Facility Evaluation Report

An informal meeting was conducted today in the Santa Rosa Regional Office. Present at the meeting were Licensing Program Managers Bethany Moellers and Victoria Bertozzi (via Microsoft Teams), Licensing Program Analysts Christi Coppo, Robert Frank, Marisol Cuadra (via Microsoft Teams) and Licensee of the facility, Josephine Credo.

On 9/10/25, The Licensee submitted written communication via email to the Department requesting information regarding change of ownership. Currently, LIC309 Administrative Organization form indicates that these facilities are in a sole proprietorship. According to the Licensee, their accountant has advised them to switch it to a limited liability company (LLC) where Josephine Credo will be the Licensee in LLC of these facilities. The purpose of the office meeting was to address concerns and discuss the change of ownership for Five Palms Care Home #496803300, Valley View Care Home #496803362 and Chanate Care Home #496801588 in which Josephine Credo is the identified Licensee. As of today’s date, a new application has not been submitted to the Department. License acknowledges that they are responsible for the operation until the new application is approved and issued. The Licensee agrees to provide documentation to ensure control of property. The Licensee confirms understanding that the current license is not transferable and an application is required to be submitted to the Department for change of ownership. Also, areas of concern regarding training materials that are not updated and reporting requirements. The current options discussed during today’s office meeting are the following:

-Submit a change of ownership application with new corporation or LLC to the Centralized Application Bureau (CAB) for the three facilities by not later than xxx, 2025. CAB contact information was provided.

-Also, it was agreed to review reporting requirements regulation (87211), and they will conduct all staff training to address ongoing reporting requirement issues by not later than xxx, 2025.

-The Licensee agrees to review current training materials and trainers been used to train staff and they will upgrade them if needed.

No deficiencies cited during today's meeting.

Copy of report discussed and provided to Administrator Credo. Signature on form confirms receipt of documents.