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Welcome 1 Greetings from the Executive Director of THE PINES AT DAVIDSON

WELCOME!

The Pines at Davidson was founded in 1983 and opened its doors to new residents on July 19, 1988, as a result of inter-denominational efforts initiated by Davidson College Presbyterian Church (DCPC). The Pines is a non-profit, charitable organization dedicated to providing quality housing, residential services, and healthcare to its residents, aged 62 and older, in a caring and fiscally responsible manner. As a continuing care retirement community, the types of services provided include meals, activities, housekeeping, maintenance, support, and healthcare services, as described in the “Resident and Care Agreement”. This resident handbook has been prepared to serve as a concise source of information regarding services and residential life here at The Pines. The more completely residents are informed about programs of The Pines, the more likely they are to find life at The Pines enjoyable, interesting, and rewarding. If there are questions regarding this material, please contact the Receptionist, who will direct you to the appropriate responding personnel for guidance.

Edgar L. Muller President and Executive Director THE PINES AT DAVIDSON

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Our Mission

The mission of The Pines at Davidson is to provide housing, healthcare and a full range of other services to meet the physical, emotional, intellectual, social and spiritual needs of its residents.

In pursuing its mission, The Pines at Davidson will set itself apart by the following:

•Promoting residents’ self-fulfillment through service and community involvement;

•Operating as a nonprofit community established by members and friends of Davidson College Presbyterian Church with their planning and charitable gifts;

•Attracting and retaining a professional and caring Staff serving under the strategic guidance of a committed Board of Directors;

•Offering a location in a charming and vibrant college town; and,

•Maintaining attractive and modern facilities well matched to the evolving needs of older residents.

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The Pines at Davidson Management Staff

Mr. Eddie Muller, President and Executive Director, (ext. 1100) Responsible for the overall operation of The Pines and serves as Administrator of the Schramm Health Center. Mr. David Rainey, Vice President and Director of Financial Services, (ext. 1100) Responsible for the financial operation of The Pines. Mr. Scott Chinery, Director of Plant Services, (exts. 1456 & 1457) Responsible for building maintenance, grounds maintenance, housekeeping, construction projects, refurbishment, safety, and security. Mrs. Carolyn Picton, Director of Marketing, (ext. 1100) Responsible for all marketing aspects of The Pines. Addresses inquiries, referrals, and initiates applications for admission. Mrs. Lorraine Terry, Director of Health Services, (ext. 1470) Responsible for the delivery of healthcare to residents of the Schramm Health Center, emergency response services to Independent Living residents, and coordinates all ancillary services including the Wellness Clinic nurse services, podiatry, dental, audiology, spa therapy services and physician services rendered through the Wellness Clinic. Mrs. Motria Procyk, Director of Development, (ext. 1489) Responsible for the cultivation and stewardship of charitable gifts to The Pines. Mrs. Shelley Kiser, Director of Social Services, (ext. 1454) Responsible for social work services for Independent Living and Schramm Health Center, clerical support associate, reception desk, mail, guest room reservations, and beauty/barber shop services. Miss Amy Smith, Director of Wellness Activities & Transportation (ext. 1450) Responsible for therapeutic recreation/activities, medical and activity transportation along with coordination of the Wellness Program to include land and water fitness programming. Mr. Kevin Woods, Director of Culinary and Dining Services, (ext. 1461) Responsible for all food-related services, including the dining room, café and country store, health center dining, and catering.

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Welcome to The Pines at Davidson!

To help you become well acquainted with your new home during the first few weeks, a few friendly reminders are mentioned below. Additional information can be found in the Resident Handbook or by attending the two sessions of the Newcomers’ Club Meetings (held the second Thursday of each month at 10:00 a.m., in the TV/Game Room, on the second floor of the Community Center).

♦ TRASH PICK-UP: Apartment Building: After 8:00 p.m. each evening, place your trash in plastic bag with twist-ties outside your door for an early morning pick-up. Cottages: Bagged garbage should be placed outside in designated trash cans. Villas: Bagged garbage should be placed in trash containers in the basements of the buildings. Cardboard boxes may be included and do not have to be broken down.

♦ RECYCLING BINS: Every Tuesday afternoon recycling bins will be placed on second floor at elevator #5 or outside the Magnolia Court entrance for Wednesday pick-up for items like plastic, glass, aluminum cans, , etc. (See Section #5 for more information.) Recycling containers are also available in the basements of the Villas.

♦ BANK: The Fifth/Third (5th/3rd) Bank branch is located on the first floor in the Community Center. Their hours are 9:00 a.m. until 1:00 p.m., Monday through Friday (except holidays). They have safe deposit boxes, notary public, and all the services of a regular bank. Their direct telephone number is: 704-688- 1770. Should you require a private and lengthily discussion, or your paperwork necessitates more than five to ten minutes, the telephone number at the main branch, in downtown Davidson is 704 892-4644..

♦ MAIL: Federal Post Office Boxes and an outgoing mailbox receptacle are located on the first floor of the Community Center near the lobby. The mail is delivered Monday - Saturday. Resident’s apartment keys fit their mailboxes. Cottage and Villa residents have a separate key for their mailbox. Don’t forget to check your in-house box next to the Reception Desk for other important information. Your box is located under the apartment number

♦ DINING: The Main Dining Room located on the 2nd floor of the Community Center is open Monday- Saturday. Lunch is from 12:00 p.m. - 1:00 p.m. Evening meal is from 5:30 p.m. - 7:00 p.m. Sunday Buffet is from 11:15 a.m. - 1:30 p.m.

*Reservations are recommended for parties of 4 or more, by calling ext. 2380. From Café: Breakfast Monday-Friday 8:00 a.m. - 9:00 a.m. Lunch To Go Monday - Saturday 11:15 a.m. - 2:00 p.m.

♦ EMERGENCY HELP: The Emergency Call System is located throughout all apartments, cottages and Villas, available 24-hours a day. You must have your big Pines Phone in operation in order for this system to work.

♦ PERSONAL TRANSPORTATION: Scheduling of medical transportation can be arranged for an additional charge by leaving a message for The Pines’ Transportation Coordinator at #2398.

♦ HOUSEKEEPING: Your housekeepers are ______. Your home is scheduled to be cleaned each ______at ______. The Pines furnish linens and towels each week. ♦ furnish linens and towels each week.

STORAGE FOR THE APARTMENT BUILDING: Apartment Building: Your 4 x 4-storage bin is located in one of the Storage Rooms. A spare key to your lock may be kept in the Maintenance Department. Garment carts are available in the apartment Storage Rooms for transporting personal items. Cottage residents must see maintenance for your storage areas. For Villas:, assigned storage closets are located in the garage/basement of your building.

ACTIVITY CALENDAR: Please check your monthly calendar or weekly Activity Bulletin for events, programs, or shopping trips. If you wish to go, you will need to sign up in the Activity Book located on the counter at the Reception Desk.

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The Pines At Davidson

IMPORTANT PHONE INFORMATION

 100, 200, 300 & 400 numbers, from inside of The Pines, can be reached by dialing a (1) in front of the number.

From outside of The Pines, you will need to dial: 704 896-1 XXX

 600 & 700 numbers, from inside of The Pines, can be reached by dialing a (1) in front of the number.

From outside of The Pines, you will need to dial: 704 655-1 XXX

*NOTE: Local calls are limited to Charlotte, Huntersville, Cornelius, Davidson and Mooresville only. Save money on local-long distance calls by dialing “1” then the area code and phone number when calling nearby towns such as Statesville, Concord, Denver, etc.

Reception Desk (main lobby) 1100 Assisted Living Nursing Station 1477 Culinary and Dining Services 1461 Dining Reservation Line 2380 Dietary Office (Kaye Yarborough) 2106 Health Center Nursing Station 1463 Housekeeping 1716 Maintenance/Security (after hours) 1456 Nursing Office (Michelle Alquiza) 1470 Transportation 2398 Wellness Clinic 1467

To dial a number inside The Pines, Dial (1 + apartment/cottage #) = four digit #

To dial the Villas from outside The Pines Dial (704) 655-1XXX

To dial an outside number . . . Dial 9 + (area code) + number

To dial long distance… Dial 9 + 1 + (area code) + number

To reach staff members . . . Dial the Reception Desk and the receptionist will transfer you to the appropriate staff member Welcome 6

TELEPHONE

Features:

Call Waiting – This feature allows you to receive call waiting tones, while you are talking on your line, to alert you that another call is waiting. The tone(s) are repeated once as a reminder.

Note: If you have the call-waiting feature and you are on the phone, the second incoming caller will not hear a busy signal.

To end your call and answer the waiting call: . Hang up . Listen for RINGING . Answer

To hold your call and answer the waiting call: . Depress the switch-hook . Answer the waiting call

Call Forwarding and Speed Dialing – These features are also available. If you are interested in these features, please contact the Business Office.

If you have trouble with your phone, please contact Plant Services through the Reception Desk at #1100.

General Information:-

. When dialing a number within The Pines, is only necessary to dial the last 4 digits of the number. . When dialing a number outside The Pines, you must dial a 9, the Area Code and then the full number you wish to call. . If you are calling long distance, dial 9 + 1 + Area Code and then the number you wish to call.

The Pines Reception Desk……………………………………1100 * All staff members of The Pines may be reached through the Reception Desk.

Beauty Shop 1468 Development Office 1489 Physical Therapy (Speech, Occupational) 1500 Schramm Health Center Reception Desk 1470 Assisted Living Nursing Desk 1477 Health Center Nursing Desk 1463 Purcell Wing Nursing Desk 1496 Security 1456 Wellness Clinic 1467 Fifth Third Bank Downtown (704) 892-4644 The Pines (704) 688-1770 Emergency Numbers (Police, Fire) 9 + 911 Note: All elevators at The Pines are equipped with telephones for use in case of emergency. Part One General Information 1

Part One

GENERAL INFORMATION

Part One General Information 2

AUTO REGISTRATION

We suggest that you go to Mooresville to register your automobile when you move from another state. Mooresville is approximately seven miles north of Davidson on Highway 115. The DMV internet web site is www.dmv.dot.state.nc.us

To register an automobile in when the automobile is brought from another state:

A Before you drive to the North Carolina Department of Motor Vehicles in Mooresville, have the following information gathered to take with you.

1. Your out-of-state car title (the title holder must be present when registering the vehicle). 2. Proof of liability insurance registered in of North Carolina. 3. A “one time user tax” will be collected for out-of-state vehicles. B Drive to Mooresville. The North Carolina Department of Motor Vehicles is located in the Markade Building at 125-3 N. Main Street, Mooresville, NC., Monday through Friday 9:00 a.m. until 5:00 p.m. Their phone number is (704) 663-5472.

C Before you get out of your car, write down the mileage that appears on your car’s odometer.

To Obtain a North Carolina License Tag An employee of the Department of Motor Vehicles will issue you a North Carolina license tag if you have the above information and if you are the titleholder of the car you are registering.

To Obtain a North Carolina Driver’s License

While you are in Mooresville, the North Carolina driver’s license office is located at 533 Patterson Ave., Suite 100. Their phone #(704) 664-3344. A written examination, road Sign test, eye examination, and/or driving test may be required. We encourage you to pick up the study book and read it before attempting to take the test!

Car Inspection After you have obtained your license tag, you will need to have your car inspected. Car inspection locations: . Lake Norman Auto and Tire, 18705 Statesville Rd., Cornelius, NC 704-892-6590 . Griffin Brothers TireandAuto.,19141W.Catawba Ave., Cornelius, NC 704-896- 8473 . Huntersville Auto Inspection 704-896-1478 . Tire Doctor 20419 N. Main St., Cornelius, NC 28031 704-896-0052

The Pines Automobile Identification Sticker A Pines’ identification sticker for your automobile should be obtained from Plant Services by calling #1456.

Part One General Information 3

BANK

A branch of the Fifth-Third (5th/3rd) Bank located at The Pines is open Monday through Friday, from 9:00 a.m. until 1:00 p.m. The telephone number is (704) 688-1770. The bank offers checking, savings, safe deposit boxes, and notary services.

Other banks are located in Davidson, Cornelius, and Huntersville.

CARTS

To assist you with transporting groceries from your car to your apartment, boxes to and from storage cubicle, etc., The Pines has placed at least one two-tiered cart on rollers in each of the laundry rooms on the 1st, 2nd, and 3rd floors. The carts should be returned in a timely manner to the proper location when you are finished using them.

CHECK CASHING

Residents should handle all banking needs at their personal bank.

DISCLOSURE STATEMENT

The disclosure statement is an annual report, which is updated in the late spring. A copy is kept in The Pines’ Library, and is available upon request at the Reception Desk. Some of the material contained in the disclosure statement includes the following:

. Biographies of Directors and Key Employees . Current Contracts . Audited Financial Statements . Other Financial Information

GRATUITIES

It is the policy of The Pines that our employees not accept gratuities. (Such acceptance of a gratuity on the part of an employee causes the employee to be subject to immediate dismissal.) We ask that you express appreciation with “Thank you” and/or write a note to the employee’s supervisor. There will be an opportunity provided for you annually to contribute towards a bonus for hourly employees.

GUEST LODGING

A list of local lodging accommodations for your guests is available at the Reception Desk. The list includes local motels/hotels in Davidson and Cornelius.

Part One General Information 4

GUEST ROOM – THE PINES

The guest room has been designated as a non-smoking room. It is available for use by friends and/or relatives of residents of The Pines on an as available basis. The room may not be booked more than thirty days in advance.

For reservations and costs associated with the guestroom, please contact the Reception Desk, Monday through Friday, at #1100.

INSURANCE COVERAGE

It is strongly recommended that you purchase tenant insurance coverage for the personal belongings in your apartment/cottage. Tenant insurance coverage typically includes liability insurance, which serves to protect you from claims that might arise from your negligence. Please talk with your insurance agent about how tenant coverage can protect you.

(See also, “Medical Insurance Claims Service”)

LIBRARY

The Pines Library is located on the first floor of the Community Center and provides a full range of topics for your reading pleasure.

The Library is a self-service library. Please select the book you would like, sign it out and leave the card in the box located on the desk. When you return your book (s), please place the book (s) in the locked drop box located behind the front desk.

A Residents’Association Library Committee member re-shelves books on a regular basis.

LOST and FOUND

Lost and found items are located in the Arts and Crafts room. Items that remain unclaimed after one month will be donated to the White Elephant Sale.

NEWSPAPER

The Charlotte Observer is delivered to your door daily upon request. To start a subscription, call (704) 358-5000 and give your address: 400 Avinger Lane, Apt/Cottage or Villa number. If you want to stop your subscription or if you miss a paper, call The Observer.

Davidson News.Net, is a Local “Davidson” website. It is classified as a website or blog and can be accessed at www.davidsonnews.net At this time it is not a site by subscription, although they do accept donations.

SIGN OUT LOGS

If you plan to be away for more than a day, e.g. hospital or travel, please make a note before you leave, of your intended absence, on one of the log cards available at the Reception Desk.

Part One General Information 5

PHOTOCOPIES and FAX SERVICES

Photocopies may be obtained during business hours. Bring the item(s) to be copied to the receptionist. At times, it may be necessary to leave your item(s) to be picked up later.

Fax services are available on a fee for service basis. Please contact the Reception Desk for assistance. MAIL

Mail is delivered to your personal mailbox, located on the first floor of the Community Center, via a U. S. Postal employee. (Your apartment key should fit your mailbox. Cottage and villa residents, however, have a separate key.) When planning to be away from The Pines you should pick up and complete a yellow “Hold Mail” form at the Reception Desk. Once your return, you must pick up your “held mail” directly from the U.S. Postal employee. If you relocate to another apartment or to the Health Center, please pick up a “Change of Address Form” from the Davidson Post Office. Outgoing mail must be placed in the “U.S. Mail” drop box that is located in the resident mailbox area. Extra large packages are held in the U.S. Postal Mail Room, here at the Pines. The U.S. Postal employee will put a notice in your mailbox. You must pick up packages directly from the U.S. Mail employee. Boxes cannot be left outside of the mailroom! Smaller packages may be held at the Reception Desk. A notification slip is placed in your in-house box, and you may pick up your package at the Reception Desk. UPS and FED-X deliver your packages directly to your apartment, cottage or villa. The Pines cannot sign for any deliveries or be held responsible for lost mail or packages. The “Activity Bulletin,” memoranda, and other communications from staff and residents will be placed in your in-house box, located near the Reception Desk on the first floor of the Community Center. The Receptionist has extra copies of all business communications relayed through your in-house box should one be misplaced. POSTAGE STAMPS

Books of stamps may be purchased at The Pines’ Café between 11:30 a.m. and 2:00 p.m.

RESERVE-A-ROOM

Common area rooms such as the Living Room, TV/Game Room, Davidson Room, gazebo, Private Dining Room or resident lounges may be reserved for meetings, parties, private bridge games, etc. To reserve, residents are requested to pick up a room reservation form from the front desk and fill out. It is recommended to submit at least one week in advance for smaller functions such as bridge games. For larger or more important gatherings in which you desire to confirm availability, it is recommended you plan at least one month or more, particularly when requesting use of the Davidson Room. While advance planning will not guarantee your request to be filled, it will increase likelihood and will enable staff to assist you with alternative dates or room options. Part One General Information 6

NOTARY PUBLIC The Pines’ Assistant Director of Financial Services is a Notary. You may contact her at extension 1100 to discuss your needs and to schedule an appointment. She will not be able, however, to notarize some documents, such as Advanced Directives, including Living Wills and Durable Power of Attorney documents. In addition, notary services may be available at your bank or a local UPS store in Cornelius, Huntersville or Mooresville, N.C. At present, there is usually a Notary at the PostNet store adjacent to Harris Teeter at Exit 30 off of Interstate 77. PETS It is the policy of The Pines that pets (e.g., dogs, cats, birds, fish, etc.) are not allowed in the apartments. Dogs, cats or are allowed by a resident occupying a Cottage or a Villa. Dogs must be leashed at all times when out of your cottage or villa, and we encourage courtesy to others while walking your pet, so that our grounds and gardens remain clean and attractive (owners are responsible for clean up). Do not walk your dog in or near the parking areas. Please note that all dogs should be registered with the Town of Davidson every January. Pet registration is free for those over 62, with proof of rabies vaccination provided The Pines reserves the right to request removal of a pet that becomes a nuisance.

POLICY REGARDING

MOTORIZED CHAIRS The use of programmable motorized chairs at The Pines by Independent Living residents is allowed for medical need in order to facilitate mobility, not for personal convenience. In the spirit of encouraging residents to be as independent as possible, approval is based upon documented medical need and resident’s ability to operate safely. This policy is intended to assure safety of all residents.

1. Prior to the use of a motorized chair, the resident must obtain approval from the Motorized Chair Committee, consisting of Nursing, Plant Services, Social Work and Administrative Staff. Routine evaluation will be required periodically and at other times when deemed necessary

2. The following items must be presented to the Wellness Clinic for review and approval or denial by the Committee prior to use of the vehicle:

(a) A statement from his/her current physician substantiating the resident’s need for the vehicle and confirming his/her ability to operate a motorized chair.

(b) A statement of evaluation by a Registered Physical Therapist indicating the resident’s ability to use the vehicle. The resident can begin this process by reporting to the Wellness Clinic to request this evaluation. Part One General Information 7

(c) Written proof of training (by the salesperson) to operate the vehicle

(d) A certificate of personal liability insurance in the amount of $300,000 and on an annual basis thereafter. Residents are responsible and may be billed for any damage caused by these devices.

3. Pending approval by the Committee, the resident must register the vehicle with the Plant Services Dept. Luggage style nametags will be affixed to the vehicle for identification purposes at all times.

4. Motorized chairs are permitted only in the IL apartment building, Community Center and cottages. They are not allowed in the Health Center or Assisted Living.

5. Vehicles should be programmed and driven on low speed at all times, to go no faster than normal walking speed, for the safety of the driver and other residents and/or visitors.

6. Vehicles should be driven on the right side of the hallways and should yield to pedestrians at all times. Drivers should avoid congested areas and yield right of way at corners/intersections of hallways.

7. Motorized chairs are to be stored only in the resident’s apartment or designated areas in the Community Center. Vehicles are never to be parked in the hallways outside an apartment or stored in lounges, laundries or other hallways of the Community Center.

8. At meal times, motorized chairs are to be stored outside the Dining Room. The Dining Room Manager will assign any authorized chair-bound person to an appropriate table. (On days when buffet tables are used outside the Davidson Room, residents should use the TV/Game Room for storage of chairs.)

9. Dining Room management, hosts, and wait staff are to make sure all devices are stored neatly along the wall near the Davidson Room. Dining room staff may assist resident if needed.

10. When a resident is in the café, motorized chairs are to be stored neatly along the wall near the Davidson Room.

11. Failure to comply with above guidelines for registration, training, safe driving and storage of vehicles may result in restriction of privileges by the Administration of The Pines.

12. Any exceptions to the above guidelines will be made by the Administration only.

Part One General Information 8

RESIDENTS’ ASSOCIATION

All residents of The Pines are members of the Residents’ Association. The association serves as an effective tool of communication between administration and residents, and it meets on a quarterly basis. To facilitate the communication between residents and administration in an appropriate, orderly, and supportive structure, the Resident’s Association has established committees. The association is led by residents who have been elected by fellow residents to fill the following four offices:

. President . Vice-President . Secretary . Treasurer

The Residents’ Association is not a policy-making or administrative body, other than for programs; therefore, questions or concerns regarding administrative policies should be channeled through the administrative office of The Pines. Committees of the Residents’ Association (referred to as the Resident’s Council) are: Activity, Archives, Birthday, Building and Grounds, Care, Community Outreach, Executive, Food Services, Flower, Health Services, Independent Living Concerns, Learning in Retirement, Library, Pinepost, Recreation, Residents’ Services, Ways and Means, and Welcome

Part One General Information 9

The Pines at Davidson

THE RESIDENTS’ ASSOCIATION COMMITTEES Executive Committee

The elected officers shall constitute the Executive Committee of the Residents’ Council. The Executive Committee may act on behalf of the Residents’ Council, when necessary, between regular Council meetings. A copy of the action shall be forwarded to the Executive Director for his action. An action by the Executive Committee shall be reported at the next Council meeting.

Activities Committee

The Activities Committee plans, schedules, and conducts a wide variety of events for the purpose of providing residents an opportunity to meet and get to know each other while attending activities at The Pines. The Committee works closely with The Pines’ Therapeutic Recreation and Wellness Program Manager and in cooperation with other committees.

In-house programs include performances, parties, holiday celebrations, etc. Typical trips include museums, historical sites, house and garden tours, etc.

In all programs the goal is to educate and entertain while providing opportunities to socialize.

Archives Committee

Archives are the primary source materials on which any history of all or part of the life of an institution can be reliably reconstructed. They embody the experiences of the persons who participated in that history. The purpose of the Archives Committee is to collect and store documents and records from the earliest efforts toward establishing a retirement center in Davidson, North Carolina., through the present days at The Pines. Records are stored in the filing cabinet owned by the Archives Committee located in the PinePost room. Records of current and future happenings will be added to the file cabinet as appropriate. The Committee also provides a photo directory of all Independent Living Residents.

Building and Grounds Committee

The Building and Grounds Committee promotes and encourages liaison between the Residents’ Association and the Director of Plant Services in matters pertaining to building maintenance, housekeeping, grounds upkeep and beautification. The Committee communicates the opinions, suggestions and complaints of the residents to the Administration in accordance with procedures established by the Residents’ Association. The Committee also assigns garden plots to residents and keeps a record of the assignments.

Part One General Information 10

Care Committee The Care Committee’s functions are varied. 1. The Committee is responsible for working with the teachers and making arrangements for Sunday morning Sunday School. (The teachers are procured by DCPC.) 2. The Committee helps with the Memorial Service in the summer, which is planned by the Director of Social Services. 3. The Committee assists in the visitations for families of deceased residents. These visitations are arranged by the Director of Social Services, but the Committee procures resident hosts and hostesses to manage the visitations. 4. The Committee assists in the Communion Service the first Sunday of each month, and with other religious services. The service is for all residents. 5. In working with other committees of the Residents’ Council, the Care Committee seeks to find ways to meet the social and emotional needs of the residents

Community Outreach Committee

The purpose of the Community Outreach Committee is to facilitate and to maintain strong ties between The Pines and the Davidson community. The Committee attempts to return a portion of the benefits the Pines residents receive from the larger community. The Committee encourages residents to participate in community service activities through organizations such as churches, Habitat for Humanity, The Day Care Center and The Ada Jenkins Center. At Christmas the Committee sponsors the Heifer Project. An ongoing recycle service is provided in the Arts & Crafts room to collect eye glasses, hearing aids, cell phones, and other items needed in the community.

Flower Committee The Flower Committee is responsible for looking after donated flowers and for watering plants in the lobbies. It is not the responsibility of the Committee to supply flowers. The Committee also assists with watering and disposal of poinsettias during December and January. Twenty-four volunteers serve on the Committee, two volunteers for carrying out these duties for one month.

Part One General Information 11

Food Service Committee

The purpose of the Food Service Committee is to assist the Food Service staff in its efforts to: 1.serve quality food suitable to the varied needs of the residents, 2.enhance the dining experience for residents in all areas of the dining room, and 3. review the residents’ comment cards and to act as liaison between residents and staff. The objectives are to exert an influence on menus through periodic menu review with the Director of Dining Services and the Nutritionist. They review suggestions made to the Committee and notify those who made written suggestions as to what action was taken, to work toward improving meals which meet varied dietary needs of residents and to give as much choice as possible to meals suitable to senior citizens.

The Committee shall attempt to find ways in which to assist the Dining Service staff in providing better meals, better service, and an overall better dining room experience.

Health Services Committee

The purposes of the Health Services Committee are to study areas of concern in Health Services and to make recommendations that might enhance the quality of life and well- being of all residents. The Committee acts as a liaison between the residents and the delivery of health services. The Pines staffs that serve as staff liaison for this committee are: Director of Social Services, Director of Nursing, and Health Care Social worker. We are in existence to serve as a liaison between our health department, the residents there, and all residents. The Committee will respond to concerns or suggestions presented from residents.

Learning in Retirement Committee

The purpose of the Learning in Retirement Committee is to provide an ongoing education program for all residents of The Pines. Lectures and video programs are offered on various topics including history, literature, religion, arts, and sciences. Regular lectures are arranged by the Committee, drawing primarily on resources at Davidson College.

Library Committee

The Library Committee is responsible for the books in The Pines’ Library. This includes selecting and purchasing them, receiving gift books, processing them for circulation, checking in returned books and keeping them in order on the shelves. The Committee members encourage the return of books in a reasonable time. The members also keep magazines and newspapers in order.

The chairperson(s) or his/her (their) representative maintains the computer inventory and inventory notebook, reorders newspapers and magazines and contacts the Charlotte Library Representative for delivery/pickup of Charlotte Library books.

Part One General Information 12

PinePost Committee At the founding of The Pines in 1989, it was determined that there be a “Newsletter of the Residents Association.” It adopted the name “ PinePost.” and since then has been produced, directed, and edited by residents. Pinepost articles and items are, almost entirely, written by The Pines’ residents. These have been retrospective reflections, opinion pieces, humorous items, jokes, poetic efforts, and items not admitting of easy categorization. Vignettes of The Pines’ history appear at times. In recent years the PinePost has been encouraged to serve somewhat as a repository of historic data, and to that end it contains brief introductions of newcomers and recordings of losses by death of residents. All The Pines residents are encouraged to think of their community’s PinePost whenever they rise to inspired or humorous, or just plain interesting writing. Suggestions of topics and “hot tips” are welcome.

Recreation Committee The Recreation Committee is responsible for planning and sponsoring outdoor and indoor recreational activities for residents that may include, but not limited to, golf outings, sport outings, hiking, and games, such as card games, horseshoes, croquet, or shuffleboard. Events are planned depending upon the interest and desires of the residents. In performing its functions, the Recreation Committee works closely with the Program Manager and Fitness Specialist and in cooperation with the Activities Committee.

Residents’ Concerns Committee

The Residents’ Concerns Committee is the channel through which residents are to send their suggestions and concerns about the services The Pines provides its residents. The Committee attempts to aid The Pines administration in providing residents with a living environment of the highest quality. Residents’ suggestions or concerns are discussed or referred to the appropriate staff members. If there is a consensus for further action, the matter may be referred to the Executive Committee of the Council. The resident will be notified of the action taken by the Committee and the results of that action. Matters that are referred to this Committee that fall under the province of another committee are forwarded to the appropriate committee.

Residents’ Notification Committee The Notification Committee uses a telephone tree to share information with residents in case of an emergency, such as a power outage or severe weather conditions, which may bring about changes in the meal plans, etc. (one meal at lunch) Hall/cottage/villa monitors are secured and work with the Committee chair and the Director of Wellness and Social Services. The Committee encourages the use of the “Buddy System”, asking residents to be sensitive to neighbors, especially to those living alone. Monitors also remind residents to wear their name tag during the first seven days of each month.

Part One General Information 13

The Ways and Means Committee

The Ways and Means Committee considers all matters relating to the finances of The Pines Residents’ Association. A White Elephant Sale is held at least ten times a year. Residents donate clothing, furniture, etc. which they no longer need or want. These items are offered for sale to residents and staff at the monthly sale. The Committee sponsors a Card Sale, which is held at the end of each month to allow residents to buy greeting cards at a low price. Revenue from both sales are deposited in the Treasury of The Pines Residents’ Association. There shall be a Chairman and a Co-chairman of the Committee with 12 to 14 members.

Welcoming Committee The Welcoming Committee is responsible for greeting the new arrivals at The Pines. The chairperson of the Welcoming Committee will be notified of the move-in date for the new residents. Upon the arrival of new residents a note of welcome is placed on the door of the residents’ apartment, cottage or villa. This note includes the name of the Committee member assigned to host the new residents. The host will greet the new residents personally and inquire when they are ready to have the host schedule dining partners for the next seven days. The host should give the new residents a list of names, apartment, or cottage or villa numbers and dates of those who will be dining with them. Copies of this list should also be given to each of the dining partners and the chair-person in case the schedule needs adjusting. The host should also check on new residents for the first two weeks to see how they are adjusting to The Pines.

Part One General Information 14

RIVER RUN GOLF and COUNTRY CLUB MEMBERSHIP INFORMATION

Residents of The Pines have a membership in nearby River Run Golf and Country Club, located off Concord Road, approximately two miles east of Davidson. Residents are not charged an initiation fee, annual dues, or minimum restaurant charges. The membership is paid in full due to contribution from current and future resident and extends until December 31, 2021 The country club is located at 19125 River Falls Drive. Information on club activities, dining room, and pro-shop hours can be obtained by calling 892-4633. For reservations dial: 704 892-4665 For tee times, dial: 704 896-7355 In addition, information about River Run is posted on the bulletin board across from the bank on the first floor of The Pines. The following are privileges of membership and general amenities highlighted in a memo dated August 20, 1991 from David Rainey, Director of Financial Services. Also, attached is a copy of the Membership Agreement.

♦ PHONE NUMBERS for River Run Golf and Country Club: 892-4665 (Reservations) 892-4633 (Clubhouse) 896-7355 (Golf Pro Shop) 892-4994 (Tennis, Swim, and Fitness Center)

♦ HOURS OF OPERATION/ RESERVATIONS can be obtained by calling (704) 892-4665, for questions concerning the Grill, Snack Bar, Main Dining Room, Wildcat Lounge, Golf Pro Shop, and Tennis and Swimming.

♦ Proper club attire is required, which includes coat and tie for gentlemen in the Main Dining Room and Lounge. Casual attire is appropriate in the Grill.

♦ NO TIPPING: An 18% service charge will be added to food and beverage purchases, so tipping is not necessary. Part One General Information 15

♦ GOLF GREENS FEE for Residents is 1/2 of the regular Guest Greens Fee. Your guest will pay the full regular Guest Greens Fee. Guest usage is limited per the Agreement.

♦ GUESTS who you invite to River Run cannot pay River Run directly for the goods and services they purchase, except at the Golf Pro Shop where guests may pay only by Master Card or Visa. You must accompany your guest at all times. Section 5(b) of the Agreement places limits on guest usage of the Golf Course.

♦ DRIVING RANGE offers a bucket of approximately 50 balls. Call the Golf Pro Shop for current rates.

♦ PARTIES and CATERING are available at The Club. Call for details.

♦ SWIM and TENNIS facilities are open and a price structure has been established for these amenities.

♦ LOCKER usage by Residents of The Pines is limited to the ten men and five women guest lockers.

♦ YOUR ACCOUNT NUMBER: You can purchase goods and services at River Run by signing your name and account number. Your account number is "99" followed by your Three Digit Room Number at The Pines. (For example, if you live in apartment 100, your River Run account number would be 99 and 100 (99100).

♦ CHARGES at River Run Golf and Country Club will be billed to you on your monthly Pines' statement. A copy of the charge tickets supporting the bill will be attached to your statement. Do not remit payment directly to River Run Golf and Country Club, since this may result in double payment.

♦ CURRENT EVENTS for River Run Golf and Country Club will be posted on The Pines' Bulletin Board opposite the FifthThird Branch Bank under ("River Run Corner") as information is received.

♦ BRIDGE PARTIES at River Run Golf and Country Club are welcome. You may contact River Run directly to set up your own bridge party.

♦ River Run Golf and Country Club at this time has no plans to issue identification cards to our Residents. The Pines will provide River Run with the names of Residents authorized to use the facilities. Part One General Information 16

NO-SMOKING POLICY The Board of Directors of The Pines has adopted a No-Smoking Policy declaring that no smoking will be allowed on the premises of The Pines, including all indoor and outdoor areas, except as permitted in the policy. The policy applies to all Residents who begin living at The Pines after July 1, 2012, unless (1) they enter into a Residence and Care Agreement with The Pines prior to July 1, 2012 or (2) they enter into a Future Residency Agreement after July 1, 2012 and begin living at The Pines no later than December 31, 2012. The policy also applies to all guests of Residents and other visitors to The Pines. Residents who (1) are living at The Pines as of July 1, 2012, (2) enter into a Residence and Care Agreement with The Pines prior to July 1, 2012, (3) enter into a Future Residency Agreement after July 1, 2012 and begin living at The Pines no later than December 31, 2012, may continue to smoke in outdoor areas on the premises of The Pines (including on outdoor balconies and outdoor patios provided smoke does not enter the building), but they may not smoke in any indoor areas on the premises of The Pines. Residents who entered into Residence and Care Agreements with The Pines prior to October 25, 2007, may continue to smoke within their living units and in outdoor areas on the premises of The Pines. The Pines does not warrant or promise that the premises and common areas will be free from second hand smoke. The Pines’ ability to create a smoke free environment is dependent in significant part on voluntary compliance by the Residents and their guests. The No-Smoking Policy is subject to revision by action of the Board of Directors of The Pines.

TELEPHONE Residents of The Pines are responsible for obtaining personal telephones but the service and the hook-up will be provided by the Pines. Any future phone line problems should be reported to the receptionist at the main reception desk. The Pines will arrange telephone line malfunction service calls. Your base phone cost and any long distance charges will appear on your Pines monthly statement. Questions about your phone bills should be directed to The Pines business office. AT&T/ Bell South is the only long distance carrier authorized at The Pines. If you would like a phone calling card, The Pines business office will order one for you, at your request. To make an outside call, “9” + (area code) must be dialed before the number. For long distance dial “9” + 1 + (area code) + phone number. To make calls within The Pines, drop the prefix, and dial only the last four digits, e.g., to call the main desk, dial only 1100. Each phone has the capability for call waiting, call forwarding, and/or speed dialing features. Please contact the business office for further information regarding these features. If you have trouble with your telephone, please report it to the reception desk. Do not call the telephone company directly. Part One General Information 17

MEMORANDUM

To: All Residents of The Pines

From: Karima Russell

Re: AT&T/Bell South Long Distance

We have been successful in further improving our agreement for long distance telephone service. AT&T/Bell South is our local and long distance carrier.

Rates have been reduced about 55 percent, regardless of time of day. You may call anytime during the day and any day of the week and receive the lower rate.

For all types of calls you no longer have to think about calling after 5:00 p.m., and/or on weekends. You can call any time and receive the above rate.

For questions regarding rates, please contact Karima Russell in the business office at extension #1491.

TELEVISION

All apartments, cottages and villas are wired for expanded basic cable television (73 channels-attached copy) through a local cable company. Base cost of your cable TV which is 65% discounted rate will be in your Pines monthly statement.

If you choose to receive any of the “premium channels,” like HBO, High Definition Channels, DVR or any other services you need to order it directly through the cable company which the Cable Company will bill you separately for this service. The Cable Company also makes an additional charge, if you elect to use a remote control box or manual cable box to make your television cable ready.

If your cable is not working, please report it to the Cable Company directly.

MI-Connection Pines’ Representative: 704-360-1826

Part One General Information 18

Basic Cable 36 ESPN2 2 WBTV (CBS) 37 Fox Sports 3 TV Guide Channel 38 Discovery Channel 4 MI-Channel 4 Local Origination Programming 39 The History Channel 5 WTVI (PBS) 40 The Learning Channel 6 WCNC (NBC) 41 A&E 7 WGN America 42 AMC - American Movie Classics 8 WJZY (CW) 43 TNT - Turner Network Television 9 QVC 44 Spike TV 10 WSOC (ABC) 45 CMT - Country Music Television 11 WCCB (FOX) 46 The Weather Channel 12 WMYT (My Network) 47 Travel Channel 13 WAXN (IND) 48 CNN 14 Home Shopping Network 49 CNN Headline News 15 Shop NBC 50 USA Network 16 WUNG (PBS) 51 SyFy (formerly Sci-Fi) 17 C-SPAN 52 FX Network 18 WHKY (IND) 53 Comedy Central 19 Leased Access 54 VH1 20 Local Government 55 MTV: Music Television 21 Educational Access 56 Black Entertainment Television 22 UNC Charlotte Cable TV 57 E! Entertainment Television 23 Central Community College 58 MSNBC 24 The Inspiration Network (INSP) 59 Fox News Channel Expanded Basic Cable 60 Speed Channel 25 Charlotte Public Access 61 HGTV 26 The Disney Channel 62 Food Network 27 ABC Family Channel 63 TV Land 28 Nickelodeon 64 Animal Planet 29 Cartoon Network 65 Hallmark Channel 30 Lifetime Television 66 ION Television 31 Tru TV 67 Sport south 32 TBS Superstation 70 NFL Network 33 CSPAN 2 71 The Golf Channel 34 CNBC 72 Turner Classic Movies 35 ESPN 73 Home Shopping Network

Part One General Information 19

INTERNET SERVICE

If you like to order internet service please contact the Pines’ front desk (1100) The Pines receive a discounted charge for the basic internet service From MI Connection and you will be charged from the Pines. For any upgrade you will pay the difference directly to MI Connection.

WORSHIP

The names of local churches in the area are provided upon request from the reception desk. Some churches will provide transportation to residents of The Pines on a request basis. The Pines provides transportation to the 11:00 a.m. worship service of its sponsoring church, The Davidson College Presbyterian Church. Residents may sign up to attend by putting their name on the weekly sign-up sheet located in the Activity sign up book at the front desk.

A non-denominational vesper service is held twice a month in the Davidson Room. Davidson College Presbyterian Church provides leaders for a weekly Pines Sunday School Class, on Sunday mornings, from 9:45 a.m. – 10:15 a.m., in the living room. A circle meeting by The Davidson College Presbyterian Church, called the “Co-Ed Bible Study Group”, is open to all Pines’ residents meeting once per month from September through May. St. Alban’s Episcopal Church provides worship services twice a month. Watch The Pines Weekly Activity Bulletin for notices regarding regularly scheduled and special vespers, communion, or seasonal worship services.

Part One General Information 20

Welcome to The Pines Library

Thanks to generous book donations from Pines’ residents and contributions from the Residents’ Association, we are able to offer you an interesting selection of the following materials:

. Current and hardback fiction . Classics . Biographies . History and other non-fiction . Mysteries . Poetry and short stories . Bible study helps and inspirational books . Hundreds of paperbacks are in the 3rd floor library . Day old copies of . Daily copies of The Wall Street Journal . Several financial publications . Several current magazines . Numerous reference books . Videos and Audios . Scrapbook of Residents’ Pictures . Monthly Minutes of the Residents’ Association . The Pines’ Annual Audit Report

For the visually impaired, there are: . Telesensory machines which are capable of enlarging printed materials to many times their original sizes. These found in the library as well as Lounge 2A and the Assisted Living Rec. Room. . Large print books . Books on tape

The Charlotte Library provides us with a number of books on a rotating basis, including many large-print books.

Part One General Information 21

Checking Out Materials From The Library

1. For Books, Videos, DVDs, Audio tapes, and Audio DVDs fill out cards (found in the pockets) with your name and date. Place the card in the marked box on the desk. 2. Books from the Charlotte Library have a long narrow card inserted in the book. Fill out the card with your name and date and place it in the box on the desk. 3. The paperbacks located in Lounge 3-A circulate on the honor system. There are no cards to be filled out but we request that you return the books when you have finished reading them. 4. Magazines, newspapers and reference books must be used in the library. 5. Paperback books taken out of Lounge 3-A should be returned to Lounge 3-A. 6. Books, video tapes, and audio tapes, which have been signed out should be returned using the Drop Box in the first floor library.

WE REQUEST THAT YOU RETURN ALL BOOKS WITHIN THREE WEEKS.

BOOK DONATIONS WELCOME

Should you have any questions regarding the library or book donations, please contact Sandy Zerkle at #1604 or Pat Mose at #1307.

# # #

Part One General Information 22

WHEN AN ALARM SOUNDS

. EXIT THE BUILDING BY THE NEAREST DOOR

. IF YOU ARE IN YOUR APARTMENT:

 DO NOT OPEN YOUR DOOR TO THE HALLWAY.

 GO TO YOUR BALCONY OR PATIO AND WAIT FOR HELP.

Part Two Health And Wellness Services 1

Part Two

HEALTH AND WELLNESS SERVICES

Part Two Health And Wellness Services 2

IMPORTANT TELEPHONE NUMBERS

WELLNESS CLINIC NURSE Melody Daniels, RN 704 896-1467

DIRECTOR OF HEALTH SERVICES Lorraine Terry, RN 704 896-1472

SCHRAMM HEALTH CENTER Main Desk 704 896-1463

SCHRAMM HEALTH CENTER SOCIAL WORKER Stephanie Clontz 704 896-1172

ASSISTED LIVING NURSING STATION 1ST STATION 704 896-1477 2ND STATION 704 896-1380

NURSE MANAGER Michelle Alquiza, RN 704 896-1470

MEDICAL RECORDS OFFICE Jan Parson 704 896-1483

Part Two Health And Wellness Services 3

SCHRAMM HEALTH CENTER SERVICES

The Schramm Health Center is an 81 bed facility. The Schramm Health Center provides assisted living, intermediate, and skilled nursing care for both short- term and long-term placements. In addition, the Schramm Health Center includes the Purcell Wing, a modified environment to enhance care for those individuals with dementia disorders.

The Center has a full nursing staff with 24-hour supervision by a Registered Nurse. The Director of Health Services assumes responsibility for administration of the department. The medical director of the Schramm Health Center serves on a consultative and emergency basis. A physician who is licensed in the state of North Carolina and currently on the medical staff of The Pines must order care in the Schramm Health Center. Any physician interested in following his/her patients in the Schramm Health Center can apply for medical staff privileges (call extension #1470 for information). Residents may be admitted to the Schramm Health Center with a physician’s order for observation and/or a short-term non-emergency stay (e.g. after surgery). Questions regarding such short-term arrangements should be addressed to the Director of Health Services or the Director of Wellness and Social Services. Longer-term admissions, which may be temporary or permanent depending on resident care needs, are known as “full admissions” and require a physician’s order. During a full admission stay in the Schramm Health Center, the contracted pharmacy provider must provide medications for the Center.

Schramm Health Center Nursing Staff are not authorized to leave the Health Center to deliver routine medication or daily care in your apartment/cottage. For information about available Wellness Clinic services, see “Wellness Clinic.”

Part Two Health And Wellness Services 4

Medical Emergency Services

Residents in Independent Living are provided a bracelet or pendant that should be worn at all times to activate the emergency call system in the Health Center. Emergency call cords are located in each bathroom and bedroom along with buttons in various areas of the apartments and cottages. By pulling the cords or pushing the buttons, residents activate and alarm at the nursing station of the Health Center 24 hours a day. When activated, a nurse will answer your call via the telephone. You will be asked, “Is there a problem?” In the event you do not answer your phone, the Registered Nurse responds immediately. A Registered Nurse is on the premises twenty-four (24) hours a day for your security and well-being.

Medical Records

To assist us in providing routine and/or medical emergency services, we ask that you provide copies of current medical reports, medical insurance cards, and living will and/or healthcare power of attorney forms to the Medical Records Secretary. These confidential records are kept in a secure area in the Schramm Health Center.

If you have changes of physicians, insurance coverage, or emergency contacts as listed on your Resident Fact Sheet (see Social Work Services), it is extremely important to see that the information is updated in your record.

Special Dining Requests

Schramm Health Center residents, with approval by the Executive Director, may occasionally dine with family/friends in The Pines Main Dining Room. Requests must be made 48 hours in advance of the planned dining date. Residents/family members who wish to request special dining arrangements for one of the Health Center dining areas should consult the Social Worker or Charge nurse. Confirmation by the Director of Dining Services will be necessary.

Oxygen Use In Independent Living

All residents who use oxygen at home are asked to please contact the Wellness Clinic Nurse, Melody Daniels at #1467. It is important that we have current information for both new and longstanding oxygen users.

Part Two Health And Wellness Services 5

Visiting Hours

The Schramm Health Center visiting hours are 10:30 a.m. to 8:00 p.m., except during daylight savings time, when the evening visiting period is extended until 9:00 p.m. On occasion, the Executive Director may alter visiting hours based on an individual’s care concerns.

1. Wellness Clinic Services

Hours: Monday 8:00 a.m. – 12:00 p.m. Tuesday 8:00 a.m. -- 12:00 p.m. Wednesday 8:00 a.m. -- 12:00 p.m. Thursday 8:00 a.m. -- 12:00 p.m. Friday 8:00 a.m. – 12:00 p.m. Saturday 8:00 a.m. – 12:00 p.m.

Appointments are on a first come, first serve basis. The Clinic telephone number is #1467 (or 704-896-1467 if calling from outside The Pines). A registered nurse is on duty to provide the following services as needed:

. Blood pressure checks . Blood sugar screenings . Administration of certain topical, eye, oral, and injectable preparations via a written or verbal order of a physician licensed in the State of North Carolina . Laboratory work as requested by a physician’s order . Consultation regarding diet or exercise . Consultation about any minor health problem . Health promotion teaching

There is a charge for certain wellness services provided in the Wellness Clinic or the Schramm Health Center.

Part Two Health And Wellness Services 6

2. Wellness Clinic– Other Services

The Wellness Program also includes services which are provided on-site at The Pines by third party vendors. These vendors bill you directly for their work. Included in this category are the following services:

a) Davidson Clinic on-site services – The Davidson Clinic Physician holds office hours in the Wellness Clinic every 4th Tuesday. Call the Davidson Clinic (704) 801-7900 for appointment time.

b) Rehabilitation Services – Physical Therapy (PT), Maintenance Physical Therapy (MPT), Occupational Therapy (OT), and Speech Therapy (SP) are provided. Call Wellness Clinic nurse for information at #1467.

. Physical Therapy/MPT is available Monday through Friday. . Occupational Therapy and Speech Therapy are scheduled as needed.

c) Audiometric Services – Lorin Oden, MA, CCC-A, provides Audiometric services semi-monthly in the Wellness Clinic. To make an appointment, call 1-800-344-0815.

d) Podiatry Services – A podiatrist provides services at the Wellness Clinic semi-monthly in the Wellness Clinic. Call the Nursing Office, #1470, for an appointment.

e) Dental Clinic – Carolinas Mobile Dentistry – Once monthly in the Wellness Clinic –Call 1470 for information or discuss with Wellness Clinic Nurse.

f) Message Therapy – The Pines Offers massage and spa therapies to all residents. Massage and spa services are offered in the Spa Therapies Room of the Workman Wellness Wing for Independent Living Residents.

Sheila Alexander, The Pines’ Licensed Massage Therapist, now offers on-site massage and spa therapies. Those residents who are unable to come to the Therapy Room, can receive services in their room, apartment, cottage or villa at their convenience. Gift Certificates can also be purchased at #1470 for services offered.

Part Two Health And Wellness Services 7

EMERGENCY CALL SYSTEM

1. Please remember that all Independent Living residents have two (2) forms of emergency call systems in every apartment/cottage and villa.

-Pull Cords in bathrooms and bedrooms -Lifeline buttons (bracelet or necklace)

However, if anyone should have a medical/nursing need that is not urgent please continue the practice of addressing this with your physician or with the Wellness Clinic nurse. If the Wellness Clinic and doctor’s office are closed and you have a concern that you feel needs to be discussed before the offices reopen, please feel free to contact the Charge Nurse in the Health Center #1463. Whenever a nurse from the Health Center responds to an Independent Living resident’s call for emergency assistance, that nurse will determine, with the resident (if able), if the primary care physician should be contacted, if the resident should be seen at the emergency room or be admitted to the Health Center for further evaluation. If the resident is transferred to the emergency room, the nurse always attempts to inform by telephone the responsible party or family member listed in the resident’s chart. The Pines Administrators receive a written report from the nursing department on a daily basis (or more frequently if warranted) which includes Independent Living resident emergencies, transfers, etc.

2. When a resident is transferred by ambulance to the hospital, that person becomes the responsibility of the trained ambulance technicians during the transport and ultimately the responsibility of the receiving hospital. The ambulance company does not permit anyone to ride in the vehicle with the patient other than the ambulance technicians. The family/responsible party of residents will be notified of any serious change in condition/emergencies as soon as possible.

When a Health Center resident is discharged from the hospital, the return transportation for that resident is arranged through a joint effort by the hospital staff, The Pines nursing staff and the resident’s family/responsible party.

Part Two Health And Wellness Services 8

SPECIAL DIET CONCERNS

REQUEST FOR MEAL TRAYS: Please note that you may request an appointment with The Pines Registerd Dietitian (ext. 2106) or through the Wellness Clinic nurse (ext. 1467) to discuss any short term or long term diet changes or needs. The dietitian can help you to understand your diet and to identify foods on the regular menus that would meet your dietary needs.

If you have a temporary need, for medical reasons only, to have meal trays delivered to your apartment, cottage or villa, please notify the Wellness Clinic Nurse at extension 1467 or the Health Center Charge Nurse at extension 1463 to make the necessary arrangements. ‛‛Take out” boxes are NOT available at the evening meal. Pleast contact the nurse as early as possible when a medical need arises. Extended days of meal delivery will need the recommendation of your physician. Please refer to Section 6, of this handbook for more information on these topics.

Part Two Health And Wellness Services 9

PHYSICIANS ON STAFF The following list of physicians on staff in the Schramm Health Center is provided for your information.

“On Staff” indicates that these physicians have admitting privileges in the Schramm Health Center for either temporary or permanent admissions of The Pines resident under their care.

Please note that as an Independent Resident you are not obliged to have one of these doctors as your primary physician. However, should you need a temporary or permanent admission to the Health Center you would have to be followed by an “on-staff” physician during your stay. Currently the Medical Director of The Pines is more than willing to care for any resident during his/her admission to the Health Center, should this need arise. 

PHYSICIAN ON STAFF

THE PINES HEALTH CENTER

Current certifications verified through associated hospital/office

Davidson Clinic Ron Beamon, MD 705 Griffith St. Suite 100 Medical Director, The Pines Davidson NC 28036 University Hospital (CMC) 704-801-7900

Davidson Family Medicine Sarah Prince Carlson, MD P.O. Box 4329 Davidson, NC 28036 704-892-5454

Lakeside Family Physicians Thomas Jenike, MD 16525 Holly Crest Ln. Suite 150 Presbyterian Hosp.Huntersville Huntersville, NC 28078 (can be reached at 704-384-1725) 704-895-7070

Foot & Ankle Associates Adam Shapiro, DPM 16623 Birkdale Commons Pkwy LNRMC Suite 120 Huntersville, NC 28078 704-892-5575 or 704-662-3660 Part Two Health And Wellness Services 10

GUIDELINES FOR PRIVATE DUTY SITTERS AND CAREGIVERS IN INDEPENDENT LIVING

1. PARKING for private duty sitters and companions of Independent Living residents is provided in the Visitors Parking section of Magnolia Court (behind the apartment building).

2. NAME TAGS/PHOTO IDs identifying the individual’s name (and agency, if appropriate) should be worn by all private duty workers at all times.

3. LAUNDRY FACILITIES are to be used ONLY for resident laundry, not worker’s personal laundry. The hours for use of laundry equipment are 8:00 a.m. to 9:00 p.m.

4. THE PINES’ LIBRARY is only for use by the residents and is not available for use by private duty workers.

5. NO SOLICITATION of Independent Residents or Health Center residents for the services of an agency or individual or for any purpose is permitted within The Pines.

6. EXERCISE ROOMS are strictly for the use of residents and Pines’ employees and are not available for use by private duty workers.

7. SMOKING is not permitted in the resident’s apartment or cottage.

8. USE OF THE RESIDENT’S TELEPHONE for other than business matters is by permission of the employing resident/family.

9. GARBAGE BAGS should be placed outside the apartment after 8:00 p.m.

10. RECYCLING items can be placed in the red plastic buckets on each corridor after 11:00 a.m. on Tuesday. Items will be collected early Wednesday morning.

11. EMERGENCY MEDICAL ALARMS are available in every apartment for notification of Health Center and Security Staff, and the PERSONAL ALARM PENDANTS should be worn by residents at all times.

Part Two Health And Wellness Services 11

12. MEDICAL EMERGENCIES should be directed to the Health Center by using the Medical Alarms in the apartment (bedroom and bathroom, as well as the “Personal Alarm”). Pushing the buttons or pulling the cords in these areas should activate the system. A nurse will respond by calling the apartment. If the resident does not answer the phone, the Registered Nurse responds immediately. The telephone number for the Health Center is #1463.

13. WELLNESS CLINIC SERVICES are available to residents on Monday thru Saturday from 8:00 a.m. until Noon. The Wellness Clinic is located on the first floor in the area near the Fitness Rooms. The phone number for the Wellness Clinic is #1467.

14. NO PETS are permitted in the apartment building.

15. IN CASE THE SMOKE DETECTOR OR ALARM BELLS ARE ACTIVATED, staff will respond immediately. If you are in the apartment, do not open the door to the hallway, remain in the apartment and go out on the balcony or patio. If you are in a cottage, exit the nearest door and shut the door. Wait in the area near the cottage for help to arrive.

Part Two Health And Wellness Services 12

PRIVATE DUTY COMPANIONS

1. Independent Living residents occasionally employ “private duty” companions, sitters or nursing personnel. Therefore, we are providing information which we hope will be helpful to you and these private workers. Please read the attached guidelines and share them with any companions, sitters or nursing personnel whom you hire.

2. You will note that all “private duty” workers are required to wear “Photo IDs” when they are here at The Pines. Many workers from nursing agencies already have agency IDs. If you have a private duty worker who does not have a photo ID, please refer her to Janice Dalton in the Administrative Office after 9:30a.m., Monday through Friday, at ext. 1455, to have the ID badge made.

3. Effective immediately, “private duty” workers will be required to do the following:

• Complete the attached Registration Sheet and return it to the Front Desk. • Secure and wear a Photo ID. • Obtain a Parking Decal from the Front Desk.

4. Your assistance with this process will enable us to maintain a safe environment for all of The Pines residents.

Part Two Health And Wellness Services 13

Private Duty Companions

The following is a registration sheet to be completed by all private duty companions who are employed by Pines’ residents. In the interest of security, parking, and identity, it is important that the Pines have on record this information regarding those private duty companions who work on the Pines’ campus. If you or your family members have any private duty companions, please ask those companions to take a few minutes to fill out this form. Providing this information will help us better serve the Pines as a whole. Completed forms may be returned to the front desk. Thank you!

Name of Pines Resident______

Resident Apartment Number______

Name of Private Duty Companion______

Companion’s Address______

______

Companion’s Phone #______

Companion’s Make & Model of Vehicle______

Companion’s License Tag Number______

Companion’s Driver’s License #______

Part Two Health And Wellness Services 14

PRIVATE DUTY NURSING AGENCIES*

Dudley Home Health: 704-878-0280 Nursefinders: 704-335-7241 Premier Home Health: 704-366-7054 Pro Nurse: 704-347-4767 Maxim Healthcare Services: 704-333-3033

NON MEDICAL/SITTER SERVICES*

Comfort Keepers: 704-987-2224 ComForcare Senior Services: 704-543-0630 HomeInstead: 704-892-6888 Visiting Angels: 704-892-8886 Partners in Care: 704-554-9904 Senior Helpers: 704-792-1001 Homewatch Caregivers: 704-509-1923

*This list is provided as information only. The Pines at Davidson does not investigate or endorse and makes no representations concerning any agency or person on this list. It is the choice of the resident and/or family whether to contact and whom to contact from the list or any other source. It is the responsibility of the resident/family to investigate, interview, hire, train and set the fee for any private duty companion that the resident or the family may choose to hire.*

Revised March 2012 Part Two Health And Wellness Services 15

PLANNING FOR A HOSPITALIZATION

1. Notify Wellness Nurse who can notify other staff, such as Dir. Of Wellness & Social Services and Director of Health Services.

2. Review sections and supplements of the Resident Manual that relate to Health Services.

3. Discuss with your physician and/or family whether or not you will be able to return to your cottage/apartment from the hospital or if you will need a period of recuperation.

4. If recuperation or rehabilitation is needed, where should you receive care?

5. Take with you a list of medications which you have been taking at home, including over the counter meds, vitamins, herbs, etc.

6. If you wish to return to your apartment, cottage or villa, will you need a Home Health referral for rehabilitation services or possibly need to hire private duty nursing or sitter services.

7. Check on your Advanced Directives (Living Will, Health Care Power of Attorney and Do Not Resuscitate Order) and take copies with you to the hospital.

8. Prepare your apartment for your absence, mail, delivery, etc.

9. Pack your bag with personal items and appropriate clothing.

10. Involve your family in these plans and share with them information, names and phone numbers for staff from The Pines and ask that they keep in touch with the Director of Wellness and Social Services or the Wellness Nurse. Names and phone numbers are listed on a separate sheet. Copies of the Independent Living and Health Center Manuals are available at:

11. Inform friends about your plans or ask that your family keep special friends informed about your whereabouts and well being.

Part Two Health And Wellness Services 16

12. If you anticipate a stay in Health Care, visit the Health Center, talk with the Wellness Clinic Nurse and/or the Director of Health Services.

13. Once in the hospital, there will be a discharge planner assigned to you. Be sure to inform him/her that you are living in Independent Living and work with him/her and your family to plan for your needs after discharge.

14. If it is decided that you will require an admission to the Health Center, alert those involved in your care to communicate directly with the Charge Nurse or Nurse Manager in the Health Center prior to arranging for discharge. Remember: residents are not admitted directly from the hospital to the Health Center on weekends or holidays.

15. If you return directly to your apartment cottage or villa, please notify the Wellness Nurse, Health Center or Director of Social Services.

16. Meals delivered to the apartment, cottage or villa, should be arranged through the Wellness Nurse or the Health Center.

Part Two Health And Wellness Services 17

Community Resources for Accompanying Residents to the Hospital

The Pines does not provide a staff member to accompany residents to the hospital in emergency situations. The Pines can provide to the resident and/or responsible party/family member a list of nursing agencies who have informed us that in the event of an emergency situation, AND if they have someone available, they should be able to provide a sitter/companion to meet the resident at the hospital within a one to two hour time frame. The arrangement of this type of care would be the responsibility of the resident or responsible party, i.e., family. The resident would be responsible to the agency for the cost of such service. Included in these materials is a sample of the agreement for such services provided through Dudley’s Home Health Inc. Similar arrangements may be available through other nursing agencies as well. Please find included in this package of information a list of nursing agencies available in our area. If you are interested in entering into an agreement with Dudley’s Home Health Inc., please contact them directly (704-878-0280) to discuss your resident’s anticipated needs and to determine costs. In addition, complete the enclosed release and return it to the Nursing Office so that we will be aware of your plans.

Part Two Health And Wellness Services 18

Dear Residents:

The following information about scheduled and after hours medical transportation services and resources is provided. Please review the information and discuss your questions or comments with Cindy Rhodes, Director of Wellness & Social Services and Mary Batty, Director Of Health Services.

The following pages will cover information about:

• Scheduled Medical Transport of Independent Living Residents and Urgent/Unplanned Transport of Independent Living Residents to Emergency Room.

• Fees for The Pines’ Scheduled Medical Transportation during Business Hours.

• Fees for After Hours Unplanned Medical Transportation.

• Information about Dudley’s Home Health Inc. Scheduled Transportation Services during business hours.

• Information about Dudley’s Home Health, Inc. After Hours Medical Transportation Services.

• Dudley’s Home Health, Inc. Consent for Treatment, Release of Information and Financial Authorization to be signed prior to transport by Dudley’s Home Health, Inc.

• List of other local transportation resources.

Part Two Health And Wellness Services 19

AFTER HOURS MEDICAL TRANSPORTATION

The following resources are available to Independent Living residents who require transportation from area hospital emergency rooms to The Pines after hours/on call (when calls are received after 5:00 p.m. and until 8:00 a.m. Monday through Friday, and 24 hours per day, Saturday and Sunday.) Residents are always encouraged to utilize family resources when possible. When residents are sent to the hospital by Pines Nursing Staff, their Next of Kin will be notified.

Transportation back to Independent Living

From Local Emergency Room

1. Resident/ER staff contact family, friend or independent transport for return.

2. If none of these persons are available, resident/ER staff may call The Pines Health Center 704-896-1463.

3. The Health Center Charge Nurse will contact one of the persons/agencies below in the following order: • Dudley’s Home Health Services • Pines Drivers – Ken Krenzer, Fred Wimmer and John Gaither • Non urgent ambulance

Part Three Financial Services 1

Part Three

FINANCIAL SERVICES

Part Three Financial Services 2

FINANCIAL ASSISTANCE

Financial aid is available at The Pines for those residents who meet the eligibility requirements. If you would like to request financial aid or contribute to the Resident Support Fund, contact the Director of Financial Services.

FINANCIAL – BILLING

1. Food Credit Policy

Residents who are traveling and will be away from The Pines for 7 (seven) consecutive days or more will receive a food credit for each day they are absent. Residents are required to give at least one week’s advance notice of their scheduled absence by completing a food credit form at the main reception desk.

2. Monthly Billing

Residents are billed one month in advance for the monthly fee associated with their unit. All other charges are billed in arrears. For example: your May 31st bill will reflect the monthly fee for your unit for the month of June, and any additional services charged in the month of May. Chargeable services include, but are not limited to: meals (in excess of one meal per day), guest meals, transportation for medical appointments or special events, beauty/barber shop services, cable TV, telephone, items charged at the convenience store, tray service, and medical supplies/services administered in the Wellness Clinic or the Schramm Health Center.

Note: Premium Channel Charges will be billed directly from MI Connection to the residents who have signed up for such services.

3. Payment

All checks are to be made payable to The Pines at Davidson, and are due by the tenth (10th) of each month. Checks (without envelopes) are to be placed in the locked wooden box at the main reception desk. No cash payments are accepted. For monthly charges, see “The Pines Disclosure Statement” located in the Library.

If questions arise regarding your monthly bill, please call #1100 to arrange an appointment with the person in charge of resident accounts in the business office.

FINANCIAL INFORMATION ABOUT THE PINES

All residents are encouraged to attend the annual financial meeting.

A current copy of “The Pines Disclosure Statement” is available for review in the Library or upon request at the Reception Desk. (See “Disclosure Statement”)

Part Four Social Services 1

Part Four

SOCIAL SERVICES

Part Four Social Services 2

SOCIAL WORK SERVICES

Comprehensive Social Work services are available to all residents/family members of The Pines. The Health Center Social Worker serves residents of the Schramm Health Center, and the Director of Social Services serves residents in Independent Living.

Types of services available include (but are not limited to):

. Supportive counseling for individuals, families, and groups . Information on living will and healthcare power of attorney forms . Assistance in arranging for care at home after medical procedures or hospitalizations . Transfers within The Pines facility . Information and referrals regarding:

• Medicare certified home healthcare • Durable medical equipment • Chore/errand services • Private duty agencies • Respite care services • Physical Therapy, Speech Therapy, Occupational Therapy, etc. • Psychological services • Hospice

Any resident or family member can request Social Work services by telephoning #1454 or (704) 896-1100 to leave a message at the Reception Desk for the Director of Social Services to get in touch with you.

1. Advance Care Directives: The Living Will and Healthcare Power of Attorney You have the right to control decisions about your medical care. To make these decisions, you must be competent and able to communicate. What happens if you are unable to make decisions about your medical care? North Carolina law provides two methods for making your wishes known in advance. You may use a Living Will to tell your doctors that you do not want to be kept alive by extraordinary medical treatment or by artificial nutrition or hydration if you are terminally and incurably ill or if you are in a persistent vegetative state. You may use a Healthcare Power of Attorney to appoint someone to make your medical decisions if you should become unable to make them yourself. You may also choose to have a DO NOT Resuscitate (DNR) order if you do not wish to have cardiopulmonary resuscitation (CPR) if your heart stops or if you stop breathing. For more information about advance care directives, contact the Director of Social Services at #1454.

2. Care Plan Meeting Upon admission to The Pines’ Health Center a comprehensive assessment for each resident is completed by the interdisciplinary care team. The team consists of the Social Worker, Recreation Therapist, Dietitian, and Nurse. Problems or concerns are identified, goals are set, and strategies to reach the goals are planned. The overall goal is for residents to experience enhanced quality of life and their maximum level of functioning. Residents and family are invited to participate in the care planning process and are urged to attend meetings that are held on a quarterly basis, or more often if needed. Part Four Social Services 3

3. Family Council and Residents Council The Pines has a Health Center Family Council that meets quarterly. The purpose of the Family Council is to offer all family members of Health Center residents an opportunity to engage in mutual support, to learn more about The Pines and services offered, to learn about aging, and to exchange information and ideas. The Health Center Social Worker serves as the facilitator for this group and can be reached at #1100.

A meeting of the Health Center residents is also held quarterly and is facilitated by the Health Center Social Worker and Health Center Therapeutic Recreation Coordinator or the Health Center Charge Nurse.

4. Hospitalization or Out-Patient Procedures Residents/families should notify the Director of Social Services of any hospitalization or outpatient procedure. This enables the social work and nursing staffs to monitor for any special after-care needs that you may have. Social Workers can assist you in planning for your care needs at home. The Wellness Clinic Nurse may be able to assist you in the Wellness Clinic with healthcare needs, or if necessary, nursing can provide temporary care for you in the Schramm Health Center as you recuperate.

5. Medicare Certified Home Healthcare Services Residents of apartments, cottages or villas, age 65 or older, may be eligible for Home Health Services under Part A or Part B of the Federal Medicare program. A resident/patient must meet the following criteria to be eligible for home health services under the Medicare program: . Resident/Patient must be homebound . Resident/Patient’s condition must require one of these three skilled services: intermittent nursing, physical therapy, or speech therapy . Services must be ordered and a plan of treatment established by a physician. Medicare certified home health services may include: . Intermittent skilled nursing visits . Physical therapy . Speech therapy . Intermittent or part-time home health aides . Occupational therapy . Medical social work For more information about home health agencies and for assistance in accessing care, please contact the Director of Social Services at #1454.

6. Newcomers’ Club The Newcomers’ Club meets on the second Thursday of each month, from 10:00 a.m.-11:30 a.m. in the TV/Game Room. The purpose of the club is to provide comprehensive information to new residents in order to facilitate their adjustment to community living.

The Newcomers’ Club has a two-session format. New residents attend two consecutive months after moving into The Pines. The series of sessions deal with the following topics: . Administration, Culinary and Dining Services, and Plant Services . Wellness Activities & Transportation, Social Services and Health Services

* A reception for Newcomers is held quarterly. Part Four Social Services 4

7. Resident Fact Sheet The Resident Fact Sheet, which contains vital information about emergency contacts, physicians, medical insurance, living will, healthcare power of attorney, financial/legal power of attorney and funeral information, is updated annually. If changes occur in this information, please contact the Director of Social Services.

8. Transfers from Independent Living to the Schramm Health Center Arrangements for temporary or permanent transfers to the Schramm Health Center are made with the assistance of the Directors of Social Services and Health Services (Nursing) in consultation with the Medical Director and Administration (see Schramm Health Center Services). Residents and family members may consult the Director of Social Services for further information at 704- 896-1454. Health Center benefits and fees are outlined in the Disclosure Statement. The Schramm Health Center Social Worker will provide an informative orientation session for each resident and his/her family once a transfer is complete.

BEAUTY/BARBER SHOP

The Pines has an on-site Beauty/Barber Shop located on the first floor near the Wellness Center. Licensed cosmetologists trained to care for both men and women staff the shop. The shop is open four days a week, Tuesday through Friday.

Charges for Beauty/Barber Shop services will be added to your Pines monthly bill. Prices are posted in the shop. To make an appointment, please call the Beauty/Barber Shop at #1468.

VOLUNTEER OPPORTUNITIES

If you have a special interest or talent that you would like to share, The Pines offers many opportunities for volunteering.

Friends of Healthcare Friends of Healthcare is a group of Independent Living residents that meet once a month with the Health Center Therapeutic Recreation Coordinator to offer their assistance in meeting special needs of the Health Center residents. Volunteers may assist the Therapeutic Recreation Coordinator with activities such as: assisting with bridge, Bible Study, bingo, birthday parties, mobile library, crafts, cooking, and assisting residents to and from special programs. Those who wish may choose a special friend to visit regularly. Needs include reading, letter writing, discussion of current events, watering plants, or taking the friend outside. For more information, contact the Health Center Therapeutic Recreation Coordinator at #1499.

Committees of the Residents’ Association The Residents’ Association has numerous committees that fulfill many special needs here at The Pines. (See also “Residents’ Association”) Your participation helps enrich and enhance community life. For more information, contact the President of the Residents’ Association or the Director of Wellness Activities and Transportation at ext. #1450.

Part Four Social Services 5

WHEELCHAIRS

Two wheelchairs for temporary, short term use (less than 4 hours) are available in the Independent Living Storage Rooms on the first floor of the apartment building. Please return them to that area for use by other residents for emergency use.

If you require frequent wheelchair use on a temporary basis, you may consult Nursing Service about the availability of a “Loaner”. If you need a chair on an ongoing basis, you may need to contact a local medical equipment store. Please contact the Director of Social Services, if you need additional information about resources for wheelchair rental or purchase. Under certain circumstances Medicare will reimbursement a portion of the expense. If you find the temporary wheelchairs located in the storage units to be damaged or inoperable, please complete a “yellow” work order form or call Maintenance at #1456 to identify the chair and location.

Designated storage areas are:

1st Floor ……Resident Storage Rooms

Part Five Activities and Transportation 1

Part Five

ACTIVITIES AND TRANSPORTATION

Part Five Activities and Transportation 2

ACTIVITIES

1. Independent Living

The Therapeutic Recreation and Wellness Program Manager is available to help you with questions about activities at The Pines and in the community. We offer an extensive holistic program designed to meet the social, emotional, cognitive, physical, and spiritual needs of all. Activities may include lectures, socials, drama/musical presentations, fitness programs, outings, recreation/sporting events, volunteer opportunities and more! The Davidson Room is the setting for most of the cultural, religious, and educational events scheduled at The Pines.

All activities are posted in monthly calendar form on the bulletin board across from the bank on the first floor of the Community Center. A weekly list of available activities will be placed in your in-house boxes no later than Saturday for the following week’s activities. A notebook is located at the Reception Desk for the purpose of signing up for activity programming that requires transportation or pre-registration. Residents are encouraged to sign up early.

2. Schramm Health Center

A comprehensive and holistic recreation therapeutic program is provided for all residents of the Schramm Health Center. The Coordinator is available to assist Health Center residents to adapt their activity interests to their current need and abilities. A large calendar of activities is posted in several locations throughout the community. Individual copies of the calendar are mailed to all Healthcare family members monthly. For more information, contact the Schramm Health Center Therapeutic Recreation Coordinator.

ARTS and CRAFTS ROOM

Residents are encouraged to use the craft room for their individual projects. Lockers are available for residents who would like to store their projects in the craft room while they are working on them. A locker can be obtained by contacting the Programs Manager.

Certain supplies are available to the residents for their use. Specific drawers have been designated for this purpose. Please ask the Therapeutic Recreation and Wellness Program Manager to familiarize you with these drawers if you are interested.

Part Five Activities and Transportation 3

FITNESS PROGRAMMING

We would like to invite you to become part of the Wellness Program. Interested in exercising with a group? You are welcome to join one or more of the classes that we hope will enhance and possibly improve your overall health and fitness. We offer both land and water based exercise activities.

An orientation with the Fitness Specialist is required in order to use the warm water therapy pool, whirlpool or exercise equipment and recommended for those participating in land exercises as well. The orientation includes a review of personal fitness goals/needs and a physician’s approval. Orientations are held the 3rd Thursday of each month (or as otherwise stated in the weekly activity bulletin) and may be scheduled either by signing up in the Activities Book, which is located at the front desk, or by contacting Mary Martin, ext. 2391, in the mornings.

The warm water therapy pool and whirlpool are open 7:00 a. m. to 9:00 p.m. daily and are available for use during non-class time. The exercise room is open 24 hours a day.

Part Five Activities and Transportation 4

CLASS DESCRIPTIONS

Land Base Classes:

Floor and More: This land-based class begins with warm-up exercises such as walking or non- impact steps. It will be necessary to get down and up from the floor without assistance to do leg and abdominal exercises. We also use light weights or resistance bands for upper body strength. The workout includes warm-up, no impact endurance, balance, coordination; upper body strength exercises and, on occasion, concludes with a short relaxation time.

Class time: 8:30 a.m. Length of class: 45 min. Meets: Tuesday/Thursday

Everything but the Floor:

This land-based class includes the same areas of emphasis as the Floor and More class, but as the name states, we do not go down on the floor. We do sit for many of our exercises and use the chair for balance if doing standing exercises. Approximately one quarter of the class may be done standing. Class time: 9:30 a. m. Length of class: 30 min. Meets: Tuesday/Thursday

Warm Water Therapy Pool Classes

Aquatic Classes:

Cardio Waves- This hour-long water workout emphasizes a cardiovascular endurance. Class format includes 30-40 minute cardiovascular exercises at intervals, working fast for periods of time w/short rests throughout. An extensive cool-down is included at the end and includes strength, balance and flexibility exercises. Participants must be in optimum health, have prior group water experience and be able to say for the entire work-out on most days. It is not encouraged to skip the warm-up or cool-down portions of this class.

9:30-10:30 a.m. Tuesday/Thursday (Level: Advanced)

Aqua Fit- This class incorporates all components of fitness (strength, balance, flexibility and cardiovascular activities) to provide for overall body conditioning. Cardiovascular activities are performed intermittently throughout this 45-minute class. Prior experience not required, but recommended that participants be able to keep up with group pace.

8:45 -9:30 a.m. Monday/Wednesday/Friday (Level: Intermediate) Part Five Activities and Transportation 5

Aqua Flex- This 40-minute class incorporates all components of fitness but maintains an over-all emphasis on flexibility and balance exercises. This class is recommended for those with arthritic conditions.

10:00-10:40 a.m. Monday/Wednesday/Friday (Level: Basic/Beginner)

Aqua Pilates- This 45-minute non-impact body conditioning program emphasizes development of core muscle groups. Practicing Pilates in the water develops trunk stabilization, helps correct posture, enhances muscle strength and relives stress. Participants are encouraged to choose degree of work-out intensity.

10:30 a.m.-11:15 a.m. Tuesdays /Thursdays (Level: All Levels)

WELLNESS SERVICES

The Workman Wellness Center is located on the first floor just past the Beauty/Barber Shop. It houses the Wellness Clinic, the Aerobic Fitness Room, the Strength Training Room, and Warm-Water Therapy Pool and the Whirlpool.

Individuals interested in becoming familiar with and using the fitness facilities should sign up for Orientation Sessions that are held each month. While new residents are welcome to use equipment already familiar to them before an orientation session, an Orientation session is required before using the Warm Water Therapy Pool or Whirlpool Facilities. An Orientation session is held on the 3rd Thursday at 10:30 a.m. for the Aerobic Fitness Room and pools; the Orientation session on the 4th Thursday at 10:30 a.m. is for equipment in the Strength Training Room. Residents may sign up for these orientations in the Activity Book that is kept at the front desk

A get-acquainted visit to the Wellness clinic and the Schramm Health Center is suggested for all new residents.

ADDITIONAL FITNESS SERVICE:

Meaningful Senior Movements, LLC, is a personal fitness coaching service for individuals or small groups offered by Mary Martin on a fee for service basis. The purpose is to improve functional competencies by promoting appropriate physical activity that will have a positive effect on one’s well being.

Services are available: Monday through Friday 1:30 p.m. and 5:00 p.m.

Contact Mary Martin at (704) 896-2391 or (704) 677-2353 or email: [email protected] Part Five Activities and Transportation 6

TRANSPORTATION

1. Local Transportation The Pines provides local transportation free of charge for regularly scheduled shopping and activity programming. Sign up for these services is in the activity notebook at the Reception Desk.

2. Out-of-Town/Special Event Transportation For scheduled out-of-town or special event activities, a sign up/information sheet is posted in the activity notebook at the Reception Desk. Sign up in advance is required, with the deadline indicated on the information sheet. Such events require a minimum number of participants and include a nominal transportation fee as indicated on the event sheet.

3. Medical Transportation Transportation for medical appointments is available on an as-available and fee-for- service basis. Upon request, our Transportation Coordinator will schedule your appointments to assist you in your transportation needs. A confirmation notice of your appointment and departure time will be placed in your box.

For unplanned or “short notice” medical appointments, you are encouraged to contact local family members. If this is not possible, you may call the reception desk at #1100 and ask for the Transportation Coordinator.

Note: Scheduled medical transportation is available Monday through Friday. Appointments in Charlotte must be prior to 2:00 p.m.

The Pines para-transit vehicle is available for residents requiring wheelchair transportation.

4. Other Transportation Needs A list of alternate transportation services is posted on the Community Center bulletin board across from the bank and is available from the Director of Social Services and at the Reception Desk.

Part Five Activities and Transportation 7

LOCAL TRANSPORTATION SERVICES (In addition to The Pines Transportation)

FOR MEDICAL APPOINTMENTS ONLY: American Red Cross , Mooresville (704) 664-2500 By appointment only. Volunteer Drivers, no charge, donations are welcome.

PRIVATE BUSINESSES:

This list is provided as information only. The Pines does not endorse any business on this list. It is the responsibility of the residents and/or resident’s family to enlist any transportation service hired.

1. A-1 Wheelchair Transport Service, Inc. (704) 333-9741, (704) 333-9743 Non-Emergency Service, by appointment only; Monday-Friday.

2. Lake Norman Limousine (704) 892-8879

3. Withers Transportation, LLC (704) 377-3263

4. Rose Schauffeured Transportation (704) 522-8258 or 704) 344-0744

5. Yellow Cab of Lake Norman (704) 664-3232 or (704) 662-9222

6. Carolina Classic Sedan & Limousine Service, Inc. (704)-363-7248

7. Dudley’s Home Health Inc. (704) 878-0280

8. ComForcare Senior Services (704) 543-0630 or (704) 543-0643

9. L & L Shuttle (704) 712-4919

Part Five Activities and Transportation 8

TRANSPORTATION REFERENCE SHEET INDEPENDENT LIVING

1. Scheduled Transportation (no change to current practice) (For doctor’s appointments, etc., during usual business hours.) a) Family/Friend resources b) The Pines Transportation (Ext. 2398) c) Other local transportation services (See list in transportation information package).

2. Urgent Transportation to Emergency Room

When a medical emergency call is received in Health Care, the Charge Nurse will assist in arranging transportation.

a) Ambulance, if indicated – otherwise: b) Family/Friend resources c) The Pines Transportation (K. Krenzer- Ext.2398)) d) Dudley’s Home Health, Inc. or other local transportation services.

Note: b) c) or d) are for use when ER assessment/treatment appears necessary, but resident’s condition does not warrant ambulance transportation.

3. Return Transportation from Emergency Room(Usual Business Hours)

a) Family/Friend resources b) The Pines Transportation (K. Krenzer- Ext. 2398)) c) Dudley’s Home Health, Inc. or other local transportation services.

4. Return Transportation from Emergency Room (After Business Hours and Weekends).

a) Family/Friend resources b) Other local transportation services (i.e.: taxi, shuttle, Dudley’s Home Health, ComForcare Senior Services).

NOTE: Usual Business Hours: Monday through Friday 8:00 a.m. – 5:00 p.m.

Part Six Dining Services 1

Part Six

DINING SERVICES

Part Six Dining Services 2

CAFÉ AND COUNTRY STORE

The Café is located on the second floor of the Community Center. It is open Monday through Friday for breakfast, from 8:00. a.m. until 9:00 a.m., and reopens for lunch from 11:15 a.m. until 2:00 p.m. The Café is open for lunch on Saturdays, from 11:15 until 2:00 p.m. Purchases may be paid for in cash or charged to your monthly statement/bill.

The Pines is pleased to offer an on-site convenience store that is open Monday through Friday, from 8:00 a.m. to 9:00 a.m., and 11:15 a.m. to 2:00 p.m. The convenience store is located on the second floor of the Community Center and entry is within the Café. The store stocks toiletries, over- the-counter medications, paper goods, food items, dairy products, orange juice, soft drinks, fruit, books of stamps, etc. Purchases may be paid for in cash or charged to your monthly statement/bill.

CATERING

A catering service for the residents is provided by the Dining Services staff for family dinner parties, receptions, coffees, etc.

Initial arrangements for catering an event may be made by telephone or in person with the Director of Dining Services, Monday through Friday, between the hours of 9:00 a.m. and 5:00 p.m., at extension #1461. Arrangements made by telephone will be tentative until the resident completes a “Special Function Agreement” with the Director of Dining Services. All functions/catered events must be booked, and the “Special Function Agreement” signed, five working days prior to the event. When catering a breakfast, lunch, or dinner event, the resident must provide a guaranteed number of guests to be in attendance, 5 days prior to the event. The resident will be billed for the guaranteed number. If a resident is sponsoring an event where residents will attend as guests, a list of residents’ names is required for billing prior to the event.

DINING ROOM

1. Buffets For special events, holidays, or parties, we usually plan buffet style dinners. For residents who have problems going through a buffet line, the staff will provide full service. Menus are available from the hostess, and if you alert the hostess of your need, a service person will be assigned.

2. Charges Each resident is entitled to one (1) meal each day. (This is included in your monthly fee.) If a second or third meal is taken, the cost will appear on your next month’s billing statement. For information regarding current charges or the cost of guest meals, please call the Director of Dining Services #1461. Gratuities are not allowed.

Food Credit Policy: See Financial Billing.

Part Six Dining Services 3

3. Dining Room Hours Monday through Saturday: Lunch 12:00 p.m. – 1:00 p.m. Dinner 5:30 p.m. – 7:00 p.m.

Sunday: Lunch/Buffet 11:15 a.m. – 1:30 p.m.

Hours for holidays and special events: Residents will be notified by a memorandum from the Dining Services Department.

4. Miscellaneous Policies . A “doggie bag” or the practice of taking “left-over” food from the dining room is not permitted. . Tables cannot be assigned or reserved on a permanent basis. . Please wait to be seated by the hostess or assistant. . Only one entrée may be served to a person. Entrée servings will not be split. Residents are requested to select between a small or large portion when ordering. . Some sauced entrees can be obtained without sauce.. Again, make your request clear when ordering. Food will be served as stated on the menu. . Proper attire is requested. If a nursing companion is dining with you, it is requested that the person wear street clothes instead of a nursing uniform. . Alternate dietary considerations are available.

5. Reservations Reservations are to be made by calling extension #2380. When calling you will either talk to a host or leave your information on voice mail. We will return your call if necessary. You will need to indicate whether the reservation is for lunch or dinner, what day you want the reservation, your name, the number of residents, and the number of guests. All reservations are subject to the availability of seating. Sometimes it is very difficult to accommodate last minute requests, so please plan ahead. Reservations are needed for parties requiring a table for more than four (4). Maximum of six (6) per table.

. When making a reservation, do so in one name so that duplicate reservations are not made. List the names of all residents who will be dining with you.

. Health Center residents may eat in The Pines’ main dining room with approval from Administration 2 times per week. Dining request forms are available from at the nursing station. Completed forms must be submitted to the Administrator at least 48 hours before the planned dining date.

. If a party includes a guest in a wheelchair, inform the hostess so she can assign a table for easy wheelchair access.

Part Six Dining Services 4

6. Special Diets A doctor’s order for a special diet will be followed using selections available on our regular menus. We will confer with a resident concerning his/her special diet, but it will be the responsibility of the resident to follow that diet. Specialized Low Sodium food selection are indicated on daily menu as well as gluten free entrees and soups. We accommodate special requests for the food consistencies i.e. ground, chopped or pureed. Contact your registered dietitian (R.D.) for further information at ext. 2106.

7. Tray Service to Apartments/Cottages Tray service to your apartment, cottage or villa is provided for medical reasons only. Please notify the Wellness Clinic Nurse (X1467) or the Health Center Charge Nurse (x1463) to make the necessary arrangements. Extended days of tray service will need the recommendation of a physician. Please have your menu ready to provide your food choices when a culinary staff member calls you. The menu is printed for each week on the back of your weekly activity bulletin. Usually the dining service representative calls at 10:30 a.m. or 4:30 pm to get your food selection when you are not able to come to the dining room.

Tray service should be ordered by 10:30 a.m. for lunch and by 4:00 p.m. for dinner. A delivery charge per meal may be billed on your monthly statement for this service. Trays will be delivered by Dining Services personnel for lunch at approximately 12:00 Noon. Dinner trays will be delivered at approximately 5:00 p.m. Every attempt will be made to accommodate late requests after the nurse has been contacted and before the kitchen closes. A resident receiving a tray delivery is encouraged to place the tray in the hall before retiring for the evening. A Maintenance or Security employee will pick it up and return it to the kitchen.

“Take out” boxes are not available for the evening meal. Please contact the nurse as early as possible to assure menu selection and delivery of your meal, when a medical need arises.

*Gratuities are not allowed. (see Gratuities)

8. Wheelchairs/Ambulation Devices Persons using a wheelchair will be directed to a table that is considered safe and appropriate for fire/access regulations and to permit an orderly flow of traffic.

The following storage arrangements are designated for assisted devices:

. Once the host or hostess seats the resident, a resident companion or server will store the assisted device along the wall near the Davidson Room.

. The same person will return the device at the resident’s request after the meal from the Dining Room.

This procedure is in the interest of safety and is addressing past problems of crowding the Dining Room with extra equipment.

Part Seven Plant Services 1

Part Seven

PLANT SERVICES

Part Seven Plant Services 2

AIR CONDITIONING

A thermostat in each apartment controls air conditioning. We recommend adjusting it to a comfortable temperature and leaving it. If you have difficulty, contact Plant Services at #1456 or through the Receptionist at #1100.

The air conditioner filter will be changed at least twice each year. Plant Servies will schedule this service with you.

In summer months, if you are going to be away, please set the thermostat to 80 degrees, leave closet doors open, and leave all dresser drawers open about one inch to allow for air circulation.

HEAT

Heat is controlled by thermostat in your apartment,cottage or villa. To report any malfunctions, contact contact Plant Services at #1456 or through the Receptionist at #1100.

BALCONIES

Nothing is permitted to be hung over or extend past the railing on the balconies. This includes, but is not limited to, birdfeeders, birdhouses, window boxes, towels, etc. However, window boxes may be hung on the inside of the balcony rails.

PROPERTY AND GROUNDS

The Property Committee of the Board of Directors must approve resident plans for outside landscaping and/or exterior building (patio or balcony) alterations and ornaments. Contact the Director of Plant Services to discuss your plans.

PARKING

Parking spaces are not assigned at The Pines, however, you will need a parking decal for all vehicals. If you do not notice a parking decal on the rear window of your vehicle within the first week of moving to The Pines please contact Plant Services at #1456. If there are two vehicles “registered” to one independent living dwelling, it is requested that one vehicle be parked in Magnolia Court. Your cooperation is necessary in utilizing the handicapped zones for their intent. Ask your “companions” or guests to park in the designated visitor parking spaces located in Magnolia Court (see map).

LAUNDRY

There are two laundry rooms located on each floor, of the main building, for your use. Laundry room hours are 8:00 a.m. – 9:00 p.m. Please keep the laundry room you use tidy. As a courtesy to the resident who will be using the clothes dryer after you, please clean the lint trap after you use the dryer.

Part Seven Plant Services 3

STORAGE BINS

Each apartment has a storage unit. All items for your storage unit should be placed inside your assigned closet or cubicle so that passageways and doors are not blocked.

TRASH PICK-UP

The apartment residents should place trash, in a plastic garbage bag secured with a tie, outside their door before going to bed but not before 8:00 p.m.). Plant Services will collect it early the next morning.

The cottage residents should but trash in a plastic garbage bag, secured with a tie, and placed outside in trash cans for pick-up.

RECYCLING

Residents of The Pines can participate in the recycling program by bringing items to central collection points on Tuesdays, for Wednesday pickup. . The collection points are on the first, second, and third floor of the apartment building at elevator #5, in each of the cottage courts and in the basement of each Villa building. Containers are furnished at the collection points.

Items appropriate for recycling include aerosol cans, plastic bottles, glass bottles, aluminum cans, and newspapers. Items not appropriate for recycling include styrofoam and “plain old garbage”. Be sure to empty all containers and rinse or wipe out any remaining foodstuff before taking them to the recycling collection point. NO paint and remove all “caps” from plastic bottles, please.

We commend you all for your support of the Recycling effort here at The Pines. Paper bagging or tying together the newspapers is most helpful. All cans and bottles should be rinsed before disposal. Please remember that items for recycling can be placed in the red or blue plastic containers on Tuesdays after 11:00AM.

SECURITY

A uniformed security guard is on duty from 4:00 p.m. until 8:00 a.m., seven days per week. The guard tours the building and grounds regularly and is available to help with a security and some maintenance problems. Doors leading to the outside are locked at about 10:00 p.m. Monday through Thursday, and 11:00 p.m. Friday through Sunday.

Residents are asked to accompany evening guests to the exit door and re-lock the exit door once their guests have left the building.

The telephone located in the foyer outside the lobby is available if you need to contact security personnel who may be reached by dialing the nurses’ station at #1463

Part Seven Plant Services 4

MAINTENANCE

To report a malfunction or need to the Plant Services complete a “Work Request” sheet located at the main reception desk or contact Plant Services at #1456 .

The following is a list of the service provided to the residents by the Plant Services Department.: . Monitoring and keeping in repair heating, air conditioning, plumbing, and electrical services. . Maintaining proper working condition of refrigerator, electric range and oven, garbage disposal, hot water heater, locks and doors. . Providing internal and external pest control. . Replacing lighting fixtures and bulbs that are a permanent part of the apartment/ cottage. . Repairing carpentry and painting on a scheduled basis. . Monitoring smoke detectors and emergency call bells. . Participating in infection control, fire and safety matters, and disaster evacuation plans. . Providing proper maintenance and grooming of all facility grounds. . Providing security services for buildings, grounds, and residents.

Note: Requests for maintenance of personal items are not considered a normal duty covered by monthly fees

CABLE TV

All living accommodations are equipped for cable TV. If you are having trouble with your television, please complete a “yellow” work order form for Plant Services.

KEYS

The main reception desk has an extra key for use if you are locked out. Please return it immediately after you have gained entry into your apartment or cottage.

For residents of apartments, in most cases the same key as your apartment door opens your mailbox, if this is not the case you will be given two (2) keys. Cottage residents, however, have a separate key for their cottage and mailbox. Duplicate keys, in the event you misplace your keys or would like to give a key to a family member, may be obtained through a “Work Request”. A charge of $1.50 will be added to your monthly bill when you request a duplicate key.

Keys that will fit the outside doors, for entry into the building after doors have been locked are available at the main reception desk. You will be asked to sign, indicating receipt of the key. A charge of $1.50 will be added to your monthly bill for the outside door key.

Part Seven Plant Services 5

EMERGENCY PREPAREDNESS PROCEDURES

Tornado Procedures: The National Weather Service provides the following guidelines to help ensure your safety: 1. Tornado Watch – means that conditions are favorable for tornado development. Even though there may be no thunderstorms, conditions are favorable for tornadoes to develop in or near the watch area.

2. Tornado Warning- means that a tornado has been reported, sighted, or detected on radar in the Warning Area.

Procedure in the Event a Tornado Warning is Issued: Apartment Building - Turn on your television or weather radio to educate yourself of the extent of location of the Tornado Warning - If practical go to the lowest floor of the building. In the apartment building, the Resident Storage Room is a good location to gather. - If not practical to go to the lowest floor, go to a small, interior room (i.e., closet, bathroom, or hallway) without windows - If no such space is available, get under a heavy piece of furniture (e.g., table) or get into your tub or shower.

Cottages - Turn on your television or weather radio to educate yourself of the extent of location of the Tornado Warning - If practical go to the lowest floor of the Apartment building. The Resident Storage Room is a good location to gather. - If not practical to go to the Apartment Building, go to a small, interior room (i.e., closet, bathroom, or hallway) without windows - If no such space is available, get under a heavy piece of furniture (e.g., table) or get into your tub or shower.

Villas - Turn on your television or weather radio to educate yourself of the extent of location of the Tornado Warning - If practical go to the lowest floor of the Villa building. The Resident Storage Rooms are a good location to gather. - If not practical to go to the lowest floor, go to a small, interior room (i.e., closet, bathroom, or hallway) without windows - If no such space is available, get under a heavy piece of furniture (e.g., table) or get into your tub or shower.

Note: The Pines will attempt to notify all residents through our mass notification system if the National Weather Service announces a Tornado Warning for our area. Please attempt to take your house phone with you if you choose to stay in your home.

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Inclement Weather: In some cases such as wind, severe thunderstorm or ice storm we may experience loss of electricity. In these situations you may want to have on hand the following items available in your individual home:

Flash light (with charged batteries) Warm blankets Non-perishable food items Bottled Water Current medications Hard-wired telephone, as cordless phones do not work without electricity.

Other emergency tips during loss of electricity:

Elevators do not function during fire alarm or power outage – use stairwells Emergency lighting is available in hallways Use your emergency pull cord for medical attention

FIRE EVACUATION PROCEDURE

All buildings at The Pines are monitored 24 hours a day for the detection of smoke and/or fire. Each apartment is equipped with sensitive smoke detectors that relay individual messages to the terminal where prompt attention can be given. Cottage residents have the same equipment located in their units, and they are monitored 24 hours a day. The staff of The Pines has undergone fire training so as to give immediate response in the event of fire. The Davidson Fire Department and Mecklenburg County Fire Department are programmed to answer emergency calls at The Pines.

The following procedures should be followed in the event of an alarm:

Apartment Residents

1. If a smoke detector is activated in your apartment, staff will immediately respond. . Do not open your door to the hallway. . Go to your balcony or patio and wait for help.

2. If a smoke detector or heat detector is activated in the hallways thus sounding the general alarm bells: . Do not open your door to the hallway. . Stay in your room and go to the balcony or patio for evacuation.

Cottage Residents If a smoke detector is activated in your unit, staff will immediately respond. . Exit the nearest door, closing it behind you. . Wait in your cottage area for help to arrive.

Part Seven Plant Services 7

Villa Residents

3. If a smoke detector is activated in your apartment, staff will immediately respond. . Do not open your door to the hallway. . Go to your balcony or patio and wait for help.

4. If a smoke detector or heat detector is activated in the hallways thus sounding the general alarm bells: . Do not open your door to the hallway. . Stay in your room and go to the balcony or patio for evacuation.

Fire Safety Rules to Remember:

1. Fear and panic can do as much damage as fire. Remain calm and exit in an orderly fashion. Material possessions can be replaced; human life is the first priority.

2. Always obey smoking regulations.

3. Store flammable materials, such as newspapers, in approved location only. Dispose of flammable wastes.

4. Corridors and stairwells must never be used for storage areas.

5. Never use elevators during fire alarms or for evacuation.

FIRE SAFETY REMINDERS

- AVOID THE USE OF CANDLES - TURN RANGE/STOVE OFF AFTER USEAGE - AVOID STORING COMBUSTABLE MATERIAL NEAR RANGE OR WATER HEATER - DO NOT OVEERLOAD ELECTRICAL CIRCUITS

Part Seven Plant Services 8

HOUSEKEEPING

Housekeeping assistance is included as part of your monthly fee. A housekeeper will come once a week at a regularly scheduled time to clean your apartment. Cleaning includes: mopping, vacuuming, dusting, bathroom cleaning, linen and towel service (if you choose to use linens and towels provided by The Pines), and other general cleaning services.

WEEKLY HOUSEKEEPING CLEANING DUTIES KITCHEN

1. Clean Stove - top, front, under burners 2. Clean under lid of stove 3. Clean countertop’s splashboards 4. Clean refrigerator - top, sides, front 5. Remove and clean garbage disposal stopper 6. Sweep and mop

BATHROOM

1. Clean soap-dish, toothbrush holder, toilet tissue holder 2. Clean top of medicine cabinet, mirrors, bathtub, lavatory 3. Clean commode - inside and out 4. Sweep and mop

ROOMS

1. Dusting all furniture - top, front, sides, legs 2. If you wish a thorough dusting of tops of furniture you will need to personally remove all breakables 3. Clean TV screens 4. Vacuum Floors 5. Sweep non-obstructed areas of patio/balcony/porch(s)

EXTRAS

Annual cleaning upon request.

Part Eight Marketing 1

Part Eight

MARKETING

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MARKETING

CHANGES/UPGRADES TO LIVING ACCOMMODATIONS

Residents may choose to upgrade or modify their current Independent Living apartment, cottage or villa, or choose to transfer to another residence of the same or different size or level of care.

Modifications/Upgrades: All residential units are provided “as is” and any and all modifications are provided to new or existing residents for the cost of such change(s). Modifications include but are not limited to the addition or replacement of crown molding, built-in bookcases, light fixtures, and/or bathroom or kitchen cabinetry. The next resident occupying your living accommodation may not desire the change or modification, and you may have to bear the cost of returning the residence to its original condition prior to the new resident moving in (paragraph I-G, Residence & Care Agreement).

Transfers within Independent Living Accommodations: Residents may transfer from one living accommodation to another of the same or different size as availability permits. A $500 transfer charge will be required and the cost to renovate the new unit will be the responsibility of the resident. The right to reserve an upcoming residence will be alternated between current residents and future residents. In some circumstances as determined by administration, priority may be given to residents who need to move nearer to the Community Center for medical necessity. See the Director of Marketing for arrangements and details on cost adjustments.

Transfers from Independent Living Accommodation to Assisted Living or the Health Center: Arrangements for temporary or permanent transfers to the Schramm Health Center are made with the assistance of Social Services or Nursing. Refer to your Residence and Care Agreement paragraph II-E for further details on fees and charges.

Vacating Policy: Residence must be vacated within two weeks from the official date of permanent transfer and/or death. In the event of a resident’s death, the monthly fee (less meal credits) will be charged until the residence is completely vacated and keys are turned in to the Director of Marketing. In the event of a permanent transfer to Assisted Living and/or Skilled Care, the monthly fee will end as of the official date of transfer. Residence must be vacated and keys returned to Director of Marketing within two weeks of this date, without penalty. Charges will incur if residence is not vacated within this time frame.

Hand-trucks, dollies, and garment carts are available for use in moving personal belongings. Please contact the front desk to arrange for their use.

2 Part Nine Development Office 1

Part Nine

DEVELOPMENT OFFICE

Part Nine Development Office 2

DEVELOPMENT OFFICE

Since its early days, The Pines at Davidson has been the beneficiary of charitable gifts. Initial contributions from members and friends of Davidson College Presbyterian Church created The Pines and the later physical additions and improvements to this facility (including the building of the Nursing Wing, Purcell Unit, and Warm Water Therapy Pool/Wellness Center) were all made possible due to donations from residents, board members and friends of The Pines. Without gifts, these additional services and facilities may not have been added or may have required an increase in monthly fees. The generosity of members in the community made these services and facilities possible for the benefit of many.

Charitable donations also continue to sustain The Resident Support Fund at The Pines, which provides assistance to those residents of modest means who met The Pines’ minimum financial requirements at entry but have outlived their financial resources. Policies and procedures are in place to assure that contributions are only used to support residents who have depleted their financial resources for justifiable reasons. Many residents have kindly directed gifts to The Resident Support Fund on the occasion of a birthday/anniversary or as a way of remembering a loved one (memorial gifts).

Because The Pines at Davidson is a 501(c)3 not-for-profit organization, gifts to The Pines are treatable as charitable contributions. There are various ways one can make a donation to The Pines, each with its own advantages. Many donors make gifts of cash or stock, and some individuals have designated The Pines as a beneficiary of their life insurance or IRA. Others have included The Pines in their estate plans.

Charitable gift annuities are also a popular way of giving since they provide life income at favorable rates and a sizable charitable deduction to the donor. With the assistance of The Pines’ development officer, a donor can create a charitable gift annuity with The Presbyterian Foundation for the benefit of The Pines. Because of a recent change in the way The Presbyterian Foundation manages its gift annuities program, The Pines will receive a portion of the donor’s gift annuity at the time the donor establishes his or her gift annuity rather than after the donor’s lifetime. In this way, donors can witness the benefits of their gift during their lifetime. Individuals who have made a planned gift to The Pines (by creating a gift annuity or including The Pines in their estate plans, for example) are also welcomed to join The Pines’ Jetton Deferred Giving Society, which holds an annual dinner in the fall.

In recent years, The Pines at Davidson launched a Preserve and Program Capital Campaign whose goals include strengthening the Resident Support Fund, expanding services within The Wellness Program, enhancing The Pines’ landscaping, and renovating/expanding the Nursing Unit and Community Center. Naming gift opportunities are available within each of these areas.

The Development Office is located in the Community Center directly beside the bank. For gifts to be processed properly, checks should be made out to The Pines at Davidson. If you have any questions regarding charitable giving at The Pines, please call the Development Office at extension #1489.