Facility Evaluation Report

Licensing Program Analyst (LPA) Bruce Jacobs, conducted an unannounced case management visit to follow up on an open complaint and pending audit. LPA met with Susan Lo and discussed the purpose of the visit.

The purpose of this visit is the Department is conducting a financial audit as a result of an open complaint where additional information was found regarding possible violations of personal rights. The Licensee and/or Licensee Representative for the facility is to provide to the Department all of the following listed documents by 12/30/2021:

· P&I Logs for all facilities January 2021 – Current (Due to the volume this request will only cover this year) – Should an exception be noted further documentation for the exception may be needed.

· All Wealth Wagon Cards sold for all facilities April 2020 – Current

· P&I ledgers for all clients who P&I is being held for, April 2020 - Current

· Status of where all P&I funds are kept – if in a financial institution – Bank statements for April 2020 – Current

This information is used for the purpose of auditing and regulating Community Care Facilities and Residential Care Facilities for the Elderly.

A copy of this report was provided to the Licensee Representative during this visit.