Compliance

Description

Everything in Foundations, plus the tools to stay survey-ready and run your budget with confidence.

The Compliance Bundle builds directly on Foundations — you get all 16 daily checklists and logs, plus a complete set of survey-readiness, training, and operational tools, along with a full budget tracker built specifically for dietary and dining services.

What’s included:

Everything in Foundations
– All 16 daily checklists and logs (opening/closing, cleaning, sanitation, food safety, resident care and delivery)

Survey Readiness & Training
– CMS Survey Readiness Checklist (20-item self-audit)
– New Hire Orientation Checklist (16 core training topics)

Operations & Planning
– Menu Substitution Log
– Inventory & Par Level Sheet
– Incident/Accident Report
– Meeting Agenda Template
– Emergency/Disaster Meal Plan

Budget Tracker
– PPD-based budget calculator
– Month-by-month tracking tabs for all 12 months
– Annual summary view

Built to actually get used:
– Fully editable — rename halls, units, categories, and meal times to match your facility
– Type directly into the files on a tablet, or print what you need
– Every tool includes a clear example entry and room to add your own items
– Designed around commonly reviewed survey areas, not state-specific guesswork

Built by a Certified Dietary Manager with real floor experience — not a generic template pulled from a search engine.