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Department of
SOCIAL SERVICES

Community Care Licensing


FACILITY EVALUATION REPORT

Facility Number: 374604083
Report Date: 05/15/2024
Date Signed: 05/15/2024 03:28:35 PM


Document Has Been Signed on 05/15/2024 03:28 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, 7575 METROPOLITAN DR. #109
SAN DIEGO, CA 92108



FACILITY NAME:MONTERA, THEFACILITY NUMBER:
374604083
ADMINISTRATOR:EMILY TURNERFACILITY TYPE:
740
ADDRESS:5740 LAKE MURRAY BLVDTELEPHONE:
(619) 832-2599
CITY:LA MESASTATE: CAZIP CODE:
91942
CAPACITY:225CENSUS: 172DATE:
05/15/2024
TYPE OF VISIT:Case Management - IncidentUNANNOUNCEDTIME BEGAN:
02:20 PM
MET WITH:Director of Assisted Living Karen La VallieTIME COMPLETED:
03:30 PM
NARRATIVE
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Licensing Program Analyst (LPA) Dang Nguyen conducted an unannounced Case Management visit to deliver findings from a completed Case Management investigation. LPA was welcomed by, identified himself to, and discussed the purpose of the visit with Director of Assisted Living Karen La Vallie.

The Department previously conducted a separate Complaint investigation regarding financial fraud/theft against Resident #1 (R1), concluding that case was Unsubstantiated. With the current Case Management case, CCLD investigated separate incidents of financial fraud/theft against four (4) additional residents [Resident #2 (R2), Resident #3 (R3), Resident #4 (R4), and Resident #5 (R5), all which Licensee had prior timely self-reported to CCLD, the Long-Term Care Ombudsman, and local police. [See LIC811 Confidential Names List for a description of select person identifiers used.] CCLD initially had concerns regarding possible staff financial abuse of residents in care.

Records and interviews showed: Around 10/10/2021, R2 had $563 in cash go missing from their bedroom. Around 11/13/2021, R3 had a personal check fraudulently cashed for $250. From 01/01/2022 to 01/02/2022, R4 had two personal checks fraudulently cashed for $725 and $400, respectively. On 02/16/2022, fraudulent transaction attempts were made on charge cards belonging to R5, from which $80 was stolen. The common denominator for the above cases (including R1’s) was that they occurred during a three-month span from October 2021 to January 2022.


[CONTINUED ON LIC 809-C]
SUPERVISOR'S NAME: Lizzette TellezTELEPHONE: (619) 767-2351
LICENSING EVALUATOR NAME: Dang NguyenTELEPHONE: (619) 210-9024
LICENSING EVALUATOR SIGNATURE:
DATE: 05/15/2024
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:
DATE: 05/15/2024
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, 7575 METROPOLITAN DR. #109
SAN DIEGO, CA 92108
FACILITY NAME: MONTERA, THE
FACILITY NUMBER: 374604083
VISIT DATE: 05/15/2024
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[CONTINUED FROM LIC 809]

For each of the above cases, the Department interviewed pertinent facility staff and outside sources, and requested and reviewed all available banking institution and police investigative records. (The exception was bank records for R5; their responsible person did not respond to CCLD’s request to identify their banking institution.) Bank and police records did not indicate any suspect being identified, or any arrest(s) being made, for the cases involving R2 through R5.

Based on the totality of evidence available to CCLD to-date, a preponderance of evidence does not exist to prove that Licensee’s staff financially abused R2, R3, R4, or R5. No deficiencies were issued during today's Case Management visit.

An exit interview was conducted with La Vallie, to whom a copy of this report, the LIC811 Confidential Names List, and the Licensee/Appeal Rights (LIC9058 03/22) were provided during the visit.
SUPERVISOR'S NAME: Lizzette TellezTELEPHONE: (619) 767-2351
LICENSING EVALUATOR NAME: Dang NguyenTELEPHONE: (619) 210-9024
LICENSING EVALUATOR SIGNATURE:

DATE: 05/15/2024
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 05/15/2024
LIC809 (FAS) - (06/04)
Page: 2 of 2