of the notice 
to the appropriate FNSRO; and
    (iii) If the renewing institution has corrected the serious 
deficiency(ies), offer it the opportunity to resubmit its application. 
If the renewing institution resubmits its application, the State agency 
must complete its review of the application within 30 days after 
receiving a complete and correct application.
    (C) Proposed termination and proposed disqualification. If timely 
corrective action is not taken to fully and permanently correct the 
serious deficiency(ies), the State agency must notify the institution's 
executive director and chairman of the board of directors, and the 
responsible principals and responsible individuals, that the State 
agency is proposing to terminate the institution's agreement and to 
disqualify the institution and the responsible principals and 
responsible individuals. At the same time the notice is issued, the 
State agency must also update the State agency list and provide a copy 
of the notice to the appropriate FNSRO. The notice must also specify:
    (1) That the State agency is proposing to terminate the 
institution's agreement and to disqualify the institution and the 
responsible principals and responsible individuals;
    (2) The basis for the actions;
    (3) That, if the institution voluntarily terminates its agreement 
after receiving the notice of proposed termination, the institution and 
the responsible principals and responsible individuals will be 
disqualified.
    (4) The procedures for seeking an administrative review (in 
accordance with paragraph (k) of this section) of the application denial 
and proposed disqualifications; and
    (5) That, unless participation has been suspended, the institution 
may continue to participate and receive Program reimbursement for 
eligible meals served and allowable administrative costs incurred until 
its administrative review is completed.
    (D) Program payments. Unless participation has been suspended, the 
State agency must continue to pay any valid unpaid claims for 
reimbursement for eligible meals served and allowable administrative 
expenses incurred until the serious deficiency(ies) is corrected or the 
institution's agreement is terminated, including the period of any 
administrative review.
    (E) Agreement termination and disqualification. When the time for 
requesting an administrative review expires or when the administrative 
review official upholds the State agency's proposed termination and 
disqualifications, the State agency must:
    (1) Notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals, that the institution's agreement has been terminated and 
that the institution and the responsible principals and responsible 
individuals have been disqualified;
    (2) Update the State agency list at the time such notice is issued; 
and
    (3) Provide a copy of the notice and the mailing address and date of 
birth for each responsible principal and responsible individual to the 
appropriate FNSRO.
    (4) Corrective action timeframes.
    (i) General. Except as noted in this paragraph (c)(4), the State 
agency is prohibited from allowing more than 90 days for corrective 
action from the date the institution receives the serious deficiency 
notice.
    (ii) Unlawful practices. If the State agency determines that the 
institution has engaged in unlawful practices, submitted false or 
fraudulent claims or other information to the State agency, or been 
convicted of or concealed a criminal background, the State agency is 
prohibited from allowing more than 30 days for corrective action.

[[Page 182]]

    (iii) Long-term changes. For serious deficiencies requiring the 
long-term revision of management systems or processes, the State agency 
may permit more than 90 days to complete the corrective action as long 
as a corrective action plan is submitted to and approved by the State 
agency within 90 days (or such shorter deadline as the State agency may 
establish). The corrective action must include milestones and a definite 
completion date that the State agency will monitor. The determination of 
serious deficiency will remain in effect until the State agency 
determines that the serious deficiency(ies) has(ve) been fully and 
permanently corrected within the allotted time.
    (5) Suspension of an institution's participation. A State agency is 
prohibited from suspending an institution's participation (including all 
Program payments) except for the reasons set forth in this paragraph 
(c)(5).
    (i) Public health or safety.
    (A) General. If State or local health or licensing officials have 
cited an institution for serious health or safety violations, the State 
agency must immediately suspend the institution's Program participation, 
initiate action to terminate the institution's agreement, and initiate 
action to disqualify the institution and the responsible principals and 
responsible individuals prior to any formal action to revoke the 
institution's licensure or approval. If the State agency determines that 
there is an imminent threat to the health or safety of participants at 
an institution, or that the institution has engaged in activities that 
threaten the public health or safety, the State agency must immediately 
notify the appropriate State or local licensing and health authorities 
and take action that is consistent with the recommendations and 
requirements of those authorities. An imminent threat to the health or 
safety of participants and engaging in activities that threaten the 
public health or safety constitute serious deficiencies; however, the 
State agency must use the procedures in this paragraph (c)(5)(i) 
(instead of the procedures in paragraph (c)(3) of this section) to 
provide the institution notice of the suspension of participation, 
serious deficiency, proposed termination of the institution's agreement, 
and proposed disqualification of the responsible principals and 
responsible individuals.
    (B) Notice of suspension, serious deficiency, proposed termination, 
and proposed disqualification. The State agency must notify the 
institution's executive director and chairman of the board of directors 
that the institution's participation (including Program payments) has 
been suspended, that the institution has been determined to be seriously 
deficient, and that the State agency proposes to terminate the 
institution's agreement and to disqualify the institution and the 
responsible principals and responsible individuals. The notice must also 
identify the responsible principals and responsible individuals and must 
be sent to those persons as well. At the same time this notice is sent, 
the State agency must add the institution and the responsible principals 
and responsible individuals to the State agency list, along with the 
basis for the serious deficiency determination and provide a copy of the 
notice to the appropriate FNSRO. The notice must also specify:
    (1) That the State agency is suspending the institution's 
participation (including Program payments), proposing to terminate the 
institution's agreement, and proposing to disqualify the institution and 
the responsible principals and responsible individuals;
    (2) The serious deficiency(ies);
    (3) That, if the institution voluntary terminates its agreement with 
the State agency after having been notified of the proposed termination, 
the institution and the responsible principals and responsible 
individuals will be disqualified;
    (4) That the serious deficiency determination is not subject to 
administrative review;
    (5) The procedures for seeking an administrative review (consistent 
with paragraph (k) of this section) of the suspension, proposed 
termination, and proposed disqualifications; and
    (6) That, if the administrative review official overturns the 
suspension, the institution may claim reimbursement for eligible meals 
served and allowable

[[Page 183]]

administrative costs incurred during the suspension period.
    (C) Agreement termination and disqualification. When the time for 
requesting an administrative review expires or when the administrative 
review official upholds the State agency's proposed termination and 
disqualifications, the State agency must:
    (1) Notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals, that the institution's agreement has been terminated and 
that the institution and the responsible principals and responsible 
individuals have been disqualified;
    (2) update the State agency list at the time such notice is issued; 
and
    (3) provide a copy of the notice and the mailing address and date of 
birth for each responsible principal and responsible individual to the 
appropriate FNSRO.
    (D) Program payments. The State agency is prohibited from paying any 
claims for reimbursement from a suspended institution. However, if the 
suspended institution prevails in the administrative review of the 
proposed termination, the State agency must pay any claims for 
reimbursement for eligible meals served and allowable administrative 
costs incurred during the suspension period.
    (ii) False or fraudulent claims.
    (A) General. If the State agency determines that an institution has 
knowingly submitted a false or fraudulent claim, the State agency may 
initiate action to suspend the institution's participation and must 
initiate action to terminate the institution's agreement and initiate 
action to disqualify the institution and the responsible principals and 
responsible individuals (in accordance with paragraph (c)(3) of this 
section). The submission of a false or fraudulent claim constitutes a 
serious deficiency as set forth in paragraph (c)(3)(ii) of this section, 
which lists serious deficiencies for participating institutions. If the 
State agency wishes to suspend the institution's participation, it must 
use the following procedures to issue the notice of proposed suspension 
of participation at the same time it issues the serious deficiency 
notice, which must include the information described in paragraph 
(c)(3)(iii)(A) of this section.
    (B) Proposed suspension of participation. If the State agency 
decides to propose to suspend an institution's participation due to the 
institution's submission of a false or fraudulent claim, it must notify 
the institution's executive director and chairman of the board of 
directors that the State agency intends to suspend the institution's 
participation (including all Program payments) unless the institution 
requests a review of the proposed suspension. At the same time the 
notice is issued, the State agency must also update the State agency 
list and provide a copy of the notice to the appropriate FNSRO. The 
notice must identify the responsible principals and responsible 
individuals and must be sent to those persons as well. The notice must 
also specify:
    (1) That the State agency is proposing to suspend the institution's 
participation;
    (2) That the proposed suspension is based on the institution's 
submission of a false or fraudulent claim, as described in the serious 
deficiency notice;
    (3) The effective date of the suspension (which may be no earlier 
than 10 days after the institution receives the suspension notice);
    (4) The name, address and telephone number of the suspension review 
official who will conduct the suspension review; and
    (5) That if the institution wishes to have a suspension review, it 
must request a review and submit to the suspension review official 
written documentation opposing the proposed suspension within 10 days of 
the institution's receipt of the notice.
    (C) Suspension review. If the institution requests a review of the 
State agency's proposed suspension of participation, the suspension 
review must be heard by a suspension review official who must:
    (1) Be an independent and impartial person other than, and not 
accountable to, any person involved in the decision to initiate 
suspension proceedings;
    (2) Immediately notify the State agency that the institution has 
contested the proposed suspension and must obtain from the State agency 
its

[[Page 184]]

notice of proposed suspension of participation, along with all 
supporting documentation; and
    (3) Render a decision on suspension of participation within 10 days 
of the deadline for receiving the institution's documentation opposing 
the proposed suspension.
    (D) Suspension review decision. If the suspension review official 
determines that the State agency's proposed suspension is not 
appropriate, the State agency is prohibited from suspending 
participation. If the suspension review official determines, based on a 
preponderance of the evidence, that the State agency's action was 
appropriate, the State agency must suspend the institution's 
participation (including all Program payments), effective on the date of 
the suspension review decision. The State agency must notify the 
institution's executive director and chairman of the board of directors, 
and the responsible principals and responsible individuals, that the 
institution's participation has been suspended. At the same time the 
notice is issued, the State agency must also update the State agency 
list and provide a copy of the notice to the appropriate FNSRO. The 
notice must also specify:
    (1) That the State agency is suspending the institution's 
participation (including Program payments);
    (2) The effective date of the suspension (the date of the suspension 
review decision);
    (3) The procedures for seeking an administrative review (in 
accordance with paragraph (k) of this section) of the suspension; and
    (4) That if the administrative review official overturns the 
suspension, the institution may claim reimbursement for eligible meals 
served and allowable administrative costs incurred during the suspension 
period.
    (E) Program payments. A State agency is prohibited from paying any 
claims for reimbursement submitted by a suspended institution. However, 
if the institution suspended for the submission of false or fraudulent 
claims is a sponsoring organization, the State agency must ensure that 
sponsored facilities continue to receive reimbursement for eligible 
meals served during the suspension period. If the suspended institution 
prevails in the administrative review of the proposed termination, the 
State agency must pay any valid unpaid claims for reimbursement for 
eligible meals served and allowable administrative costs incurred during 
the suspension period.
    (F) Maximum time for suspension. Under no circumstances may the 
suspension of participation remain in effect for more than 120 days 
following the suspension review decision.
    (6) FNS determination of serious deficiency. (i) General. FNS may 
determine independently that a participating institution has committed 
one or more serious deficiency listed in paragraph (c)(3)(ii) of this 
section, which lists serious deficiencies for participating 
institutions.
    (ii) Serious deficiency notification procedures. If FNS determines 
that an institution has committed one or more serious deficiency listed 
in paragraph (c)(3)(ii) of this section (the list of serious 
deficiencies for participating institutions), FNS will use the following 
procedures to provide the institution and the responsible principals and 
responsible individuals with notice of the serious deficiency(ies) and 
an opportunity to take corrective action.
    (A) Notice of serious deficiency. FNS will notify the institution's 
executive director and chairman of the board of directors that the 
institution has been found to be seriously deficient. The notice will 
identify the responsible principals and responsible individuals and will 
be sent to them as well. FNS may specify in the notice different 
corrective action and time periods for completing the corrective action, 
for the institution and the responsible principals and responsible 
individuals. The notice will also specify:
    (1) The serious deficiency(ies);
    (2) The actions to be taken to correct the serious deficiency(ies);
    (3) The time allotted to correct the serious deficiency(ies) in 
accordance with paragraph (c)(4) of this section;
    (4) That failure to fully and permanently correct the serious 
deficiency(ies) within the allotted time, or the institution's voluntary 
termination of its agreement(s) with any State agency after having been 
notified that it is seriously deficient, will result

[[Page 185]]

in the proposed disqualification of the institution and the responsible 
principals and responsible individuals and the termination of its 
agreement(s) with all State agencies; and
    (5) That the serious deficiency determination is not subject to 
administrative review.
    (B) Suspension of participation. If FNS determines that there is an 
imminent threat to the health or safety of participants at an 
institution, or that the institution has engaged in activities that 
threaten the public health or safety, any State agency that holds an 
agreement with the institution must suspend the participation of the 
institution. If FNS determines that the institution has submitted a 
false or fraudulent claim, it may require any State agency that holds an 
agreement with the institution to initiate action to suspend the 
institution's participation for false or fraudulent claims in accordance 
with paragraph (c)(5)(ii) of this section (which deals with an 
institution's suspension by a State agency for submission of false or 
fraudulent claims). In both cases, FNS will provide the State agency the 
information necessary to support these actions and, in the case of a 
false and fraudulent claim, will provide an individual to serve as the 
suspension review official if requested by the State agency.
    (C) Successful corrective action.
    (1) If corrective action has been taken to fully and permanently 
correct the serious deficiency(ies) within the allotted time and to 
FNS's satisfaction, FNS will notify the institution's executive director 
and chairman of the board of directors, and the responsible principals 
and responsible individuals, that it has rescinded its serious 
deficiency determination; and
    (2) If corrective action is complete for the institution but not for 
all of the responsible principals and responsible individuals (or vice 
versa), FNS will continue with the actions (as set forth in paragraph 
(c)(6)(ii)(D) of this section) against the remaining parties.
    (D) Proposed disqualification. If timely corrective action is not 
taken to fully and permanently correct the serious deficiency(ies), FNS 
will notify the institution's executive director and chairman of the 
board of directors, and the responsible principals and responsible 
individuals, that FNS is proposing to disqualify them. The notice will 
also specify:
    (1) That FNS is proposing to disqualify the institution and the 
responsible principals and responsible individuals;
    (2) The basis for the actions;
    (3) That, if the institution seeks to voluntarily terminate its 
agreement after receiving the notice of proposed disqualification, the 
institution and the responsible principals and responsible individuals 
will be disqualified;
    (4) The procedures for seeking an administrative review (in 
accordance with paragraph (k) of this section) of the proposed 
disqualifications;
    (5) That unless participation has been suspended, the institution 
may continue to participate and receive Program reimbursement for 
eligible meals served and allowable administrative costs incurred until 
its administrative review is completed; and
    (6) That if the institution does not prevail in the administrative 
review, any State agency holding an agreement with the institution will 
be required to terminate that agreement and the institution is 
prohibited from seeking an administrative review of the termination of 
the agreement by the State agency(ies).
    (E) Disqualification. When the time for requesting an administrative 
review expires or when the administrative review official upholds FNS's 
proposed disqualifications, FNS will notify the institution's executive 
director and chairman of the board of directors, and the responsible 
principals and responsible individuals, that the institution and the 
responsible principal or responsible individual have been disqualified.
    (F) Program payments. If the State agency holds an agreement with an 
institution that FNS has determined to be seriously deficient, the State 
agency must continue to pay any valid unpaid claims for reimbursement 
for eligible meals served and allowable administrative expenses incurred 
until the serious deficiency(ies) is corrected or the State agency 
terminates the institution's agreement, including the period of any

[[Page 186]]

administrative review, unless participation has been suspended.
    (G) Required State agency action. (1) Disqualified institutions. If 
the State agency holds an agreement with an institution that FNS 
determines to be seriously deficient and subsequently disqualifies, the 
State agency must terminate the institution's agreement effective no 
later than 45 days after the date of the institution's disqualification 
by FNS. As noted in paragraph (k)(3)(iv) of this section, the 
termination is not subject to administrative review. At the same time 
the notice of termination is issued, the State agency must add the 
institution to the State agency list and provide a copy of the notice to 
the appropriate FNSRO.
    (2) Disqualified principals. If the State agency holds an agreement 
with an institution whose principal FNS determines to be seriously 
deficient and subsequently disqualifies, the State agency must determine 
the institution to be seriously deficient and initiate action to 
terminate and disqualify the institution in accordance with the 
procedures in paragraph (c)(3) of this section. The State agency must 
initiate these actions no later than 45 days after the date of the 
principal's disqualification by FNS.
    (7) National disqualified list.
    (i) Maintenance and availability of list. FNS will maintain the 
National disqualified list and make it available to all State agencies 
and all sponsoring organizations.
    (ii) Effect on institutions. No organization on the National 
disqualified list may participate in the Program as an institution. As 
noted in paragraph (b)(12) of this section, the State agency must deny 
the application of a new or renewing institution if the institution is 
on the National disqualified list. In addition, as noted in paragraphs 
(c)(3)(i) and (c)(6)(ii)(G)(1) of this section, the State agency must 
terminate the agreement of any participating institution that is 
disqualified by another State agency or by FNS.
    (iii) Effect on sponsored centers. No organization on the National 
disqualified list may participate in the Program as a sponsored center. 
As noted in Sec.  226.16(b) and paragraph (b)(12) of this section, a 
sponsoring organization is prohibited from submitting an application on 
behalf of a sponsored facility (and a State agency is prohibited from 
approving such an application) if the facility is on the National 
disqualified list.
    (iv) Effect on individuals. No individual on the National 
disqualified list may serve as a principal in any institution or 
facility or as a day care home provider.
    (A) Principal for an institution or a sponsored facility. As noted 
in paragraph (b)(12) of this section, the State agency must deny the 
application of a new or renewing institution if any of the institution's 
principals is on the National disqualified list. As noted in paragraphs 
(c)(3)(ii)(B) and (c)(6)(ii)(G)(2) of this section, the State agency 
must declare an institution seriously deficient and initiate action to 
terminate the institution's agreement and disqualify the institution if 
the institution permits an individual who is on the National 
disqualified list to serve in a principal capacity for the institution 
or one of its facilities.
    (B) Principal for a sponsored facility. As noted in Sec.  226.16(b) 
and paragraph (b)(12) of this section, a sponsoring organization is 
prohibited from submitting an application on behalf of a sponsored 
facility (or a State agency from approving such an application) if any 
of the facility's principals are on the National disqualified list.
    (C) Serving as a day care home. As noted in Sec.  226.16(b) and 
paragraph (b)(12) of this section, a sponsoring organization is 
prohibited from submitting an application on behalf of a sponsored 
facility (and a State agency is prohibited from approving such an 
application) if the facility is on the National disqualified list.
    (v) Removal of institutions, principals, and individuals from the 
list. Once included on the National disqualified list, an institution 
and responsible principals and responsible individuals remain on the 
list until such time as FNS, in consultation with the appropriate State 
agency, determines that the serious deficiency(ies) that led to their 
placement on the list has(ve) been corrected, or until seven years have 
elapsed since they were disqualified from participation. However, if the

[[Page 187]]

institution, principal or individual has failed to repay debts owed 
under the Program, they will remain on the list until the debt has been 
repaid.
    (vi) Removal of day care homes from the list. Once included on the 
National disqualified list, a day care home will remain on the list 
until such time as the State agency determines that the serious 
deficiency(ies) that led to its placement on the list has(ve) been 
corrected, or until seven years have elapsed since its agreement was 
terminated for cause. However, if the day care home has failed to repay 
debts owed under the Program, it will remain on the list until the debt 
has been repaid.
    (8) State agency list. (i) Maintenance of the State agency list. The 
State agency must maintain a State agency list (in the form of an actual 
paper or electronic list or retrievable paper records). The list must be 
made available to FNS upon request, and must include the following 
information:
    (A) Institutions determined to be seriously deficient by the State 
agency, including the names and mailing addresses of the institutions 
and the status of the institutions as they move through the possible 
subsequent stages of corrective action, proposed termination, 
suspension, agreement termination, and/or disqualification, as 
applicable;
    (B) Responsible principals and individuals who have been 
disqualified from participation by the State agency, including their 
names, mailing addresses, and dates of birth; and
    (C) Day care home providers whose agreements have been terminated 
for cause by a sponsoring organization in the State, including their 
names, mailing addresses, and dates of birth.
    (ii) Referral of disqualified day care homes to FNS. Within 10 days 
of receiving a notice of termination and disqualification from a 
sponsoring organization, the State agency must provide the appropriate 
FNSRO the name, mailing address, and date of birth of each day care home 
provider whose agreement is terminated for cause on or after July 29, 
2002.
    (iii) Prior lists of disqualified day care homes. If on July 29, 
2002 the State agency maintains a list of day care homes that have been 
disqualified from participation, the State agency may continue to 
prohibit participation by those day care homes. However, the State 
agency must remove a day care home from its prior list no later than the 
time at which the State agency determines that the serious 
deficiency(ies) that led to the day care home's placement on the list 
has(ve) been corrected or July 29, 2009 (unless the day care home has 
failed to repay debts owed under the Program). If the day care home has 
failed to repay its debt, the State agency may keep the day care home on 
its prior list until the debt has been repaid.
    (d) Licensing/approval for child care centers, outside-school-hours 
care centers and day care homes. This section prescribes State agency 
responsibilities to ensure that child care centers and day care homes 
meet the licensing/approval criteria set forth in this part. Sponsoring 
organizations shall submit to the State agency documentation that 
facilities under their jurisdiction are in compliance with licensing/
approval requirements. Independent centers shall submit such 
documentation to the State agency on their own behalf.
    (1) General. Each State agency shall establish procedures to 
annually review information submitted by institutions to ensure that all 
participating child care centers, day care homes, and outside-school-
hours care centers either:
    (i) Are licensed or approved by Federal, State, or local 
authorities, provided that institutions which are approved for Federal 
programs on the basis of State or local licensing shall not be eligible 
for the Program if their licenses lapse or are terminated; or
    (ii) Are complying with applicable procedures to renew licensing or 
approval in situations where the State agency has no information that 
licensing or approval will be denied; or
    (iii) Receive Title XX funds for providing child care, if licensing 
or approval is not available; or
    (iv) Demonstrate compliance with applicable State or local child 
care standards to the State agency, if licensing is not available and 
title XX funds are not received; or
    (v) Demonstrate compliance with CACFP child care standards to the

[[Page 188]]

State agency, if licensing or approval is not available and Title XX 
funds are not received.
    (2) CACFP child care standards. (i) When licensing or approval is 
not available, independent child care centers, and sponsoring 
organizations on behalf of their child care centers or day care homes, 
may elect to demonstrate compliance, annually, with the following CACFP 
child care standards or other standards specified in paragraph (d)(3) of 
this section:
    (A) Staff/child ratios. (1) Day care homes provide care for no more 
than 12 children at any one time. One home caregiver is responsible for 
no more than 6 children ages 3 and above, or no more than 5 children 
ages 0 and above. No more than 2 children under the age of 3 are in the 
care of 1 caregiver. The home provider's own children who are in care 
and under the age of 14 are counted in the maximum ratios of caregivers 
to children.
    (2) Child care centers and outside-school-hours care centers do not 
fall below the following staff/child ratios:
    (i) For children under 6 weeks of age--1:1
    (ii) For children ages 6 weeks up to 3 years--1:4
    (iii) For children ages 3 years up to 6 years--1:6
    (iv) For children ages 6 years up to 10 years--1:15
    (v) For children ages 10 and above--1:20
    (B) Nondiscrimination. Day care services are available without 
discrimination on the basis of race, color, national origin, sex, age, 
or handicap.
    (C) Safety and sanitation. (1) A current health/sanitation permit or 
satisfactory report of an inspection conducted by local authorities 
within the past 12 months shall be submitted.
    (2) A current fire/building safety permit or satisfactory report of 
an inspection conducted by local authorities within the past 12 months 
shall be submitted.
    (3) Fire drills are held in accordance with local fire/building 
safety requirements.
    (D) Suitability of facilities. (1) Ventilation, temperature, and 
lighting are adequate for children's safety and comfort.
    (2) Floors and walls are cleaned and maintained in a condition safe 
for children.
    (3) Space and equipment, including rest arrangements for preschool 
age children, are adequate for the number of age range of participating 
children.
    (E) Social services. Independent centers, and sponsoring 
organizations in coordination with their facilities, have procedures for 
referring families of children in care to appropriate local health and 
social service agencies.
    (F) Health services. (1) Each child is observed daily for 
indications of difficulties in social adjustment, illness, neglect, and 
abuse, and appropriate action is initiated.
    (2) A procedure is established to ensure prompt notification of the 
parent or guardian in the event of a child's illness or injury, and to 
ensure prompt medical treatment in case of emergency.
    (3) Health records, including records of medical examinations and 
immunizations, are maintained for each enrolled child. (Not applicable 
to day care homes.)
    (4) At least one full-time staff member is currently qualified in 
first aid, including artificial respiration techniques. (Not applicable 
to day care homes.)
    (5) First aid supplies are available.
    (6) Staff members undergo initial and periodic health assessments.
    (G) Staff training. The institution provides for orientation and 
ongoing training in child care for all caregivers.
    (H) Parental involvement. Parents are afforded the opportunity to 
observe their children in day care.
    (I) Self-evaluation. The institution has established a procedure for 
periodic self-evaluation on the basis of CACFP child care standards.
    (ii) When licensing or approval is not available, independent 
outside-school-hours care centers, and sponsoring organizations on 
behalf of their outside-school-hours care centers, may elect to 
demonstrate compliance with child care standards developed by the State 
agency which shall include, as a minimum, information on: (A) Fire/
safety, (B) sanitation, (C) organized activities, (D) kitchen and 
restroom facilities, (E)

[[Page 189]]

appropriateness of games and materials, (F) availability of emergency 
medical care, and (G) child-staff ratios as indicated in Sec.  
226.6(d)(2)(i)(A). For items (A) and (B), of this paragraph, appropriate 
State or local permits are required.
    (3) Alternate approval procedures. Each State agency shall establish 
procedures to review information submitted by institutions for centers 
or homes for which licensing or approval is not available in order to 
establish eligibility for the Program. Licensing or approval is not 
available when (i) no Federal, State, or local licensing/approval 
standards have been established for child care centers, outside-school-
hours care centers, or day care homes; or (ii) no mechanism exists to 
determine compliance with licensing/approval standards. In these 
situations, independent centers, and sponsoring organizations on behalf 
of their facilities, may choose to demonstrate compliance with either 
CACFP child care standards, applicable State child care standards, or 
applicable local child care standards. State agencies shall provide 
information about applicable State child care standards and CACFP child 
care standards to institutions, but may require institutions electing to 
demonstrate compliance with applicable local child care standards to 
identify and submit these standards. The State agency may permit 
independent centers, and sponsoring organizations on behalf of their 
facilities, to submit self-certification forms, and may grant approval 
without first conducting a compliance review at the center or facility. 
But the State agency shall require submission of health/sanitation and 
fire/safety permits or certificates for all independent centers and 
facilities seeking alternate child care standards approval. Compliance 
with applicable child care standards are subject to review in accordance 
with Sec.  226.6(o).
    (e) Licensing/approval for adult day care centers. This paragraph 
prescribes State agency responsibilities to ensure that adult day care 
centers meet the licensing/approval criteria set forth in this part. 
Sponsoring organizations shall submit to the State agency documentation 
that facilities under their jurisdiction are in compliance with 
licensing/approval requirements. Independent adult day care centers 
shall submit such documentation to the State agency on their own behalf. 
Each State agency shall establish procedures to annually review 
information submitted by institutions to ensure that all participating 
adult day care centers either:
    (1) Are licensed or approved by Federal, State or local authorities, 
provided that institutions which are approved for Federal programs on 
the basis of State or local licensing shall not be eligible for the 
Program if their licenses lapse or are terminated; or
    (2) Are complying with applicable procedures to renew licensing or 
approval in situations where the State agency has no information that 
licensing or approval will be denied.
    (f) Annual requirements. State agencies shall require institutions 
to comply with applicable provisions of this part. Each State agency 
shall annually:
    (1) Enter into and execute a written Program agreement with each 
institution, or renew such agreement with the written concurrence of the 
institution. The Program agreement shall provide that the institution 
shall accept final financial and administrative responsibility for 
management of an effective food service, comply with all requirements 
under this part, and comply with all requirements of title VI of the 
Civil Rights Act of 1964, title IX of the Education Amendments of 1972, 
Section 504 of the Rehabilitation Act of 1973, the Age Discrimination 
Act of 1975 and the Department's regulations concerning 
nondiscrimination (7 CFR parts 15, 15a and 15b), including requirements 
for racial and ethnic participation data collection, public notification 
of the nondiscrimination policy, and reviews to assure compliance with 
such policy, to the end that no person shall, on the grounds of race, 
color, national origin, sex, age, or handicap be excluded from 
participation in, be denied the benefits of, or be otherwise subjected 
to discrimination under the Program. The Program agreement must also 
notify the institution of the right of the State agency, the Department, 
and other State or

[[Page 190]]

Federal officials to make announced or unannounced reviews of their 
operations during the institution's normal hours of child or adult care 
operations and that anyone making such reviews must show photo 
identification that demonstrates that they are employees of one of these 
entities.
    (2) Require each sponsoring organization to submit a management plan 
with its application for review and approval. Such a plan shall include: 
detailed information on the organizational administrative structure; the 
staff assigned to Program management and monitoring; administrative 
budget; procedures which will be used by the sponsoring organization to 
administer the Program in and disburse payments to the child care 
facilities under its jurisdiction; and, for sponsoring organizations of 
day care homes, a description of the system for making tier I day care 
home determinations, and a description of the system of notifying tier 
II day care homes of their options for reimbursement. The State agency 
must establish factors, consistent with Sec.  226.16(b)(1), that the 
State agency will consider in determining whether a sponsoring 
organization has sufficient staff to perform required monitoring 
responsibilities at all of its sponsored facilities. As part of its 
review of the management plan, the State agency must determine the 
appropriate level of staffing for each sponsoring organization, 
consistent with the staffing range of monitors set forth in Sec.  
226.16(b)(1) and the factors it has established. The State agency must 
ensure that each new sponsoring organization applying for participation 
after July 29, 2002 meets this requirement. The State agency must ensure 
that each currently participating sponsoring organization meets this 
requirement no later than July 29, 2003.
    (3) Require each institution to submit an administrative budget. 
Each sponsoring organization shall be required to incorporate this 
budget into its management plan. For a sponsoring organization of 
centers, the State agency is prohibited from approving the sponsoring 
organization's administrative budget, or any amendments to the budget, 
if the administrative budget shows that the Program will be charged for 
administrative costs in excess of 15 percent of the meal reimbursements 
estimated to be earned during the budget year. However, the State agency 
may waive this limit if the sponsoring organization provides 
justification that it requires Program funds in excess of 15 percent to 
pay its administrative costs and if the State agency is convinced that 
the institution will have adequate funding to provide meals meeting the 
requirements of Sec.  226.20. The State agency must document all waiver 
approvals and denials in writing, and must provide a copy of all such 
letters to the appropriate FNSRO.
    (4) Determine that all meal procurements with food service 
management companies are in conformance with the bid and contractual 
requirements of Sec.  226.22.
    (5) Inquire as to the preference of institutions for commodities or 
cash-in-lieu of commodities.
    (6) Provide institutions with information on foods available in 
plentiful supply, based on information provided by the Department.
    (7) Inform institutions with separate meal charges of their 
responsibility to ensure that free and reduced-price meals are served to 
participants unable to pay the full price and provide to all 
institutions a copy of the income standards to be used by institutions 
for determining the eligibility of participants for free and reduced-
price meals under the Program.
    (8) Perform verification of the eligibility of participants for free 
and reduced-price meals in participating institutions in accordance with 
the procedures outlined in Sec.  226.23(h). State agencies verifying the 
information on free and reduced-price applications shall ensure that 
verification activities are applied without regard to race, color, 
national origin, sex, age, or handicap.
    (9) Coordinate with the State agency which administers the National 
School Lunch Program to ensure the receipt of a list of elementary 
schools in the State in which at least one-half of the children enrolled 
are certified eligible to receive free or reduced price meals. The State 
agency shall provide the list to sponsoring organizations by April 1,

[[Page 191]]

1997, and by February 15 of each year thereafter, unless the State 
agency that administers the National School Lunch Program has elected to 
base data for the list on a month other than October, in which case the 
State agency shall provide the list to sponsoring organizations within 
15 calendar days of its receipt from the State agency that administers 
the National School Lunch Program. The State agency also shall provide 
each sponsoring organization with census data, as provided to the State 
agency by FNS upon its availability on a decennial basis, showing areas 
in the State in which at least 50 percent of the children are from 
households meeting the income standards for free or reduced price meals. 
In addition, the State agency shall ensure that the most recent 
available data is used if the determination of a day care home's 
eligibility as a tier I day care home is made using school or census 
data. Determinations of a day care home's eligibility as a tier I day 
care home shall be valid for one year if based on a provider's household 
income, three years if based on school data, or until more current data 
are available if based on census data. However, a sponsoring 
organization, the State agency, or FNS may change the determination if 
information becomes available indicating that a home is no longer in a 
qualified area. The State agency shall not routinely require annual 
redeterminations of the tiering status of tier I day care homes based on 
updated elementary school data.
    (10) Provide all sponsoring organizations of day care homes in the 
State with a listing of State-funded programs, participation in which by 
a parent or child will qualify a meal served to a child in a tier II 
home for the tier I rate of reimbursement.
    (11) Require each sponsoring organization of day care homes to 
submit the total number of tier I and tier II day care homes that it 
sponsors; a breakdown showing the total number of children enrolled in 
tier I day care homes; the total number of children enrolled in tier II 
day care homes; and the number of children in tier II day care homes 
that have been identified as eligible for free or reduced price meals.
    (g) Program expansion. Each State agency shall take action to expand 
the availability of benefits under this Program. At a minimum, the State 
shall annually notify each nonparticipating child care center, outside-
school-hours care center, and day care home within the State that is 
licensed, approved, registered, or receiving funds under title XX and 
each nonparticipating adult day care center that is licensed or 
approved, of the availability of the Program, the requirements for 
Program participation, and the application procedures to be followed in 
the Program. The State agency shall make the list of child care centers, 
adult day care centers, outside-school-hours care centers, and day care 
homes notified each year available to the public upon request.
    (h) Commodity distribution. The State shall annually inquire as to 
the preference of each institution for commodities or cash-in-lieu of 
commodities. Each institution electing cash-in-lieu of commodities shall 
receive such payments. Each institution which elects to receive 
commodities shall have commodities provided to it unless the State 
agency, after consultation with the State commodity distribution agency, 
demonstrates to FNS that distribution of commodities to the number of 
such institutions would be impracticable. The State agency may then, 
with the concurrence of FNS, provide cash-in-lieu of commodities for all 
institutions. A State agency request for cash-in-lieu of all commodities 
shall be submitted to FNS not later than May 1 of the school year 
preceding the school year for which the request is made. The State 
agency shall, by June 1 of each year, submit a list of institutions 
which have elected to receive commodities to the State commodity 
distribution agency, unless FNS has approved a request for cash-in-lieu 
of commodities for all institutions. The list shall be accompanied by 
information on the average daily number of lunches and suppers to be 
served to participants by each such institution.
    (i) Standard contract. Each State agency shall develop a standard 
contract in accordance with Sec.  226.21 and provide for its use between 
institutions

[[Page 192]]

and food service management companies. The contract shall expressly and 
without exception stipulate:
    (1) The institution shall provide the food service management 
company with a list of the State agency approved child care centers, day 
care homes, adult day care centers, and outside-school-hours care 
centers to be furnished meals by the food service management company, 
and the number of meals, by type, to be delivered to each location;
    (2) The food service management company shall maintain such records 
(supported by invoices, receipts or other evidence) as the institution 
will need to meet its responsibilities under this part, and shall 
promptly submit invoices and delivery reports to the institution no less 
frequently than monthly;
    (3) The food service management company shall have Federal, State or 
local health certification for the plant in which it proposes to prepare 
meals for use in the Program, and it shall ensure that health and 
sanitation requirements are met at all times. In addition, the State 
agency may require the food service management company to provide for 
meals which it prepares to be periodically inspected by the local health 
department or an independent agency to determine bacteria levels in the 
meals being prepared. These bacteria levels shall conform to the 
standards which are applied by the local health authority with respect 
to the level of bacteria which may be present in meals prepared or 
served by other establishments in the locality. Results of these 
inspections shall be submitted to the institution and to the State 
agency;
    (4) The meals served under the contract shall conform to the cycle 
menus upon which the bid was based, and to menu changes agreed upon by 
the institution and food service management company;
    (5) The books and records of the food service management company 
pertaining to the institution's food service operation shall be 
available for inspection and audit by representatives of the State 
agency, of the Department, and of the U.S. General Accounting Office at 
any reasonable time and place, for a period of 3 years from the date of 
receipt of final payment under the contract, or in cases where an audit 
requested by the State agency or the Department remains unresolved, 
until such time as the audit is resolved;
    (6) The food service management company shall operate in accordance 
with current Program regulations;
    (7) The food service management company shall not be paid for meals 
which are delivered outside of the agreed upon delivery time, are 
spoiled or unwholesome at the time of delivery, or do not otherwise meet 
the meal requirements contained in the contract;
    (8) Meals shall be delivered in accordance with a delivery schedule 
prescribed in the contract;
    (9) Increases and decreases in the number of meal orders may be made 
by the institution, as needed, within a prior notice period mutually 
agreed upon in the contract;
    (10) All meals served under the Program shall meet the requirements 
of Sec.  226.20;
    (11) All breakfasts, lunches, and suppers delivered for service in 
outside-school-hours care centers shall be unitized, with or without 
milk, unless the State agency determines that unitization would impair 
the effectiveness of food service operations. For meals delivered to 
child care centers and day care homes, the State agency may require 
unitization, with or without milk, of all breakfasts, lunches, and 
suppers only if the State agency has evidence which indicates that this 
requirement is necessary to ensure compliance with Sec.  226.20.
    (j) Procurement provisions. State agencies shall require 
institutions to adhere to the procurement provisions set forth in Sec.  
226.22.
    (k) Administrative reviews for institutions and responsible 
principals and responsible individuals.
    (1) General. The State agency must develop procedures for offering 
administrative reviews to institutions and responsible principals and 
responsible individuals. The procedures must be consistent with 
paragraph (k) of this section.
    (2) Actions subject to administrative review. Except as provided in 
Sec.  226.8(g),

[[Page 193]]

the State agency must offer an administrative review for the following 
actions:
    (i) Application denial. Denial of a new or renewing institution's 
application for participation (see paragraph (b) of this section, on 
State agency review of an institution's application; and paragraphs 
(c)(1) and (c)(2) of this section, on State agency denial of a new or 
renewing institution's application);
    (ii) Denial of sponsored facility application. Denial of an 
application submitted by a sponsoring organization on behalf of a 
facility;
    (iii) Notice of proposed termination. Proposed termination of an 
institution's agreement (see paragraphs (c)(2)(iii)(C), (c)(3)(iii)(C), 
and (c)(5)(i)(B) of this section, dealing with proposed termination of 
agreements with renewing institutions, participating institutions, and 
participating institutions suspended for health or safety violations);
    (iv) Notice of proposed disqualification of a responsible principal 
or responsible individual. Proposed disqualification of a responsible 
principal or responsible individual (see paragraphs (c)(1)(iii)(C), 
(c)(2)(iii)(C), (c)(3)(iii)(C), and (c)(5)(i)(B) of this section, 
dealing with proposed disqualification of responsible principals or 
responsible individuals in new, renewing, and participating 
institutions, and participating institutions suspended for health or 
safety violations);
    (v) Suspension of participation. Suspension of an institution's 
participation (see paragraphs (c)(5)(i)(B) and (c)(5)(ii)(D) of this 
section, dealing with suspension for health or safety reasons or 
submission of a false or fraudulent claim);
    (vi) Start-up or expansion funds denial. Denial of an institution's 
application for start-up or expansion payments (see Sec.  226.7(h));
    (vii) Advance denial. Denial of a request for an advance payment 
(see Sec.  226.10(b));
    (viii) Recovery of advances. Recovery of all or part of an advance 
in excess of the claim for the applicable period. The recovery may be 
through a demand for full repayment or an adjustment of subsequent 
payments (see Sec.  226.10(b)(3));
    (ix) Claim denial. Denial of all or a part of an institution's claim 
for reimbursement (except for a denial based on a late submission under 
Sec.  226.10(e)) (see Sec. Sec.  226.10(f) and 226.14(a));
    (x) Claim deadline exceptions and requests for upward adjustments to 
a claim. Decision by the State agency not to forward to FNS an exception 
request by an institution for payment of a late claim, or a request for 
an upward adjustment to a claim (see Sec.  226.10(e));
    (xi) Overpayment demand. Demand for the remittance of an overpayment 
(see Sec.  226.14(a)); and
    (xii) Other actions. Any other action of the State agency affecting 
an institution's participation or its claim for reimbursement.
    (3) Actions not subject to administrative review. The State agency 
is prohibited from offering administrative reviews of the following 
actions:
    (i) FNS decisions on claim deadline exceptions and requests for 
upward adjustments to a claim. A decision by FNS to deny an exception 
request by an institution for payment of a late claim, or for an upward 
adjustment to a claim (see Sec.  226.10(e));
    (ii) Determination of serious deficiency. A determination that an 
institution is seriously deficient (see paragraphs (c)(1)(iii)(A), 
(c)(2)(iii)(A), (c)(3)(iii)(A), and (c)(5)(i)(B) of this section, 
dealing with proposed disqualification of responsible principals or 
responsible individuals in new, renewing, and participating 
institutions, and participating institutions suspended for health or 
safety violations);
    (iii) Disqualification and placement on State agency list and 
National disqualified list. Disqualification of an institution or a 
responsible principal or responsible individual, and the subsequent 
placement on the State agency list and the National disqualified list 
(see paragraphs (c)(1)(iii)(E), (c)(2)(iii)(E), (c)(3)(iii)(E), and 
(c)(5)(i)(C) of this section, dealing with proposals to disqualify 
related to new, renewing, and participating institutions, and in 
institutions suspended for health or safety violations); or
    (iv) Termination. Termination of a participating institution's 
agreement, including termination of a participating institution's 
agreement based

[[Page 194]]

on the disqualification of the institution by another State agency or 
FNS (see paragraphs (c)(3)(i) and (c)(7)(ii) of this section).
    (4) Provision of administrative review procedures to institutions 
and responsible principals and responsible individuals. The State 
agency's administrative review procedures must be provided:
    (i) Annually to all institutions;
    (ii) To an institution and to each responsible principal and 
responsible individual when the State agency takes any action subject to 
an administrative review as described in paragraph (k)(2) of this 
section; and
    (iii) Any other time upon request.
    (5) Procedures. Except as described in paragraph (k)(9) of this 
section, which sets forth the circumstances under which an abbreviated 
administrative review is held, the State agency must follow the 
procedures in this paragraph (k)(5) when an institution or a responsible 
principal or responsible individual appeals any action subject to 
administrative review as described in paragraph (k)(2) of this section.
    (i) Notice of action. The institution's executive director and 
chairman of the board of directors, and the responsible principals and 
responsible individuals, must be given notice of the action being taken 
or proposed, the basis for the action, and the procedures under which 
the institution and the responsible principals or responsible 
individuals may request an administrative review of the action.
    (ii) Time to request administrative review. The request for 
administrative review must be submitted in writing not later than 15 
days after the date the notice of action is received, and the State 
agency must acknowledge the receipt of the request for an administrative 
review within 10 days of its receipt of the request.
    (iii) Representation. The institution and the responsible principals 
and responsible individuals may retain legal counsel, or may be 
represented by another person.
    (iv) Review of record. Any information on which the State agency's 
action was based must be available to the institution and the 
responsible principals and responsible individuals for inspection from 
the date of receipt of the request for an administrative review.
    (v) Opposition. The institution and the responsible principals and 
responsible individuals may refute the findings contained in the notice 
of action in person or by submitting written documentation to the 
administrative review official. In order to be considered, written 
documentation must be submitted to the administrative review official 
not later than 30 days after receipt of the notice of action.
    (vi) Hearing. A hearing must be held by the administrative review 
official in addition to, or in lieu of, a review of written information 
only if the institution or the responsible principals and responsible 
individuals request a hearing in the written request for an 
administrative review. If the institution's representative, or the 
responsible principals or responsible individuals or their 
representative, fail to appear at a scheduled hearing, they waive the 
right to a personal appearance before the administrative review 
official, unless the administrative review official agrees to reschedule 
the hearing. A representative of the State agency must be allowed to 
attend the hearing to respond to the testimony of the institution and 
the responsible principals and responsible individuals and to answer 
questions posed by the administrative review official. If a hearing is 
requested, the institution, the responsible principals and responsible 
individuals, and the State agency must be provided with at least 10 days 
advance notice of the time and place of the hearing.
    (vii) Administrative review official. The administrative review 
official must be independent and impartial. This means that, although 
the administrative review official may be an employee of the State 
agency, he/she must not have been involved in the action that is the 
subject of the administrative review, or have a direct personal or 
financial interest in the outcome of the administrative review. The 
institution and the responsible principals and responsible individuals 
must be permitted to contact the administrative review official directly 
if they so desire.

[[Page 195]]

    (viii) Basis for decision. The administrative review official must 
make a determination based solely on the information provided by the 
State agency, the institution, and the responsible principals and 
responsible individuals, and based on Federal and State laws, 
regulations, policies, and procedures governing the Program.
    (ix) Time for issuing a decision. Within 60 days of the State 
agency's receipt of the request for an administrative review, the 
administrative review official must inform the State agency, the 
institution's executive director and chairman of the board of directors, 
and the responsible principals and responsible individuals, of the 
administrative review's outcome. This timeframe is an administrative 
requirement for the State agency and may not be used as a basis for 
overturning the State agency's action if a decision is not made within 
the specified timeframe.
    (x) Final decision. The determination made by the administrative 
review official is the final administrative determination to be afforded 
the institution and the responsible principals and responsible 
individuals.
    (6) Federal audit findings. FNS may assert a claim against the State 
agency, in accordance with the procedures set forth in Sec.  226.14(c), 
when an administrative review results in the dismissal of a claim 
against an institution asserted by the State agency based upon Federal 
audit findings.
    (7) Record of result of administrative reviews. The State agency 
must maintain searchable records of all administrative reviews and their 
disposition.
    (8) Combined administrative reviews for responsible principals and 
responsible individuals. The State agency must conduct the 
administrative review of the proposed disqualification of the 
responsible principals and responsible individuals as part of the 
administrative review of the application denial, proposed termination, 
and/or proposed disqualification of the institution with which the 
responsible principals or responsible individuals are associated. 
However, at the administrative review official's discretion, separate 
administrative reviews may be held if the institution does not request 
an administrative review or if either the institution or the responsible 
principal or responsible individual demonstrates that their interests 
conflict.
    (9) Abbreviated administrative review. The State agency must limit 
the administrative review to a review of written submissions concerning 
the accuracy of the State agency's determination if the application was 
denied or the State agency proposes to terminate the institution's 
agreement because:
    (i) The information submitted on the application was false (see 
paragraphs (c)(1)(ii)(A), (c)(2)(ii)(A), and (c)(3)(ii)(A) of this 
section);
    (ii) The institution, one of its sponsored facilities, or one of the 
principals of the institution or its facilities is on the national 
disqualified list (see paragraph (b)(12) of this section);
    (iii) The institution, one of its sponsored facilities, or one of 
the principals of the institution or its facilities is ineligible to 
participate in any other publicly funded program by reason of violation 
of the requirements of the program (see paragraph (b)(13) and 
(c)(3)(ii)(S) of this section); or
    (iv) The institution, one of its sponsored facilities, or one of the 
principals of the institution or its facilities has been convicted for 
any activity that indicates a lack of business integrity (see paragraphs 
(b)(14) and (c)(3)(ii)(T) of this section).
    (10) Effect of State agency action. The State agency's action must 
remain in effect during the administrative review. The effect of this 
requirement on particular State agency actions is as follows.
    (i) Overpayment demand. During the period of the administrative 
review, the State agency is prohibited from taking action to collect or 
offset the overpayment. However, the State agency must assess interest 
beginning with the initial demand for remittance of the overpayment and 
continuing through the period of administrative review unless the 
administrative review official overturns the State agency's action.
    (ii) Recovery of advances. During the administrative review, the 
State agency must continue its efforts to recover advances in excess of 
the claim for reimbursement for the applicable period. The recovery may 
be through a demand

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for full repayment or an adjustment of subsequent payments.
    (iii) Program payments. The availability of Program payments during 
an administrative review of the denial of a new institution's 
application, denial of a renewing institution's application, proposed 
termination of a participating institution's agreement, and suspension 
of an institution are addressed in paragraphs (c)(1)(iii)(D), 
(c)(2)(iii)(D), (c)(3)(iii)(D), (c)(5)(i)(D), and (c)(5)(ii)(E), 
respectively, of this section.
    (l) Administrative reviews for day care homes.
    (1) General. The State agency must ensure that, when a sponsoring 
organization proposes to terminate its Program agreement with a day care 
home for cause, the day care home is provided an opportunity for an 
administrative review of the proposed termination. The State agency may 
do this either by electing to offer a State-level administrative review, 
or by electing to require the sponsoring organization to offer an 
administrative review. The State agency must notify the appropriate 
FNSRO of its election under this option, or any change it later makes 
under this option, by September 25, 2002 or within 30 days of any 
subsequent change under this option. The State agency must make the same 
election with regard to who offers the administrative review to any day 
care home in the Program in that State. The State agency or the 
sponsoring organization must develop procedures for offering and 
providing these administrative reviews, and these procedures must be 
consistent with this paragraph (l).
    (2) Actions subject to administrative review. The State agency or 
sponsoring organization must offer an administrative review to a day 
care home that appeals a notice of intent to terminate their agreement 
for cause or a suspension of their participation (see Sec. Sec.  
226.16(l)(3)(iii) and (l)(4)(ii)).
    (3) Actions not subject to administrative review. Neither the State 
agency nor the sponsoring organization is required to offer an 
administrative review for reasons other than those listed in paragraph 
(l)(2) of this section.
    (4) Provision of administrative review procedures to day care homes. 
The administrative review procedures must be provided:
    (i) Annually to all day care homes;
    (ii) To a day care home when the sponsoring organization takes any 
action subject to an administrative review as described in paragraph 
(l)(2) of this section; and
    (iii) Any other time upon request.
    (5) Procedures. The State agency or sponsoring organization, as 
applicable (depending on the State agency's election pursuant to 
paragraph (l)(1) of this section) must follow the procedures in this 
paragraph (l)(5) when a day care home requests an administrative review 
of any action described in paragraph (l)(2) of this section.
    (i) Uniformity. The same procedures must apply to all day care 
homes.
    (ii) Representation. The day care home may retain legal counsel, or 
may be represented by another person.
    (iii) Review of record and opposition. The day care home may review 
the record on which the decision was based and refute the action in 
writing. The administrative review official is not required to hold a 
hearing.
    (iv) Administrative review official. The administrative review 
official must be independent and impartial. This means that, although 
the administrative review official may be an employee of the State 
agency or an employee or board member of the sponsoring organization, 
he/she must not have been involved in the action that is the subject of 
the administrative review or have a direct personal or financial 
interest in the outcome of the administrative review;
    (v) Basis for decision. The administrative review official must make 
a determination based on the information provided by the sponsoring 
organization and the day care home and on Federal and State laws, 
regulations, polices, and procedures governing the Program.
    (vi) Time for issuing a decision. The administrative review official 
must inform the sponsoring organization and the day care home of the 
administrative review's outcome within the period of time specified in 
the State agency's or sponsoring organization's administrative review 
procedures. This

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timeframe is an administrative requirement for the State agency or 
sponsoring organization and may not be used as a basis for overturning 
the termination if a decision is not made within the specified 
timeframe.
    (vii) Final decision. The determination made by the administrative 
review official is the final administrative determination to be afforded 
the day care home.
    (m) Program assistance.
    (1) General. The State agency must provide technical and supervisory 
assistance to institutions and facilities to facilitate effective 
Program operations, monitor progress toward achieving Program goals, and 
ensure compliance with all requirements of title VI of the Civil Rights 
Act of 1964, title IX of the Education amendments of 1972, Section 504 
of the Rehabilitation Act of 1973, the Age Discrimination Act of 1975, 
and the Department's regulations concerning nondiscrimination (7 CFR 
Parts 15, 15a, and 15b). The State agency must maintain documentation of 
supervisory assistance activities, including reviews conducted, 
corrective actions prescribed, and follow-up efforts.
    (2) Review priorities. In choosing institutions for review, in 
accordance with paragraph (m)(4) of this section, the State agency must 
target for more frequent review institutions whose prior review included 
a finding of serious deficiency.
    (3) Review content. Reviews must:
    (i) Assess institutional compliance with the provisions of this part 
and with any applicable instructions of FNS and the Department;
    (ii) Evaluate the documentation used by sponsoring organizations to 
classify their day care homes as tier I day care homes; and
    (iii) Evaluate sponsoring organizations' implementation of serious 
deficiency and termination procedures and, if delegated to sponsoring 
organizations pursuant to paragraph (l)(1) of this section, the 
administrative review procedures for day care homes.
    (4) Review frequency. The State agency must annually review 33.3 
percent of all institutions. At least 15 percent of the total number of 
facility reviews required must be unannounced. The State agency must 
review institutions according to the following schedule:
    (i) Independent centers and sponsoring organizations of 1-100 
facilities must be reviewed at least once every three years. A review of 
a sponsoring organization must include 10 percent of its facilities;
    (ii) Sponsoring organizations with more than 100 facilities must be 
reviewed at least once every two years. These reviews must include 
reviews of 5 percent of the first 1,000 facilities and 2.5 percent of 
the facilities in excess of 1,000; and
    (iii) New institutions that are sponsoring organizations of five or 
more facilities must be reviewed within the first 90 days of Program 
operation.
    (n) Program irregularities. Each State agency shall promptly 
investigate complaints received or irregularities noted in connection 
with the operation of the Program, and shall take appropriate action to 
correct any irregularities. State agencies shall maintain on file 
evidence of such investigations and actions. FNS and OIG may make 
investigations at the request of the State agency, or whenever FNS or 
OIG determines that investigations are appropriate.
    (o) Child care standards compliance. The State agency shall, when 
conducting administrative reviews of child care centers, outside-school-
hours care centers, and day care homes approved by the State agency 
under paragraph (d)(3) of this section, determine compliance with the 
child care standards used to establish eligibility, and the institution 
shall ensure that all violations are corrected and the State shall 
ensure that the institution has corrected all violations. If violations 
are not corrected within 60 calendar days of written notification to the 
institution, the State agency shall terminate the Program participation 
of the violating institution or facility. However, if the health or 
safety of the children is imminently threatened, the State agency may 
immediately terminate participation of the institution or facility. If, 
during an administrative review of a child care center, outside-school-
hours care center, or day care home not approved by the State agency 
under paragraph (d)(3) of this section, the State

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agency observes violations of applicable health, safety, or staff-child 
ratio standards, or attendance in excess of licensed capacity, the State 
agency shall promptly refer such violations to the appropriate 
authority. The State agency may deny reimbursement for meals served to 
attending children in excess of authorized capacity.
    (p) Sponsoring organization agreement. Each State agency shall 
develop and provide for the use of a standard form of agreement between 
each day care home sponsoring organization and all day care homes 
participating in the Program under such organization. The State agency 
must also include in this agreement its policy to restrict transfers of 
day care homes between sponsoring organizations. The policy must 
restrict the transfers to no more frequently than once per year, except 
under extenuating circumstances, such as termination of the sponsoring 
organization's agreement or other circumstances defined by the State 
agency. However, the State agency may, at the request of the sponsor, 
approve an agreement developed by the sponsor. State agencies may 
develop a similar form for use between sponsoring organizations and 
other types of facilities.
    (q) Following its reviews of institutions and facilities under 
Sec. Sec.  226.6(m) and 226.23(h) conducted prior to July 1, 1988, the 
State agency shall report data on key elements of program operations on 
a form designated by FNS. These key elements include but are not limited 
to the program areas of meal requirements, determination of eligibility 
for free and reduced price meals, and the accuracy of reimbursement 
claims. These forms shall be submitted within 90 days of the completion 
of the data collection for the institutions except that, if the State 
has elected to conduct reviews of verification separate from its 
administrative reviews, the State shall retain data until all key 
elements have been reviewed and shall report all data for each 
institution on one form within 90 days of the completion of the data 
collection for all key elements for that institution. States shall 
ensure that all key element data for an institution is collected during 
a 12-month period.

[47 FR 36527, Aug. 20, 1982]

    Editorial Note: For Federal Register citations affecting Sec.  
226.6, see the List of CFR Sections Affected, which appears in the 
Finding Aids section of the printed volume and on GPO Access.