Facility Evaluation Report

On 04/20/2023 around 11:00am Licensing Program Analyst (LPA) Jose Calderon initiated an unannounced Case Management visit – Other the above said facility Cartagena Home. Today’s visit was conducted face to face with administrator S1 due to complaint 11-AS-20230223084511.

On 04/20/2023 LPA Calderon requested 6 months of bank statements for each of 4 residents. LPA Calderon requested 6 months of P&I ledger information for each resident. LPA Calderon requested 6 months of cash receipts for purchases for each resident. On 04/20/2023 LPA Calderon interviewed S1-S3 for case management visit. S1 states that all resident’s money comes from regional center. S1 states that regional center deposited directly into resident’s bank accounts. S1 states that all residents have US bank account. S1 states that prior to incident multiple people has access to online account. S1 states that the only time accounts are accessed is when cash is needed. S1 states that staff will request cash amount and only administrator will obtain money from resident’s account. S1 states that all cash purchases have a receipt associated to the account. S1 states that if all requested money is not spending all cash balance is kept in each resident lock box. S1 states that administrator prints out at the beginning of the month bank statement and end of the month bank statement for each resident to make sure the P & I ledger balances out. S1 states that prior to the incident no internal audit was done by management to make sure receipts were accurate and in line with purchase cost. S1 states that the max amount of cash on hand for each resident is $200.00. S2 states that S2 would take R1 and R2 to super cuts for haircuts and the maximum cost was $35.00 dollars. S2 states that the last time R3 last time R3 went to a salon was June or July 2022. S2 states that other staff member told S2 that resident R1 had no money in R1 account. S2 states that R3 had 1500.00 deposited into