Carillon Proposal from Action Pact

Carillon Aerial

Carillon Staff

Carillon Life Care Community

Lubbock, Texas

Master Plan & Comprehensive
Development Services

design group

TABLE OF CONTENTS

For clarity the table of contents below corresponds to the list of information CARILLON asked for in the request
for proposal

A. PRINCIPAL CONTACT PERSON .................................................................. 04
B. DAY-TO-DAY CONTACT PERSON ............................................................... 05
C. BACKGROUND INFORMATION
c1. Firm Background .................................................................... ......... 06
c2. Team Members ................................................................................. 10
D. SIMILAR PROJECTS & REFERENCES.......................................................... 14
d1. Meadowlark Hills .............................................................................. 16
d2. Fair Haven ......................................................................................... 20
d3. The Piper .......................................................................................... 24
d4. Asbury .............................................................................................. 28
d5. Kansas Masonic Homes ................................................................... 32
d6. The Cedars ....................................................................................... 36
E. DEVELOPMENT APPROACH, SERVICE and DELIVERABLES..................... 40
e1. Firm’s Role & Interaction with Carillon & LCS Marketing .................. 45
F. (IPA) INTEGRATED PRE-FEASIBILITY ANALYSIS STEPS ........................... 46

G. EXPERIENCE IN TEXAS................................................................................ 50
H. COMPENSATION ......................................................................................... 54
I. ADDITIONAL PROFESSIONAL SERVICES................................................... 56
J. ADDITIONAL INFORMATION ...................................................................... 58
K. CREATIVE APPROACH ................................................................................ 62
L. RECOMMENDATIONS ................................................................................. 64

2

(A-B) CONTACT PEOPLE

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A. Principal Contact long-term care facilities. He understands the components
of a financially viable senior living project, which makes
MARTIN DICKMANN him a valuable member of any IPA or master planning
team.
Martin is a vice president of development and finance of
Action Pact, and will be your principal contact. His role In addition to his consulting and development work,
in your planning process will be to focus primarily on Martin travels around the country giving presentations
providing financial modeling and development services at workshops and state and national conferences as
to you. His extensive experience in elder care means participants seek to learn about the development process
that he can facilitate planning and development sessions and financial trends. Since graduating from Saint Louis
while bringing first-hand knowledge of the programming, University, Martin has spent nearly his entire career in
operations, financial forecasting and architectural planning the senior living industry and is dedicated to the goal of
required to create a successful and sustainable healthcare creating true homes for elders.
project.

Prior to forming Action Pact, Martin worked as a Healthcare
Feasibility Consultant for BDO Seidman, LLP, and for Larson
Allen, LLP. During his time at those firms, his financial
forecasting projects led to financings cumulatively valued
at over $1 billion. Martin also served as a Director at
Formation Capital, an organization that owned over 100

• Advisory Board Member for Culture Change Network of Georgia
• Past Treasurer of the Association of Households International

4

B. Day-to-Day Contact

Beverly Brandon - AIA, CASP, LEED AP

Beverly is managing director of Action Pact Design Group design for them.

and will be your day-to-day contact person.

Beverly has done extensive research on the design of the

Nationally recognized as a design expert for seniors, built environment for older adults. As a person ages their

Beverly has been designing senior living communities for physical changes can limit body movement and the ability

over 30 years. to function in traditionally designed spaces.

More recently, Beverly has been involved with existing Designing and visiting countless senior communities
senior communities who are repositioning their campus to across the country, she has compiled a list of numerous
meet the expectations of the new senior consumer. Over design features that need to be included in the design of
the last few years she had the pleasure of doing this with any community for seniors. This documentation coupled
CARILLON. It included the adaptive reuse of partial 4th with her extensive experience in senior living design
floor of CARILLON house into a short term care unit, and a has resulted in her being much sought after as a design
study to determine other uses for the remaining portions educator at senior living conferences nationwide.
of that floor.

She has dedicated her entire architectural career to
understanding the needs of seniors and how to best

• American Institute of Architects (AIA) • Chesapeake Area Society of Healthcare
• Assisted Living Federation of America (ALFA) Engineering
• Leading Age Associated State Chapters

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(C) BACKGROUND INFORMATION
(C1) Firm Background

6

ACTION PACT COMPANY PROFILE

Over the last 20 years, Action Pact has grown from tion Pact throughout the entire process.
being one of the founders of the “Household Mod- Design - Action Pact Design (APD) is an architectural firm
el”, a redefining of how to provide care and housing to with a difference. From remodeling to new construction,
residents in a long term care setting and the foundation Action Pact Design offers architectural design services to
of the nationwide culture change movement, to a full ser- organizations with a vision of transformed elder care. Hav-
vice provider of development, architectural, financial and ing worked on projects in states all across the country, Ac-
operational solutions across the continuum in the senior tion Pact Design is skillful at producing boundary-pushing
living industry. As a company of professionals dedicated designs while still conforming to building codes and state
to improving the lives of elders and changing the way se- regulations. The architects of Action Pact Design have se-
niors experience aging, we don’t just develop projects and nior living specific experience with an understanding of
design beautiful buildings – we develop comprehensive how good design can influence the life and behavior of
and integrated solutions that balance the needs of those who live and work in independent, assisted, memo-
the resident, the demand in the market, the architectur- ry care and skilled nursing environments. We also under-
al expression, the operational realities, and the financial stand complex circulation patterns throughout a campus
outcomes with your mission and vision. We are a team and design within an existing building’s boundaries.
comprised of visionaries, operators, architects, and finan-
cial professionals. The involvement of both Action Pact Design and Action
Pact Development in the project scoping and financial
Action Pact’s philosophy is to create an integrated plan- modeling process gives us a unique perspective and skills
ning and development process that solidly positions you for the intricacies of designing cutting edge senior living
to meet the needs and expectations of your residents now models of care with an eye on your bottom line.
and in the future. We approach planning and develop-
ment as an interactive process where the architecture is
just one piece of an interconnected and integrated puzzle.
By bringing an understanding of operations, market forc-
es, cutting edge models, and finances, the architectural
design can be informed by these as it unfolds to achieve
your ultimate goal of positioning your organization toward
a solid and sustainable future.

Action Pact is comprised of three service lines – Develop-
ment, Design, Consulting and Operations.

Development - Action Pact Development (APD) offers a
truly comprehensive suite of services for organizations,
from the very first steps of project scoping, to design as-
sistance, financial modeling, operational expertise and
development cost estimating. Additional services include
strategic planning, Board development, master planning,
design contract negotiation and construction representa-
tion. Whether building from the ground up or retrofitting
an existing campus, CARILLON can now partner with Ac-

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After

Before

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Consulting and Operations - Action Pact Consulting

is dedicated to helping organizations change the way they
organize and operate to enable the implementation of new
models of care that seniors are demanding. Action Pact
Consulting can help by bringing thoughtful resources and
respected expertise to an organization’s efforts through a
variety of consulting services. From one-day workshops to
ongoing in-house custom consulting, we provide guidance
and education for every step in your unique operational
and cultural transformation.

Similar to Action Pact Development’s approach, Action As a thought-provoking leader in the senior living indus-
Pact Consulting has a broad range of services that have a try, our professionals have presented as either keynote or
logical pathway from concept to completion, but we can educational speakers at industry conferences and work-
also meet an organization where they currently stand in shops throughout the United States. Our experience
their operational transformation to new models of care. across the country and internationally has exposed us to a
wide variety of senior living products and services and has
Our Offices are located in Milwaukee, Kansas City, and At- highlighted our flexibility in project development across
lanta. Our breadth of services and our geographic locales different societies and cultures. Whether it is a retrofit, re-
enable us to easily provide services across the country and positioning of an existing campus, or the construction of a
internationally. Action Pact has worked with organizations new campus, we believe we are ideally suited to bringing
in 41 of the 50 states and 5 foreign countries – most nota- our wealth of past experience and leveraging it to create a
bly in Ireland and Australia. better future for CARILLON.

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(C) BACKGROUND INFORMATION
(C2) Team Members

10

Planning Facilitator has given him unparalleled experience in measuring,
assessing and planning for facilities and programming
STEVE SHIELDS needs of senior living organizations that wish to transition
themselves into true elder-focused organizations.
Steve will act as the planning facilitator during our planning
process. He is uniquely qualified to lead CARILLON Steve co-authored the book In Pursuit of the Sunbeam:
development process having lead numerous communities A Practical Guide to Transformation from Institution to
throughout the country to reposition their campuses to Household, now in its sixth printing. He travels nationally
better respond to the new senior consumer. and internationally to provide strategic planning and
design services, deliver keynote speeches, mentor
As CEO of Action Pact and an international expert on executives, and facilitate learning seminars and retreats.
culture change, Steve brings a deep ability to analyse
needs, assess future conditions, and propose creative Steve co-authored the book, The Household Model
yet practical solutions for organizations that serve elders. Business Case, which provided the approach to make
He pioneered the Household Model, a resident-directed the household model as small as twenty residents
service model that transforms long-term care facilities, operationally and financially viable to any provider. This
resulting in the growth of over 3,000 households globally approach has been embraced by many of the projects
in 15 years. featured in this proposal.

As CEO of not-for-profit Meadowlark Hills Retirement
Community, Steve grew it from a $3 million organization
to a $60 million organization in ten years. His leadership in
that and many other non-profit and not-for-profit projects

• Founding Board Member of the Association of • Serves as primary advisor for public policy to the
Households International Republic of Ireland’s HSE in aging service sector

• Serves on the Advisory Board of Kansas State • Featured on CBS, PBS, CMS National Video Se-
University’s Center on Aging ries, and other national media forums

• Member of the Fort Hays State University Foun-
dation and recipient of the Distinguished Service
Award for 2011

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Architect

CASEY CULBERTSON, AIA, LEED AP

Casey will be your Project Manager and IPA Architect. planning process and conceptualize the future direction
Having participated in the IPA process at 12 different of the organization. Casey intuitively understands how
senior living facilities across the country, he combines people use spaces and how those spaces influence the
extensive experience and involvement in the Integrated ways people behave and interact: vertical and horizontal
Pre-feasibility Analysis (IPA) model with intimate circulation, movement of goods and services, and space
knowledge of programming, staffing and space need of requirements for various operational uses.
elder care organizations. He has partnered with many
different types of senior living facilities, working on In addition, his expertise in codes and regulations leads
projects ranging from $1 million to $75 million. to practical strategies that assure regulatory compliance
while producing creative solutions to client challenges.
Casey brings unique skills to master planning projects.
He combines a capacity to actively listen and question
assumptions with a gift for producing sophisticated
renderings in real time during sessions with the client. This
allows administrators, residents, staff and family members
to instantly contribute to the vision, participate in the

• Manhattan Konza Rotary Club, Past President
• Manhattan Young Professionals, Past Board Chair
• UFM, Board Member
• American Institute of Architects

12

Dylan, as a financial analyst with Action Pact Development, Financial Analyst
will assist Martin in developing the different financial
modeling scenarios and development options. With DYLAN SULTZER
a background in financial analytics, Dylan primarily
concentrates on creating multi-year financial forecasts
and project feasibility. Dylan’s secondary role focuses on
working as a liaison between design and development
team members.

Prior to joining Action Pact, Dylan served several Fortune
500 companies as a Profit Assurance Consultant with
Agility Solutions where his efforts led to the recovery and
capture of over $15 million in lost profits.

Since graduating in 2010 from Kansas State University,
Dylan has focused primarily in helping organizations to
mitigate and assess capital investments.

• Master of Business Administration - Finance
- Kansas State University

Cost Estimator Scott is the cost estimator on the Action Pact team whose
focus is primarily involved with the pre-construction analysis
SCOTT CADY, CPC of building design in both cost and constructability. Scott
is focused on identifying cost elements from concept
• Certified Professional Constructor (CPC), through design development that aid the design team in
American institute of Constructors verifying design against budget parameters.

Scott’s 30 years of experience in estimating and constructing
numerous renovation and new construction projects
enables a quick assessment of construction methodologies
that could impact a project schedule and cost.

He has managed projects in size from $100,000 to
$45,000,000. Project types include residential, healthcare,
and Senior Living. His experience and ability to conceptualize
the design allows Action Pact to integrate the construction
industry into the design phase by identifying specialty
trades and suppliers and communicating the design prior to
construction drawings. Involving trades and suppliers with
design offers valuable insight into design improving quality
and target value.

• Construction Management Association of
America (CMAA)

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(D) SIMILAR PROJECTS &
REFERENCES

After

Before

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Cottage Duplex Meadowlark Hills Master Plan
1120 & 1116
16
Cottage Duplex
1200 & 1204

Cottage Duplex
1109 & 1113

Cottage Duplex
1208 & 1212

Cottage Duplex
1209 & 1213

Cottage Duplex Cottage Duplex
1216 & 1220 1215 & 1211

Cottage Duplex Cottage Duplex Cottage Duplex Cottage Duplex
2263 & 2261 2252 & 2250 1217 & 1221 1223 & 1219

Cottage Duplex Parking Cottage Duplex
2242 & 2240 22 Stalls 1231 & 1227
Parking
Cottage Duplex Cottage Duplex 22 Stalls
2253 & 2251 2232 & 2230

Cottage Duplex
2243 & 2241

Tinklin Miller Place IL East Cottage Duplex
Household Tower 1239 & 1235
Sloan
Independent Stolzer Household IL West
Living Building Household Tower
30,623 SF/Floor
Community
Center

Wroten Re Purpose Use Collins
Household 15,400 SF/Floor Landing
Household
Honstead Wellness Garden Duplex
Lyle Household Center 2025 & 2023
Household

Bramlage Dr. WD WD Parking
Household Office 106 Stalls

Garden Five Plex Garden Six Plex Community
2015 2003 Services Building
12,114 SF/Floor
Maintenance Shop

Meadowlark Hills - Manhattan, KS

Project and Goal a reduction in skilled nursing beds and a general interior
design upgrade to select areas of the campus.
Action Pact has had a long history with Meadowlark Hills
(MH). As one of the first communities in the country to Owner
embrace culture change, Meadowlark Hills adopted the Meadowlark Hills Retirement Community
household concept where residents live life according to 2121 Meadowlark Road
their own schedules, passions and pastimes in all levels Manhattan, KS 66502
of care. As a continuing care retirement community, (785) 537-4610
Meadowlark Hills offers the full spectrum of senior living
options: Project Architect
Action Pact Design
• Independent living; (Previously Anderson Knight Architects)
• Assisted living – Assisted Daily Living and Memory
Care MEP Engineer
• Skilled Nursing Facility – Long Term Care and Post LST Consulting Engineers, P.A.
Acute Recovery 4809 Vue Du Lac Pl. # 201
• Home Health Care Services Manhattan, KS 66503
(785) 587-8042
We have been their partner through a series of renovations
across their continuum. An example of some of the Structural Engineer
upgrades and refurbishing that has been done over the BSE Structural Engineers
last few years include library, massage therapy suite, 9911 Pflumm Road
physician’s office, maintenance building and post acute Lenexa, KS 66215
rehabilitation residence. (913) 492-7400

Recognizing that these small yearly projects were not Completion Date:
addresses their strategic needs, MH hired Action Pact On-going
to guide them through a strategic and master planning
process to identify their goals and how to achieve them. Construction Budget
Because we are still in the middle of this process, no $2 Million (On going projects)
definitive direction has been finalized. However, it appears Current Master Plan -TBD
the master plan will address an expansion as well as
repurpose an existing building that suffers from operational
inefficiencies. As is the case with all master-planning
engagements, we are developing a Business Plan so that
the master plan is actionable and the campus remains
financially viable. In our discussions with MH, there are
a number of repositioning strategies under consideration.
They include more independent living residences – either,
cottages and/or villas, a comprehensive wellness fitness
center and program to market to the community-at-large,

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Fair Haven Master Plan

20

Fair Haven - Birmingham, AL
Project and Goal of construction. In the second phase of the project, the
existing buildings will be renovated on the inside and out,
Action Pact has been working with Methodist Homes of as well as the creation of enhanced community spaces and
Alabama and Northwest Florida since 2008. We were a new front entrance.
originally contacted by the client when their plan for

repositioning and expanding their flagship campus – Fair Exterior Improvements
Haven Retirement Community – hit a snag. They had
been working with a local architect that was simply design In conjunction with the new construction, the buildings
focused which resulted in a plan that worked neither that face the adjacent street will undergo an extensive
financially nor operationally. Action Pact Development facade upgrade to communicate to the public that changes
was contracted to get the plan back on track and create a are happening. This work was master planned to parallel
comprehensive business plan to reposition the entire 400+ the building renovations to further reduce resident
unit campus. Action Pact Development introduced the disturbance throughout construction. The architectural
IPA Process and led Fair Haven through a comprehensive Tudor style was selected by the owner.

master plan. Fair Haven was so pleased by the process that Owner
they replaced the local architect with Action Pact Design.
As a company, we then led Fair Haven through the design Methodist Homes
of the project, assisted them with financing, and are now 1520 Cooper Hill Road
guiding them through implementation. Irondale, AL 35210
(205) 951-2442

The existing campus houses the full spectrum of resident Project Architect
care including skilled nursing, assisted living, memory Action Pact Design
care assisted living, memory care skilled nursing and
independent living in six connected buildings. Action MEP Engineer
Pact worked with Fair Haven to rezoned the campus PKMR Engineering
to better serve the future of Fair Haven and to increase 13300 W. 98th Street
wayfinding ease. We were also instrumental in creating an Lenexa, KS 66215
efficient construction phasing plan to minimize the census
disturbance during the new construction and renovation General Contractor
and also keep a compact schedule to avoid unnecessary Golden Construction
general conditions. 2212 1st Ave S.

New Construction Completion Date
Construction Start: January 2015
With a limited buildable site, the need for an additional Construction End: August 2017
59 skilled nursing beds, and the potential future need for
more independent living capacity, three new buildings will Construction Budget
be constructed to provide 8 new households to serve both $34 Million
the additional needs as well as create the ability for private
rooms. 5 new households (2 buildings) and 3 assisted
living households will be constructed during the first phase

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22

  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
celebrated , relationships are valued, teamwork is embraced, service excellence is expected and the touch of God 's love is ever-present and ageless.
  Birmin3ham
 
   October 11,2013
WEsLEY MANOR
Dothan Mr. Steve Shields
v CEO
Action Pact Development, LLC
  2505 Anderson Avenue, Suite 202
WESLEY GARDENS Manhattan, Kansas 66502

  Montgomery  

  Re: Fair Haven Retirement Community Redevelopment
MATIDSON CENTER
  Wesley Manor Retirement Community Redevelopment
....  Panama City
Dear Steve:
 
WESLEY HAVEN VIlLA  

lHBHAYBN I feel compelled to reduce to writing my gratitude to you and your extraordinarily talented
team for the work that has transpired and direction which has been forged over the past
WESLEY SCOIT PLACE year. As you are aware, I have been working on the master plan projects for both Fair
Haven Retirement Community and Wesley Manor Retirement Community for many years.
  Pensacola 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
  one which would have produced less than desirable results for the elders we are
EPWOR1H HoUSE committed to serve.

....  Selma  
 
When we engaged Action Pact last August, we handed to you development projects which,
WEsLEY ACRES although initially well conceived, were over designed and well beyond the capacity of what
could be achieved. Your team of architects, financial modelers, developers and countless
\',"ESLEY ACRES II third-party resources has taken this challenge and produced results which I did not fully
understand were lacking. The analyses conducted to assess the financial capacity of the
WESLEY GLEN organization and interdependent impact each redevelopment effort has on the integrity of
the entire Methodist Homes system have been invaluable. And without question,the
Decatur 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
 
years combined.
WEsLEY APAR1MENIS
 
WESLEY PARK
The decision I made to extricate our organization from existing relationships and pursue
....Anniston 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 23
President & CEO
   www.trdxxlis1homes.org
 

1520CooPER.Hlr.LRoAD T BlRMINGHAM, AL 35210 T" P205.9512442 ,. F205.956.5001 Y

4

Cleveland Ave.

4 5 555
Howrads Way Martins Way
N. 114th Terrace
4 Haskell Ave. Cleveland Cir.
4
N. 114th Street
4

Verde Drive 8
3
Verde Drive

N. 113th Place
2
2

7

Piper Place
Alley
N. 113th Terrace

Peter Drive

N. 114th Terrace

N. 114th Terrace
1
4 3
8
4
N. 114th Street 4

4 6 The Piper Master Plan

8 24

ASSISTED LIVING (THE PIPER)
INDEPENDENT LIVING APT.

The Piper - Kansas City, KS

Project and Goal Care and activities are tailored to meet the individual
physical, intellectual, spiritual and social needs of the
The Piper campus was a unique challenge for APD. residents. The site is located in a neighborhood of existing
Originally not intended to be a senior community. The age-restricted senior living residences. In addition to
planning process was constrained due to approved zoning providing services for the building residents, The Piper
restrictions. Seeing the opportunities the site afforded, the offers the neighboring homeowners access to a customized
planning approach created a community which included menu of services.
an assisted living residence, villa style cottages (stand
alone and duplexes), garden style cottages, three hybrid Owner
apartment buildings and a club house. ALA Development

The design process for phase 1 of this project was limited Project Architect
due to the fact that the site for the assisted living residence Action Pact Design
had been first approved by the city for a multistory hotel,
and the footprint of the building could not be altered. MEP Engineer
However, the design team approached the problem with Olsson Associates
creativity and completed the design of an assisted living 1251 NW Briarcliff Pkwy
and memory care residence. Kansas City, MO 64116

The Piper’s phase 1 is an assisted living and memory care General Contractor
residence located near the Village West area of Kansas ALA Development
City, Kansas. The building is a 120 resident Household
Model assisted living beds, comprised of 80 one-bedroom Completion Date
units for standard assisted living and 40 studio units for Construction Start: July 2014
specialized memory care. A strong emphasis on community Construction End: August 2015
includes outreach to the surrounding neighborhoods.

The building is three stories in height and includes Construction Budget
a basement level storm shelter. The 100,000 sq. ft. $14.5 Million
structure features exterior finishes of stone veneer and
cement board siding. Interior features include individual
apartments for each resident, complete with tile, wood
and carpet flooring, private bathrooms, kitchenettes,
washers and dryers and individually controlled heating
and air conditioning. Resident rooms are organized around
uniquely individualized households of 20 people, each
of which includes a separate entry, living room, formal
dining room, kitchen, den, parlor and sunroom. Building
amenities include a fitness center, bistro, community
room, outdoor gardens and patios.

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26

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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Asbury Place Master Plan

28

Asbury Place - Maryville, TN

Project and Goal Renovation
Asbury Place in Maryville, TN was an aging campus in This consist of renovating the existing, 181 resident, multi-
need of significant repositioning. While they had added story skilled nursing building into 5 households for 145
new Independent Living product in recent years, both the residents. In each wing, the existing dining room, nurse
assisted living and skilled nursing buildings were old and station and lounge area are converted into a household
outdated. Asbury’s goal was to replace the old buildings common area. The existing Back of House Pantries in each
with new product, but the cost to do so far exceeded their wing is updated and refurbished with new equipment. The
borrowing capacity. Therefore, they engaged Action Pact existing hallways received updated wall finishes (paint),
to work with them to develop a master plan and business new ceiling tiles and grid as needed and updated the
plan that would gradually allow them to replace existing lighting (LED troffers).
product. As part of the plan to develop new assisted
living and skilled nursing residences, the existing buildings Owner
were also renovated to make them more attractive until Asbury, Inc.
they could eventually be phased out. Multiple scenarios 910 Wilder Chapel Lane
were developed and extensive financial modeling was Maryville, TN 37803
performed to examine how quickly they could replace their (865) - 984-1660
existing building. After the planning process, Asbury hired
Action Pact Design to design the project, and it is currently Project Architect
under construction. Action Pact Design

Assisted living MEP Engineer
Each household is a 22 resident, single story structure PKMR Engineering
that are mirror images of each other, and connected by an 13300 W. 98th Street
exterior, open air breezeway at the garage. The building is Lenexa, KS 66215
approximately 13,555 sf with a household common area
consisting of approximately 2,250 sf. They include a Front General Contractor
Porch, Exterior Patio and Courtyard. Each of the standard, Joseph Construction Company
private apartments (18) will be approximately 300 sf 203 Letterman Road
and will include a small Kitchenette, Closet and Private Knoxville, TN 37919
Bathroom w/ a “roll-in” shower. There will be four (4)
private, premium apartments that are approximately 400 Completion Date
sf. The premium apartments will also include a Living area. Construction Start: October 2016
Anticipated Construction End: December 2017
Skilled Nursing
The Skilled Nursing household consist of a new, 22 resident, Construction Budget
single story building. The building will be approximately $13 Million
13,300 sf with a household common area consisting of
approximately 2,200 sf. This household includes a Front
Porch, Exterior Patio and Courtyard. Each of the private,
resident rooms will be approximately 280 sf and will
include a small Kitchenette, Closet and Private Bathroom
w/ a “roll-in” shower.

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Asbury Place Maryville: Assisted Living Building 'A' Rear Perspective 9-01-15

30

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Kansas Masonic Homes Master Plan

32

Kansas Masonic Homes - Wichita, KS

Project and Goal A new Therapy Home was also constructed to provide
rehabilitation services and housing for short-term care
Kansas Masonic Homes (KMH) is a 120-year-old senior guests.
community, which has just completed an extensive
renovation, and new construction to embrace person The outdoor pathways and landscaping was enhanced
centered care throughout their entire continuum of care. to give residents increased outdoor accessibility,
Set on fifteen acres of historical Wichita land KMH wanted improved way-finding capabilities and more reasons and
the expansion and renovation reflect its heritage while opportunities to enjoy the outdoors.
embracing its community and its definition of home. Their
market study directed them to reposition their community Owner
to address the need for expanded assisted living care. Kansas Masonic Home
Guided by their mission and the desire to provide the best 401 South Seneca
quality of care for their residents they also embrace the Wichita, Kansas 67213
household model.

The historic manor house is divided into three distinct Project Architect
areas e.g. Pavilion, Manor and Tower. Each area went Action Pact Design
through extensive renovation and house different levels of
care. A carefully crafted micro-phased schedule, combined MEP Engineer
with a preservation-level design approach was required Law/Kingdon, Inc.
to incrementally renovate while not displacing existing 345 Riverview, Suite 200
residents and maintaining the community’s financial Wichita, Kansas 672203
performance. (316) 268-0230

Because the existing independent apartments in the General Contractor
portion of the existing building called The Tower, were too Hutton Construction
small and difficult to renovate into market rate housing 2229 South West Street
these apartments were converted into assisted living Wichita, Kansas 67213
residences with extensive renovations. This resulted in (316) 942-8855
no independent living apartments being in the existing
historic manor home. Stand-alone cottages and villas, Completion Date
however, are planned in the future when the demand from Fall 2015
the market is there.

The Pavilion was renovated to four nursing households. Construction Budget
The Manor was renovated into three assisted living $27.6 Million
households. Each household accommodates between
twenty to twenty-four residents. Renovated common
spaces are throughout all the areas of the historic Manor
House.

design gro3u3p

34

design gro3u5p

The Cedars Master Plan

DRY STOR. Hoffman Building - 1st Floor

SEMI-PRIVATE GYM DDiieettiicciiaannss OOffffiiccee KOSHER KITCHEN - Short Term Stay Household
ROOM - 20 Residents
Treatment Treatment OFFICE
SEMI-PRIVATE SERVICE PREP AREA - Community Program Space
ROOM CORRIDOR
DRY STOR.
SOILED BOH

SEMI-PRIVATE OOffffiiccee
ROOM

PRIVATE ROOM SSttoorr JAN KITCHEN
PRIVATE ROOM
OT Office

Staff

TTLLTT

CCoonnffeerreennccee RRoooomm

PRIVATE ROOM LIVING ROOM SSttoorraaggee
DINING
BATHING RREEFF
BATHROOM KITCHEN

RReessttaauurraanntt

Bistro Billiards Room

PRIVATE ROOM GAME/ TRASH CHUTE
SITTING ROOM

MEDS
CORRIDOR

HALL FFOOYYEERR WWoommeennss Mens

CHART

PRIVATE ROOM CIRCULATION

PRIVATE ROOM STORAGE PRIVATE DINING LOUNGE / MMaassssaaggee
PRIVATE ROOM Den Salon
PRIVATE ROOM
PRIVATE ROOM LWWD

Chapel

JANITOR VESTIBULE
SEMI-PRIVATE
VESTIBULE Staff Lounge
ROOM

SUN ROOM Meeting Room
Vending Area

PRIVATE ROOM BATHING HALL PRIVATE DINING
BATHROOM JAN PRIVATE ROOM
Billiards Room JANITOR Restaurant PR/VOLUNTEERS
Bistro KITCHEN Salon
BOH KOSHER KITCHEN SEMI-PRIVATE ROOM UUPP
Chapel LIVING ROOM SERVICE CORRIDOR
CHART LOUNGE / SOILED Household Key Plan
CIRCULATION Den Staff
CLEAN LWWD Staff Lounge 2action pact
Conference Room Massage Stor design
CORRIDOR MEDS STORAGE
Dieticians Office Meeting Room Storage
DINING Mens SUN ROOM
DRY STOR. OFFICE TLT
FOYER Office Treatment
GAME/ OT Vending Area
SITTING ROOM PR/VOLUNTEERS VESTIBULE
GYM PREP AREA Womens

The Cedars Portland, ME

36

The Cedars - Portland, ME

Project and Goal Owner
The Cedars
The Cedars is an award winning senior community that 630 Ocean Avenue
provides full continuum of care from independent and Portland, ME 04103
assisted living to skilled nursing in Portland, Maine. It
will soon be undergoing a significant construction and Project Architect
renovation to strategically reposition their organization to Action Pact Design
offer better care for the residents they serve. Having gone 107 West 9th Street, Third Floor
through the IPA process, the community determined that Kansas City, MO 64105
the existing skilled nursing home currently an institutional
model needed to be downsized and reconfigured to MEP Engineer
create smaller household care units. With the focus on PKMR Engineering
converting double occupancy bedrooms into all singles 13300 W. 98th Street
with full bathrooms, a new nursing home and memory care Lenexa, KS 66215
residence will be built to address the private pay market.
With an existing pre-developed site nearly at capacity, General Contractor
Action Pact helped master plan the site to determine PM Construction
where the best places were to located these new buildings 19 Industrial Park Road
as well as how to make use of spaces not assigned to the Saco, Maine 04072
care units in the existing nursing home.

The Cedars’ eleven acres campus is located in a residential Completion Date
neighborhood and they expressed a desire that the new Anticipated Construction Start: June 2017
buildings have the residential scale and style to blend into Anticipated Construction End:
this neighborhood. Access to these two buildings will be
through this neighborhood and the residential streets Construction Budget
and sidewalks will be undated to accommodate the new $15 Million
visitors, staff, as well as the neighbors who will visit the
residents who will reside there.

The memory care residence is a one-story building with
an interior courtyard. Designed to accommodate twenty
residents, the building configuration reflect a typical
home layout. The new skilled nursing home will be two-
story building with one household residence for twenty
residents per floor. Both buildings will be connected back
to the newly renovated nursing home with a covered
walkway.

design gro3u7p

RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM

Household CoreRESIDENT RESIDENT RESIDENT SUN PORCH RESIDENT RESIDENT RESIDENT RESIDENT Household C
BATHROOM RESIDENT BATHROOM BATHROOM BATHROOM BATHROOMBATHROOM BATHROOM Resident
BATHROOM Support
Resident RESIDENT ROOM RESIDENT ROOM
Support RESIDENT ROOM PRIVATE DINING LIVING ROOM DINING ROOM RESIDENT ROOM
RESIDENT
RESIDENT LIFT STORAGE RESIDENT HOUSEHOLD BATHROOM
BATHROOM LAUNDRY RESTROOM CLEAN UTILITY RESIDENT
BATHROOM
RESIDENT MED PREP
BATHROOM RESIDENT ROOM
SPA SOILED UTILITY RESIDENT ROOM
RESIDENT ROOM RESIDENT RESIDENT RESIDENT
RESIDENT ROOM BATHROOM BATHROOM LOUNGE FOYER KITCHEN CHARTING / BATHROOM
PANTRY HOUSEHOLD
RESIDENT COATS
BATHROOM OFFICE LIFT STORAGE

RESIDENT STORAGE DEN
BATHROOM JAN.
VESTIBULE RESIDENT RESIDENT RESIDENT
CHARTING BATHROOMBATHROOM BATHROOM

GENERAL

RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM RESIDENT ROOM

New Long Term Care Building
38

design gro3u9p

(E) DEVELOPMENT APPROACH, SERVICES
AND DELIVERABLES

After

Before

40

DEVELOPMENT APPROACH Our IPA process will be focused on the following planning
program components outlined in your request for
When asked by a Provider to provide a development proposal:
approach to expand, renovate, or reposition their existing
community, Action Pact Development (APD) does more 1. Extensive renovation of the existing building or
than a master planning exercise. That is because the end construction of a new assisted living building that will
result of a typical master planning process leaves a client add 25 apartments for a total of 70 apartments.
with usually more questions than answers:
a. Portion or all residents may be relocated to the
- Where do we start? new building
- Will it work financially? b. Additional rooms to address early stage of
- How will we finance it? Alzheimer’s at the assisted living level
- How will we operate it? c. Existed assisted living space vacated due to
APD recommends a different approach which results new building to be repurposed by future need
in a Business Plan that will ensure the end product is and development
actionable. It includes: 2. Other Campus upgrades and capital improvements
- Architectural floor plans of renovated or new spaces will be identified
- Construction Cost and Project Cost Estimates 3. Replacement of aging cottages independent homes
- Phasing Plan with villa homes.
- Plan of Finance 4. Propose use for a vacant portion of 4th floor of
- Operating Assumptions CARILLON House
- 10 Year Financial Projection with Key Financial Ratios
We understand from our site visit the components outlined
A Business Plan gives an organization solid footing from may expand to include additional portions of the entire
which to begin the detailed design and development campus. The pre-feasibility analysis is the most critical
process and ultimately implement the Project. step in the capital improvement process. It arms you
with solid information to evaluate moving forward while
mitigating risk later in the development, construction, and
post occupancy operational stabilization phases

APD uses a unique approach to develop the Business IPA is a highly, interactive, engaging process; done
Plan, called the Integrated Pre-feasibility Analysis (IPA). between your selected Stakeholders and our Project
First introduced in In Pursuit of the Sunbeam, a Guide to Team. We believe it is best if two groups can be created
Transformation from Institution to Household by Steve – firstly, an “operating group” staffed by CARILLON
Shields and LaVrene Norton in 2006, the IPA Process residents, community members, employees and board
is a non-traditional planning approach. It was created members who fully participate in the proposed process
by APD as a way to ensure a Provider, such as you, has and, secondly, our Project Team that concentrates on all
been provided ALL the information and processes needed of the elements required for the Business Plan. These two
to develop a successful capital project. This includes groups comprise the IPA team.
educated cost estimates, cultural pathway and processes
identified, a foundational financial forecast of project The IPA Process consists of a series of charrettes in which
feasibility, phasing assumptions and building plans, and a the entire IPA Team participate in real-time architectural
preliminary project timeline - all the critical information design, construction cost estimating, and financial
necessary to move forward with the actual development forecasting in an integrated fashion. This real-time,
process with confidence you are making the right decision. integrated approach eliminates the time
wasted going down unsustainable paths which
is often the case with a typical master planning
process.

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The integrated, interactive, and iterative IPA process was
designed to inform the architect of financial, operational,
and cultural realities as they design. This reduces or often
times eliminates the need for multiple re-designs and
shortens the development cycle from years to months.

In these charrettes the architect projects the design on
a screen for everyone to see, and the architect makes
changes to the drawing as suggestions are given until
the group is satisfied with the outcome. The goal of
the sessions is to allow the audience to participate and
drive the real-time architectural footprint design while
closely monitoring its financial feasibility. The audience
can include as many or as few participants as CARILLON
chooses. In the past, we have worked with every
combination of participants imaginable – from small
management groups to auditoriums filled with residents,
staff, management, board members, and community
members. We have found that the process can be equally
successful either way, and that larger, diverse groups tend
to build alignment within an organization around the goal
of creating home for the residents.

Once the IPA process has been completed, APD will provide
a comprehensive Business Plan within forty-five (45) days.
A typical business plan will reflect the incorporation of your
strategic plan, market study, master plan with the building
footprints, description of project and scope, preliminary
project schedule, cost, phasing plan and schedule, and the
associated project financial projections. 

With our Business Plan in hand, your Board and Executive
Team will be in an excellent position to make decisions
to move forward in engaging a full development team to
implement your master plan and to guide you through to
a successful conclusion.

42

ACTION PACT SERVICES ensure CARILLON will be provided the information for
making design decisions.
The following describes the specific services we provide
during our IPA process to complete the Business Plan: The following is a summary of the Architectural Services:
- Master Planning: Site Selection, Facility Evaluation,
Financial Modeling Services Site Planning, Functional and Space Programming,
Action Pact will analyse the baseline financial information Equipment and Technology Planning, Cost Analysis,
provided by CARILLON and gathered at the IPA sessions. Project Budgeting
This information must be provided at least 4 weeks prior - Architecture: Community spaces, independent liv-
to the first on-site meeting so that the financial model can ing, wellness centers and health care levels including
be assembled prior to the IPA meetings. We will calculate households for skilled nursing, memory care, assisted
key ratios and compare the results to benchmarks, living, short term rehab, and home plus
giving special attention to the uniqueness in mission and - Interior Design: Interiors Master Planning, Concept
structure of CARILLON and its minimum financial goals. Design, Image Development, Space Planning, Interi-
ors Evaluations, Art Consultation, Finishes, Furnish-
As various scenarios are discussed, APD will create financial ings and Interiors, Way-finding techniques.
models showing the operating and financial implications
of the program and architectural approaches. These Construction and Cost Consulting Services
financial assumptions and projections will be adjusted It is very important that a highly qualified cost estimator
on-site as part of an interactive process so that all team is a member of the IPA team. Our estimator has extensive
participants can be aware of the financial assumptions experience in estimating and forecasting the construc-
and implications, and use that information to make better tion of the many different types of senior living buildings.
decisions. These preliminary financial projections will be Our estimator will come to the pre-meeting building walk
printed for review and will be transferred electronically to through and the IPA sessions, and will become familiar
CARILLON and the Pre-feasibility team when appropriate. with your community’s physical plant. He will understand
In addition, CARILLON will receive the full financial model the cost and construction implications in regards to any
in Microsoft Excel format for their use throughout the renovation and new construction proposed during the IPA
development process. process. It will be necessary for us to be able to provide
real-time insight on construction cost implications of var-
The following is a summary of the Financial Modeling ious decisions. Our estimator is also responsible for pro-
Services: viding detailed construction cost estimates and construc-
tion phasing schedules as part of their deliverables to be
- Total Project Budget included in our Business Plan.
- Plan of Finance
- 10 year Financial Model with:

- Income Statement
- Cash Flow
- Balance Sheet
- Financial Ratios

Architectural Services design gro4u3p

The architect will be material in the detailed articulation of
the building footprints along with full participation of the
staff and consultants who constitute the IPA team. The
architect will use REVIT design software to design building
retrofit and/or new construction interactively in front of
the team during the IPA sessions. In order to accomplish
this, the architect will need to have the existing building
and site drawings loaded into their software system prior
to the first meeting and attend the pre-meeting building
walk-through. Action Pact will facilitate this process and

The following is a summary of the Construction and Cost Consulting Services:
-Project phasing and time-line
-Construction cost estimating and constructability review
-Construction phasing and time-line

IPA DELIVERABLES

The description provided below includes deliverables to be provided by APD in summarized form. A specific work sched-
ule, with dates, agendas, and targets, will be created through discussions with CARILLON to fit Board meeting dates, and
working around holidays and vacations.
Deliverables

-Integrated Business Plan
• Executive Summary – provides an overview and summary of:
o The IPA goals and the process to meet these goals
o Summary of the IPA process
o Summary of each scenario, should multiple scenarios be discussed
• Master Plan - Architect Conceptual Layouts
o Overall Site Plan indication scope of work
o Detailed drawing showing the lay-out of each new construction or retrofitted area and common spaces
• Construction Cost Estimates
o Construction costs will be detailed by retrofitted area and new construction area by construction type
o Cost per square foot estimates will be applied to each area so that the financial ramifications of each area can be
understood – i.e. site work, living spaces, resident rooms, kitchen areas, hallways, patios, existing infrastructure
improvements, etc.

44

o In addition to the square foot estimates, the estimator will include a construction contingency, general
conditions, and estimated contractor fee
o Detailed construction time-line and approach to phasing

• APD will forecast a project duration from a construction standpoint and will indicate a possible way that
the construction could take place in phases to minimize resident interruptions and movements
• Financial Models
o Construction budget
o Budget for other project expenditures, i.e.
o Total Sources and Uses of Funds for the Project
o 10-Year Financial Projection (Income Statement, Cash Flow, Balance Sheet, and Financial Ratios)
• Revenue projections
• Expenses will be modelled in two primary categories – Labor and non-labor expenses
• Labor
• Non-labor
• Financing structure
• Capital Costs
• Other Items
• To the extent that CARILLON’s current operating budget contains other revenue, expense or capital items that
need to be considered as a part of the forecast, then these items will be included in the financial model.
- IPA Session Minutes

(E1) Firm’s Role and Interaction with
CARILLON and LCS Marketing

Action Pact’s role is to facilitate and provide the expertise in the disciplines necessary to provide you a
comprehensive Business Plan you can implement to achieve your goals for CARILLON. With our IPA process
we are proposing an interactive, engaging approach in which your voice guides the decisions and the
outcomes. We look to your knowledge and expertise on CARILLON’s operations, finance, marketing, culture
and goals to trigger what we do to assist you in making the right decisions for your community. We further
will look to LCS’s Marketing Team to advise and direct the planning goals needed to meet your market
expectations and demands.

design gro4u5p

(F) INTEGRATED PRE-FEASIBILITY ANALYSIS (IPA)

46

Integrated Pre-Feasibility Analysis Step 2 – Information Gathering (4 weeks)
a. Preparation and Understanding:
APD will act as facilitator for each of the IPA sessions to be CARILLON and APD to tailor IPA process and deliverables
held on-site at CARILLON Life Care Community in Lubbock, to work within CARILLON”s organizational structure,
Texas or a location of your preference. The sessions are philosophy and schedule.
anticipated to be held in 1 to 2 consecutive day increments
(depending on schedule availability of all team members) 1. Establish process, participants, and deliverables
over a course of three to four months. The first session is 2. Understand Strategic Plan and current business/
usually scheduled within 4-6 weeks of the acceptance of operations
this proposal. We anticipate that the process will require 3. Establish goals and priorities
approximately three total IPA sessions.
b. Master Plan Modeling and Alternative Development:
Prior to the first group session, APD will meet on site to walk Action Pact will review documents furnished by
through the building and gain an in depth understanding CARILLON to assist us when we develop the master
of the current building’s layout. Prior to the first meeting, plan modeling and to identify alternative development
APD will also create a baseline financial model. opportunities. These documents would include the
following items:
During the process, APD will maintain responsibility for
establishing meeting itineraries, scheduling of tasks, 1. Obtain existing drawings of the facility
and coordination of the consultants within the pre- 2. Obtain any agreements or waivers with State
feasibility team, session facilitation and leadership, and officials or local code officials (may need to meet
the recording and distribution of meeting minutes. While with State to confirm what needs to be done) e.g.
a generic list of steps is included below, due to the special kitchen, laundry
needs of each organization and the fluidity of the process, 3. Obtain marketing studies and other reports
we often deviate off its outline. However, the steps below 4. Determine zoning issues and approach
is useful in helping to understand the various processes 5. Determine if there are any environmental issues
that are common to most engagements. that need to be studied or documented
6. Obtain current topographic survey of
IPA Steps undeveloped, developable land with significant
trees, etc.
Step 1 – The Vision of IPA 7. Obtain any existing Geotechnical Reports from
Open Discussion: prior building projects
CARILLON and APD to discussion CARILLON’s strategic 8. Previous Master Plan Studies
plan and updated market study to determine overall 9. Relevant Building Codes
best strategy for your IPA. The goal of the IPA should
be to: Action Pact will analyse the existing community
documents to identify expansion location opportunities
1. Compliment your Strategic Plan - See Table of and preliminary impact on residents daily lives and your
Contents Section L - Recommendations for further community’s operations.
comments on Strategic Planning
2. Anticipate your Future Needs
3. Respond to your scope of work in your RFP and
updated Market Study
4. Establish Alternative Plans for Improvement and
Growth
5. Establish a Plan for Orderly and Effective
Development Phases and Change

design gro4u7p

c. Financial Model:
Action Pact will develop a baseline financial model to be
used through the IPA process.

1. Collect and review available operational/financial
data

d. Community Buildings’ Assessment Walk Through: Step 3- IPA Session 1: (2 days)
One or two days prior to IPA Session 1, APD, and a
CARILLON facilities’ representative will meet to take a. Session 1: CARILLON and APD will meet and discuss
a tour of the community to confirm architectural the following:
drawings and understand existing building challenges
and opportunities. APD will photo conditions and issues 1. Align pre-feasibility team with CARILLON’s
discussed and discovered on walk through. mission, vision, goals and strategies
2. Establish staff and pre-feasibility team alignment
1. Assess existing site conditions (external and to Integrated Pre-feasibility Analysis Process
Internal) 3. Presentation of updated Market Study (provided
2. Assess facility systems, Life Safety, and by a separate consultant)
infrastructure 4. Assisted Living Household Model / Culture
3. Assess service components (capacity/utilization, Change Trends – impact on operations and care
adjacencies, needs, opportunities) model
5. Review of Existing Campus Opportunities and
e. Review Findings: Challenges (discuss walk-through observations)
Review Findings with Executive Leaders and Board 6. Focus on RFP Scope of Planning Exercise
Members, if desired by CARILLON prior to first IPA
session. 1. Extensive renovation of the existing building
or construction of a new assisted living building
that will add 25 apartments for a total of 70
apartments

a. Portion or all residents may be relocated
to the new building
b. Additional rooms to address early stage of
Alzheimer’s at the assisted living level
c. Existed assisted living space vacated due
to new building to be repurposed by future
need and development
2. Other Campus upgrades and capital
improvements will be identified
3. Replacement of aging cottages independent
homes with villa homes
4. Propose use for a vacant portion of 4th floor of
CARILLON House
5. Expand scope of discussion to include other
portions of campus as directed by CARILLON and
advised by APD
7. Establish Financial Goals

48

master plan options to discuss and select one which
best responds to strategic goals.
2. Determine size and numbers of each Assisted
Living Households
3. Determine size and number of new Villas
2. Develop detailed articulation of new and/or
retrofit Assisted Living Residence footprints and
forecasted operational costs (including staffing)
3. Identify options for partial vacant 4th floor of
Carillon House and determine which options
best works with CARILLON’s strategic plan and/or
community’s needs
4. Expand scope of discussion to include other
portions of campus as directed by CARILLON and
advised by APD
5. Estimated construction/remodel costs, phasing
assumptions, and integrate to Financial Forecasting
Model

b. After Session 1 – Meet with Lubbock Planning APD will also provide a comprehensive Business Plan
Department within forty-five (45) days following the receipt of final
construction cost estimates from the estimator after
If acceptable to you, Action Pact would like to meet the conclusion of the IPA sessions. The Business Plan is
with local zoning officials and other plan reviewers a compilation of the work performed by APD. A typical
after our first session. We recommend that we business plan will reflect the incorporation of the market
involve the local officials as soon as possible to make study, the building(s) footprint, description of project and
the IPA and future development processes go as scope, preliminary project schedule, phasing plan and
smoothly as possible. Some of the issues that may schedule, and the associated project financial projections.
need to be discussed with these officials are the
following: See table of contents section E - Deliverables for outline of
deliverables to be provided at the end of the IPA process.

1. Present IPA program overview
2. Map out Strategy on how to obtain approval
proceed

1. PUD process
2. Community Association involvement and
approvals
3. Determine State Health Dept. concerns
and process

Step 4 - IPA Session 2 - 3: (2 days each)

1. Establish location (new or retrofit) of Assisted
Living Residence, New Villas and other upgrades
desired or needed throughout the campus. Develop

design gro4u9p

(G) EXPERIENCE IN TEXAS

50