Facility Evaluation Report

Licensing Program Analysts (LPAs) Julie Florio and Marisol Cuadra arrived at this facility unannounced to conduct a Case Management Legal/Non-Compliance visit and was greeted by staff. Jean Felix, Licensee arrived later. LPAs were following up on items that were concerning and ensure compliance with Non-Compliance Conference dated 11/19/25:

HSC 1569.605 - Liability On and after July 1, 2015, all residential care facilities for the elderly - Facility failed to have a current liability insurance with required amounts. The Licensee agrees to provide a copy of the facility current liability insurance.

CCR 87213 - Finances - The licensee shall have a financial plan that conforms to the requirements of Section 87155 by not later than April 15, 2026. The Department requires Licensee to submit quarterly financial statements including January, February and March 2026 operational costs of the facility, which includes the following:

1. Profit & Loss statements for the months identified above or in the report.

2. Rent, payroll, income & expense third party documents such as utility statements (gas, electric, etc)

supporting the amounts entered on the LIC401

3. Balance sheet for January, February and March 2026, and supporting third party documents, such as liabilities (loans, credit cards) supporting the amounts entered on LIC403

4. All Bank statements used for the operation of the facility for the months identified, cash reserve documents for the facility's emergency needs.