Complaint Investigation Report

Allegation: Allegations: Staff did not safeguard resident's fund.

The details of the complaint alleged that facility staff is not safeguarding (R#1)’s funds properly.

During the records review, LPA Iniguez reviewed (R#1-R#6) copies of the Record of Client's/Resident's Safeguarded Cash Resources of LIC 405; LPA Iniguez observed that the facility has a record of all (R#1-R#6) expenditures from January 2024 until Now. In addition, LPA observed (R#1) 's P&I ledger; it is written that there was an expenditure record from 7/18/2024 for $810.25 check number (CK15509) for (R#1) 's clothing. Moreover, LPA observed a copy of an invoice from Professional Fit Clothing (Clothing Company) dated 7/15/2024. This company provided (R#1) (5) pairs of pants, (5) designer polos, and (2) 3-pack undershirts; the total amount for all this was $810.25. Also, LPA Iniguez observed copies of (R#1)’s Personal Property Inventory created by the facility, on this form it is listed all (R#1)’s personal property.

During an interview with the Administrator (A#1), he stated that the facility safeguards (R#1) 's and the other residents' belongings using an itemized list on-site and a P&I list. Also, (A#1) stated that the facility could give the residents cash if requested as part of their P&I. In addition, (A#1) stated that the $810.25 was used to buy (R#1) 's clothes in July of this year.

During interviews with staff 1 (S#1), they stated that the facility keeps a ledger for all the residents, including (R#1), who need assistance with their finances. Also, (S#1) stated that the $810.25 was used to buy (R#1)' ’s clothes back in July.

During an Interview with (R#1), they stated that they got new clothes recently. Also, (R#1) stated that they think they can get access to their P&I finds; they just did not know they had money.