Refuge House, Inc. · Service Plan Review · 26 TAC §749.1335
Service Plan Lexicon — the Snapshot, the Pulse & the Living Plan
Codified language for continuous service planning under T3C — what each term means, which verb it takes, and how titles swap by audience
We don't review the plan every 90 days — we certify it every 90 days. The reviewing happens every day; the Snapshot is the camera click.
The plan is like a continuously-posted ledger: every transaction is recorded the day it happens, and the quarter still closes. The close doesn't update the books — it certifies them, signs them, and files an immutable statement. A living service plan and a periodic Snapshot are not in tension; one is the record, the other is the proof.
The three terms
Living Service Plan is maintained
The always-current composite — foundation + package overlay + plugins — and the only editable object in the system. Updated whenever life produces new information: a CANS re-rating, a crisis event, a school change, a caregiver observation. It is never “due,” because it is never out of date.
Regulatory anchors: service planning requirements at 26 TAC §749.1301 and the service plan content at 26 TAC §749.1309.
Monthly Pulse informs
The monthly instrument that keeps the living plan honest. Generative AI builds each month's questionnaire from the current plan, the child's needs/goals assessments, and any new documents in the record; it drives a recorded interview with the foster parents and a separate interview with the child. AI drafts the summary and recommendations from the interview content; a staff member reviews, edits, and signs — findings flow back into the living plan as updates.
The Pulse asks questions; it certifies nothing. The signature owns the content; the AI never does — AI-assisted drafts are marked as such, and professional judgment is not delegated.
Service Plan Snapshot certifies
A point-in-time, frozen, signed image of the living service plan. The Snapshot packages the evidence against the contents inventory (see the Snapshot — Definition of Done page), captures the continued-stay attestation — live professional judgment, not paperwork — collects the required signatures, files the immutable record to the child's permanent file, and submits to the SSCC/DFPS.
This is the event the regulation calls the Service Plan Review — 26 TAC §749.1335. Beat: 90-day contract floor by default; TFFC every 60 days (initial ≤30); STASS every 30 days. The term is “Snapshot,” not “90-day Snapshot,” because the beat varies by package.
The dual-titling convention — try it
Audience
Service Plan Snapshot
Service Plan Review · 26 TAC §749.1335
Same document, same content — only the title and subtitle swap. The TAC citation 26 TAC §749.1335 appears in both orientations, so any text search on the regulatory code surfaces the document regardless of audience.
Audience
Title
Subtitle
Internal (staff, cookbook, Radius)
Service Plan Snapshot
Service Plan Review · 26 TAC §749.1335
External (SSCC, DFPS, licensing, court)
Service Plan Review (26 TAC §749.1335)
Service Plan Snapshot
The cycle at a glance
Beat
What happens
Verb
Continuously
Signals and events flow in; plugins fire on their own beats; the living plan is edited as life happens.
maintain
Monthly
Pulse questionnaire generated → caregiver + child interviews (recorded) → AI-drafted summary and recommendations → staff review and sign → plan updated.
inform
Snapshot beat (90 / 60 / 30 by package)
Contents inventory checked against the Definition of Done → continued-stay attestation → signatures → frozen record filed to the child's permanent file → SSCC/DFPS submission.
certify
Companion to the Service Plan Snapshot — Definition of Done (slug t3c-service-plan-review-matrix). Regulatory citations: 26 TAC §749.1301 (service planning), §749.1309 (service plan content), §749.1335 (service plan review = the Snapshot). Searchable forms intentionally included: "Service Plan Review," "service plan review," "749.1335," "26 TAC."