HomeMy WebLinkAbout7-05-11 Justus Position Statement JUSTUS POSITION STATEMENT
REGARDING WOODLAND TERRACE'S COMPLIANCE WITH
THE CARMEL ZONING ORDINANCE CCRC DEFINITION
ISSUE: Whether a community such as Woodland Terrace which offers independent living,
assisted living, skilled nursing, therapy and other services to its residents in their homes meets
the Carmel Zoning Ordinance's definition of Continuing Care Retirement Community.
CONCLUSION: Yes, a community such as Woodland Terrace offers more than three levels of
"continued care" to its senior citizen residents and meets the Carmel definition of Continuing
Care Retirement Community.
I. FACTS
Woodland Terrace is a proposed continuing care retirement community. Woodland
Terrace will offer a number of services to its residents within a single community. The services
that Woodland Terrace will provide include independent apartment living, assisted living, skilled
nursing, and therapy services. These services will be provided to residents in their apartments or
through the therapy center that will be located within the community. t Because Woodland
Terrace will make these services available to re i 1- cam .us or in their homes the residents
will not have to relocate to receive services as their needs change- Residents will be able to stay
i their homes and receive the services they need to Nye comfortably and independently.
Upon moving into Woodland Terrace, a typical resident will be someone who is still
independent and, most frequently, not in need of any services. This individual will simply be
moving into an apartment within the community. The new resident may be downsizing in
retirement, simply Iooking to move to a community with more social options. While the resident
is living at Woodland Terrace, their health care needs will be monitored and, as necessary,
additional care options will be explained_ These options will be presented as just that, options.
The individual resident will be allowed to pursue or not pursue additional care as the resident
deems appropriate. Woodland Terrace will, however, have these services available and provide
them as requested.
As a patient's care needs increase, they will be able to obtain services necessary to allow
them to continue to live independently in their home. These services are commonly referred to as
"assisted living services" and include non skilled services such as homemaker services,
companion services, assistance with cognitive tasks, assistance with hygiene and similar services
intended to allow an individual to remain in their home. Thus, a resident at Woodland Terrace
would be able to receive these types of non medical or non skilled support services while staying
in the apartment which they have already come to consider their home.
Eventually, this resident might require more intensive care. It may be the need for
therapy to reduce the resident's fall risk or it might be the need for a nurse to visit to set up a med
planner, change a dressing, or administer an injectable medication for the patient. The resident
will be able to obtain these services at Woodland Terrace either through the on -site therapy
.1 uslus_Woodland Terrace CCRC position statemetn 7/5/20112:47 PM/JES
center or within the comfort of their home, because Woodland Terrace will have skilled nursing
and therapy services available on campus.
The skilled nursing and therapy staff members will be licensed an)! certified as required
by state laws. A registered nurse or licensed therapist will assess the patients needs, develop an
appropriate care plan and implement that plan. The resident will receive routine follow -up from
the nurse or therapist. These providers will communicate with the resident's primary care
physician as well in order to ensure treatment continues to be appropriate and any necessary
changes are made. When a resident no longer needs the services, they would be discontinued.
The facility will also provide pharmacy services to residents. This will allow a patient to
more quickly and easily obtain necessary medications. Pharmacy will also regularly review drug
regimens to check for interactions.
Woodland Terrace will also make dietary services available through a licensed dietician.
The dietician will be available to consult with other services to develop meal plans that support
the plan of care. The dietician will also be able to recommend special eating equipment and
utensils for clients who need such support.
II. CCRC DEFINITION
The Carmel Zoning Ordinance defines a Continuing Care Retirement Community
.£:CCRC "1 as "[a] place where three (3) or more levels of continued care are provided to senior
citizens, including, but not limited to: independent living, assisted living, and skilled
nursing/memory care. It can include independent apartments, detached or attached cottages, and
nursing home rooms in a congregate building, as well as support services and facilities." Carmel
Zoning Ordinance, Chapter 3, Winter 2011, vl (emphasis added).
In order for a facility to meet this definition it must provide three or more levels of
continued care to senior citizens. The zoning ordinance specifically lists three levels of care:
independent living, assisted living and skilled nursing/memory care. Although the definition
lists three types of care, it notes that this list is not exhaustive. This means a continuing care
retirement community might provide other types of care to its residents. Such other services
might include therapy services or social worker type services.
The Carmel Zoning Ordinance does not provide definitions of the listed types of care. It only
provides definitions of facility types, but it does not reference these facility definitions as
requirements for a continuing care retirement community. This leads to the conclusion that
CCRC is not a collection of long term care facilities on one campus, but is rather a facility that
provides specific levels of care along a continuum to residents as their needs change. This
comports with the primary goal of Woodland Terrace to provide a place where an individual,
.can live in retirement and not have to move as the individual's needs change.
Because the CCRC zoning ordinance does not require multiple facilities on campus,
whether Woodland Terrace is a CCRC depends solely upon whether it will offer three or more
levels of continued care.
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III. WOODLAND TERRACE MEETS THE DEF`INITION'S REQUIREMENTS,
BECAUSE IT PROVIDES AT LEAST THREE LEVELS OF CONTINUED CARE.
A. Woodland Terrace residents will live in their own fully functional apartments
and have access to a number of community social functions and community
options, this makes Woodland Terrace Independent Living.
The first level of continued care Woodland Terrace will provide is independent
living. The term independent living as it relates to Continuing Care Retirement
Communities is not defined in the Carmel Zoning Ordinances'. It is also not defined in
the Indiana Code or the Indiana Administrative Code. Within the industry, the term
Independent Living generally means a retirement community where residents live in their
own fully functional apartment, but where the facility offers shared meals and other
community social activities. The primary purpose of independent living is that seniors
can continue to live in their own home and maintain their independence, while having
access to more social and other opportunities. Woodland Terrace's apartments will
provide this level of service.
Residents of Woodland Terrace will live in their own fully functional apartments
within the Woodland Terrace community setting. The apartments will have all of the
amenities of any apartment complex. Residents will be able to choose the number of
bedrooms they wish to have. They will have their own living and dining areas, private
patios/balconies, fully equipped kitchens, washer and dryer, etc. The apartments will be
the individual resident's home and the residents will not be moved from them unless they
chose to move for reasons such as downsizing due to the death of a spouse.
The primary difference between Woodland Terrace and a more traditional,
apartment community is the availability of additional services. For example, Woodland
Terrace will provide transportation services, a library and business center, an activities
room, a conference room, a resident lounge, and a barber and beauty boutique. In
addition, Woodland Terrace will provide other community activities and social
programming. Residents are free to participate in various activities or to not participate
as they wish. Upon moving into Woodland Terrace, the majority of residents will be
independently living. This is one level of continued care.
B. As residents' needs change, Woodland Terrace will provide the residents with
the necessary support services to allow the residents to remain in their homes.
These services are more commonly known as assisted living services.
The Justus Companies anticipate that as residents age, some will need additional
supports to stay in their homes. Woodland Terrace will provide these supports. These
supports include assistance with activities of daily living, attendant care, personal care
I The terms independent living and independent living facility have different meanings
depending upon whether you are discussing facilities for the aging or the disabled.
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and similar services designed to allow an individual to remain independent in their home.
These services are assisted living services.
Assisted living, like independent living, is not a term that is specifically defined in
the Carmel Zoning Ordinance. There is a definition that illustrates what are assisted
living services contained with the Indiana Medicaid Waiver rules. The assisted living'
e. icai• waiver re a ions e es asses vmg cai waiver services" as "the
,gray of services provided to a recipient including any of the following: (A) personal
care services, (13) homemaker services, (U) (more Services, (V) Attendant tare Service,
0) Companion Services, (1-9 medication oversight, (U) Therapeutic social and
recreational programming." 460 I.A.C. 8 -1 -2 (6).
Many of the listed services are further defused within the regulation. Personal
care services are defined as "assistance with: (A) eating; (B) bathing; (C) dressing; (D)
personal hygiene; and (E) activities of daily living." 460 IAC §8 -1- 2(27). Homemaker
services are defined as services consisting of general household activities, including meal
preparation and routine household care. 460 I.A.C. 8- 1- 2(19). Attendant Care Services
are services that are similar to personal care services, but also include services such as
assistance getting into and out of bed, wheelchairs, etc. and medication reminders. See.
I.C. 16 -18 -2 -28.5; see also, I.C. 16 -10- 17.1 -1.
Woodland terrace will have staff present to provide these support services.
Whether an individual needs assistance with getting dressed and personal hygiene,
companionship or eating, Woodland Terrace will have staff on -site who can provide
these services to the resident in the resident's home. The personnel providing this care
will meet the appropriate regulatory criteria. By providing these services, Woodland
Terrace is providing assisted living services and is providing two levels of continuing
care.
C. Woodland Terrace wilt employ nurses and therapists to meet the residents
additional nee,
these services will be at the level of skilled nursing or therapy services and
present a third level of continued care to the rAside ts,
The Justus Companies anticipate that as the residents of Woodland Terrace age,
they may require additional services. Residents may need nursing and therapy care as
they recover from surgery such as knee or hip replacement. A resident may need therapy
to reduce the risk of falling. A resident may need nursing care for a chronic condition or
other illness. ,Because of this potential need, Woodland Terrace will have registered
nurses, licensed •ractical n .1
pathologists available to •rovide service
t e erapy center.
Nursing services provided will include assessing a resident's health condition,
deriving a nursing diagnosis, executing nursing regimens, advocating the provision of
health care services through collaboration with or referral to other health professionals,
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executing regimens delegated by the patient's physician, dentist, chiropractor,
optometrist, or podiatrist and other services. See, I.C. 25- 23 -1 -1. This might include
visiting a patient who requires injectable medication, but who is unable to self inject,
dressing a wound, assessing skin to avoid skin breakdown, discussing the patient's
condition with the patient's physician in order to obtain additional or different services.
By making these services available to the residents in their homes, the residents are able
to avoid being institutionalized.
These services would be provided by licensed registered nurses or by licensed
practical nurses who are supervised by licensed registered nurses. As noted, these
services would be provided in collaboration with the patient's physician and the
physician would control the care provided by issuing written orders, which the nurses
would follow.
Providing skilled nursing care does not mean Woodland Terrace needs to be a
licensed health facility.
There has been some confusion regarding the levels of service Woodland Terrace
will provide and state regulatory requirements related to health facilities, more
commonly known as nursing homes. This appears to grow out of a misapprehension that
the CCRC definition requires a CCRC to provide nursing facility type care. As noted
above, nothing in the CCRC defmition requires Woodland Terrace to operate a skilled
nursing facility in order to meet the defmition of a CCRC. The CCRC defmition only
squires the CCRC to provide at least three levels of "continued care." The definition
references skilled nursing care /memory a$ one of those levels of care. The definition
k does not state that a CCRC is required include a skilled nursing facility.
Skilled nursing care can be provided outside of a nursing facility, which is what
Woodland Terrace will do for its residents. Examples of nursing services being provided
outside of a nursing facility are provided by assisted living facilities and home health
agencies. Assisted living facilities are not licensed by the state to provide "assisted
living services." These facilities are unlicensed and are only required to register with
Indiana's Medicaid Program as a requirement for being reimbursed for services. See,
I.C. 12- 10 -5 -1, et. seq. The regulatory term for an assisted living facility is a housing
with services establishment. The Indiana statutes that govern health facilities provide a
way for non licensed residential facilities, such as housing with services establishments,
to provide skilled nursing services to their residents without becoming licensed as a
residential nursing care facility. See, 410 I.A.C. 16.2- 5- 0.5(c).
Similarly, individuals across the state of Indiana receive skilled nursing, therapy
services and other care in the privacy of their homes through the use of licensed home
health agencies. See, LC. 16 -2 P• i
therapists and other health care profession. e h u
nurse who is licenses •y t e state, provides nursing care to the patient in the patients_
home. The availability of home health services allows many individuals to remain in
their homes an avoi emg placed in a nursing home. The flexibility to provide nursing
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services in this fashion is a reflection that individuals prefer to stay in their homes as they
age and receive necessary care. They do not wish to be placed in a nursing home.
In addition to the skilled nursing services, Woodland Terrace will have an on -site
Therapy Center. This center will employ licensed physical therapists, licensed
occupational therapists, ant tcense• speec' p. .pi .e
avai a. e o needed. These services
might include physical therapy regimens such as "gait training," which are designed to
make a resident safer while walking and to reduce the risk of falls. A resident may have
suffered from a stroke or other incident and might require therapy to regain speech or the
ability to feed themselves. Woodland Terrace will provide this care to the residents
either in their home or at the therapy center. The availability of these services within the
community can result in a patient returning home from the hospital sooner or avoiding a
hospitalization completely, by reducing falls in the home. The availability of therapy can
e tNo help a resident avoid having to be placed in a nursing facility, by allowing
maintenance or recovery of skills necessary to remain independent.
D. BECAUSE IT WILL PROVIDE FOUR LEVELS OF CONTINUING CARE
TO ITS RESIDENTS, WOODLAND TERRACE MEETS THE DEFINITION
OF CONTINUING CARE RETIREMENT COMMUNITY.
Woodland Terrace will provide at least four levels of continuing care to its
residents. The residents will, in most cases, move into Woodland Terrace when they are
completely independent and simply looking to move into an apartment either as part of a
general downsizing or because they desire to live in a community with more social
options. This is independent living and is the first level of "continued care."
As the residents' needs change, Woodland Terrace will have appropriately
qualified staff available to provide the residents with the support and assistance they need
to remain independent in their homes. These services may include companionship,
attendant services or personal care services. These "assisted living services" represent a
second level of continued care.
As residents' needs become more significant, Woodland Terrace will have skilled
nursing and therapy services available for its residents. These services are in addition to
the services of a dietician and a pharmacy that will be available on site. Woodland
Ten may provide these services without having to become a licensed health facility.
Woodland Terrace will provide independent apartment living, assisted living,
skilled nursing, therapy, and other services to residents. Because it is a community that
provides three or more levels of care, Woodland Terrace meets the definition of a
Continuing Care Retirement Facility as defined in the Carmel Zoning Ordinance.
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IN THE C A EL PI() ISSI 0
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RE APPLICATION FOR DEVELOPMENT 4 1 rp
PLAN AND ARCHITECTURAL DESIGN, lft
EXTERIOR UGHTlNG, LANDSCAPLNG, AND
SIGNAGE. APPROVAL
of Docket Nos. 0703 035 DP
andt7070009 ADLS
MIDWEST HOSPITALITY GROUP, '%(7
Applicant
April 15, 2008
DECISION
Upon Application and after a public hearing pursuant to the Advisory Planning Law of the
State of Indiana and the Rules of Procedure of the Commission, the Commission hereby denies,
hy a 9-0 vote, the application for DPLADLS approval filed bv the Applicant.
Members voting to deny: Leo Dierckman, Jay Dorman, Kevin Rider, Rick Ripma, Carol
Schleif, Steve Stromquist, Sue Westenneier
Member votin2 lo approve: None.
Members absent and not voting: Dan Dutcher. Wayne Haney, Kevin Heber, Madeleine Torres.
FINDINGS
in accordance Nvitli the Carmel Zoning Ordinance (the "Ordinance"), the Commission
hereby determines that the Applicant's Development Plan and ADLS Proposal (the "Proposal')
should he disapproved pursuant to the following provisions of the Ordinance:
CARMEL 0001284
§§2313.02.A.2.a: The Proposal is not compatible with existing site features including
topography and wooded areas, in that the Proposal necessitates excessive utilization of retaining
walls and calls for the destruction of virtually all of a mature woodland.
ti2313.02.A.2.c: The Proposal is not compatible with the surrounding land uses, which
uses have been developed without modifying the topography and woodlands so drastically.
§23B.02.A.2.h: The Proposal does not provide for adequate vehicle and bicycle parking
facilities and internal site circulation, in that the proposed bicycle path is only five feet wide, and
the parking facilities would accommodate only 155 vehicles when the Ordinance requires 169 to
he accommodated.
with existing platted
The Proposal is not compatible t'.tg l��a_teC1 I45IQ2Ililal uses, in
that the building setbacks with accompanying landscape plans are not sufficient to safeguard the
privacy- and quiet enicyrnent of the neighboring residents.
2 3B.fS: The Proposal does not orient the new building with its longest axis parallel to
tile. i
adjoining street as required to create sense n I e i t o 7 1.� street, th
�•J to a e,. •L'.il:Ci:': c... _:n� t.;! �_x eet., T: �i d��?`.':� the
Pr: ?nsal locate all parking? to the rear or the side of the building. as necessary to acco, "'plash, ihls
The Proposal does ii or use o permitted materials for the building exteriors,
ha .rcertain per„__.taYe c- EI S (Exterior l :J:'. r:. System- red a::
exterior finis:'.
23B.09. (2 The Ap iC s presentation tio, of the Proposal did n i 1 required
�t _pl at I3re. I,ta_ .I o e P.� cic ,r nc�u,l:. all eqr., ed
architectural exhibits, in that no perspective color renderings showing the proposed building
from locations along.; LS. 31 were provided to the Conmmission, and the building elevations that
CARMEL 0001285
A,
were provided did not show how the parking structure would be ventilated nor how openings to
the parking structure would fit in with the rest of the building.
§2 3B.10.02.C(1): The Proposal does not show a planting area equal to an area measuring
25 feet in depth by the width of the front of the building plus 20 feet out on both sides along the
building facade that faces U.S. 31, nor does it include as an alternative an innovative and original
design for the planting area as encouraged by §238.!0.C(5).
`238.10.04: The Proposal does not make a reasonable effort to protect and incorporate
the existing stands of trees into the overall site design, in that fewer than 70% of all trees that are
nine -inch DBH or larger and located within the perimeter buffering were preserved.
§23B.16: The Proposal does not include a roof on the accessory structure for refuse
storage.
§24.02.8.3.a: The Applicant's presentation of the Proposal did not include a traffic study
that provided a meaningful comparative analysis of present volumes on streets bordering the
development, in that the traffic data that were provided were flawed due to the times of day
studied (ice for r ai generated h\• Carmel High School n� traffic. Il: ool stud::nis at school start/close times) or
dates of stndv (data having been compiled during Camel High School vacation periods).
Filed in the Office of the Carmel Plan Commission this 3O day of May, 2008.
Leo Dierckman
President
ATTST:
Rtmona Hancock
Secretary
CARMEL 0001286
INDEPENDENT LIVING ON -SITE HEALTH CARE
Independent residential communities are for seniors Some assisted living, independent living, continuing
desiring a leisurely, hassle -free lifestyle. Choices care and maintenance free communities have partnered
include apartments, condos, or garden homes offering with independent, third party home care or home
some extra services and features that many retired health agencies. An arrangement like this can allow
people would especially enjoy or find helpful. Beyond seniors to receive care or services above and beyond
home maintenance, some services available might the community's capabilities from an outside agency.
include social programs, transportation services, This allows the senior to age in place for longer,
organized outings, shopping trips and sometimes and possibly delay or avoid moving into a different
limited medical services. Features might include community to receive a new level of care.
x' emergency pull cords within the home, first floor access
or elevators that are handicap friendly. Community RESPITE CARE
features may also include meals, housekeeping and Respite Care communities offer temporary or short
laundry. term care solutions. This service is intended to give
caregivers or adult children a well deserved break from
CONTINUING CARE (CCRC) their daily responsibilities of caring for an older adult.
These communities allow seniors to "age in place" with The length of a respite care stay can vary from 2 days
flexible accommodations that are designed to meet their up to more than a full month.
health and housing needs as these needs change over
time. Residents entering Continuing Care Retirement
Communities sign a long -term contract that provides
for housing, services and
nursing care, usually all in one
location, enabling seniors to
remain in a familiar setting as m
-'k they grow older.
1. Many seniors enter into a
CCRC contract while they s
t ne.�.
r a healthy and active R-
knowing they will be able to stay in the same community r r
and receive nursing care should this become necessa x r tF~
necessary.
Continuing Care Retirement Communities offer service 0 -4'
and housing packages that parallel independent living,
assisted living, and skilled nursing facilities. Seniors
s who are independent may live in a single family home, MEMORY CARE
fig`' apartment or condominium within the Continuing Care Communities which offer specialized programs for
retirement complex. If they begin to need help with residents suffering from Alzheimer's Disease, Dementia
activities of daily living (e.g., bathing, dressing, eating, or other forms of memory loss. Some of these
etc.), they may be transferred to an assisted living communities offer a "Secured Unit" which prevents
or skilled nursing facility on the same site. Seniors Alzheimer's Dementia patients from dangerous
who choose to live in a Continuing Care Retirement wandering in un- secured locations.
Community find it reassuring that their long -term care
y needs will be met without the need to relocate. NURSING CARE
Nursing homes are facilities for seniors in need of
ASSISTED LIVING 24 -hour nursing care. They provide many of the same
Assisted Living communities are for persons who need care options offered in other senior communities such as
help with daily living activities but do not require nursing room and board, personal care, protection, supervision
home care. Typically they provide help with meals, and other types of therapy.
bathing, dressing, housekeeping and other needs.
Services are either included in the rent or provided REHABILITATION CARE
at an extra charge. The Indiana Department of Health Facilities that offer rehabilitative care services on a
-egulates and licenses assisted living facilities as short -term or long -term basis.
"Residential Care" providers; however, many assisted
'iving facilities are not licensed.