Assisted Living Business Plan Sample

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					WALA 2007 in-depth research of Administrator qualifications. Based on state regulation review and interviews with state assisted living association directors. (Thanks to Ali Chrisler for h

                           Wisconsin - Proposed Rewrite           North Carolina                                Maryland                                Oregon                                   Alabama                                              Arizona                                     Arkansas                                      California


                                                                                                                                                                            Category I: qualified to administer an Assisted
Types of Licensing                                                                                                                                                          Living Facility
                            Proposed regs 11/07
   Categories                                                                                                                                                               Category II: qualified to administer an Assisted
                                                                                                                                                                            Living Facility or a Specialty Care Assisted Living




                                                                                                                                                                                                                                                                                                                                 1. Knowledge of the requirements for
                                                                                                                                                                                                                                                                                                                                 providing care and supervision
                         1. Must be 21 years of age or   1. 21 years old                                                                                                                                                                                                                                                         appropriate to the residents
                                       older             2. Submit an Assisted Living                                                                                                                                                                                                                                            2. Knowledge of and ability to conform
                                                                                              1. 21 years old
                           2. Must have an associate     Administer Certification                                                                                                                                                                                                                                                to the laws, rules and regulations
                                                                                              2. High school diploma or equivalency
                         degree or higher in business or Application                                                                                                                                                                                                                                                             3. Ability to maintain or supervise the
                                                                                              3. Free from active reportable airborne
                             healthcare related field    3. Complete a satisfactory                                                                                                                                                                                                                                              maintenance of financial and other
                                                                                              communicable disease
                                       -OR-              criminal history report                                                                                                                                                                                                                                                 records
                                                                                              4. No criminal convictions
                            At least 60 credits of post  4. Provide an official transcript                                                                                                                                                                                                                                       4. Ability to direct the work of others
                                                                                              5. Be of good moral character (3 letters of                                                                                                                                         1. At least 21 years old
                            secondary course work in     from an accredited college or                                                                                                                                                                                                                                           5. Good character and continuing
                                                                                              reference which attest to this)                                                                                                                                                     2. Have a high school diploma or GED
                         business, healthcare, nursing,  university of the completion of at                                                                                                                                                                                                                                      reputation of personal integrity
                                                                                              6. Possess a genuine interest in the                                                                                                                                                3. Must have the ability and agree to
                        social services, management or   least 2 years of college                                                                                                                                                                                                                                                6. Have a high school diploma or
                                                                                              population being served                           1. At least 21 years old                                                            1. Earn a high school diploma or GED          comply with these regulations
                          other fields related to human  coursework (60 hours)                                                                                              1. At least 19 years old                                                                                                                             equivalent
                                                                                              7. Sufficient skills, training, and experience    2. Possess a high                                                                   2. Complete 2080 hours of paid work           4. Must complete a background check
                                     services            -OR-                                                                                                               2. Have good moral character                                                                                                                         7. Be at least 21 years old
     General                                                                                  to serve the residents                            school diploma or                                                                   experience in a health-related field within   5. Must not have been convicted or have a
                          3. Must have the education,    Provide an official transcript                                                                                     3. Be a citizen or have declared her/her intent of
   Qualifications                                                                             8. Have adequate knowledge in: health &           equivalent                                                                          the 5 years before application                substantiated report of abusing, neglecting,
                            experience and exhibit the   from an accredited college or                                                                                      becoming a citizen                                                                                                                                   Facility with 16-49 residents:
  (Applies to All)                                                                            psychosocial needs of population serving;                                                                                             3. Complete an CRP and basic first-aid        or mistreating person, or misappropriation
                       capability to respond to the needsuniversity of the completion at                                                                                    4. Have a high school diploma or GED                                                                                                                 8. Completed at least 15 college or
                                                                                              resident assessment process; use of                                                                                                   training program                              of resident property
                        of the residents and manage the  least 1 year of college                                                                                                                                                                                                                                                 continuing education semester or
                                                                                              service plans; cuing, coaching & monitoring                                                                                                                                         6. Must have no prior convictions relating
                            complexity of the program    coursework (30 semester                                                                                                                                                                                                                                                 equivalent quarter units
                                                                                              residents who self-administer meds;                                                                                                                                                 to the operation of a long-term care
                                                         hours) and proof of at least 2                                                                                                                                                                                                                                          9. At least 1 year experience providing
                                                                                              providing assistance with ambulation,
                       Note: An administrator with an years of supervisory experience                                                                                                                                                                                                                                            residential care to the elderly
                                                                                              personal hygiene, dressing, toileting &
                       associate degree in business or in a licensed adult care home,                                                                                                                                                                                                                                            -OR-
                                                                                              feeding; resident’s rights; fire & life safety;
                        at least 60 credit hours of post nursing home, or other health or                                                                                                                                                                                                                                        Facility with 50 or more residents:
                                                                                              infection control; food safety; first aid; CPR;
                           secondary course work in      residential care setting within                                                                                                                                                                                                                                         8. Have completed 2 or more years of
                                                                                              emergency disaster plans and individuals
                       business shall have at least one the 5 years preceding the date                                                                                                                                                                                                                                           college
                                                                                              job requirements of staff
                         year experience working in a    of the application                                                                                                                                                                                                                                                      9. At least 3 years of experience
                            healthcare related field.                                                                                                                                                                                                                                                                            providing residential care to the elderly




                                                                                                                                                1. Have at least two
                                                                                                                                                years professional or
                                                                                                                                                management experience       1. Have 1 year of experience working fulltime in
                                                                                                                                                                                                                                    1. Complete a Department-approved
                                                                                                                                                that has occurred in the    an administrative, resident, or patient care position
    Additional                                                                                                                                                                                                                      training program in personal, supervisory,
                                                                                                                                                past 5 years in a health    in a licensed AL facility, nursing home, hospital, or
Qualifications (Non-                                                                                                                                                                                                                and directed care and management of an
                                                                                                                                                or social service related   residential care setting for the elderly or disabled
      Degree)                                                                                                                                                                                                                       AL facility
                                                                                                                                                field or program or have    within 2 years preceding application
                                                                                                                                                a combination of
                                                                                                                                                experience and
                                                                                                                                                education




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                                                                                                                                     1. Complete at least 2 years (60 semester hours
                                                                                                                                                                                           1. Complete at least 36 contact hours of
                                                                                                                                     or 96 quarter hours) of coursework at an
                                                                                                                                                                                           instruction at an accredited university or
                                                                                                                                     accredited university
                                                                                                                                                                                           college including the following hours in the
                                                                                                                                     2. At least 3 months of experience working
                                                                                                                                                                                           following subject areas:
                                                                                                                                     fulltime in an administrative, resident or patient
                                                                                                                                                                                           Residents’ rights: 2 hours
                                                                                                                                     care position in a licensed AL facility, nursing
                                                                                                         1. Possess an                                                                     Care of elderly or disable adults: 10 hours
                                                                                                                                     home, hospital, or residential care setting for the
    Additional                                                                                           accredited bachelor's                                                             Nutrition and food preparation: 4 hours
                                                                                                                                     elderly or disabled
   Qualifications                                                                                        degree in a health or                                                             Care of confused individuals: 4 hours
                                                                                                                                     - OR -
     (Degree)                                                                                            social service related                                                            Pharmacology of commonly prescribed
                                                                                                                                     a minimum of 240 hours of Board approved
                                                                                                         field                                                                             medications: 4 hours
                                                                                                                                     internship within 2 years of application date
                                                                                                                                                                                           Care plan development: 4 hours
                                                                                                                                     - OR -
                                                                                                                                                                                           Environmental and fire safety: 4 hours
                                                                                                                                     a minimum of 240 hours of Board approved
                                                                                                                                                                                           Business practices and recordkeeping: 4
                                                                                                                                     internship within six months of passing Section A
                                                                                                                                                                                           hours
                                                                                                                                     of the Category I/II Administrator Licensure exam.




                                                                                                                                     Category I: Pass Section A of the Category I
                                                                                                                                     Administrator licensure exam on the Rules of
                                                                                                                                     Alabama Department of Public Health, Chapter
                                                                                                                                     420-5-4, for Assisted Living Facilities
                                                                                                                                     Category II: Complete the Board of Examiners
   Additional
                                                                                                                                     approved 8-hour Dementia Education and Training
  Qualifications:
                                                                                                                                     program and pass Section A of the Category II
      Other
                                                                                                                                     Administrator licensure exam on the Rules of
                                                                                                                                     Alabama Department of Public Health, Chapter
                                                                                                                                     420-5-20, for Specialty care of Assisted Living
                                                                                                                                     Facilities




                                                         80 hour training course with examination
                                                         that has direct participation between faculty
                                                         and participants
                        Must complete 120-hour
                                                         Can not have more than 25 hours of training     Complete a SPD
                        Administrator in Training
                                                         through internet courses, correspondences       approved classroom
                        Program and successfully
                                                         courses, tapes, or other training methods       administrator-training
                        complete a written exam.
                                                         that do not require direct interaction          program of at least 40
                        Complete 15 assignments in the
                                                         between faculty and participants                hours
                        correspondence course: LTCE
                                                         80 hour training breakdown:                     -OR-
                        120 and under your DFS
                                                         2 hours - philosophy of assisted living         complete a SPD
                        approved preceptor, complete
                                                         4 hours – aging process and its impact          approved administrator-
                        in-facility activities in the 7+                                                                             Category I: AIT Course (20 hours) and pass
                                                         6 hours – assessment and level of care          training program that
                        assigned areas and send your                                                                                 exam                                                                                                                                           Must complete an Initial Certification
Courses Needed to                                        waiver                                          included both a                                                                   Take the Arizona examination and obtain a       Assisted Living Facility Administrator
                        written answers to Long Term                                                                                 Category II: AIT Course (30 hours) and pass                                                                                                    Training Program (12 hours) and pass
  Be Licensed                                            6 hours – service planning                      classroom training of                                                             score of at least 75%                           certification program (32 hours)
                        Care Education in Chapel Hill in                                                                             exam                                                                                                                                           a written test
                                                         20 hours – clinical management                  less than 40 hours and a
                        at least the 7 areas:
                                                         4 hours – admission and discharge criteria      SPD approved 40-hour
                        management, human
                                                         8 hours – nutrition and food safety             internship program with a
                        resources, resident care,
                                                         12 hours – dementia, mental health, and         SPD approved
                        personal services / activities,
                                                         behavior management                             administrator
                        dietary, environment,
                                                         4 hours – end of life care                      -OR-
                        housekeeping and
                                                         4 hours – management and operation              complete another SPD
                        maintenance.
                                                         4 hours – emergency planning                    approved administrator-
                                                         4 hours – quality assistance                    training program
                                                         2 hours – survey process




                                                                                                                                     AIT Course: $450
                                                                                                                                     Licensing Fees: $400
      Cost of                                                                                                                                                                              Application: $100                               Members: $350
                                                                                                                                     Annual Conference: $250
Training/Certificatio                $590                                  $995.00                                                                                                         Examination: $100                               Non-Members: $1200                       Processing fee for certification: $100
                                                                                                                                     Regional Conference: $15-$35
         n                                                                                                                                                                                 Insurance of a certificate: $100 (biennially)


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                                                                                                                                                                                                                                                                  Members: $50
                                                                                                                                                              $150 (yearly)                                        $100 (biennially)
  Renewal Cost                                                                                                                                                                                                                                                    Non-members: $100                          $100 (every two years)

                                                                                                                                                              1. State law and rules on AL facilities
                          1. Job responsibilities                                          1. Fire and life safety
                                                                                                                                                              2. Identifying and reporting abuse, neglect and
                      2. Prevention and reporting of                                       2. Infection control including standard
                                                                                                                                                              exploitation
                       resident abuse, neglect, and                                        precautions
                                                                                                                                                              3. Special needs of the elderly, mentally ill and
                       misappropriation of property                                        3. Basic food safety
                                                                                                                                                              mentally retarded
                         3. Information regarding                                          4. Basic first aid
                                                                                                                                                              4. Basic first aid
                     assessed needs and individual                                         5. Emergency disaster plans
                                                                                                                                                              5. CPR
  Other Training      services for each resident for                                       6. Cognitive impairment (Alzheimer’s,
                                                                                                                                                              6. AED utilization
                          which the employee is                                            dementia, and mental illness)
                                                                                                                                                              7. Advance directives
                                responsible                                                7. Medication technician
                                                                                                                                                              8. Protecting resident confidentiality
                     4. Emergency and disaster plan                                        8. Individual job requirements
                                                                                                                                                              9. Safety and nutritional needs of the elderly
                        and evacuation procedures                                          9. CPR
                                                                                                                                                              10. Resident fire and environmental safety
                    5. CBRF policies and procedures                                        10. AED
                                                                                                                                                              11. Identifying signs and symptoms of dementia


                                                                                                                                                              Category I: 12 hours per year
                                                                                                                                                              Category II: 12 hours plus 6 more hours in
                                                                                                                                                              dementia specific education per year
                                                                                                                                                                                                                   50 hours each biennial period                  24 hours every two years                   At least 20 clock hours per year
                                                                                                                                      20 hours of SPD
Continuing/Ongoin                                                                                                                                             BOE must approve all continuing education hours
                      15 hours per calendar year        30 hours every 2 years                                                        approved credit hours
g Education Hours                                                                                                                                             at least 30 days in advance
                                                                                                                                      every year
                                                                                                                                                              No more than 6 total hours can be from internet or
                                                                                                                                                              distance learning experience




                                                                                                                                                                                                                   Formats/Subjects approved by the Board:
                                                                                                                                                                                                                   1. Seminar/workshop
                                                                                                                                                                                                                   2. Course at an accredited educational
                        1. Standard precautions                                                                                                                                                                    institution
                     2. Client group related training                                                                                                                                                              3. Attendance at a business meeting of a
                             3. Medications                                                                                                                                                                        national healthcare organization or of a
  Formats of                4. Resident rights                                                                                                                                                                     state association affiliated with a national
  Continuing         5. Prevention and reporting of                                                                                                                                                                healthcare organization                        Pertain to operation and management of     Areas related to aging and/or
 Education and             abuse, neglect and                                                                                                                                                                      4. Self-study, online, or correspondence       facility                                   administration
 Subject Matter             misappropriation                                                                                                                                                                       course (no more than 40% of required
                     6. Fire safety and emergency                                                                                                                                                                  hours can be obtained this way)
                     procedures, including first aid                                                                                                                                                               5. Serving as a preceptor (no more than
                                                                                                                                                                                                                   50% can be obtained this way)
                                                                                                                                                                                                                   6. Teaching a Board-approved continuing
                                                                                                                                                                                                                   education



                                                                                                                                                              Two annual conferences: 12 to 13.5 hours each
 What Training is
                                                        1 AIT training program is                                                                             Several regional seminars: each seminar ranging
 Offered by your
                                                        offered                                                                                               in 1-3 credits
  Organization?



                                                        5 AIT program providers are                                                                                                                                                                               Recommend setting a base fee for CEU
                                                                                           Only 4 vendors are able to teach the 80-                           For a small fee they offer sample plans of
      Other                                             available (outside party) - must                                                                                                                                                                          hour and then increasing seminar cost by
                                                                                           hour class (outside party)                                         correction and policy and procedure
                                                        find a preceptor too                                                                                                                                                                                      extra expenses




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risler for her efforts.)

                  Colorado                      Connecticut          Florida                    Illinois                                                        Louisiana                                               Minnesota     Missouri            New Jersey                          Rhode Island


                                                                                                                     I. Assisted living
                                              Nothing is                                                             II. Personal Care Home (2-8 residents)                                                          Nothing is     Work in
                                              required                                                               III. Shelter Care Facility (8 or more residents)                                                required       Process




                                                                                     1. 21 years old
                                                                                     2. Have a high school
                                                                                     diploma or equivalent
                                                                                     3. 2 years of management
                                                                                     experience or 2 years of
                                                              1. At least 21 years
                                                                                     experience in positions of
    1. At least 21 years old                                  old
                                                                                     progressive responsibility in
    2. Documented previous job related                        2. Have a high                                                                                                                                                                     1. At least 21 years old
                                                                                     healthcare, housing with
    experience or related education                           school diploma or                                                                                                                                                                  2. High school diploma or
                                                                                     services, or adult daycare or
    3. Familiar with all applicable federal                   equivalency diploma                                                                                                                                                                equivalent                     1. 18 years of age or older
                                                                                     providing similar services to
    and state laws and regulations                            3. Be in compliance                                                                                                                                                                3. Successfully complete the   2. Good moral character
                                                                                     the elderly
    concerning licensure and certification                    with Level 2                                                                                                                                                                       criminal background check as
                                                                                     -OR-
                                                              background                                                                                                                                                                         required
                                                                                     2 years of management
                                                              screening standards
                                                                                     experience or 2 years of
                                                                                     experience in position of
                                                                                     progressive responsibility in
                                                                                     hospitality and training in
                                                                                     healthcare and housing with
                                                                                     services management




                                                                                                                                                                                                                                                                                1. Successful completion of a training
                                                                                                                                                                                                                                                                                program administered by a Department
                                                                                                                     DEGREE
                                                                                                                                                                                                                                                                                approved organization
                                                                                                                     Assisted Living
                                                                                                                                                                                                                                                                                2. Completed a field experience of at
                                                                                                                     6 years of experience in health, social services, geriatrics, management, administration or a
                                                                                                                                                                                                                                                                                least 80 hours within a 12 month period
                                                                                                                     combination of undergraduate education and experience for a total of 6 years
                                                                                                                                                                                                                                                                                in a training capacity in a Rhode Island-
                                                                                                                     Personal Care Home
                                                                                                                                                                                                                                                                                licensed assisted living residence that
                                                                                                                     3 years of experience in health, social services, geriatrics, management, administration or a
                                                                                                                                                                                                                                                                                shall include training in the following
                                                                                                                     combination of undergraduate education and experience for a total of 3 years
                                                                                                                                                                                                                                                                                areas: administration; nursing; activities
                                                                                                                     Shelter Care Facility
                                                                                                                                                                                                                                                                                department; admissions; dietary
                                                                                                                     4 years experience in health, social services, geriatrics, management, administration or a
                                                                                                                                                                                                                                                                                department; and
                                                                                                                     combination of undergraduate education and experience for a total of four years
                                                                                                                                                                                                                                                                                environment/maintenance




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                                                              NON-DEGREE
                                                              Assisted Living                                                                                                                      1. Successful completion of a degree in
                                                              A bachelor’s degree plus 2 years of experience in the fields of health, social services,                                             a health care-related field from an
                                                              geriatrics, management, or administration                                                                                            accredited college or university that
                                                              -OR-                                                                                                                                 includes coursework as follows:
                                                              A master’s degree in geriatrics, health care administration, or in a human service related field                                     gerontology; personnel management;
                                                              or their equivalent                                                                                                                  and financial management.
                                                              Personal Care Home                                                                                                                   2. Have satisfactorily completed a field
                                                              At least 2 years of college training plus 1 year of experience in the fields of health, social                                       experience of at least 80 hours within a
                                                              services, geriatrics, management or administration                                                                                   12 month period in a training capacity in
                                                              -OR-                                                                                                                                 a Rhode Island-licensed assisted living
                                                              A bachelor’s degree in geriatrics, social services, nursing, healthcare administration or related                                    residence(s) that shall include training in
                                                              field                                                                                                                                the following areas: administration,
                                                              Shelter Care Facility                                                                                                                nursing, activities department,
                                                              At least 2 years of college training plus 2 years of experience in the field of health, social                                       admissions, dietary department, and
                                                              services, geriatrics, management or administration                                                                                   environment/maintenance.
                                                              -OR-
                                                              A bachelor’s degree in geriatrics, social services, nursing, healthcare, administration or
                                                              related field




30 hour training session which is
offered several times a year and is
four full days of training
Breakdown of required 30 hours:
At least 15 hours shall comprise a
discussion of each of the following
topics: resident rights, environmental
and fire safety (emergency
                                         Core Training
procedures and first aid),                                                                                                                                        Completing the training program Successful completion of a residential
                                         Requirement (26
assessment skills, identifying and                                                                                                                                and pass the Assisted Living    care assisted living administrator
                                         hours) and pass a
dealing with difficult situations and                                                                                                                             Competency Examination          licensing examination
                                         competency test
behaviors, and nutrition
At least 15 hours shall provide
emphasis on meeting the personal,
social and emotional care needs of
the resident population served
(issues relating with the elderly,
Alzheimer’s, or mentally ill)




Determined by individual instructors     Not to exceed $200                                                                                                                                        Fee to license the building



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                                                               Current requirement: 16
                                                               hours every 2 years
                                          12 hours every two                                                                                                                                                    32 hours biannually (24 hours have to be
                                                               Proposed requirement: 20     12 hours annually                                                                At least 30 hours every 3 years
                                          years                                                                                                                                                                 contact hours)
                                                               hours every 2 years




                                                                                                                                                                             Assisted living concepts and
                                          Areas related to                                  Geriatrics, AL concepts, specialized training in the population served, and/or   related topics, as specified and
                                          assisted living                                   supervisory/management techniques                                                approved by the Department of
                                                                                                                                                                             Health and Senior services




                                                               Offer required training in                                                                                                                       Provides the AL Admin training program
                                                               dementia                                                                                                                                         for non-degree and CEU


Final approval from the State for
providing the training online since the                                                                                                                                      When renewing their license
in-person course not only is                                                                                                                                                 every three years, they also
complicated to organize, but also                                                                                                                                            have to complete a criminal
primarily because they want to make                                                                                                                                          background check
it available 24/7




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