casaDETAILS
TABLE OF CONTENTS About Casa Dorinda 2 Admissions Process 4 Price Options 6 Wait List 8 Next Steps 9 Casa Benefits 10 Campus Map 12 Floor Plans 14
casaDORINDA CASA IN NUMBERS Founded in Constructed in Property Grounds
: 1975 : 1919 : 48 acres
Resident to Staff Ratio
: 1/2
Apartment Homes Assisted Living Suites Memory Care Suites Medical Center Suites
: 209 : 21 :5 : 52
CASA IN RESIDENTS’ WORDS “The community aspect is very satisfying... The caring and friendly environment creates a place to live. People genuinely care about each other. We are fortunate to have come to this wonderful place.” “The epitome of comfort, convenience and luxury.” “At my age (I hate to admit it), I am happy to know any of my medical needs will be cared for.”
Affectionately known of as “Casa”, Casa Dorinda was originally a grand estate built by the Castor Oil fortune in 1919. Mrs. Anna Dorinda Blaksley Bliss commissioned the young architect Carlton Winslow to design a grand “casa” to serve as the social center of the community here in Montecito. As this was Winslow’s first big commission, it soon propelled him into becoming a key proponent of Spanish Colonial Rival Architecture. Winslow’s hand can also be seen around town in Santa Barbara’s Museum of Natural History and Public Library, as well as, Los Angeles’s Public Library and the Bel Air Country Club. As times changed, so did Casa Dorinda. From serving as a rest and recuperation center for the Navy during World War 2 to an all girls’ school in the mid 40’s and 50’s; people often find themselves begging Casa’s walls to talk. In 1975, Casa Dorinda welcomed it’s first residents as the Retirement Community it now is. Walking through the campus and its surrounding gardens, visitors find themselves transported, not to another time, but to a place of beauty and peace. The richness in history can be felt here, magnified by the original architectural details that remain from its first life as an internationally-renowned grand estate.
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admissions PROCESS ADMISSIONS CRITERIA ·· Strong medical health ·· Robust financial strength
MEDICAL ELIGIBILITY
·· Applicant(s) must be self-sufficient, free of active disease and able to successfully reside in Independent Living for a minimum of two years upon signing into Casa Dorinda. ·· A physical by the applicant’s primary physician and an in-person assessment by a Casa Dorinda physician will establish whether our health standards are met for acceptance into Casa. ·· Acceptance onto Casa’s Wait List does not guarantee entry to Casa Dorinda.
FINANCIAL ELIGIBILITY
·· A personal financial statement must be submitted to Casa Dorinda to prove sufficient finances to pay monthly fees. ·· Consideration is also based on possible annual fee increases to match inflation.
ADMISSION DETAILS ·· ·· ·· ·· ·· ··
All applicants must be at least 62 years of age at the time of entry. The application process begins with the acceptance of a completed application packet. A non-refundable processing fee of $350 per person is required with all applications. Applicant(s) will be notified in writing as to their status once their application has been reviewed. Residency is available at Casa Dorinda on a non-discriminatory basis. Equal treatment and access are given to all persons regardless of race, religion, national origin, ancestry or disability.
EXCLUSION CRITERIA Past medical history and current functional status are the basis for medical exclusions from Casa Dorinda. Please note these guidelines are not definitive. MEDICAL CRITERIA Alzheimer’s and related dementia diagnoses, cancer with a likelihood of rapid progression, malnutrition, end-stage organ disease, advanced cardiac or pulmonary disease. FUNCTIONAL CRITERIA ·· Need for continuous oxygen therapy. ·· Uncontrolled or unmanageable incontinence. ·· Ambulating tolerance less than 50 feet. ·· Vision impairment that inhibits living safely.
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price OPTIONS APPLICATION FEE ·· $350 per person, non-refundable
WAIT LIST FEE ·· ·· ·· ··
$2,500 per person Once your application is accepted you may be placed on the Wait List. 100% of your Wait List fee is applied toward your entry fee. 80% of your Wait List fee is refundable.
ENTRANCE FEES Entrance fees vary depending upon the size of apartment you choose. THE ENTRANCE FEE PROVIDES FOR ·· The apartment of your choosing. ·· LifeCare contract with Casa Dorinda. ·· The financial strength of Casa so that it remains viable over the lifetime of all our residents.
TAX BENEFITS ·· A portion of our entrance and monthly fees can be attributed to medical expenses; making them a tax deduction for most individuals. ·· While individual tax situations are unique; many Casa residents enjoy a substantial tax deduction. ·· We strongly suggest you speak with your tax accountant to ascertain your eligibility for these benefits.
2012 TAX DEDUCTIONS ·· Monthly Fees - $2,045/month or $24,540/yr ·· Entrance Fee - $51,250 for new residents
Studio One Bedroom Alcove
APARTMENT TYPE
ENTRANCE FEE
MONTHLY FEE
$178,200
$3,521
Single Double
$217,300 + $298,700 +
$3,910 $6,757
Single Double
$286,200 + $393,500 +
$4,224 $7,291
Single Double
$436,000 + $599,500 +
$4,388 $7,454
Single Double
$501,400 + $689,400 +
$4,710 $7,792
Standard (1,100 sq. ft.) Deluxe (1,660 sq. ft.)
$553,900 + $753,800 +
$7,792 $7,950
Single Double
$217,300 $298,700
$2,932 $5,068
One Bedroom Standard One Bedroom Large
One Bedroom Deluxe Two Bedroom Guest Rooms
Prices are effective January 1st, 2014.
wait LIST ABOUT ·· Approved applicants are placed upon Casa Dorinda’s Wait List until an apartment of their choice becomes available. ·· A deposit of $2,500 per person, 80% of which is refundable with 100% applicable to your entrance fee. ·· Casa Dorinda maintains two wait lists: an “in-house” wait list for current residents and an “outside” wait list for approved applicants who wish to become residents. Our “in-house” wait list has priority over the “outside” wait list. Both wait lists operate on a first come first served basis.
DETAILS ·· The current length of Casa’s Wait List is about 2-4 years. ·· A current physical and in-person assessment are required before moving in. ·· The Wait List Agreement is conditional based upon each applicant’s current health and financial well-being.
NOTIFICATION ·· You will be notified by telephone and/or email when an apartment becomes available. ·· Should you choose to pass on an apartment, you will maintain your place on the list - no matter how many times you pass on an opening.
next STEPS CHOOSING YOUR HOME ·· A 5% holding fee is due when you choose an apartment. ·· Your holding fee will be applied to your entrance fee minus $1200 per person/per month of your holding period. ·· The length of your holding period can be between 3-5 months. This period of time is based upon the time needed to update your apartment. ·· Your holding fee removes the apartment you have chosen from the resale market. ·· Your entrance and monthly fees are due when you sign your LifeCare contract with Casa Dorinda.
HOLDING FEE PRIVILEGES ·· ·· ·· ·· ··
Customary meals in the Dining Room. Participation in all resident activities. Access to the Fitness and Activities Center; including staff support. Use of Casa’s common amenities. Access to Casa’s Guest Rooms for your expressed personal use. Maximum of 10 nights.
NOTE During your holding period, you will not have access to medical related services offered by Casa Dorinda.
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casa BENEFITS INCLUDED IN YOUR FEES ·· ·· ·· ·· ·· ·· ·· ··
LifeCare contract Apartment remodel (standard package) Fine dining for all meals Weekly champagne brunch Walk-in healthcare clinic On-site physicians 24-hour security Emergency response system
·· ·· ·· ·· ·· ·· ·· ··
Weekly linens & housekeeping Utilities 3,200 sq. ft. Fitness Center & pool Engaging activities & cultural events Local shuttle transportation Private grounds & facilities Assisted Living & Memory Care Private Medical Center with individual suites
LIFECARE A major benefit of having a LifeCare contract with Casa Dorinda is that your monthly fees WILL NOT increase if your level of care does. This means that, should you require Assisted Living, Memory Support or Skilled Nursing services your monthly fee will not increase. An additional bonus is our medi-gap coverage for Medicare. Casa’s medi-gap coverage will cover the 20% of your medical expenses that Medicare does not pay, as long as the service is approved by Medicare and performed by a Medicare provider.
notes
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Oak Preserve & Trails A-O Resident Apartment Homes 1-17 Resident Cottages M/C Memory Care
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floor PLANS THE CHOICE IS YOURS Casa Dorinda offers a variety of floor plans depending upon your wants and needs. All apartment homes are fully customized to you and your tastes.
Please note that the floor plans within this brochure are not to scale.
STUDIO Approximately 440 square feet.
Closet
Kitchen
Bath Closet
Living room/ Bedroom Approximately 22'-0'' X 12'-0''
Garden Patio or Balcony
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Entry
ONE BEDROOM ALCOVE Approximately 537 square feet.
Balcony
Alcove/Bedroom Approximately 9'-0'' X 11'-0''
Living room Approximately 16'-6'' X 14'-6'' Closet
Kitchen
Bath Entry
Closet
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ONE BEDROOM Approximately 685 square feet.
Garden Patio or Balcony
Living room Approximately 13'-6'' X 16'-6''
Bedroom Approximately 12'-0'' X 16'-6''
Closet
Kitchen
Closet Entry
Ref
Bath Closet Closet
ONE BEDROOM LARGE Approximately 735 square feet.
Garden Patio or Balcony
Living room Approximately 16'-1'' X 19'-6''
Bedroom Approximately 13'-8'' X 14'-6''
Closet
Closet
Kitchen
Bath
Closet
Entry
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TWO BEDROOM - OPTION 1 Approximately 1,118 square feet.
Garden Patio or Balcony
Bedroom Approximately 13'-0'' X 16'-0''
Living room Approximately 16'-0'' X 19'-6''
Bedroom Approximately 13'-0'' X 14'-6'' Closet Closet
Closet Closet
Closet
Kitchen
Bath
Bath
Entry
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TWO BEDROOM - OPTION 2 Approximately 1,200 square feet.
Garden Patio or Balcony
Closet Closet
Bath
Closet
Bedroom Approximately 12'-0'' X 14'-0''
Bedroom Approximately 12'-0'' X 12'-0''
Closet
Bath
Living room Approximately 16'-8'' X 16'-2''
Closet
Outside Stairs to Second Floor Apartments
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Kitchen
Entry Closet
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California’s Premier LifeCare Community 805 969 8011 | casadorinda.org
All content contained within this document is effective as of 01.01.2014. Casa Dorinda is a private LifeCare CCRC community owned and operated by the Montecito Retirement Association, a nonsectarian, nonprofit, taxexempt organization. State of California Licenses RCFE #421700160, SNF #050000112, CCRC Certificate of Authority #126.