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STATEMENT OF WORK - END OF YEAR (EOY)
End of Year Service Summary
The purpose of the End of Year (EOY) service is to ensure that your student and operational data are properly managed during this time of year. An HSS Technician will properly manage the closing of the year information for your system, as relating to Nutrition Services. This process will include, but not limited to, the following:
A. Student Management within POS, including student grade advancement, senior graduation/retention, site changes, and account balance management
B. District Transaction Management, including database backup for district to archive.
C. Free & Reduced Application Management, including temporary dates, discussion of IEG's, and categorical eligibilities, i.e. Direct Certification.
We use WebEx® and eBLVD® as remote connectivity software to perform this work. Based on your software version, the district must allow access to one of the following:
LunchBox Server
___________________________________________________________________________________________________ Project Scope
This Statement of Work covers the following activities and deliverables.
- HSS Technician will call district appointed contact to gain remote access to computer / server if necessary.
- HSS Technician will transfer over required tools, via the remote connection
- HSS Technician will ensure the district is operating within base software platform's current version.
- HSS Technician will confirm that information provided by district is correct, before executing the process. Grades, Sites, Student advancement/retention, site changes, and handling of transaction data.
- HSS Technician will disable any LunchBox/mySchoolBucks scheduled tasks.
- HSS Technician will execute the EOY process based off the district provided information.
- HSS Technician will enable any LunchBox/mySchoolBucks scheduled tasks.
- Once work is completed
- The appointed contact will be notified via email - At this point, the billing process will be initiated.
___________________________________________________________________________________________________ Schedule
Task |
Performed When: |
- The EOY Project is considered open
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- When we receive this form completed
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- On the date and time chosen from the previous schedule
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- The EOY service is completed
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- HSS Technician notifies customer via email
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- The EOY service is billed
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___________________________________________________________________________________________________ Key Assumptions
This agreement is based on the following assumptions.
- This Statement of Work was completed and received by Heartland School Solutions
- LunchBox EOY Questionnaire was completed and received by Heartland School Solutions
- LunchBox EOY HSS Technician will be granted remote access to the necessary computers/servers.
- All serving lines have successfully sent their final End of Day transmission for the 2021-22 school year.
- All students are in the correct grade for the 2021-22 school year.
___________________________________________________________________________________________________ Frequently Asked Questions
Running the MySchoolBucks End of Year process is recommended prior to having Heartland complete the LunchBox End-of-Year procedures.
• It is recommended you inform end-users/parents the last day the district will be accepting funds, your district’s
refund policy, a reminder to turn off automatic payments for their account if a student has graduated or is leaving
the district, and suggest they review their automatic payment amounts.
• Ensure students who will no longer attend school for the upcoming school year are inactive in your POS system.
Note: If a student is not returning, but has a credit on their account and is due a refund, it is recommended that
you inactivate the student.
• Retrieve any MSB payments that have not yet posted.
• Establish Special Dates for non-payment periods.
• Issue refunds via your POS system.
What should I do if I am unsure how to proceed?
In the event you have any questions or are unsure how to proceed before or during this process, it is recommended
that you call 1-800-803-6755 or contact MSB Support for assistance.
If you have any questions please call 800.256.8224
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