Facility Evaluation Report

Licensing Program Analyst (LPA) Maria (Mita) Partoza conducted an unannounced case management visit to deliver the findings on an incident report received by the Department regarding missing client Personal and Incidental (P&I) funds on 08/13/2025.

Record review showed that on 07/30/2025, the facility conducted an internal audit of client P&I funds. The internal audit identified 30 clients with missing P&I funds totaling $3,074.00. The missing funds ranged from $2.00 to $379.19 per client. Record review also showed one additional client’s $4,000.00 was not located after the client reportedly provided the funds to facility staff for payment to the county.

The Department reviewed the incident. The review showed client P&I funds were not maintained as separate and intact because funds documented as belonging to clients were not available when reviewed. Although the facility reimbursed the affected clients, records reviewed showed client cash resources were not safeguarded at the time the discrepancies were identified.

Based on observations, interviews conducted, and record review(s), the preponderance of evidence standard has been met. The Department substantiated that the facility did not ensure clients’ Personal and Incidental (P&I) funds were safeguarded, separate, and intact. California Code of Regulations, Title 22, Division 6, Chapter 1, Section 80026(e), Safeguards for Cash Resources, Personal Property, and Valuables, is being cited on the attached LIC 809D.

An exit interview was conducted with administrator Kathleen Alcala, and a copy of this report and appeal rights were provided.