Past Legislative Achievements

What CALCRA’S Advocacy Efforts Have Achieved for CCRC Residents

Keeping Residents Informed

  • Require a minimum of 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 the right to receive a copy of the biennial evaluation conducted by administration of the effectiveness of the budget consultation process and policies that relate to cooperation with residents
  • Give residents access to information regarding citations issued by DSS to the provider

Promoting Resident Participation

  • Establish the right to dispute and appeal a transfer to a higher level of care.
  • Establish 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 on the provider’s board of directors; for multi-facility providers, at least one resident for each three facilities
  • Residents have the right to select this representative who may attend, speak at, and participate in all board meetings and attend board finance committee meetings
  • Non-profit providers will allow at least one resident as a voting member on their governing board; for-profit providers will allow for resident input to and communication with governing body members
  • Give residents the right to request access to minutes from the board of directors meetings
  • Providers are required to conduct a biannual resident satisfaction survey and post the results

Financial Disclosure

  • Providers must make available not less than quarterly 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 with a written explanation of budget variances, and will 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 on the provider’s website
  • 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 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 and file that opinion with the California Department of Social Services (DSS)
  • Extend from 45 to 75 days the amount of operating expenses providers must hold in its liquid reserve
  • Providers must include in their annual report to DSS the details of financial reserves they maintain

Establishing Procedures

  • Require the DSS to respond to resident complaints within 15 days
  • Require the provider to file a disaster preparedness plan with DSS and update the plan every three years
  • Provide a review process to the provider’s authority to transfer residents to higher levels of care
  • Establish resident rights and provider responsibilities in the event of permanent or temporary closure of a CCRC
  • Establish requirements for timely repayment for repayable-on-resale contracts, and require interest payments if deadlines are not met.