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ST. ANDREW’S MANAGEMENT SERVICES
   “We shape environments that assist older adults to live life to its fullest.”




      BACKGROUND AND ACHIEVEMENTS


     Prepared for Assisted Living at the Meadowlands

                               July 14, 2011
ACCOMPLISHMENTS
                          “Quality is a race with no finish line.”

ST. ANDREW’S TODAY:

  o Sponsor / manage 23 retirement communities in
      Missouri and Illinois
  o Manage revenues in excess of $75 Million
  o Oversee $250 Million in property and assets
  o Experience in service and care of seniors
      including Independent Living, Assisted Living,
      Skilled Care, Home and Community Based
      Services, Home Health
  o   Expertise in HUD, LIHTC, Medicare, Medicaid, Managed Care programs
  o Initiates collaborative meetings with hospital systems in preparation for healthcare reform
      and to assure the needs of our aging population are addressed
  o Works with board of directors/owners/investors on strategic planning and development of
      senior programs and services
  o Coordinates the financing for new development projects or refinancing of existing debt with
      tax exempt bonds, bank financing and other financing vehicles
  o Co-sponsor a licensed Home Health Agency – St. Andrew’s Bethesda Home Health which
      brings high quality and recognition of care needs to our seniors
  o Sponsor an innovative home and community based services program. Senior Solutions
      received international and national awards for The Caring Workplace Program
  o Received national award from Leading Age for the creation of the Ageless-Remarkable St.
      Louisans concept
  o Consult, develop and partner with providers that desire to expand service offerings to
      seniors




                                                                                                  1
CORPORATE TEAM BACKGROUND AND EXPERIENCE
Staff are knowledgeable, with skills and professional backgrounds that support our communities.
This “bench strength” allows St. Andrew’s to mentor and coach for desired quality outcomes:

     o Registered Nurses
     o Social Workers
     o Licensed Nursing Home Administrators
     o Directors of Nursing
     o Experienced Administrators and Executive
        Directors
     o CPAs
     o Marriott-trained staff with culinary skills, customer
        service and sales background
     o Home Care Agency Owner
     o Healthcare Consultants
     o Advanced training in Alzheimer’s care
     o Instructors and mentors in Person Centered Care
     o Technology expertise
     o Support Group Facilitators
     o MC5 Board member
     o Leading Age Missouri, Board President
     o Clinical knowledge in Medicare/Medicaid/ 3rd party reimbursement




                                                                                                  2
SYSTEMS AND PROCESSES THAT BRING DESIRED RESULTS
A Group Purchasing Organization (GPO) is utilized to assure quality products at preferred
pricing
    o Three GPOs with preferred provider relationship are utilized to maximize benefits
    o Market basket comparisons are done every 12 to 18 months
    o A Formulary has been established to assure quality and cost effective medical procurement

Staff Education and Training is coordinated with Healthcare Academy, an online professional
software organization – complimented by hands on support and webinars

Systems for Disaster Preparedness to assure resident safety during inclement weather and
power outage are prepared utilizing a support network of our communities in the St. Louis area

Comprehensive Corporate Compliance and Survey Process
  o Conduct mock surveys to prepare staff for licensure inspections
  o Introduce a Comprehensive Corporate Compliance Plan with prepared education and
    training for owners, residents, families and staff
  o Policies, procedures and training modules are implemented related to Whistle Blower, Red
    Flag and HIPAA HITECH

Culinary Programs
   o All dining programs are customized to needs of clients
   o Chefs are recruited and trained
   o High standards for Sani-safe certifications are required

Resident and Staff Satisfaction Surveys
  o Resident surveys are conducted annually by an independent 3rd party
  o Action plans are prepared, results are tracked and outcomes are shared with Owners
  o Today, St. Andrew’s averages above a 4.0 on a 5.0 scale

Marketing Plans
  o Detailed marketing plans are created and competitor analysis is studied, results tracked and
     reported to Owners
  o Staff understand that “marketing is everyone’s responsibility”
  o Formal customer service programs are in place

Financial Reporting and Controls
   o Capital and operating budgets are prepared and benchmarked to industry norms
   o Cash and Investment management plans
   o Financial reporting systems generate monthly P&Ls and track accounts receivable,
      payables, cash flows. Audit commendation for excellence in internal controls.

Technology
   o A Help Desk has been created to provide online and offline IT support
   o Backup and recovery off site systems are in place for disaster recovery



                                                                                                 3
COMMITMENT TO STAFF EXCELLENCE

   o Our Staff Recruitment and Retention Committees have resulted in low staff turnover by
       industry standards with the average through June for all communities at 22%.
   o Employee safety programs have created a worker’s compensation modifier average of .95.
       No lost time injuries at many communities. Brooking Park has had no lost time injuries for
       the last three years. St. Andrew’s communities have received in total over $220,000 in
       dividends for the stellar results.
   o Annual Employee Satisfaction Surveys are conducted with benchmarks and goals to assure
       good relationships are maintained and labor issues are addressed.
   o All open staff positions are internally posted across the communities resulting in career
       paths and retention of quality driven staff for the 1,000+ positions.

              OTHER ACCOMPLISHMENTS OF ST. ANDREW’S CLIENTS

   o The Sarah Community – Rated as one of the top 18 Nursing Homes in country and #5 in
       Missouri, according to the 2011 U.S. News and World Report.
   o 4 out of 5 Skilled Facilities hold a 5-Star rating; the highest accomplishment is given by
       CMS (Center for Medicare and Medicaid).
   o Brooking Park – deficiency free in 2010 Annual State Licensure Survey and six (6)
       deficiency-free inspections in assisted living in the last nine years. The Sarah
       Community, Cape Albeon, New Florence, Villa Theresa and Mizpah Manor have also
       experienced a deficiency-free survey, which is only achieved by 7% of the facilities across
       the country.
   o All HUD inspections are at 93% or better.
   o Respite Programs, A la Carte Services, Concierge and other differentiating programs have
       been initiated to focus on census enhancement. The majority of communities are at 90% or
       higher occupancy.
   o Implementation of renovations in the communities with budgets in the $ millions.


St. Andrew’s accomplishments are a reflection of our commitment to our
mission which is to be the premier management and consulting firm
providing innovative, high quality, cost efficient services to our clients who
serve older adults through housing, community based services and
healthcare.

                                                                                                    4
PAT PLUMLEY – YOUR INTERIM EXECUTIVE DIRECTOR



EDUCATION:     Masters in Social Work,
              Masters in Management
              Bachelors in Psychology

BACKGROUND:   New Program creation and implementation
              Trained in Alzheimer’s disease
              Many years elder care services experience
              Hospital Senior Services Director
              Director of multiple Government grants
              Banking experience
              HIPAA/HITECH educated
              Physician relations
              Grant writing
              Volunteer Director
              ITN St Charles, Board Member
              United Way, Speakers Bureau




                                                          5

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Stams accomplishments final

  • 1. ST. ANDREW’S MANAGEMENT SERVICES “We shape environments that assist older adults to live life to its fullest.” BACKGROUND AND ACHIEVEMENTS Prepared for Assisted Living at the Meadowlands July 14, 2011
  • 2. ACCOMPLISHMENTS “Quality is a race with no finish line.” ST. ANDREW’S TODAY: o Sponsor / manage 23 retirement communities in Missouri and Illinois o Manage revenues in excess of $75 Million o Oversee $250 Million in property and assets o Experience in service and care of seniors including Independent Living, Assisted Living, Skilled Care, Home and Community Based Services, Home Health o Expertise in HUD, LIHTC, Medicare, Medicaid, Managed Care programs o Initiates collaborative meetings with hospital systems in preparation for healthcare reform and to assure the needs of our aging population are addressed o Works with board of directors/owners/investors on strategic planning and development of senior programs and services o Coordinates the financing for new development projects or refinancing of existing debt with tax exempt bonds, bank financing and other financing vehicles o Co-sponsor a licensed Home Health Agency – St. Andrew’s Bethesda Home Health which brings high quality and recognition of care needs to our seniors o Sponsor an innovative home and community based services program. Senior Solutions received international and national awards for The Caring Workplace Program o Received national award from Leading Age for the creation of the Ageless-Remarkable St. Louisans concept o Consult, develop and partner with providers that desire to expand service offerings to seniors 1
  • 3. CORPORATE TEAM BACKGROUND AND EXPERIENCE Staff are knowledgeable, with skills and professional backgrounds that support our communities. This “bench strength” allows St. Andrew’s to mentor and coach for desired quality outcomes: o Registered Nurses o Social Workers o Licensed Nursing Home Administrators o Directors of Nursing o Experienced Administrators and Executive Directors o CPAs o Marriott-trained staff with culinary skills, customer service and sales background o Home Care Agency Owner o Healthcare Consultants o Advanced training in Alzheimer’s care o Instructors and mentors in Person Centered Care o Technology expertise o Support Group Facilitators o MC5 Board member o Leading Age Missouri, Board President o Clinical knowledge in Medicare/Medicaid/ 3rd party reimbursement 2
  • 4. SYSTEMS AND PROCESSES THAT BRING DESIRED RESULTS A Group Purchasing Organization (GPO) is utilized to assure quality products at preferred pricing o Three GPOs with preferred provider relationship are utilized to maximize benefits o Market basket comparisons are done every 12 to 18 months o A Formulary has been established to assure quality and cost effective medical procurement Staff Education and Training is coordinated with Healthcare Academy, an online professional software organization – complimented by hands on support and webinars Systems for Disaster Preparedness to assure resident safety during inclement weather and power outage are prepared utilizing a support network of our communities in the St. Louis area Comprehensive Corporate Compliance and Survey Process o Conduct mock surveys to prepare staff for licensure inspections o Introduce a Comprehensive Corporate Compliance Plan with prepared education and training for owners, residents, families and staff o Policies, procedures and training modules are implemented related to Whistle Blower, Red Flag and HIPAA HITECH Culinary Programs o All dining programs are customized to needs of clients o Chefs are recruited and trained o High standards for Sani-safe certifications are required Resident and Staff Satisfaction Surveys o Resident surveys are conducted annually by an independent 3rd party o Action plans are prepared, results are tracked and outcomes are shared with Owners o Today, St. Andrew’s averages above a 4.0 on a 5.0 scale Marketing Plans o Detailed marketing plans are created and competitor analysis is studied, results tracked and reported to Owners o Staff understand that “marketing is everyone’s responsibility” o Formal customer service programs are in place Financial Reporting and Controls o Capital and operating budgets are prepared and benchmarked to industry norms o Cash and Investment management plans o Financial reporting systems generate monthly P&Ls and track accounts receivable, payables, cash flows. Audit commendation for excellence in internal controls. Technology o A Help Desk has been created to provide online and offline IT support o Backup and recovery off site systems are in place for disaster recovery 3
  • 5. COMMITMENT TO STAFF EXCELLENCE o Our Staff Recruitment and Retention Committees have resulted in low staff turnover by industry standards with the average through June for all communities at 22%. o Employee safety programs have created a worker’s compensation modifier average of .95. No lost time injuries at many communities. Brooking Park has had no lost time injuries for the last three years. St. Andrew’s communities have received in total over $220,000 in dividends for the stellar results. o Annual Employee Satisfaction Surveys are conducted with benchmarks and goals to assure good relationships are maintained and labor issues are addressed. o All open staff positions are internally posted across the communities resulting in career paths and retention of quality driven staff for the 1,000+ positions. OTHER ACCOMPLISHMENTS OF ST. ANDREW’S CLIENTS o The Sarah Community – Rated as one of the top 18 Nursing Homes in country and #5 in Missouri, according to the 2011 U.S. News and World Report. o 4 out of 5 Skilled Facilities hold a 5-Star rating; the highest accomplishment is given by CMS (Center for Medicare and Medicaid). o Brooking Park – deficiency free in 2010 Annual State Licensure Survey and six (6) deficiency-free inspections in assisted living in the last nine years. The Sarah Community, Cape Albeon, New Florence, Villa Theresa and Mizpah Manor have also experienced a deficiency-free survey, which is only achieved by 7% of the facilities across the country. o All HUD inspections are at 93% or better. o Respite Programs, A la Carte Services, Concierge and other differentiating programs have been initiated to focus on census enhancement. The majority of communities are at 90% or higher occupancy. o Implementation of renovations in the communities with budgets in the $ millions. St. Andrew’s accomplishments are a reflection of our commitment to our mission which is to be the premier management and consulting firm providing innovative, high quality, cost efficient services to our clients who serve older adults through housing, community based services and healthcare. 4
  • 6. PAT PLUMLEY – YOUR INTERIM EXECUTIVE DIRECTOR EDUCATION: Masters in Social Work, Masters in Management Bachelors in Psychology BACKGROUND: New Program creation and implementation Trained in Alzheimer’s disease Many years elder care services experience Hospital Senior Services Director Director of multiple Government grants Banking experience HIPAA/HITECH educated Physician relations Grant writing Volunteer Director ITN St Charles, Board Member United Way, Speakers Bureau 5