(CALCRA)

Require a semi-annual meetings of providers with residents.

Require 30 days notice and a meeting with residents before increasing monthly fees.

Give residents access to documents filed by providers with the Department of Social Services (DSS)

Give residents access to resident satisfaction surveys by providers and any DSS citations issued to the provider.

PROMOTING RESIDENT PARTICIPATION

Add to Residents Bill of Rights in existing law the right to organize resident associations and permit residents to speak at resident/management meetings

Require each CCRC to have at least one non-voting resident representative to the provider board of directors. For multi-facility providers, at least one resident for each three facilities

Residents have the right to select resident representatives to provider boards

Provide each resident representative, the same notice, board packet, etc.,
as board members.

Provide that resident representatives may attend board finance committee meetings.

Permit resident representative to attend, speak at and participate in all
board. meetings

Require all resident Advisory Committee members to be residents of continuing care facilities.

FINANCIAL DISCLOSURE

Providers must make available not less than semi-annually, to the resident council, or a committee of the residents, a financial statement of activities,
comparing actual costs to budgeted costs, broken down by expense
category, and to consult with the resident council, or committee of
residents during the annual budgeting process

Providers must post a copy of the annual report submitted to the DSS at a central and conspicuous location in the community.

Provide resident representative access to board executive sessions related to budgets, fees, expansion and debt.

Multi-facility providers must break down financial statements by facility.

Clarify the information provided to residents with notices of fee increases for monthly care.

Protection of resident rights in cases of liquidation or receivership of providers

Providers must file with the DSS an annual financial report disclosing key financial ratios and other key indicators.

Every five years life care facilities must obtain an actuary’s opinion as to the provider’s actuarial financial condition..

Extend from 45 to 75 days the amount of operating expenses providers must hold in its liquid reserve.

ESTABLISHING PROCEDURES

Require DSS to respond to resident complaints within 15 days.

Require DSS to summarize resident complaints for the Advisory Committee.

Require the provider to file a disaster preparedness plan with DSS.

Provide an appeal process to the provider’s authority to transfer residents to higher levels of care.