Guidelines from CALA
According to the California Assisted Living Association (CALA), the following are things to consider as you assess an Assisted Living community:
Atmosphere
- As you arrive at the residence, do you like its location and outward appearance?
- As you enter the lobby and tour the residence, is the decor attractive and homelike?
- Does the administrator/staff call residents by name and interact warmly with them as you tour the residence?
- Do residents socialize with each other and appear happy and comfortable?
- Are you able to talk with residents about how they like the residence and staff?
- Do the residents seem to be appropriate housemates for you or your loved one?
Physical Features
- Is the floor plan easy to follow?
- Does the residence have good natural and artificial lighting?
- Is the residence clean, free of odors and appropriately heated/cooled?
- Does the residence meet local and/or state licensing requirements?
- Does the residence have sprinklers and clearly marked exits?
- If the residence provides dementia care, does it have a means of security if a resident wanders?
- Are residents able to bring their own furnishings for their unit and what may they bring? What is provided?
- Do all units have a telephone and cable TV and how is billing handled?
- Is a kitchen area/unit provided with a refrigerator, sink and cooking element?
- May residents keep food in their units?
- May residents smoke in their units? In public spaces?
Contracts, Costs & Finances
- Review the contractual agreement that discloses services, fees, as well as admission and discharge provisions.
- What is included in the monthly fee? (Ask for a written copy)
- Is there a procedure to pay for additional services when the services are needed on a temporary basis?
- What happens when a resident’s needs change?
- Are there different costs for various levels or categories of services?
- Under what circumstances might the fees change?
- When may a contract be terminated and what are refund policies?
- Are there any government, private or corporate programs available to help cover the cost of services to the resident?
- Do billing, payment and credit policies seem fair and reasonable?
- May a resident handle their own finances with staff assistance if able or should a family member or outside party be designated to do so?
Medication & Health Care
- What is the policy regarding storage of medication, assistance with administration of medications, training and supervision of staff and record keeping?
- Is self-administration of medication allowed?
- Are staff available to assist residents who experience memory, orientation, of judgment losses?
- What is the procedure for responding to a resident’s medical emergency?
- To what extent are medical services available, and how are these services provided?
Services
- Obtain a list of services available.
- What is the community’s process for assessing a potential resident’s need for services?
- Are additional services available if the resident’s needs change?
- Are there special programs for memory impaired residents and those with dementia?
- Are there fees to provide transportation to doctors’ offices, the hairdresser, shopping and other activities desired by residents?
- Can residents arrange for transportation on fairly short notice?
Staff
- What training and qualifications do the staff have?
- Observe staff and resident interactions. Are they positive?
- Did you receive a warm greeting from staff welcoming you to the residence?
- Do the staff members treat each other in a professional manner?
- Are the staff members that you pass during your tour friendly to you?
Social & Recreational Activities
- What is the activities program?
- Do residents participate in activities outside of the residence in the neighboring community?
- Do volunteers, including family members, come into the residence to help with or conduct programs?
- Are residents’ pets allowed in the residence? Who is responsible for their care?
- Does the residence have its own pets?
Food Service
- Does the residence provide three nutritionally balanced meals a day, seven days a week?
- Are snacks available?
- May a resident request special foods?
- May residents eat meals in their units?
- May meals be provided at a time a resident would like or are there set times for meals?
Make Sure You…
- Know what the service package includes
- Know all costs associated with your service package
- Know about additional services and their associated fees
- Know the circumstances under which fees might change
- Contact the State Licensing entity ( www.ccld.ca.gov ) for information on the community’s license
- Understand the services planning process
- Understand the admission agreement
- Know about the criteria and policies associated with discharge
- Understand resident rights and responsibilities


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