300607488-5-14-2025-22-AS-MSTC-DH75WA-20250530201850

Community Care Licensing

COMPLAINT INVESTIGATION REPORT

Facility Number: 300607488
Report Date: 05/14/2025
Date Signed: 05/14/2025 05:12:29 PM

Unsubstantiated

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868

This is an official report of an unannounced visit/investigation of a complaint received in our office on
01/30/2025 and conducted by Evaluator Kevin Saborit-Guasch

PUBLIC

COMPLAINT CONTROL NUMBER: 22-AS-20250130132925

FACILITY NAME:	HERITAGE POINTE		FACILITY NUMBER:	300607488
ADMINISTRATOR:	JONATHAN PERLES		FACILITY TYPE:	740
ADDRESS:	27356 BELLOGENTE		TELEPHONE:	(949) 364-9685
CITY:	MISSION VIEJO	STATE: CA	ZIP CODE:	92691
CAPACITY:	225	CENSUS: 118	DATE:	05/14/2025
		UNANNOUNCED	TIME BEGAN:	04:01 PM
MET WITH:	Danielle Brahier, Business Office Manager Erin Palposi, Executive Director (via phone		TIME COMPLETED:	05:00 PM

ALLEGATION(S):

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Staff are not implementing proper infection control practices at the facility

Staff was not sufficient in numbers to meet the needs of residents in care

INVESTIGATION FINDINGS:

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On this day, Licensing Program Analyst (LPA) Kevin Saborit-Guasch made an unannounced visit to the facility for the purpose of following up on the investigation of the two allegations listed above. LPA was greeted and granted entry by front desk staff after introducing himself and stating the purpose of the visit. Business Office Director Danielle Brahier was present to assist with the visit while Executive Director Erin Palposi was notified via phone and could not be present in person.

An initial investigation visit took was conducted by licensing staff on February 7, 2025. During visit, LPA conducted interviews with residents and staff. LPA also reviewed and obtained copies of facility and resident records. Additional staff and resident interviews were conducted during the present visit.

CONTINUED ON FORM LIC9099-C

Unsubstantiated

Estimated Days of Completion:

SUPERVISOR'S NAME: Sheila Santos	TELEPHONE: (714) 334-2062
LICENSING EVALUATOR NAME: Kevin Saborit-Guasch	TELEPHONE: (714) 497-8754
LICENSING EVALUATOR SIGNATURE:	DATE: 05/14/2025

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

FACILITY REPRESENTATIVE SIGNATURE:

DATE: 05/14/2025

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

LIC9099 (FAS) - (06/04)

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Control Number 22-AS-20250130132925

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868

FACILITY NAME: HERITAGE POINTE	FACILITY NUMBER: 300607488
	VISIT DATE: 05/14/2025

NARRATIVE

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CONTINUED FROM FORM LIC9099
Regarding the allegation that Staff are not implementing proper infection control practices at the facility, the following has been concluded: LPA reviewed the facility's Infection Control Plan as well as documentation of the precaution measures taken during the occurrence of a COVID and norovirus outbreaks in January 2025. Precautions and hygiene measures appeared sufficient. Staff and resident interviews did not evidence any concerns regarding precautions taken. Additionally, adequate reporting and follow-up with the Orange County Public Health Department were evidenced.

Regarding the allegation that Staff was not sufficient in numbers to meet the needs of residents in care, the following has been concluded: Care staff assignments for the month of January 2025 were provided and reviewed along with assignments for the day of the present visit. Per their review, it was determined that a minimum of six staff per shift for the Sage and Memory Care units combined and six staff per shift for the rest of the Assisted Living residents were scheduled and present. The overnight shift is covered by an average of six to eight staff total, half for Sage and Memory care and half for the Assisted Living. Staff and residents interviewed did not evidence needs that were not met as a result of insufficient staffing.

As a result, both allegations listed above are found to be Unsubstantiated, meaning that while the alleged incidents may have occurred, or the concerns may be valid, there is not a preponderance of evidence to prove that the alleged violations took place.

An exit interview was conducted and a copy of this report was provided to a facility representative.

SUPERVISOR'S NAME: Sheila Santos	TELEPHONE: (714) 334-2062
LICENSING EVALUATOR NAME: Kevin Saborit-Guasch	TELEPHONE: (714) 497-8754
LICENSING EVALUATOR SIGNATURE:	DATE: 05/14/2025

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

FACILITY REPRESENTATIVE SIGNATURE:

DATE: 05/14/2025

LIC9099 (FAS) - (06/04)

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