Facility Evaluation Report

On 07/31/2026, Program Analyst (PA) Lovina Aquino and Financial Analyst (FA) Ashmita Roshan arrived at the facility and met with Interim Executive Director (IED), Shelley Kendrick to complete the required triennial visit for University Retirement Community at Davis, a Continuing Care Retirement Community (CCRC).

Prior to the visit, the PA and FA reviewed documentation requested from and provided by the IED to ensure that the provider is operating the CCRC in compliance with the statutes and is performing the services specified in its continuing care contracts.

During today’s visit, the PA, FA, and IED discussed the documentation received prior to the visit and toured the CCRC to ensure that all required postings and documents were accessible to residents and visitors. This includes the Certificate of Authority, which remains valid and is properly displayed at the front desk. CCCB staff also toured the community, the assisted living, independent living and memory care unit.

During the tour, CCCB staff observed that the community was not in compliance with the following Health and Safety Code (H&SC) sections:

1771.7 (f) - CCRC Resident Rights were not posted

1771.8 (g) – Annual Report on file were outdated

1771.7 (d) (2) Resident Satisfaction Survey was not available

As a result of the visit, technical violations related to the required postings and resident information requirements were issued. (Report continued on LIC 809 C)