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Department of
SOCIAL SERVICES

Community Care Licensing


FACILITY EVALUATION REPORT

Facility Number: 286801070
Report Date: 11/03/2022
Date Signed: 02/21/2023 03:18:40 PM


Document Has Been Signed on 02/21/2023 03:18 PM - It Cannot Be Edited

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

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



FACILITY NAME:MEADOWS OF NAPA VALLEY, THEFACILITY NUMBER:
286801070
ADMINISTRATOR:PANCHESSON, WAYNEFACILITY TYPE:
741
ADDRESS:1800 ATRIUM PARKWAYTELEPHONE:
(707) 257-7885
CITY:NAPASTATE: CAZIP CODE:
94559
CAPACITY:350CENSUS: 250DATE:
11/03/2022
TYPE OF VISIT:OfficeUNANNOUNCEDTIME BEGAN:
03:00 PM
MET WITH:Administrator, Wayne PanchessonTIME COMPLETED:
04:00 PM
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At this informal conference were present Mary Schoeggl, Chief Financial Officer, PRS, John Howl, Executive VP, operations, PRS, Josh Blackson, Vice President of Finance and Investment, PRS, Sarah Stel, Executive Director, Saratoga Retirement Community (Saratoga), Wayne Panchesson, Executive Director, The Meadows of Napa Valley (Meadows), Allison Nakatomi, Manager; and Katie Anderson, Assistant Branch Chief. Paramjit Judge, Financial Analyst, Jennifer Walden, Program Analyst, Carla Nuti-Martinez, Regional Manager, Vivien Helbling, Regional Manager, Kimberley Mota, Licensing Program Manager, Sarah Yip, Licensing Program Manager.

During the meeting the following was discussed with the Licensee:

· Their financials for six years and recognized positive progress from PRS after the expansion project at Meadows including repayment of debt and continuous work towards filling older units at Meadows. CDSS also agreed with the fact that COVID-19 and the expansion project affected their occupancy. However, recurring operating loss and declined occupancy are concerns and as an oversight responsibility, CDSS is requesting quarterly financial statements and an occupancy report to monitor the progress.

· Mary Schoeggl shared presentation to the OFHC Board on September 24, 2022, which covered their current financial position, five-year trend, challenges, and projections. Steps to improving their financial position was also provided for both communities and included proforma assumptions, as well.

· CDSS’ oversight responsibility was explained and that we would be requiring quarterly reporting to monitor the progress. Also, provided a brief explanation of new legislation SB 707 which also requires the Provider to notify residents 10 calendar days after the submission of information to CDSS.

Continued on LIC809C
SUPERVISOR'S NAME: Kimberley MotaTELEPHONE: (707) 588-5051
LICENSING EVALUATOR NAME: Erik Gonzalez CamposTELEPHONE: (707) 588-5026
LICENSING EVALUATOR SIGNATURE:
DATE: 11/03/2022
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:
DATE: 11/03/2022
This report must be available at Child Care and Group Home facilities for public review for 3 years.

LIC809 (FAS) - (06/04)
Page: 1 of 2


STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

FACILITY EVALUATION REPORT (Cont)		CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
CCLD Regional Office, 1450 NEOTOMAS AVENUE, STE. 100
SANTA ROSA, CA 95405
FACILITY NAME: MEADOWS OF NAPA VALLEY, THE
FACILITY NUMBER: 286801070
VISIT DATE: 11/03/2022
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· CDSS explained that this informal conference will not be on the transparency website because this visit is different from the non-compliance conference. Ms. Schoeggl raised the concern that residents stated that CDSS put OFHC on “financial watch”. She went on to explain that this misinformation affects their reputation negatively and will affect their future occupancy negatively, as well. CDSS explained that CDSS never uses the term “financial watch” for financial distress and this is minimal reporting. CDSS explained that it has been working on a couple of items from the complaints received from the Saratoga residents and CDSS will follow up on those items and clarify OFHC’s financial position and the quarterly reporting requirement.

The following was agreed upon:
· Quarterly Financial Reports and Occupancy Report will be required. The first one will be submitted for the period ending 9/30/22. They will submit each quarter by the 25th of the month following the quarter ending.
SUPERVISOR'S NAME: Kimberley MotaTELEPHONE: (707) 588-5051
LICENSING EVALUATOR NAME: Erik Gonzalez CamposTELEPHONE: (707) 588-5026
LICENSING EVALUATOR SIGNATURE:

DATE: 11/03/2022
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 11/08/2022
LIC809 (FAS) - (06/04)
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