210102761-6-14-2023-21-AS-HDBI-CTG72M-20230705211657

Community Care Licensing

COMPLAINT INVESTIGATION REPORT

Facility Number: 210102761
Report Date: 06/14/2023
Date Signed: 06/14/2023 01:05:42 PM

Unfounded

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
CCLD Regional Office, 1450 NEOTOMAS AVENUE, STE. 100
SANTA ROSA, CA 95405

This is an official report of an unannounced visit/investigation of a complaint received in our office on
01/26/2023 and conducted by Evaluator Christina Hadley

COMPLAINT CONTROL NUMBER: 21-AS-20230126093548

FACILITY NAME:	TAMALPAIS		FACILITY NUMBER:	210102761
ADMINISTRATOR:	TUMBALE, TERENCE		FACILITY TYPE:	741
ADDRESS:	501 VIA CASITAS		TELEPHONE:	(415) 461-2300
CITY:	GREENBRAE	STATE: CA	ZIP CODE:	94904
CAPACITY:	341	CENSUS:	DATE:	06/14/2023
		UNANNOUNCED	TIME BEGAN:	09:35 AM
MET WITH:			TIME COMPLETED:	09:36 AM

ALLEGATION(S):

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9

The Provider failed to comply with H&SC section 1771.8(c)-(f) regarding the proposed 9.25% increase in monthly care fees.

INVESTIGATION FINDINGS:

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AGPA Christina Hadley conducted an investigation into the facts surrounding this allegation.
During the course of the investigation, the following information was determined:

- On February 9th of 2022, - A Townhall Meeting was conducted to address the 2022 increase and financial status of Sequoia Living.
- On September 15th, 2022, - A Townhall Meeting was conducted to discuss the financial structure of Sequoia Living and how monthly fee increases are calculated and the purpose of cash reserves.
- On December 6, 2022, the SL Board met to vote on the 2023 increase.
- On December 13, 2022 the proposed increase amount was shared with residents with an effective date of April 2023.
- On January 19th, 2023, a Townhall meeting was conducted to discuss the 2023 increase and rationale. Over an hour was allocated for open questions and answers as well as an open invitation to submit questions weeks before the Townhall meetings occurred. (Cont....)

Unfounded

Estimated Days of Completion:

SUPERVISOR'S NAME: Allison Nakatomi	TELEPHONE: (916) 531-5336
LICENSING EVALUATOR NAME: Christina Hadley	TELEPHONE: (916) 651-7853
LICENSING EVALUATOR SIGNATURE:	DATE: 06/14/2023

I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.

FACILITY REPRESENTATIVE SIGNATURE:

DATE: 06/14/2023

This report must be available at Child Care and Group Home facilities for public review for 3 years.

LIC9099 (FAS) - (06/04)

Page: 1 of 3

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
CCLD Regional Office, 1450 NEOTOMAS AVENUE, STE. 100
SANTA ROSA, CA 95405

This is an official report of an unannounced visit/investigation of a complaint received in our office on
01/26/2023 and conducted by Evaluator Christina Hadley

COMPLAINT CONTROL NUMBER: 21-AS-20230126093548

FACILITY NAME:	TAMALPAIS		FACILITY NUMBER:	210102761
ADMINISTRATOR:	TUMBALE, TERENCE		FACILITY TYPE:	741
ADDRESS:	501 VIA CASITAS		TELEPHONE:	(415) 461-2300
CITY:	GREENBRAE	STATE: CA	ZIP CODE:	94904
CAPACITY:	341	CENSUS:	DATE:	06/14/2023
		UNANNOUNCED	TIME BEGAN:	09:35 AM
MET WITH:			TIME COMPLETED:	09:36 AM

ALLEGATION(S):

1
2
3
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8
9

The Provider failed to comply with H&SC section 1771.8(c)-(f) regarding the proposed 9.25% increase in monthly care fees.

INVESTIGATION FINDINGS:

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13

Page 2 (Cont....)
o Resident representatives submit a quarterly written report about their community and are on every Board agenda for verbal comments.
· A CCRC Resident finance committee member is invited to attend each SL Board Finance Committee meeting. See meeting dates below.
o Diana Richmond is the TAMALPAIS Resident Finance Committee Chair.
o Diana attended all meetings during 2022.
o There were budget discussions during the September and November meetings.
o A vote about the increase occurred at the 12/6/2022 SL Board Meeting.
· Meetings
o February 9th of 2022, - Townhall Meeting was conducted to address the 2022 increase and financial status of Sequoia Living.

Unfounded

Estimated Days of Completion:

SUPERVISOR'S NAME: Allison Nakatomi	TELEPHONE: (916) 531-5336
LICENSING EVALUATOR NAME: Christina Hadley	TELEPHONE: (916) 651-7853
LICENSING EVALUATOR SIGNATURE:	DATE: 06/13/2023

I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.

FACILITY REPRESENTATIVE SIGNATURE:

DATE: 06/13/2023

This report must be available at Child Care and Group Home facilities for public review for 3 years.

LIC9099 (FAS) - (06/04)

Page: 2 of 3

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
CCLD Regional Office, 1450 NEOTOMAS AVENUE, STE. 100
SANTA ROSA, CA 95405

This is an official report of an unannounced visit/investigation of a complaint received in our office on
01/26/2023 and conducted by Evaluator Christina Hadley

COMPLAINT CONTROL NUMBER: 21-AS-20230126093548

FACILITY NAME:	TAMALPAIS		FACILITY NUMBER:	210102761
ADMINISTRATOR:	TUMBALE, TERENCE		FACILITY TYPE:	741
ADDRESS:	501 VIA CASITAS		TELEPHONE:	(415) 461-2300
CITY:	GREENBRAE	STATE: CA	ZIP CODE:	94904
CAPACITY:	341	CENSUS:	DATE:	06/14/2023
		UNANNOUNCED	TIME BEGAN:	09:35 AM
MET WITH:			TIME COMPLETED:	09:36 AM

ALLEGATION(S):

1
2
3
4
5
6
7
8
9

The Provider failed to comply with H&SC section 1771.8(c)-(f) regarding the proposed 9.25% increase in monthly care fees.

INVESTIGATION FINDINGS:

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Page 2 (Cont.....)
- During this meeting, residents asked that the Board reconsider the implementation of the 9.25% fee increase.
- On January 30, 2023 – The Provider responded to the resident’s concerns regarding the fee increase in writing. (Determined fee increase to be appropriate)
- Interveiws conducted reveal that the PowerPoint presentations and handouts from Townhall meetings were made available to Residents including household comparative data showing the budget for the upcoming year, the current year’s budget and actual and projected expenses for the current year.
Based upon information reviewed, interviews conducted and interpretation of the Continuing Care Contract Statutes, it appears as though the Provider complied with the requirements outlined in H&SC section 1771.8(c)-(f) regarding the proposed 9.25% increase in monthly care fees.

This complaint has been deemed unfounded. No deficiencies cited.

Unfounded

Estimated Days of Completion:

SUPERVISOR'S NAME: Allison Nakatomi	TELEPHONE: (916) 531-5336
LICENSING EVALUATOR NAME: Christina Hadley	TELEPHONE: (916) 651-7853
LICENSING EVALUATOR SIGNATURE:	DATE: 06/14/2023

I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.

FACILITY REPRESENTATIVE SIGNATURE:

DATE: 06/14/2023

This report must be available at Child Care and Group Home facilities for public review for 3 years.

LIC9099 (FAS) - (06/04)

Page: 3 of 3