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Department of
SOCIAL SERVICES

Community Care Licensing


COMPLAINT INVESTIGATION REPORT

Facility Number: 496803860
Report Date: 01/08/2026
Date Signed: 01/08/2026 04:57:00 PM

Unsubstantiated


STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT
CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SANTA ROSA RO, 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
12/20/2025 and conducted by Evaluator Dina Alviso
PUBLIC
COMPLAINT CONTROL NUMBER: 21-AS-20251220114331
FACILITY NAME:CLEARWATER AT SONOMA HILLSFACILITY NUMBER:
496803860
ADMINISTRATOR:HOMER, JAMESFACILITY TYPE:
740
ADDRESS:710 ROHNERT PARK EXPRESSWAY ETELEPHONE:
(707) 710-7385
CITY:ROHNERT PARKSTATE: CAZIP CODE:
94928
CAPACITY:114CENSUS: DATE:
01/08/2026
UNANNOUNCEDTIME BEGAN:
10:15 AM
MET WITH:James Homer-AdministratorTIME COMPLETED:
05:10 PM
ALLEGATION(S):
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Staff misrepresented financial terms under resident's admission agreement.
Staff used coercive practices to influence resident's admission decisions
Staff did not allow resident’s representative access to resident records.
INVESTIGATION FINDINGS:
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Licensing Program Analyst (LPA) Alviso conducted a complaint inspection, on 1/8/26 at approximately 10:15am, and met with Administrator/Executive Director James Homer. LPA spoke with the Marketing Director Hollie Schuze during the inspection.

Reporting party alleges "staff misrepresented financial terms under resident's admission agreement, staff used coercive practices to influence resident's admission decisions, staff did not allow resident’s representative access to resident records".

LPA reviewed resident R1's records, including admission agreement, and receipts from charges/fees R1 paid to the facility. LPA obtained and reviewed facility records related to the pre-admission and admission of R1, including email correspondence. LPA conducted interviews with staff, and other related parties. The investigation revealed that there is no other individual legally responsible for the resident, R1 is responsible for themselves.
Continued on LIC9099C...
Unsubstantiated
Estimated Days of Completion:
SUPERVISORS NAME: Bethany Moellers
LICENSING EVALUATOR NAME: Dina Alviso
LICENSING EVALUATOR SIGNATURE:

DATE: 01/08/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 01/08/2026
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 2
Control Number 21-AS-20251220114331
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)
CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
SANTA ROSA RO, 1450 NEOTOMAS AVENUE, STE. 100
SANTA ROSA, CA 95405
FACILITY NAME: CLEARWATER AT SONOMA HILLS
FACILITY NUMBER: 496803860
VISIT DATE: 01/08/2026
NARRATIVE
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R1 signed their admission agreement, after a review of the contract with the facility's staff, prior to moving into the facility. The facility requires admission contracts/agreements be reviewed, completed, and signed by resident (s), legal representative or a responsible party, prior to being allowed to move in to the facility unit, including moving personal belongings into the facility.

R1 paid a fee of $8000 to hold a unit, the holding fee was equal to the required community fee, which is paid upon move-in along with monthly rent, and care fees. Per review of records, the holding fee paid by R1's finances, became the required community fee, upon R1's signing of the admission agreement/contract. If R1 had decided to not sign a contract and enter the facility as a resident, the holding fee would have been refunded per facility policy.

R1's records are confidential, and the records are available to the resident, who is responsible for themselves and/or the legal responsible party (s). The resident responsible for themselves, may give their written consent that "another party" may be provided their confidential records. Until a written consent is provided by the resident/R1 the facility will maintain resident R1's records private and confidential from other parties.

Per investigation, there was differing information obtained regarding the allegations; There was no information obtained to support violations had occurred regarding the allegations of "staff misrepresented financial terms under resident's admission agreement, staff used coercive practices to influence resident's admission decisions, staff did not allow resident’s representative access to resident records."

Based on the interviews, record/document reviews, and related information obtained during the investigation, the allegations are Unsubstantiated, meaning that 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.

No deficiencies cited.
Exit interview was conducted with the Executive Director James Homer.
SUPERVISORS NAME: Bethany Moellers
LICENSING EVALUATOR NAME: Dina Alviso
LICENSING EVALUATOR SIGNATURE:

DATE: 01/08/2026
I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.
FACILITY REPRESENTATIVE SIGNATURE:

DATE: 01/08/2026
LIC9099 (FAS) - (06/04)
Page: 2 of 2