Compliance
Readiness Overview
Cross-domain readiness snapshot for the selected facility. Evidence references resolve to the planned SharePoint document-control source; the app manages readiness state, workflow, and audit — it does not store controlled documents. Open any domain for unresolved findings.
Readiness by domain
- Resident File ReadinessScore 78% · 3 unresolved · 2 overdue78%Open findings
- Staff Credential ReadinessScore 92% · 1 unresolved · 0 overdue92%Open findings
- Emergency PreparednessScore 88% · 1 unresolved · 0 overdue88%Open findings
- Facility ReadinessScore 95% · 0 unresolved · 0 overdue95%Open findings
- Representative-Payee ReadinessScore 81% · 1 unresolved · 0 overdue81%Open findings
Detailed Compliance Readiness
Compliance Readiness
Caring Hearts Adult Independent Living — CH-H01. Scoped to a single binder; future service-line binders can be added separately.
| Item | Section / Requirement | Category | Owner | Last reviewed | Next due | Status | Score | Action |
|---|---|---|---|---|---|---|---|---|
| RB-0001 | Articles of Incorporation Current articles of incorporation on file with binder tab 01. | Corporate and legal | Jordan Pace | 10-18-2025 | 10-13-2026 | Ready | 100% | — |
| RB-0002 | AIL Facility License (CH-H01) Active Alabama Adult Independent Living facility license. | Facility licenses and approvals | Avery Lin | 12-17-2025 | 12-17-2026 | Ready | 100% | — |
| RB-0003 | Annual Fire Marshal Inspection Most recent fire marshal inspection report with no open citations. | Fire and life safety | Devon Reyes | 01-31-2025 | 01-31-2026 | Needs update | 55% | |
| RB-0004 | Emergency Operations Plan / Preparedness Binder Activate and update Emergency Preparedness Binder for hurricane season (June 1 – November 30). | Emergency preparedness | Jordan Pace | 11-27-2025 | 02-25-2026 | Needs update | 55% | |
| RB-0005 | Resident Agreement Template (current version) Signed copy of current resident agreement template stored in binder. | Resident agreements | Avery Lin | 07-30-2025 | 07-30-2026 | Ready | 100% | — |
| RB-0006 | Resident Rights Posting Resident rights notice posted in common area and copy in binder. | Resident rights | Sage Beckett | 03-22-2025 | 03-22-2026 | Under review | 70% | — |
| RB-0007 | Staff Credentials Log Roster of active staff with credential expirations. | Staff credentials and training | Avery Lin | 01-26-2026 | 04-26-2026 | Ready | 92% | — |
| RB-0008 | Incident Report Log (rolling 12 months) Bound incident log indexed by month with corrective references. | Incident documentation | Jordan Pace | 01-11-2026 | 02-10-2026 | Needs update | 65% | |
| RB-0009 | Vehicle Insurance Certificates Active commercial auto insurance certificate. | Transportation | Devon Reyes | 09-18-2025 | 09-18-2026 | Ready | 100% | — |
| RB-0010 | Medication Assistance Policy Current medication assistance policy signed by facility admin. | Medication-assistance procedures | Avery Lin | 11-12-2025 | 11-12-2026 | Ready | 100% | — |
| RB-0011 | SSA Representative-Payee Authorization Letters Current SSA authorization letters for active payee residents. | Representative-payee documentation | Sage Beckett | 07-10-2025 | 07-10-2026 | Needs update | 75% | |
| RB-0012 | Policies & Procedures Manual Most recent P&P manual version with table of contents. | Policies and procedures | Jordan Pace | 01-06-2026 | 01-06-2027 | Ready | 98% | — |
| RB-0013 | General Liability Insurance Certificate Active general liability certificate of insurance. | Insurance and vendor records | Avery Lin | 03-17-2024 | 03-17-2025 | Missing | 0% | |
| RB-0014 | Inspection & Corrective-Action History (12 mo) Summary of all inspections and resulting corrective actions in past 12 months. | Inspection and corrective-action history | Avery Lin | 11-27-2025 | 02-25-2026 | Under review | 80% | — |
| RB-0015 | Future Service Line Section Reserved for additional service lines if added. | Corporate and legal | Avery Lin | — | — | Not applicable | 100% | — |