{
  "name": "Care Wizard Florida APD compliance register",
  "description": "Each Florida APD requirement Care Wizard tracks: how often it comes due, the statute or rule it comes from, and the date a person last read that source.",
  "source": "https://carewizard.ai/compliance-register",
  "last_verified": "2026-08-24",
  "scope": "The requirements Care Wizard tracks, not a claim of complete coverage. Each entry cites its source so it can be checked. Florida only.",
  "requirement_count": 23,
  "requirements": [
    {
      "section": "Screening & pre-service",
      "requirement": "Level 2 Background Screening",
      "applies_to": "Every employee — including office, kitchen, maintenance, housekeeping and drivers",
      "cadence": "Rescreen every 5 years",
      "deadline": "Cleared before starting work",
      "citation": "F.S. 393.0655(1), amended 2026 session effective 7-1-2026 to add “all employees, managers and supervisors” (who must be screened) + F.S. 435.04 (level 2 standards); 5-year rescreen F.S. 435.12(2). APD Provider Advisory 2026-018, 8-6-2026, and its Q&A.",
      "last_verified": "2026-08-24",
      "note": "The 2026 Legislature widened this to EVERY employee of a licensed residential facility or ADT program, whatever their job title — administrative, maintenance, housekeeping, janitorial, dietary, transportation and office staff included. Staff hired before 1 July 2026 are not grandfathered. Job title and tax classification do not decide it: APD says to judge each working relationship on the whole picture, so calling someone a contractor or a volunteer does not by itself put them outside this. Each person must also appear on your Clearinghouse roster and stay eligible there — and somebody with a pending exemption from disqualification may not work in the meantime. Training and orientation may begin while an initial screening is pending; working with residents may not."
    },
    {
      "section": "Screening & pre-service",
      "requirement": "Local Criminal Records Check",
      "applies_to": "All staff",
      "cadence": "At hire, and again at each 5-year rescreening",
      "deadline": "Pre-service",
      "citation": "F.S. 393.0655(1) — “local criminal records checks through local law enforcement agencies”",
      "last_verified": "2026-08-17",
      "note": "Must come from your county sheriff or municipal police department. A public internet search or a courthouse terminal printout does not meet it."
    },
    {
      "section": "Screening & pre-service",
      "requirement": "Attestation of Good Moral Character (AGMC)",
      "applies_to": "All staff",
      "cadence": "At hire, and again at each 5-year rescreening",
      "deadline": "Pre-service",
      "citation": "APD (official AGMC form); the underlying duty is the F.S. 435.05(2) attestation under penalty of perjury",
      "last_verified": "2026-08-17",
      "note": "Only APD's own form is accepted — AHCA, DCF and CDC+ versions are not."
    },
    {
      "section": "Screening & pre-service",
      "requirement": "Zero Tolerance Training",
      "applies_to": "All direct service providers",
      "cadence": "Every 3 years",
      "deadline": "Before providing direct services",
      "citation": "Rule 65G-2.008(7)(c), F.A.C. — “prior to providing direct services… a refresher Zero Tolerance training course every three years”",
      "last_verified": "2026-08-16",
      "note": "Commonly believed to be annual. It is not — the rule says three years."
    },
    {
      "section": "The first 90 days",
      "requirement": "HIPAA",
      "applies_to": "All staff",
      "cadence": "Annually",
      "deadline": "Within 30 days of providing services",
      "citation": "iBudget Handbook (May 2023) Appendix B, Table 1 — “Within 30 days of providing services” / “Annually”",
      "last_verified": "2026-08-16",
      "note": "The federal rule (45 CFR 164.530(b)(1)) requires training but sets no interval. The annual cycle is APD's."
    },
    {
      "section": "The first 90 days",
      "requirement": "Behavioral Emergency Procedures",
      "applies_to": "Staff serving someone whose plan uses reactive strategies",
      "cadence": "Every year — and it is the FULL 12-hour course again, not a refresher",
      "deadline": "Within 30 days — and before that service starts",
      "citation": "Rule 65G-8.002(1), (3), (4), F.A.C.; iBudget Handbook (May 2023) Appendix B, Table 1",
      "last_verified": "2026-08-17",
      "note": "65G-8.002(4) is blunt about this: “Training certification is valid for one year. Before the certificate expires, staff must undertake a full training curriculum to obtain new certification.” The curriculum itself must be at least twelve direct training hours, so budget a full re-take every year, not an hour-long update."
    },
    {
      "section": "The first 90 days",
      "requirement": "Direct Care Core Competencies",
      "applies_to": "All direct service providers",
      "cadence": "One-time — does not expire",
      "deadline": "Within 90 days of first providing services",
      "citation": "Rule 65G-2.008(7)(a), F.A.C. — “within 90 days of first providing services or supports to residents”",
      "last_verified": "2026-08-16",
      "note": "A Provider Discovery Review score below 86% can require retaking it."
    },
    {
      "section": "The first 90 days",
      "requirement": "CPR and First Aid",
      "applies_to": "All direct service providers",
      "cadence": "Every 2 years (the life of the card)",
      "deadline": "Within 90 days of providing direct services",
      "citation": "Rule 65G-2.008(7)(d), F.A.C. — “within 90 days of providing direct services”, “provided in a classroom setting by a certified trainer”",
      "last_verified": "2026-08-16",
      "note": "The rule says classroom, so a fully online card does not meet it. The same rule requires at least one CPR-certified direct service provider on site whenever residents are present."
    },
    {
      "section": "The first 90 days",
      "requirement": "HIV/AIDS course",
      "applies_to": "All staff",
      "cadence": "One-time",
      "deadline": "Within 90 days of providing direct services",
      "citation": "Rule 65G-2.008(7)(e), F.A.C.; F.S. 381.0035 (Chapter 393 facility employees)",
      "last_verified": "2026-08-16",
      "note": "One-time, not biennial. The 2-year HIV/AIDS continuing education in F.S. 456.033 applies to licensed health-care practitioners at relicensure, not to unlicensed direct-care staff."
    },
    {
      "section": "Ongoing",
      "requirement": "In-Service Training",
      "applies_to": "Group-home staff",
      "cadence": "8 hours per year",
      "deadline": "",
      "citation": "iBudget Handbook (May 2023) Appendix C — 8 hours for every Residential Habilitation tier",
      "last_verified": "2026-08-16",
      "note": "At a behavior-focused home the hours must relate to behavior analysis — the subject changes, the count does not. Retaking a basic APD course does not count toward them. The separate “20 contact hours” you may have heard of is a one-time qualification for billing the behavior focus rate, held by 75% of the staff on those recipients."
    },
    {
      "section": "Ongoing",
      "requirement": "Bloodborne Pathogens",
      "applies_to": "Staff with a reasonable chance of blood/bodily-fluid contact",
      "cadence": "Annually",
      "deadline": "Before those tasks begin",
      "citation": "OSHA 29 CFR 1910.1030",
      "last_verified": "2026-08-03",
      "note": "A federal requirement from a different regulator than APD, checked at a different inspection. Note that APD's handbook accepts bloodborne-pathogen courses for its own AIDS/HIV/Infection Control row, so one certificate can satisfy both."
    },
    {
      "section": "Ongoing",
      "requirement": "Medication Administration Training",
      "applies_to": "Staff who administer or assist with medication",
      "cadence": "One-time — retake if the primary-route validation lapses",
      "deadline": "Before administering any medication",
      "citation": "Rule 65G-7.004(2), F.A.C. (amended 3-26-2026)",
      "last_verified": "2026-08-17",
      "note": "The exam has to be taken within three calendar days of the course, and needs 85% on course content and 100% on the MAR section. Miss the three days and the course has to be taken again."
    },
    {
      "section": "Ongoing",
      "requirement": "Medication Administration Validation",
      "applies_to": "Staff who administer or assist with medication",
      "cadence": "Annually",
      "deadline": "",
      "citation": "Rule 65G-7.004(5)(b), (6)(a), (7)(b), F.A.C. (amended 3-26-2026)",
      "last_verified": "2026-08-17",
      "note": "Revalidation has to fall in the 60 days immediately before the expiration date. Too early does not count; past expiration means no medication administration and a full retake of the course. The first validation has its own clock: within 180 days of finishing the training."
    },
    {
      "section": "Ongoing",
      "requirement": "Insulin — course, validation and annual update",
      "applies_to": "Staff who administer insulin",
      "cadence": "Course once; validation and update every year",
      "deadline": "Before giving insulin",
      "citation": "Rule 65G-7.004(4), (5)(d), (6)(c), (7)(a)3., F.A.C. (amended 3-26-2026). APD Provider Advisory 2026-008, 4-30-2026, which supersedes 2025-007.",
      "last_verified": "2026-08-24",
      "note": "Insulin is its own track on top of Basic Medication Administration — a separate course (90% on content, 100% on the APD Insulin Administration Log), a separate validation, and a separate annual update. That update certificate, APD Form 65G-7.004 C, is dated March 2026, so a process set up before then will not include it. First validation is due within 180 days of finishing the course; each year after that, the annual update course plus revalidation inside the 60 days before the current insulin validation expires. This is no longer group homes only — APD extended it on 30 April 2026 to supported living settings and adult day training. There is also no safety net here: 65G-7.004(8)(d) says a temporary validation cannot be issued for insulin."
    },
    {
      "section": "Ongoing",
      "requirement": "Prescribed enteral formula — course, validation and annual update",
      "applies_to": "Staff who administer prescribed enteral formula (tube feeding)",
      "cadence": "Course once; validation and update every year",
      "deadline": "Before giving prescribed enteral formula",
      "citation": "Rule 65G-7.004(3), (5)(c), (6)(b), (7)(a)2., F.A.C. (amended 3-26-2026)",
      "last_verified": "2026-08-17",
      "note": "Also its own track, with its own course (85% on content, 100% on the simulated return demonstration), its own validation, and its own annual update. Being current on basic medication administration does not cover it, and a temporary validation does not either."
    },
    {
      "section": "Ongoing",
      "requirement": "Driving record & valid license",
      "applies_to": "Staff who transport residents",
      "cadence": "Re-checked every year — the rule says so",
      "deadline": "",
      "citation": "Rule 65G-2.008(4)(b), F.A.C. (amended 3-26-2026) — valid license, the 3-year disqualifier, and the annual update at (4)(b)2.; also Rule 65G-2.009(14)",
      "last_verified": "2026-08-17",
      "note": "We used to call the annual re-pull a sensible default rather than a requirement. Reading the amended rule text corrected that: 65G-2.008(4)(b)2. says licensees must update their staff driving history on an annual basis. The 3-year disqualifier at (4)(b)1. covers DUI and any moving violation that suspended or revoked the license."
    },
    {
      "section": "The building, not the staff",
      "requirement": "Fire drills",
      "applies_to": "Each licensed home",
      "cadence": "Monthly",
      "deadline": "",
      "citation": "Rule 65G-2.010, F.A.C.",
      "last_verified": "2026-08-05",
      "note": "Not between midnight and 5am. Keep the records a year."
    },
    {
      "section": "The building, not the staff",
      "requirement": "Fire extinguisher service",
      "applies_to": "Each licensed home",
      "cadence": "Annually",
      "deadline": "",
      "citation": "NFPA 10",
      "last_verified": "2026-08-05",
      "note": "The contractor's tag is good for a year from the service date."
    },
    {
      "section": "The building, not the staff",
      "requirement": "City fire inspection",
      "applies_to": "Each licensed home",
      "cadence": "Annually",
      "deadline": "",
      "citation": "City fire marshal (Florida Fire Prevention Code)",
      "last_verified": "2026-08-05",
      "note": ""
    },
    {
      "section": "The building, not the staff",
      "requirement": "Emergency management plan (CEMP) review",
      "applies_to": "Each licensed home",
      "cadence": "Reviewed and updated annually",
      "deadline": "",
      "citation": "F.S. 393.067(8); Rule 65G-2.010, F.A.C.",
      "last_verified": "2026-08-05",
      "note": ""
    },
    {
      "section": "The building, not the staff",
      "requirement": "APD license renewal",
      "applies_to": "Each licensed home",
      "cadence": "Per the license — APD inspects before renewal",
      "deadline": "",
      "citation": "Rule 65G-2.002, F.A.C.; Rule 65G-2.0032, F.A.C.",
      "last_verified": "2026-08-14",
      "note": ""
    },
    {
      "section": "The building, not the staff",
      "requirement": "HCB Settings Rule assessment",
      "applies_to": "A new home, before it opens",
      "cadence": "One-time — no renewal",
      "deadline": "",
      "citation": "CMS HCBS Settings Final Rule (2014), 42 CFR §441.301(c)(4)-(5)",
      "last_verified": "2026-08-14",
      "note": "Separate from and in addition to APD's licensure inspection. Little-known, and it catches new providers."
    },
    {
      "section": "The whole business",
      "requirement": "Qlarant Provider Discovery Review (PDR)",
      "applies_to": "The provider, per APD region",
      "cadence": "Performance-based — annual, but a score of 95% or better with no alerts can earn Deemed Status and skip a year",
      "deadline": "",
      "citation": "Qlarant / APD Florida Statewide Quality Assurance Program (FSQAP)",
      "last_verified": "2026-08-14",
      "note": "You do not set this schedule, so treat any predicted date as an estimate."
    }
  ]
}