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claudetools/.claude/memory/project_cascades_carf_tech_plan.md
Howard Enos 9d68db953f sync: auto-sync from HOWARD-HOME at 2026-06-24 15:39:19
Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-06-24 15:39:19
2026-06-24 15:39:54 -07:00

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name, description, metadata
name description metadata
project_cascades_carf_tech_plan Cascades technology plan is a CARF accreditation deliverable, not an MSP status report
type
project

The Cascades of Tucson "technology plan" Ashley Jensen requested (2026-06) is for CARF accreditation (Commission on Accreditation of Rehabilitation Facilities, Aging Services program). Her agenda list maps to CARF's Technology and System Plan standard (Section 1 "CARF Plans"; the 8 canonical areas: hardware, software, security, confidentiality, backup, assistive technology, disaster recovery, virus protection).

Why it matters: the document is Cascades' plan, adopted by their leadership (ACG is the IT partner who supplies the technical content), NOT an ACG sales/status doc. CARF surveyors check it as a living action document that, for each area, lists: current tech + unmet/ projected needs + timeline + possible vendor + estimated/actual cost + person responsible + target date + completion date. Must be based on needs of persons served/personnel/stakeholders, aligned to the strategic plan, and reviewed/updated at least annually with dated sign-off.

How to apply: any Cascades tech-plan deliverable must use the CARF action-plan structure (owner/cost/dates columns), include a resident/persons-served assistive-technology dimension, a backup-policy section, and a version/annual-review block. CARF passes on a credible REVIEWED plan, not on zero gaps. Verify exact standard citation + review cadence against their current Aging Services Standards Manual (2025/2026 edition). Deliverables live in clients/cascades-tucson/docs/proposals/. Pairs with feedback_impeccable_on_outbound, policy_pricing_verification (cost figures must be verified).