Statement of Qualification

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COMMITMENT TO A HEALTHY At the center of Norterre is a beautiful green space that
LIFESTYLE connects all residences and short term recovery suites
to the 60,000 square foot Healthy Living Center, the
Action Pact is the innovator of Norterre, a multigenerational cornerstone of the community. Surrounded by hand-
community of health and wellness, located in Liberty, selected original art and host to live music performances,
Missouri, a suburb of Kansas City. Norterre is the first Norterre offers everyone a pathway to healthy choices and
community of its kind - a place not built with brick and options for a better state of mind, state of being, and way
glass, but with heart, vision and imagination. Here families, of life. Norterre is a place where you can become your
active adults, and seniors can live, heal, and play together personal best.
in one neighborhood. Norterre is about bringing people
together rather than isolating them by age, ability, or state Norterre offers a solution to those looking for a healthier
of health. With a spirit of unity, Norterre serves as the lifestyle, no matter what age or stage of life. It’s not just
inspiration to discover the best you can be. At Norterre, a about getting better, it’s about feeling better. It’s about
grandmother can play with her grandson while Mom finds giving you the options that fit your lifestyle. Norterre
her Chi in yoga class. An aspiring athlete can discover his is a community for families and people of all ages to
inner motivation by helping a Dad recovering from knee find both unity and solitude in a comfortable, warm
surgery, next to a professional runner in training. environment. Kids will play together and adults will share
life together through activities and daily living. Norterre is
With a first phase of 17 acres adjacent to Liberty Hospital, a neighborhood for all aspects of healthy living, created in
our master-planned, multi-generational community serves a way that will make everyone rethink how we live, heal,
the Northland Kansas City residents through all stages of play and age in America.
life, including young families, active adults and seniors.
Norterre will offer 60 assisted living residences, 40 memory This short video demonstrates the origins and vision for
support residential suites, 40 short-term rehabilitation and
20 long-term skilled nursing recovery suites. The future Norterre. https://vimeo.com/196634998
will bring independent living and residential options for
all ages with the full range of amenities found in great Many refer to this concept as a game changer, as it will
neighborhoods like dining options, specialty retail and unite people of all ages in a way that has never been
health and wellness services open to everyone in the done before. Norterre was born from a group of lifestyle
region to enjoy. innovators and medical experts who care deeply about
how people live. By working together, they have combined
extensive experience in healthy living, multigenerational
residences and healthcare to create something special.

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Norterre’s mission is to create a positive, long-lasting, and a mix of uses, walkability and variation of building scale,
far-reaching impact on the entire community. This is not type and use. We are steadfast in striving to create places
just about healthcare or exercise or housing; it’s about of lasting value and deeply abiding character. Moreover,
giving our residents and members everything they need to we are ever-vigilent in balancing economics with idealism,
be their absolute best - mentally, physically and spiritually. always seeking to ensure that the places we create present
an invitation to community.
“We have translated all we’ve learned to this truly unique
concept. It will give different generations the opportunity In these pages we have endeavored to provide a detailed
to improve their health together and inspire one another.” description of the process we utilize to accomplish these
- Steve Shields, CEO and Managing Director pursuits. We have used this methodology to assist
numerous clients over the past 15+ years, and it is one
Norterre, as described above, offers many elements for has been universally well-received by our clients and the
potential emmulation. That said your campus is unique capital markets alike. Traveled together, this pathway will
unto itself. Thus, our responsibility will be to craft an enable us to create a transformative and executable vision
innovative and future-driven integrated care model and for your community.
physical environment specifically tailored to bring about
alignment with your existing care models in its primary,
specialty and acute settings.

Fortunately, we possess extensive knowledge of and
experience in the planning, design and development of
such projects. We subscribe to the time-tested elements
of good placemaking, including pedestrian-orientation,

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A Differentiating Collaborative Model

Mission Statement: Deliver a medically integrated, physician driven and community based model for wellness prevention

Objectives

• Promote and support personal health management
• Achieve measurable improvements and outcomes in the spiritual, mental, and physical health of referred or self-

directed population.
• Provide an appropriate supported fitness and wellness period with the intent of an ongoing sustainable self-directed

regimen.
• Deliver a supportive environment that ignites the spirit, engages the mind and strengthens the body.
• Connect inpatient and outpatient service deliveries with lifestyle changes and behavior modifications
• Provide evidence-based programs for prevention, rehabilitation and restoration.
• Effect quality of life by building and supporting confidence, self esteem and self worth.

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Traditional Health Care

• With almost half of the American adult population having at least one chronic illness, it is not surprising the United
States spends significantly more on health care than any other nation

• More than 75 percent of health care dollars is spent on people with chronic conditions.
• These persistent conditions leave in their wake deaths that could have been prevented, lifelong disability, reduced

quality of life and surmounting health care costs.

The Gap

• In the traditional health care model, there is a gap between discharge from hospital and return to previous levels of
activity

• What happens during this gap decides whether someone readmits to the hospital or is able to regain healthy living.
• What could be happening in this gap: Positive Lifestyle Change!

Health Reform is Driving Shift to Wellness Care

Critical Success Factors in Population Health Management
• Better manage patients with chronic disease
• Provide community-based pre and post acute services
• Move to community-based settings that provide high quality, convenient, low cost care
• Promote personal health management and consider total cost of care
• Emphasize self-management support
• Develop partner, make, or buy strategy

Shift from Treatment to Wellness Model

Biomedical of Treatment Model
• This is traditional medicine
• Focus is on the physical; treating the symptoms of illness
• Result - brings people to their neutral point

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Wellness Model

• Focus is on prevention of illness and disease
• Takes into account the emotional, social, intellectual, and spiritual dimensions along with the physical
• More effective when dealing with lifestyle changes

• Result - beyond neutral point into long term healthy living

Focus on Wellness

“I’ve spent my whole career focused on diagnosing and caring for sick people, but not on how to keep them well. But now

I have an option for them that can do just that.”

How? - Dr. Richard J. Rinehart, MD, Iowa Clinic

Medically Integrated Fitness Facilities
• Focus is on restoration and prevention
• Taking the expertise of both medical and fitness professionals and developing a team approach
• Emphasis is on a continuum of care

Team Approach

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Referrals

“In the past we could advise a patient to exercise three times a week. Now we can refer that patient to the HLC to be
evaluated by a physical therapist or trainer who will create goals and an appropriate fitness program. To actually give a
patient a prescription to go to a facility that will make it happen. That’s the cutting edge part of this approach.”

- Dr. Richard Deming, Medical Director, Mercy Cancer Center

The Process

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The Patient Walk to Self-Directed Membership

Medically Guided Health Programs

Example Programs
• Physical Therapy
• Cancer Survivor
• Cardiac Rehab
• Pain Management
• Stroke Recovery
• Neuro Wellness
• Heart health
• Weight Management
• Adaptive Exercise
• Weight Loss Clinic

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Healthy Living Community Vision

Through the Healthy Living Community, Libery Hospital will provide a comprehensive continuum of medically integrated
services to:

• Positively impact the helath of associates and the community
• Provide a full continuum of care
• Produce new sources of patients, loyal customers and patient referrals
• Provide progressive leadership in reforming health services
“The Healthy Living Center is the cornerstone of the future medical campus. This innovative facility allows
us to seamlessly integrate our clinical care expertise with fitness activities, education and support services,
to help patients, families and members achieve optimal health, ultimately yielding healthier communities.”

-Dave Vellinga, President and CEO, Mercy Medical Center – Des Moines

Project Benefits

• Enhance operational integrity for Liberty Hospital through the introduction of postacute continuum:
• Ensure sustainable quality of post-acute care
• Reduce incidents of rehospitalization and exposure to related negative financial impacts
• Enhance financial performance through ancillary revenue streams
• Enhance Liberty’s visibility with clinical practitioners and consumers.

• Introduce a new proactive wellness-based model for prevention and chronic care management to overcome the
traditional reactive episodic acute care model.

• Respond proactively to the in-migration of new acute care competitors to the Liberty market area.
• Enhance Liberty Hospital’s brand equity by redefining its market position as the regional leader in the advancement

of new models of care.
• Seize the opportunity to meet significant unmet market demand in the Northland.
• Enhance the investment value of core assets through the physical integration of the main campus with the new

continuum campus.

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(C) REFERENCES & ADDITIONAL
INFORMATION

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  METHODIST HOMES
 
of Alabama and Northwest Florida
FUR HAVEN
The mission of the Methodist Homes is to enrich the lives of older adults and all those who serve them in faith-based communities, where l!fe is
  Birmin3ham celebrated , relationships are valued, teamwork is embraced, service excellence is expected and the touch of God 's love is ever-present and ageless.

   
WEsLEY MANOR  October 11,2013
Dothan
v Mr. Steve Shields
CEO
  Action Pact Development, LLC
WESLEY GARDENS 2505 Anderson Avenue, Suite 202
Manhattan, Kansas 66502
  Montgomery
 
 
MATIDSON CENTER Re: Fair Haven Retirement Community Redevelopment

....  Panama City   Wesley Manor Retirement Community Redevelopment

  Dear Steve:
WESLEY HAVEN VIlLA
 
lHBHAYBN
I feel compelled to reduce to writing my gratitude to you and your extraordinarily talented
WESLEY SCOIT PLACE team for the work that has transpired and direction which has been forged over the past
year. As you are aware, I have been working on the master plan projects for both Fair
  Pensacola Haven Retirement Community and Wesley Manor Retirement Community for many years.
Something this large, and this grand, is no easy feat to accomplish. However, I have
  come to realize that the path we were on before I reached out to you for assistance was
EPWOR1H HoUSE one which would have produced less than desirable results for the elders we are
committed to serve.
....  Selma
   

WEsLEY ACRES When we engaged Action Pact last August, we handed to you development projects which,
although initially well conceived, were over designed and well beyond the capacity of what
\',"ESLEY ACRES II could be achieved. Your team of architects, financial modelers, developers and countless
third-party resources has taken this challenge and produced results which I did not fully
WESLEY GLEN understand were lacking. The analyses conducted to assess the financial capacity of the
organization and interdependent impact each redevelopment effort has on the integrity of
Decatur the entire Methodist Homes system have been invaluable. And without question,the
household designs and rehabilitation plans your team has developed are simply superior to
  any I have seen. But the fact that all of this occurs simultaneously, and with one
coordinated team effort where all parties understand the interrelated impact of the others,
  makes the past year so unique and more fruitful than the previous five

WEsLEY APAR1MENIS years combined.

WESLEY PARK  

....Anniston The decision I made to extricate our organization from existing relationships and pursue
the services of Action Pact is, without question, the soundest decision I have made in my
twenty years with Methodist Homes. For that, and for your service, I am so very thankful.

 

Very truly yours,

 

Christopher W. Tomlin www.trdxxlis1homes.org
President & CEO
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1520CooPER.Hlr.LRoAD T BlRMINGHAM, AL 35210 T" P205.9512442 ,. F205.956.5001 Y

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November 9, 2016

To Whom It May Concern:

The Piper Assisted Living and Memory Support is located in Kansas City, KS and
opened in June 2015. Action Pact is an owner of The Piper and currently is operating the
community. Action Pact has been an integral part of the development and design of the
community incorporating the household model into established blue prints.

With Action Pact being an owner and operator of the community, The Piper has fully
benefited from the extensive knowledge and fortitude of the vision and mission of the leaders.
From the beginning stages of development, to the skillful design, and well managed operations
of The Piper, Action Pact has seamlessly transformed our community.

We have a commitment to changing lives and changing communities in every part of the
business which ultimately impacts the individuals we serve. Action Pact has been a valuable
leader and partner in this journey and I am proud to be a part of it.

Sincerely,

Heather Callahan, MS, RD, LD, LNHA

Community Leader at The Piper Assisted Living and Memory Support

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We invite you to find out more about our national and in- CultureChangeNow – YouTube
ternational experience in developing and implementing https://www.youtube.com/playlist?list=PLD0EE15E-
the household concept at the following links: 8B9E4EC54
***There are a few videos within this album
Overview of Firm
https://www.actionpact.com TedX Talk: Transformative Leadership – Reinventing
how we age – Steve Shields
This is Home with Steve Shields http://tedxtalks.ted.com/video/Transformative-Leader-
https://www.youtube.com/watch?v=WEtCgqigwKI ship-Reinv

Steve Shields’ Introduction to IPA Process Blog:
https://www.youtube.com/watch?v=iDHXp1wlQ5k https://blog.actionpact.com/2015/01/29/contemplat-
ing-person-centered-care-in-the-expanding-contin-
How does the household model work? uum/#more-726
https://www.youtube.com/watch?v=qE4rOxwnfjM
Norterre Campus Introduction
Steve Shields on Innovating Senior Living in Liberty, MO https://vimeo.com/196634998
https://www.youtube.com/watch?v=XivROF3a0MI

COMPANY INFORMATION

Company Name: Action Pact Holdings, LLC
Federal EIN: 46-249-6621
Corporate Information: Privately held, for-profit, limited liability corporation, domiciled in Delaware, U.S.
Primary Business Office: 423 Westport Road, Kansas City, Missouri 64111
Service Locations: Manhattan, Kansas - Atlanta, Georgia - Milwaukee, Wisconsin - Kolkata, India

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APPENDIX A

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Example Financial
Deliverables

1

Financial Dashboard

*Example financial deliverable 2

Key Assumptions

*Example financial deliverable 3

10‐Year Project Performance

*Example financial deliverable 4

High Level Project Budget

*Example financial deliverable 5

10‐Year Income Statement

*Example financial deliverable 6

Example Direct Staffing Plan

*Example financial deliverable 7

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design group
www.actionpact.com

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