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Casa Dorinda is owned and operated by the Montecito Retirement
Association, a 501(C)(3) not for profit corporation. Residency at
Casa Dorinda is available on a non-discriminatory basis - equal
treatment and access is accorded to all persons regardless of race,
color, religion, national origin or ancestry. Casa Dorinda makes
every effort to afford disabled persons reasonable accommodations in
compliance with the Americans with Disabilities Act, the Fair Housing
Act and other disability laws. Applicants are accepted at any age,
but the applicant must be sixty-two (62) years of age or older at
time of entry.
The initial application process begins with the submission of a
completed Casa Dorinda application packet. A non-refundable
processing fee of $350 per person is required to begin the process.
Once the application packet has been reviewed, the applicant is
notified whether or not the application has been accepted.
Eligibility Requirements
Medical:
Applicant(s) must be self-sufficient and able to live independently
in a residential apartment setting, be free of active disease, and be
expected to continue in such capacity for a period of at least two
years. These eligibility requirements are determined through the
application review, a review of the results of a complete physical
done by the applicant's primary care physician, by Casa Dorinda's
medical staff and a comprehensive in-person assessment. Acceptance to
be on the Casa's Waiting List does not guarantee entry to Casa
Dorinda. Applicants must pass a physical and in-person assessment
after selecting an apartment home and prior to signing a Contract.
Exclusion Criteria:
Exclusions are based on past medical history and current functional
status. Diagnostic exclusionary criteria may include but are not
limited to: Alzheimer's and related dementia diagnoses indicating a
degree of non self-sufficiency; cancer with a likelihood of rapid
progression; malnutrition; end-stage organ disease, or advanced
cardiac or pulmonary disease. Functional exclusionary criteria may
include but are not limited to: need for continuous oxygen therapy,
uncontrolled or unmanageable incontinence, ambulating tolerance less
than 50 feet, and vision impairment which inhibits living safely.
Financial:
To be eligible to enter Casa Dorinda, applicants must have
sufficient finances to generate 1-1/2 to 2-1/2 times the Casa's
monthly maintenance fee, after payment of the entry fee, for the
applicant's life expectancy.
Entrance Fees are subject to change and Monthly Fees may be
adjusted as based on prior year per capita costs, projected costs and
economic indicators. In spite of every effort to control operating
costs, it has been necessary to initiate the following increases in
Monthly Fees: 5% in 2009; 5% in 2008; 5% in 2007; 7% in 2006; 3% in
2005; 4% in 2004.
A non-refundable Processing Fee of $350 per person is required
with all applications. After an application has been conditionally
approved, a $2,500 per person deposit is required in order to be
placed on the Waiting List. Being on Casa's Waiting List does not
guarantee entry to Casa Dorinda. Applicants must pass a
comprehensive physical and in-person assessment after selecting an
apartment home, and prior to signing a Contract. The Waiting List
deposit is 80% refundable upon withdrawal from the Waiting List, or
100% applicable to the Entrance Fee upon selection of an apartment
and acceptance for entry to Casa Dorinda.
Final approval for entry depends on the applicant's having
sufficient assets and the ability to meet the medical requirements.
The Holding Fee is a monthly charge that reserves an apartment until
the Lifetime Residence and Services Plan Agreement is executed. The
standard period of time for a Holding Fee Agreement is 90 days, which
gives the new resident time to prepare for the move to Casa Dorinda,
and gives Casa Dorinda time for any custom features that the future
resident may desire.
Upon payment of an Entrance Fee, the new resident enters into a
contract that provides life care as set forth in a Lifetime Residence
and Services Plan Agreement (the Contract), executed by both the
resident and the Montecito Retirement Association (M.R.A.). The
Contract and payment of the Entrance Fee do not give the resident any
equity or ownership interest in the assets of Casa Dorinda or M.R.A.
However, the resident is entitled to a refund of a portion of the
Entrance Fee under certain circumstances, which are set forth in the
Contract.
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