Office review·April 23, 2025

On 04/23/2025 starting at 2:30 PM, an Informal Meeting was held via video conference with Executive Director, David Clawson. The purpose of this Informal Meeting was to discuss the Change of Ownership transition. The Informal Conference Process was explained to the Executive Director Attendees: Isaac Taggart - Regional Manager Harpreet Humpal - Licensing Program Manager Jill Clancy-Czuleger - Licensing Program Analyst David Clawson – Administrator Issues discussed during the meeting: Change of Ownership Current facility name Admissions Agreements Change of Program David said that he works for Todos Santos Assisted Living and Memory Care. He was informed that since there is no application or License at this time associated with that name, the facility is still operating under the Trevista Concord License. David was then informed that all documents and advertisement should be using the Trevista Concord name LIC809-C LIC809-C Continued.... Stated that to his understanding that company Kalesta who will be the new parent company is in the process of the Change of Ownership (CHOW). David said that they are working with Vanessa Contreras in the Centralized Applications Bureau (CAB). David said that when they do the full CHOW they will be doing a name change at that time. Mr. Clawson confirmed that they are not changing the admissions agreement for the current residents in care, and confirmed that any new admissions arrangements that they are having will still state Trevista Concord as the name of the facility. Mr. Clawson stated that moving forward they intend to operate at their full capacity of 160 residents. Mr. Clawson said that previously the facility has been having a total census around 110 residents between the memory care and assisted living side they intend to increase their census to their max capacity. Currently they have around 25 memory care residents but have the capacity of 42 memory care residents. He describes their plan for double the census of the venerable community including following the guidance of Joseph Dungo the memory care director and adding additional staffing. Exit interview conducted and a copy of this report provided to Licensee via Email