TOWN OF MANSFIELD

ASSISTED/INDEPENDENT LIVING ADVISORY COMMITTEE

MINUTES

 

October 31, 2007

 

 

PRESENT: K. Grunwald (staff), J. A. Bobbitt, J. Brubacher, M. Hart, G. Padick, N. Sheehan, Scott Cohen (Hawthorne Partners), Patrick Collins (Benchmark Assisted Living)

            REGRETS: A. Kenefick, G. Cole

 

I.                    WELCOME AND INTRODUCTIONS: Scott Cohen and Patrick Collins (Vice President) introduced themselves to the Advisory Committee.

 

II.                  OPPORTUNITY FOR PUBLIC TO ADDRESS THE COMMITTEE: no comment.

 

III.                REVIEW OF MINUTES: the minutes of the October 17, 2007 meeting should note that Nancy Sheehan was present; also correct the spelling of Carl Schaefer’s name. Accepted with those corrections.

 

IV.               COMMUNICATIONS: 

A.     Agenda

B.    October 17, 2007 Minutes
 

V.                 DISCUSSION/NEW BUSINESS:

A.      Presentation by Benchmark Assisted Living: Scott Cohen from Hawthorne Partners and Patrick Collins from Benchmark Assisted Living presented on their partnership.  Benchmark is a regional (New England) company that has 15 communities in CT.  Their focus is on independent, assisted living and housing for memory-impaired.  They offer customized services that promote independence and a lifestyle that offers choice and access to services.  They focus on service delivery, growth in professional development skills and career track for staff.  Their founder originally started with the development of Mass. ALFA and other national senior housing organizations. 

Q. Recent trends in programs and the industry? A. Young industry, lots of changes.  Residents are frailer, more demands on services beyond housing.  More focus on healthcare needs, changing needs of residents.  Age of the population is moving towards 83-85; not sure if this will continue to increase.  The amenities package is becoming more critical to residents, and they are coming in being more educated about what they are looking for; holistic services.  Buildings are also larger, moving from studio apartments to one-bedroom units. 

Q. How do you address medical needs? A: Staffing includes Wellness nurse, resident care director, nurses, CNA’s (resident associates).  A plan for the resident is focused on individual needs based on a thorough and ongoing assessment.  There is always a nurse on site.  They attempt to establish strategic alliances with local doctors who can see residents on-site.  A primary care physician, physical therapist, etc. can all be provided on-site. 

Q. Amenities packages at Benchmark? A: Larger apartments, educational programs, trips to theatre, (holistic package).  Activities Director is responsible for putting programming together.

Q: Would you do your own marketing study?  A: Yes, market analysis and feasibility study: look at unit potential, product mix in the community. 

Q: Unit/Facility size?  A: Can range from 350-650 sq. ft.  Attempt to understand the demographic need to determine what the appropriate size unit is. 

Q: Standard pattern of financing?  A: First/last month’s rent and a community fee, which typically equates to one month’s rent.  No other up-front fees.

Q: How would connection to the university enhance this facility?  A: Integrate the facility with the university regarding student learning opportunities, education for residents, and recruitment for hiring. 

Q: How would they fit in with the existing nursing home; transitions to another level of care?  A: Develop strategic alliances with SNF’s in the community.  Either for rehabilitation or as transition to a higher level of care.

Q: Would you offer other levels or types of care?  A: Ultimately the resident determines whether or not they stay in the residence, and other services can be brought in for the resident.  They facilitate care around the residents’ changing needs; accommodate the needs of the residents, including hospice services.  Partnerships are important in terms of being able to provide services.

Q: Water needs?  A: 150 gallons per unit/per day.  Based on a broad picture of senior housing needs.  Actual use can be closer to 60 gallons.  In general they are looking at sustainability issues in development, including around the issue of water use.  Beginning to look at energy conservation issues in design and building new facilities.  They are also looking at alternative energy sources. 

Q: How is deferred maintenance handled in the business plan?  A: Every year maintenance is scheduled into the budget, separate from the overall operating budget.

Q: Staffing description?  A: Professional staff are certified or licensed as appropriate.  None of the communities are unionized at this time.  Part of the culture is P.E.R.S.O.N.A.L: which includes respect and candor.  Ongoing training of staff, not only for job skills but also around interaction with customers, reinforcement of the workforce culture.  All staff have Individual Development Plans annually, which are reviewed at mid-year.  Turnover rate is 38%; focus is on retention of best staff.  Look at how the IDP is tied to retention, along with compensation plan for staff.  Consistency in staffing is important to the residents.

Q: Non-medical professional staff?  A: Activities Director has a background in therapeutic recreation; focus on training all staff to respond to residents’ needs (holistic).  Some communities have a Geriatric Care Manager, who is responsible for facilitating case management focused on meeting the psychosocial needs of residents.  Historically this role has been played by the Resident Care Director.  Staffing needs to be balanced to make sure that the facilities remain affordable. 

Q: Profit vs. Non-Profit Operator?  A: Regardless, need to offer a service that is financially sustainable.  Benchmark has 43 communities and has access to resources to support the operation of individual facilities, best practices, economies of scale, talent pool, etc. 

Q: Financial performance as a company?  A:  Successful, doubled size of the organization in the last three years, performing well financially.

Q: How do you evaluate yourself?  A: How well are new acquisitions integrated into the Benchmark philosophy and culture; how do they add value and enhance the organization’s ability to meet strategic goals? 

Q: Thoughts about Mansfield, proposed site?  A: Relationship with the university, preliminarily the site has good curb appeal, developable.  They see overlap with sites in South Windsor (the Village) and Rocky Hill (the Atrium).  Terrific opportunity based on preliminary demographics.

Q: Timeframe for development, how would delays factor in; what about another site?  A:  Challenge would be in changes in the competitive situation; what if another developer comes in.  Proximity to the campus of the proposed site is definitely a draw in terms of relationships with the university. 

 

Cedar Mountain Commons is no longer a Benchmark facility, but we would be able to visit there as well.  Hartford Hospital now manages this facility.

 

B.      Review of Qualifications received: no discussion

 

C.      Schedule for site visits: a tentative site visit to Middlewoods in Farmington and Newington has been scheduled for Nov. 16.

 

D.      Development of an RFP: no discussion.

 

E.      “Other”:  G. Padick pointed out that we won’t know from 1-2 years about the water supply availability of UConn water.  Until last June we did not have a full understanding of the water supply and demand issues of UConn water.  The study that was completed in June identified issues that need to be pursued, including metering of current water use to identify leaks and areas for conservation.  This will help to determine if there is additional capacity in the current system.  The other issue has to do with the capacity of the  well fields, and determinations of how much water can be taken from the Willimantic River well field.  A study of the capacity of the Willimantic River is being planned, and may take up to two years to complete.  The State DEP is working on regulations that may lead to legislation that would impact the registered capacity of the well fields throughout the state.  The capacity of the sewer system is less of a concern, and seems adequate to meet future needs.  If the project just needs sewer it is more likely that the university would support this.  A community well may be an option to consider as a water source and this would be another approach to take.  The next step regarding the location of the road on the proposed site would also need to be finalized once a developer is brought on board.    J. A. Bobbitt expressed concern that there is not enough commitment on the part of the university at this time to pursue this project.  M. Hart pointed out that although we have not purchased an option on the proposed site because we want to make sure that a developer can work with that site. 

 

 
VI.               SCHEDULE FOR NEXT MEETING: Wed. November 14, 9-10:30; location TBD. 

 

VII.             ADJOURNMENT: meeting adjourned at 11:05 AM.

 

Respectfully submitted,

 

Kevin Grunwald