Requirement: ยง483.70(e) Facility Assessment. The facility must conduct and document a facility-wide assessment to determine what resources are necessary to care for its residents competently during both day-to-day operations and emergencies. The facility must review and update that assessment, as necessary, and at least annually. The facility must also review and update this assessment whenever there is, or the facility plans for, any change that would require a substantial modification to any part of this assessment.

Purpose: The purpose of the assessment is to determine what resources are necessary to care for residents competently during both day-to-day operations and emergencies. Use this assessment to make decisions about your direct care staff needs, as well as your capabilities to provide services to the residents in your facility. Using a competency-based approach focuses on ensuring that each resident is provided care that allows the resident to maintain or attain their highest practicable physical, mental, and psychosocial well-being.

Overview of the Assessment Tool: This is an optional template provided for nursing facilities, and if used, it may be modified. Each facility has the flexibility to decide the best way to comply with this requirement.

(Below are two versions of the tool; a locked version and an unlocked version. Both versions have the same information and calculations, but if you’re needing to tweak and aren’t worried about messing up the calculations throughout the spreadsheet, the unlocked version is provided!)

DOWNLOAD:
Facility Assessment Tool Instructions
Facility Assessment Tool (locked version – to protect formulas)
Facility Assessment Tool (unlocked version)