Facility Evaluation Report

On 06/11/2026 at approximately 8:45am, Financial Analyst (FA) Arne Bracchi arrived at the community for the scheduled 9:00 site visit and was met by Controller John Lee. The purpose of the visit was to conduct a triennial site visit with Controller and the Executive Director (ED) Kat Farris

During today's visit, we discussed SLC’s organizational structure which includes The Grand Chapter of California, Order of the Eastern Star. ED reports to the board of trustees; Controller reports to the board’s finance committee.

FA requested copy of Resident Satisfaction Survey; notice of Monthly Care Fee Increase; proof of 2025 Annual Report posted on SLC website; copies of current resident roster, resident handbook, and resident contracts. FA also re-asked site visit questions and documented ED’s responses.

FA then requested a tour of SLC to ensure all postings and required documents were accessible to residents and visitors. This included ascertaining if the COA is listed and/or displayed in the Hallway Lobby. The tour of the community included the resident dining room, common areas, ice cream parlor, and an unoccupied assisted living unit.

As a result of today's visit, no compliance issues pursuant to the Continuing Care Contract Statutes were cited. FA told Controller and ED he would document today’s visit via a completed LIC 809 upon return to HQ and would e-mail the 809 to ED for signature.