complaint·August 28, 2025

The investigation revealed the following: Allegation: Staff charged resident for services not rendered On 5/12/25, LPA Felisa Shirley reviewed copies of R-1’s Residence and Services Agreement, signed 5/30/14. Per review of the agreement, “You may terminate this agreement at any time, with or without cause, effective at the end of the Initial Term (as defined in Section III.A) or thereafter by giving the Community Manager or his/her designee thirty (30) days’ written notice of termination, which shall provide a forwarding address. You need not cite a specific reason for the termination. Termination shall be effective as of midnight on the thirtieth (30 th ) day after receipt of written notice of termination. LPA Felisa reviewed R-1’s Resident Assessment and Service Plan dated, 12/12/24. This assessment outlines R-1’s residential care and services provided. During file review, LPA Shirley observed the Supplemental Support Services which provided prices for 2024 for Circle of Friends Enhanced Personal Care II. LPA Shirley reviewed R-1’s Statement of Account and observed that R-1 owes a balance of unpaid rent and unpaid Circle of Friends Enhanced Personal Care II for the month of January 2025 as R1 did not provide a 30-day written notice of termination. LPA Shirley interviewed staff-1 thru staff-10 (S-1 thru S-10). LPA asked, does staff charge residents for services not rendered. Of those interviewed, 6 out of 10 staff answered yes, and 4 staff did not know. LPA interviewed Resident-2 thru Resident-10 (R-2 thru R-10). LPA asked, have you ever been charged for services not provided for you. Of those interviewed, 6 out of 9 answered no, 1 answered yes and 1 resident did not answer. Based on records review, interviews and observations, LPA did not find sufficient evidence to support the above allegation. Although the allegations may have happened or are valid, there is not a preponderance of evidence to prove the alleged violations did or did not occur, therefore the allegation is Unsubstantiated. No deficiencies were cited for this allegation. An exit interview was conducted and a copy of this report was provided to the Executive Director, Ralph Balbin.