The Arbor at Berkeley

Allegation investigated: Staff is overcharging resident.

On 08/18/2026 at 9:50 AM, Licensing Program Analyst (LPA) P. Manalo arrived unannounced to conduct the initial 10-day visit and deliver the findings on the above allegation. LPA met with Assistant Executive Director (AED) Quaid Holder and Executive Director (ED), Maureen Lee, and explained the purpose of the visit. During the visit, LPA obtained and reviewed the following documents included but not limited to Progress Notes, Service Plan, Physician Report, Resident Roster, Staff Schedule, Staff Contact Information, Monthly Statement, Level of Care Determination Tool, Functional Evaluation, and Service Plan Agreement. LPA interviewed AED, Staff 1 (S1), 1 witness, and 1 resident. Continue to LIC9099-C... Unsubstantiated Continued from LIC9099... Allegation: Staff is overcharging resident. It was alleged that staff is overcharging resident. LPA interviewed Witness 1 (W1) who stated that R1 is being charged for additional cost on services that R1 does not need. LPA reviewed R1’s Service Plan Agreement effective on 04/22/2025 that stated that R1 is being charged an Assisted Living (AL) Care Services for an additional monthly charge of $960.48 for R1’s care and R1 signed the Service Plan Agreement on 05/13/2025. LPA reviewed R1’s service plan and Level of Care Determination Tool dated 09/24/2025 and interviewed S1 who stated that R1’s assessment did not show any change in condition and R1’s level of care remains the same as the assessment conducted on 04/22/2025. LPA reviewed R1’s monthly statement dated 07/31/2025, 09/30/2025, and 07/28/2026 and interview with AED stated that since there was no change in condition after R1’s assessment on 09/24/2025, R1’s monthly rate stayed the same as what the previous owner was previously charging R1 for. Based on interviews and record review conducted, the above allegation that staff is overcharging resident is unsubstantiated. Although the allegation may have happened or is valid, there is not a preponderance of evidence to prove the alleged violation did or did not occur, therefore the allegations are unsubstantiated. There is no deficiency noted. Exit interview was conducted with Holder and Lee, and a copy of this report was provided.the state’s words, verbatim · CDSS document, Aug 18, 2026 · control 15-AS-20260812092917

Type of visit: Case Management - Other

On 08/18/2026 at 1:55 PM, Licensing Program Analyst (LPA) P. Manalo arrived unannounced to conduct a case management visit. LPA met with Assistant Executive Director (AED) Quaid Holder and Executive Director (ED) Maureen Lee, and explained the purpose of the visit. While LPA was conducting a complaint investigation #15-AS-20260812092917, ED stated that R1 would leave the facility independently or with R1's friends. LPA reviewed R1's physician report dated 08/16/2022 and 08/21/2023 that indicated that R1 is unable to leave the facility unassisted. During the visit, LPA, AED, ED discussed that as of today, the facility will review the physician report and discussed with R1 that per physician report, R1 is unable to leave the facility unassisted. The facility will also communicate this to the front desk staff and try to obtain an updated physician report for R1. The facility will send LPA the plan via email. A technical violation has been noted. No deficiencies cited. Exit interview conducted and a copy of this report provided.the state’s words, verbatim · CDSS document, Aug 18, 2026

Type of visit: Case Management - Other

On 6/4/2026 at 10:15am, Licensing Program Analyst (LPA) L. Hall conducted an announced continuation pre-licensing inspection (CHOW) and met with Maureen Lee, Administrator. Facility's fire clearance is for One hundred and ten (110) non-ambulatory and ten (10) bedridden residents. The pre-licensing inspection was continued to review staff file and conduct the COMP III. LPA reviewed nine (9) staff files and presented Component III power point during visit and discussed the regulations embodied in the power point. LPA observed the participant gained knowledge about running and maintaining the facility in accordance with regulations. No Issues were noted during inspection. LPA observed that facility is ready to be licensed. This report will be submitted to the Central Applications Unit (CAU) and a final review of the application will be conducted. This facility is not yet licensed and is subject to final approval by CAU. Additional requirements may still be required. Exit interview conducted and a copy of this report provided.the state’s words, verbatim · CDSS document, Jun 4, 2026

Type of visit: Prelicensing

On 4/8/2026 at 10:05am, Licensing Program Analyst (LPA) L. Hall conducted an announced pre-licensing inspection (CHOW) and met with Maureen Lee, Administrator, and Quaid Holder, Manger of Business Operations. Facility's fire clearance is for One hundred and ten (110) non-ambulatory and ten (10) bedridden residents. LPA toured the residents' apartments, shared bathrooms, dining rooms, common living areas, and kitchen. The facility has four (4) floors. Assisted living on the 3rd and 4th floors and memory care on the 3rd floor. There is sufficient lighting around the facility. Resident rooms are equipped with the proper furniture and lighting. The kitchen was observed cleaned and within compliance. Bathrooms were equipped with grab bars. Living room is equipped with the proper furniture for the residents. Facility has medication two (2) medication rooms located on the 2nd and 3rd floor. LPA observed toxins and sharps locked. Passageways and hallways are free of obstruction. Fire extinguisher last serviced 7/24/2025. Smoke detectors and Carbon Monoxide detector are equipped around the facility. First aid kits are complete. LPA measured hot water in shared bathroom on 1st floor at 119.5. LPA also measured hot water in the following apartments #412 -71.6; #432 -108.3; #316 -121.4; #332 -109.1; #221 -116.1; and #204 - 120.0. This is an existing facility and 2-day perishable, and 7-day Continued on LIC809C. Continued from LIC809. non-perishable are available for the residents. Facility inspection matches the sketch that was provided. LPA reviewed 10 staff files and observed all are incomplete. LPA also observed during record review that S3 was not associated to the facility. LPA requested S3 be associated by 4/9/2026, and the files to be completed by 4/22/2026. Issues were noted during inspection. LPA observed that facility is ready to be licensed. This report will be submitted to the Central Applications Unit (CAU) and a final review of the application will be conducted. This facility is not yet licensed and is subject to final approval by CAU. Additional requirements may still be required. Exit interview conducted and a copy of this report provided.the state’s words, verbatim · CDSS document, Apr 8, 2026

Type of visit: Office

Component II completion: Successful Facility Type: Residential Care Facility for the Elderly (RCFE) Application Type: Change in Ownership (CHOW) Capacity: 120 Census (if any clients in care): 51 COMP II Participants: Joshua Jergensen, Applicant Maureen Lee, Administrator Interview Method: Virtual interview (Microsoft Teams) On February 25, 2026, Applicant and Administrator participated in COMP II. Identification of the Applicant and Administrator was verified through interview questions based on photo ID and other identifying personal information. During COMP II, Applicant and Administrator confirmed that they have read and understand community care facility licensing laws included in the Health and Safety Codes and the California Code of Regulations Title 22. Signed LIC 809 with copy of photo ID have been obtained. During COMP II, CAB analyst confirmed Applicant and Administrator’s understanding of following areas: 1. Facility Operation: License Type, Client/Resident Populations, and Program. 2. Admission Policies 3. Staffing Requirements & Training 4. Restrictive/Prohibited Health Conditions 5. General Provisions 6. Emergency Preparedness 7. Complaints & Reporting 8. Pre-licensing Readinessthe state’s words, verbatim · CDSS document, Feb 25, 2026