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25 | This is an amended copy of the report previously issued on 08/08/24. After review of this case management, it was determined corrections to the verbiage was warranted.
On 08/08/24, at 11:35am Licensing Program Analyst (LPA) Gina Saucedo arrived at the facility to conduct an unannounced Case Management. LPA Saucedo met with the Business Manager, Claudia Rosas who informed the LPA, Executive Director, Lisa Villasenor was on vacation from 08/07/2024-08/15/2024. The reason for the visit was explained. It was brought to the Regional Office’s (ROs) attention that the facility is no longer operating as a Continuing Care Retirement Community (CCRC). LPA inquired about the current operational status of the facility’s as a CCRC or a Residential Care Facilities for the Elderly (RCFE).
Villasenor contacted LPA Saucedo telephonically and spoke briefly with LPA and disclosed that there are currently 38 residents that are CCRC clients. LPA Saucedo then conducted interviews with Business Manager, Claudia Rosas and Marketing Director, Malcolm Adams 11:50am-12:20pm. Their employment with the facility started in May 2024. Per a review of the data on the facility’s computer, LPA Saucedo was informed there is a total of forty-one (41) CCRC residents and the current census is ninety (90). LPA reviewed fourteen (14) of forty-one (41) CCRC residents’ files. The facility was able to provide copies of the admissions agreements/continuing contract contracts on the forty-one (41) existing residents identified as CCRC residents. Since his employment, Adams indicates that his marketing efforts are on the Memory Care and Assisted Living beds. Claudia shared a brochure that Adams uses to market these beds, and the only copy of admission agreement that she has used since her employment with the facility. Both interviewees acknowledged having limited or no information on the operational status of the facility as a CCRC.
LPA will share information obtained today with the Continuing Care Contracts Bureau (CCCB). On behalf of the CCCB, this is another reminder to the Licensee to submit the following items to CCCB no later than 8/9/2024:
1. Proof of all current marketing materials for CCRC contracts.
2. Copies of executed CCRC contracts for any residents who moved in on or after 8/9/22.
3. Copies of all agreements offered to incoming residents.
4. Copies of the annual report for Fiscal Year (FY) 22/23 and FY 23/24.
And exit interview was conducted, a copy of this report was provided to Claudia Rosas, Business Manager. |