98-100304June 28, 1999
City of Federal Way
33530 1st Way South
Federal Way, WA 98003
Attn: Jim Harris
Senior Planner
Re: Foundation House at Federal Way
Dear Mr. Harris
CAREAGE, INC
4411 Pt. Fosdick Drive, Suite 203
P.O. Box 1969
Gig Harbor, WA 98335
FAX (253) 853-5280
Phone (253) 853-4457
As discussed during our visit to the Federal Way site, enclosed are two portions
of site maps that are taken from the Civil Drawings already on file with the City of
Federal Way. I have shaded the type and size of fence that is to be built around
our site.
We are anxious to receive your approval for our fence plan as outlined.
As always, your help is appreciated.
Sincerely,
CEar filer
President
cc: File 6990-E
EIVED
'"RRi INITV D E ELOPMEENBT DFPARTMRNT
JUN 2 9 1999
do-LN
SOUTH 320TH STREET
CONSTRUCTION NOTES
OINSTALL CEMENT CONCRETE PEDESTRIAN CROSSWALK,: 6' WIDTH, PER C8
INSTALL HANDICAP RAMP PER 1
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Oc INSTALL CEMENT CONCRETE SIDEWALK, WIDTH AS SHOWN, PER c8
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FROM :DOWL ENGINEERS
20E 859 2579 1999,05-03
Post -It` Fax Note 7671
1S:S9 #984 P-01/05
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MEMORANDUM
DATE: May 3, 1999
WO#: S 11949
TO: Jim Harris, Trent Ward, Fei Tang, Jeff Pratt, Lisa Read
City of Federal Way.
FROM: Bob Schildgen, DOWL Engineers
SUBJECT: Modifications to Detention Pond
Foundation House at Federal Way
BLD 98.0610, BLD 98-0749
Phone # ¢�
69-Z�?o
3t 9.7�,71
The evaluation of the PAN-6 storm drain interceptor is complete. The inure condition is fairly
conservative in that it assurnes a considerable amount of new impervious surface in the 122 acres
upstream of the pond located on the Foundation House property (the old Group Health pond)_
Whether or not this much new upstream development will actually occur is a good question, but if it
does, the water surface elevation for the pond will stage about 10-inches higher. In order to
maintain the required 1-foot of freeboard for the 100-year storm, we will need to raise the spillway
elevation about 6 to 9-inches. In response to this issue, Careage is agreeable to raising the spillway
and berm elevation of the pond. This memo defines various aspects of the work.
Why
The existing berand outlet pipe function perfectly well for the current condition. Foundation
m
House does not change anything because storinwater from the project is released into the PAN-6
pipe below the pond. The pond provides a significant amount of peak rate control for downstream
property to the south. The pond storage volume is quite sufficient for future conditions and the
release rates from the pond won't vary much from the current condition- The pond will continue to
work well, but we will no longer have the 1-foot of freeboard ,required by the KCSWDM-
Proposed Improvement to Berm
The existing spillway elevation ranges from 364.8 to 365.2. The 100-year future condition water
surface elevation is 364.55. We propose to raise the spillway elevation to 365-55, and the top of
beixn to 366-35. In general, the spillway elevation is raised 6 to 9-inches. To be able to safely pass
the 100-year peak flow over the spillway at a depth of 0-5-feet, the spillway needs to be 61-feet in
length. We propose a spillway 65-feet in length that will sheet the usual KCSWDM criteria for
sideslopes and armoring. Width of the spillway will be about 14 to 15-feet. Attached is a sketch of
the plan with the proposed spillway and grading- The spillway will point to the Quiet Forest
driveway under which PAN-6 will run. Any overflow that occurs will be directed down the
pavement_
05/03/99 MON 17:10 [TX/RX NO 94931
FROM :DOWL ENGINEERS 206 S69 2679 1999,0S-03 SS:S9 #984 P.02/OS
MEMORANDUM
May 3, 1999
Page 2
Impact to Wetland and ]Buffer
llway will be raised and widened on the downstream side. No fill will be placed in the
The spi
wetland and there is no need to intrude into the wetland to perform the work. The pool elevation
provemerlt is directed only at the 1 DO -
and inundated area of the wetland will not change. This im
year storm under future conditions. The pool elevation and inundated area will change only as
upstream land becomes more impervious due to new development or re -development, and only
During a major storm, the duration of flooding is about 30 hours for
when a major storm occurs. D
condition. Please note that this work will necessitate the removal of a
bath the current and future condition.
16-inch hemlock in the buffer, plus 2 cottonwoods and an alder sitting on the existing berm.
Berm Cross Section
Attached is a sketch oftwo cross sections through the berm. These sections are marked on the plat -
Section A -A is through the greatest amount of £sll, section B-B is through the least amount of fill.
Both section show the catch basin at the head. of 11AN-6_ The catch basin and pipe wilt not change_
The DOWL plan of 3/5/99 is labeled as `previously proposed fill'_
Benefit
The benefit to both the City and Careage is prudence during a major storm. If there is significant
upstream development, the pond will continue to perform within acceptable criteria as defined by
the KCSWDM during a major storm_
I am faxing to you this memo and 3 sketches. i will deliver to Tim. Harris on Tuesday, May 4, a
solar redline of the wetland showing the limits of inundation for the various storms, and a color
redline of the revisions to the grading and drainage plan.. We need to determine if this re�nsion is
worthwhile and acceptable quickly. DOWL can revise the construction drawing in about a day.
ilding permit issued, after -all, there is no paint in
We need to get the drawings approved and the bu
wasting good weather_
05/03/99 MON 17:10 [TX/RX NO 94931
FROM :DOWL ENGINEERS
206 S69 2679
1999.05-03
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RECEIVED BY
COMMUNITY DE4Ef C°VEti F_DEPARTMENT
MAY 12 1999
CAREAGE, INC
4411 Pt. Fosdick Drive, Suite 203
P.O. Box 1969
May 12, 1999 Gig Harbor, WA 98335
FAX (253) 853-5280
Phone (253) 853-4457
Stephen Clifton, AICP
Director of Community Development Services
City of Federal Way
33530 First Way South
Federal Way, Washington 98003-6210
Re: Foundation House at Federal Way
32290 First Avenue South, Federal Way, Washington
File No. UP398-0003
Dear Mr. Clifton,
We are AEW/Careage-Federal Way, LLC, the owner of the above referenced property, and have
been working with you to secure building permits for the development of an approximately
201,000 square foot assisted living facility on the property.
In the Findings and Conclusions for Project Approval, attached as Exhibit A to your February 23,
1999 letter granting conditional approval to the project, it was noted in paragraph 11 that the
applicant would be required to comply with FWCC Section 22-967, Affordable Housing, as
determined by you. While we understand that the process surrounding that determination is still
on -going, you have agreed to allow us to proceed with construction of the facility provided that
we acknowledge that the facility's right to a certificate of occupancy will be conditioned upon
final resolution of the issues surrounding your determination.
By this letter we acknowledge and agree that a certificate of occupancy for the facility will not be
issued by the City of Federal Way unless and until the applicability of FWCC Section 22-967 to
the project is resolved between the City of Federal Way and the owner. We appreciate your
willingness to allow construction of the project tD proceed while we work through the outstanding
issues.
vrnrrs truly
cc: Scott MacCormack
Reuben Berman, AEW
yam_ 1�206?869 2679S #SSG P.01/01
FROM :DOWL ENGINEERS 206 ass 267E
MEMORANDUM
DATE: May 4, 1999
WO#: S11949
TO: Tim Harris, Lisa Read.
City of Federal Way
FROIvr.: Bob Schildgen, DOWL Engineer
gDg,11ECT: �0dirIcations to Detention Pond
Foundation House at Federal Way
BLD 9"10, BLD 9"749
Some further thou hts vn the wedandlpond located on the Foundation House project. The
topographic survey drawing with the limits of inundation drawn for the 25-year current and lfi=re
cdition, and the 100-year future condition, was drawn without the proposed new spillway in
v,
Place. I used the topo survey drawing because it shows the entire property and gives one a grasp of
know the pool will vary with different storms. Keep in mind that building up the spillway will not
increase the size of the pool, or in anyway affect how- the wetland functions. This whole exercisc �s
m
an attempt to model how the pond will work for a bik; storunder future conditions_ These future
o-onditioms assume that there is a significant impervious surface increase upstream of Foundation.
House. Then: is no meed to increase the pond storage: volume or change the outlet (pipe. The pond
-%ill work ;lie same under these future conditions as it does now. When we raise the spillway by 6
to 9-inches, we simply buy some insurance to prevent the pond from overflowing during. the 'big
one.
You mentioned the passibility of monitoring the limits of inundation to make sure that the wetland
wasn't impacted by this action. We could do that if you want to, but I'm not sure wha,. the point
would be. Foundation Rouse, FAN-5 and raising the spillway will not put any more or any less
water t L ou gh the wetland. If the pool boundaries change, it will be bccauw of new irnpurV10JS
gi3 -aee upstream. Give me a call if we need to discuss this further.
R5CI=IVED BY
�#F ANA,II IAIITV 1r� �.-i n-�� orr,IT nFOt1 C?Y'AAKt\IT
MAY 5 1999
ICAREAGE, INC
September 22, 1999
Jim Harris- Senior Planner
City of Federal Way
33530 — 1 St Way S.
Federal Way, WA 98003-6210
Re: Foundation House at Federal Way
Dear Mr. Harris:
4411 Pt. Fosdick Drive, Suite 203
P.O. Box 1969
Gig Harbor, WA 98335
FAX (253) 853-5280
Phone (253) 853-4457
Enclosed piease find a recent letter received from the Seattle Education Foundation,
who are the sponsors for the retired educators in the Federal Way area and who will
market and operate the facility. The letter clearly expresses their feelings in support of
the parapet design rather than a mansard design.
After completing and submitting the building design, the educators, together with the
owner, expressed a strong desire to change the "top" facade portion of the building from
a mansard look to a parapet look. They did not like the appearance of a mansard.
They wanted something that did not look dated. Their expressed desires , both owner
and operator, were to have something that would be fresh looking, more eye -appealing
and a look that was more formal and elegant. Because of this, the parapet design now
before you was selected. This design change was verbally mentioned to staff when we
became aware of the new desires.
We at Careage believe that the building maintains the distinct top design component. In
fact, given what the human eye will see from various points of observation, both on and
off the site, the parapet design gives a broader band to the "top" than the mansard.
Therefore, if the concern is to have a distinct "top" to the exterior design, the parapet
exceeds the mansard in appearance.
If one only looks at an elevation on a flat piece of paper, and does not visualize the
offsets and modulation of a structure from various points of human view, the true
appearance of the architecture can not be appreciated.
We feel that the exterior design change to the "top" facade is minor and ask for your
approval as soon as possible.
Sincerely,
Earl Miller
President
COMMUNr Y EvaoPMENNTOEYPAFITMW
SE Z�z 1999
CC: File 6990-E
Seattle Education Foundation
P. O. Box 15441 Seattle, WA 98115-0441
September 21, 1999
Mr. Earl Miller
Careage Inc.
P.O. Box 1969
Gig Harbor, WA 98335
Dear Earl,
Having spoken to you recently regarding the roof design of the
Foundation House at Federal Way, I wish to reiterate my preference as to
the parapet design over the mansard design. I spoke to several Board
members from the Seattle Education Foundation and they too, would
prefer the parapet design over the mansard. One member indicated the
parapet design gave the roof line an "up -dated" look while another felt it
looked "fresher". In general, my opinion would describe it as having a
greater "eye appeal" for the type of structure it was designed for and
would be more attractive to the residents that would inhabit the
premises.
In summary, it would be more preferential to have the parapet
design rather than the mansard design on the Foundation House at
Federal Way retirement community structure. If you have any
comments or questions regarding this matter please feel free to contact
me.
Sincerely,
John Moffitt
Marketing Director
Foundation House at
Federal Way
RECEIVED BY
VOMMUNITY DEVELONENT DEPARTMEW
�LSS�-7gC7
2 11999
ARCHITECTS P.S.
21 September 1999
City of Federal Way
Department of Community Development Services
Attention: Mr. Jim Harris, Senior Planner
Re: Foundation House at Federal Way, Proposed Boarding Home
32000 "Is' Ave. S.
Federal Way, WA
Dear Mr. Harris,
This letter clarifies the detail revision of the top level facade on the three-story building of this
project.
After submission of the construction documents to the city, the owner and the operator of the
facility, an association of retired Federal Way teachers, requested a change in the facade design
to establish a "fresher" appearance, which would be more sophisticated, up-to-date and attractive
than the low but steeply -pitched mansard form initially illustrated.
The proposed solution meets those goals by replacing the mansard with a large and ornate
cornice shape. This new design continues to comply with overall building height restrictions as
well as design requirements which mandate details which clearly define "bottom", "middle" and
"top" portions of the building, and continues to completely screen rooftop mechanical equipment
from view. The complex shapes of the cornices, made possible by technical advances allowing
economical production of such detailed profiles, establish a more refined and elegant appearance
than that of the relatively simple and dated mansard.
The plan geometry remains the same, so liberal use of offsets and projections of the balconies
and exterior walls of the building, reinforced by variation in the color and texture of the siding
materials, continue to "break up" the apparent mass of the building. The proposed revision
improves the appearance of the building by lowering the cornice over the balconies, providing
even more variety in the shape of the roofline (as it would be seen in perspective.) This change
is further enhanced by detailing of the cornice profiles at the lower roofs (over balconies, two-
story portions of the building, and porches) with slightly different shapes than that of the main
three-story parts of the building.
Concern for the appearance of the building to the users, the public and to adjacent residential
areas was a primary influence on the development of the design of the site plan and the detailing
of the building elevations, and consideration of the impact of the building must be understood in
the context of this site and its plan. A row of traditionally -scaled, single -story `cottages" with
pitched roofs is located along the southern portion of the site, which, along with thick vegetation in
the wetlands which occupy the eastern half of the site, effectively screen the adjacent residential
development. It should also be noted that site topography and the adjacent institutional buildings
prevent public view of the building from all public streets. A story pole has been set up on the
P.O. Box 4087
Bellevue, WA 98009 Marlin A. Huisinga
425 455-4997 President
project site which indicates the height of the building to the top of the cornice, and the pole cannot
be seen from 1st Avenue.
As illustrated on the attached drawing (Exhibit A), the necessarily close position of any viewer
results in greater visual impact for the cornice geometry than the mansard, with greater emphasis
of the "top"P'middle"P'bottom" detailing of the building.
If you have any questions, please contact me at 425-455-4997.
Sincerely,
HDI Arch' s, P.S.
rlin A. uisiga. AIA
resident
cc: Earl Miller, Careage
Granville Brinkman, Careage
MANSARD
CORNICE
?►
20'
20'
0
55'
55'
80'
80'
EXHIBIT A
CITY OF
,W%f=rq5� 33530 1 ST WAY SOUTH
May 3, 2000
Mr. Earl Miller
Careage Development Inc.
PO Box 1969
Gig Harbor, WA 98335
Dear Mr. Miller:
Re: 98-103433-000-00-MF - FOUNDATIONHOUSE
322921" Avenue South, Federal Way
(253) 661-4000
FEDERAL WAY, WA 98003-6210
This letter is a courtesy reminder that before occupancy of the Foundation House project, an
agreement implementing the affordable housing provisions of the Federal Way City Code must
be recorded. To date, the city has not received a draft of your proposed affordable housing
agreement.
As we have previously discussed, city review and approval of your affordable housing provision
agreement is required prior to recording the document. Please allow at least two weeks for city
review, and you should anticipate revisions and additional city review(s) following the city's
initial review.
I understand you anticipate final occupancy in six to eight weeks., and we are concerned that a
draft of the affordable housing provisions has not been submitted to the city. We look forward to
seeing a draft of the agreement in the near future. Please contact me at (253) 661-4019 if you
have any questions.
Sincerely,
VIA,—
Cli Harris
Senior Planner
c: Stephen Clifton, AICP, Director of Community Development Services
Mary Kate Gaviglio, Building Official
Rory Higham, Careage Project Coordinator
LACSDC\W CS\SAV E\35138892.DOC
CITY OFf
(253) 661-4000
A33530 1 ST WAY SOUTH FEDERAL WAY, WA 98003-6210
October 8, 1999
Mr. Mike Campo lw
Careage Development Company Inc.
4411 Pt. Fosdick Drive, Suite 203
Gig Harbor, WA 98335
Re: MARKETING OFFICE FOR FOUNDATION HOUSE — File No. BLD99-0562
Dear Mr. Campeau:
Pursuant to your September 27, 1999, written request, you are hereby authorized to temporarily
locate a marketing office trailer within the required front yard setback area at the Foundation
House project in Federal Way as shown on the site plan for BLD99-0562. This approval is based
upon the factors identified in your September 27, 1999, letter and is permitted by Federal Way.
City Code (FWCC) Section 22-963.
A building permit must be issued prior to placing the trailer at the subject property, and the
trailer must be removed within six months after completion of construction of the project. If you
need any additional information please contact Jim Harris, Senior Planner, at (253) 661-4019.
Sincerel ,
Stephen Cliftba, AICP
Director of Community Development Services
c: Jim Harris, Senior Planner
L:\PRMSYS\DOCUMEN11UP398_00.03Wrailer. doc
CITY OF
33530 1 ST WAY SOUTH
October 14, 1999
Mr. Earl Miller
Careage Inc.
PO Box 1969
Gig Harbor, WA 98335
(253) 661-4000
FEDERAL WAY, WA 98003-6210
VIA FAX (253) 853-5280
Re: REQUEST FOR MODIFICATION OF ARCHITECTURAL DESIGN — Foundation House
32290 -1s` Avenue South, Federal Way, WA — File No. UP398-0003
Dear Mr. Miller:
Pursuant to your September 21, 1999, written request to modify the approved architectural design for the
above referenced project, the Planning Division has reviewed the proposed revised elevation submitted
during our site visit on October 1, 1999. In summary, you are requesting approval Proposed mansard roof, add an architectural cornice atop the building, and add gable elements at several
locations along the top of the building elevations.
Consistent with the City of Federal Way Community Development Review Committee (CDRC)
Administrative Guidelines, the current proposed architectural revision to the approved February 23, 1999,
site plan and design review, is hereby determined to be minor. This approval is subject to the condition
that the revised elevations include gable features at all feasible locations (atop proposed brown shake
elevation planes) as preliminarily identified on Exhibit A. This decision is based on the decisional criteria
contained in the CDRC Administrative Guidelines, as the design modification is not a substantial change
to the approved architectural design. g
Consequently, further review approval of the revised elevations is required by the Planning and Building Divisiby the CDRC as a whole is not required. However, final review and
ons. A building permit
revision must be submitted to the city for final review and approval.
Please do not hesitate to contact Jim Harris, Senior Planner, at (253) 661-4109 if you have any questions.
Sincerely,
Stephen Tifton, CP
Director of Community Development Services
enc: Exhibit A, Preliminary Partial Elevation, received October 1, 1999
c: Jim Harris, Senior Planner
LAPPMSYSMOCUMENTUP39800 031cd 101399 d-
LITY OF FEDERAL MAY ID:253-661-4045
TiRAN SH I T CONF I RM RT I ON REPORT
OCT 15'99 5:49
NO. 001
RECEIVER 25.38533529
TRANSMITTER CITY OF FEDERAL WAY
DATE OCT 15'99 8:49
DURATION 00'45
MODE STD
PAGES 01
RESULT OK
0
NORTH ELEVATION A
rn1F r�10.4-
EAStELEVATION B
Q -Al F V. fw-
RECEIVED BY
COMMUNITY DEVELOPMENT DEPARTMENT
EXHIBIT,
PAGE a _•OF
JCITiYOFfqr5000r, 33530 1 ST WAY SOUTH
August 20, 1999
Mr. Earl Miller
Careage Inc.
PO Box 1969
Gig Harbor, WA 98335
Aw
LV
(253) 661-4000
FEDERAL WAY, WA 98003-6210
Re: FOUNDATION HOUSE, FENCE IN WETLANDS PROCESS — File No. UP398-0003
32000 - Is'Way South, Federal Way
Dear Mr. Miller:
This letter responds to your June 28, 1999, letter regarding the process for constructing a fence in
wetlands and wetland setback areas at the Foundation House site. In summary, as I have
previously informed you, there is no administrative review process to locate the fence as
requested and the proposal requires a Process IV, Hearing Examiner review. The following
identifies the process and procedure applicable to your request.
Pursuant to Federal Way City Code (FWCC) Section 22-1357, a 100 foot wetland setback area
applies to all regulated wetlands. Your sketch identifies that most of the proposed fence would be
located within the 100 foot wetland setback area. I am unable to determine if the fence is
proposed directly within the wetland.
Process IV, Hearing Examiner review requires a public hearing following public notification of
the application and hearing. The fee for the Process IV application is $2,441.00. Under Process
IV review, city staff will make a written recommendation to the Hearing Examiner, based on the
applicable decisional criteria. The Hearing Examiner makes a written decision on the application
following the public hearing, and the examiner's decision is final unless appealed to the City
Council.
A wetland report idenitifying and addressing the wetland setback area and wetland intrusions (if
applicable) must be prepared by a qualified biologist. The report must address the criteria in
FWCC Sections 22-1359(d)(1-6) and 22-1358(d)(1-9) (if applicable). The applicant is
responsible to demonstrate how the project meets all applicable decisional criteria. Even if the
project does not directly impact wetlands and is only within wetland setback areas, the wetland
report must include a mitigation plan which addresses applicable components of FWCC Section
22-1358(e)(1). Mitigation of project impacts is required under FWCC Section 22-1270.
Mr. Earl Miller
August 20, 1999
Page 3
• Approved site plan elements.
• Access locations for fence construction.
• Clearing limits, TESC details, etc.
■ Fence details.
• Three (3) copies of wetland report/mitigation plan to include at a minimum:
• Project description.
• Buffer mitigation plan for areas disturbed by construction (use FWCC Section 22-
1358(e)(1) as guideline for mitigation plan.
• Written response to decisional criteria of FWCC Section 22-1359(d)(1-6).
• Written response to decisional criteria of FWCC Section 22-1358(d)(1-9), if direct
wetland impacts are proposed.
• Written analysis of buffer impacts.
This city review is based on a preliminary review only and should not be construed to represent
final comments on the project. The formal application will be subject to a full review pursuant to
all applicable codes and regulations in effect at the time of submittal.
Please contact me at (253) 661-4019 if you have any questions. I would be glad to meet with
your wetland consultant and/or yourself to discuss this project and the applicable code
requirements.
Sincer
3iHarris
Senior Planner
enc: Master Land Use.Application
Process IV Information Bulletin
FWCC Article XIV, Environmentally Sensitive Areas
L:\PRMSYS\DOCUMEN71UP398 00.03\wetfence.doc
July 24, 2000
Mr. Jim Harris
Senior Planner
City of Federal Way
33530 1st Way South
Federal Way, WA 98003-6210
Re: Foundation House Affordable Housing Covenant
Dear Mr. Harris
CAREAGE, INC
4411 Pt. Fosdick Drive, Suite 203
P.O. Box 1969
Gig Harbor, WA 98335
FAX (253) 853-5280
Phone (253) 853-4457
CAMMIINITY DEVELOPMENT
ELOPMDENgT DEPARTMENT
JUL 2 8 2000
We are in receipt of your letter to Mr. Earl Miller of our office regarding the Affordable
Housing Covenant for Foundation House of Federal Way. Upon review of this letter we
have a number of concerns regarding the changes that you have requested to this
covenant as follows:
There are 211 total units at Foundation House — 135 Independent Living Units and 76
Assisted Living Units. We understand the requirement is to offer 5% of the
Independent Living units as affordable units. 5% of 135 units equals 6.75 units
(rounded to 7).
It is highly likely that in the future, as our resident population ages in place, we will
convert certain independent living units to assisted living units by the simple
expedient of removing the stove from the unit. In this event, the number of
affordable housing units may be reduced and therefore we do not wish to agree to a
set number of units as affordable vs. a percentage of independent units.
We will certainly agree to maintain at all times 5% of the independent living units as
affordable 'units.
2. Section 22-967 of the Federal Way City Code states that
(b) Affordable housing defined. "Affordable housing" means dwelling units that
are offered for sale or rent at a rate that is affordable to those individuals and
families having incomes that are 80 percent or below the median income as
established in the countywide planning policies.
It is our understanding that Federal Way recognizes $35,000 as 80% of median
income and that an affordable rate means rent should not exceed 30% of that amount.
30% of $35,000 equals $10,500 annually or $875 per month. Further, this amount is
for occupancy only and is exclusive of charges for utilities, food services,
housekeeping services, security services, activities, entertainment, transportation
services, medical security and services, physical assistance services, personal hygiene
services, library facilities and services, health care, laundry services, parking, storage,
I
and any other non -shelter related costs that an operator of senior housing and
healthcare facilities is required or elects to provide to residents.
As you know, as a senior healthcare facility, we will have certain admission criteria
including age and health restrictions and we do intend to charge all occupants,
including those in the affordable housing units, for the services discussed above plus
additional amounts for medical services, physical assistance services, personal
hygiene services, and other assistance for activities of daily living as required for each
resident.
Our plan to offer affordable units at a rental rate of $1,470 per month as follows:
Monthly
Rent For
$ 875 - Occupancy.
595 - Utilities, food services, housekeeping services, security services,
activities, entertainment, transportation services, medical security,
library facilities & services, laundry services, parking, and storage.
$1 470
Using the above information we believe that we meet the requirements for offering
affordable units for rent in the City of Federal Way in accordance with Section 22-
967 of the Federal Way City Code.
Because of this, we are very concerned with the language in your letter that states
"Further, each affordable unit shall be occupied by persons or households with
income levels at eighty percent (80%) or below the annual median income for King
County." This language shifts the emphasis from a rent based test as required
specifically by Section 22-967 of the Federal Way City Code to an occupancy test
that is not.
We therefore request that this language not be included in the Affordable Housing
Covenant.
3. Renter Income Verification Form. It is unclear from your letter as to whether this
information is required from all tenants or only from those renting the affordable
units.
It will also be very difficult to obtain this information on a go -forward basis.
Tenants are under no obligation to supply us with this information and frankly we
have concerns about violating the privacy rights of our tenants by turning over this
information to the City.
This requirement further exacerbates the shift in emphasis from a rent based test as
required specifically by Section 22-967 of the Federal Way City Code to an
occupancy test that is not.
We believe that Foundation House should only be required to certify that it has
offered each affordable unit for a rental amount that is affordable.
I believe this covers our concerns. We are willing to meet with you and/or Messieurs
Sterbank, Fewins, and Clifton at your convenience to discuss these issues in person. We
suggest such a meeting, if necessary, be held as soon as possible so as not to delay the
issuance of the Certificate of Occupancy for the Foundation House project.
In the meantime please don't hesitate to call if you have any questions or concerns. My
direct dial number is 253-853-2902.
Sincerely,
AEW/Careage — Federal Way, LLC
Art Heiflau
cc: S. MacCormack / G. Lynn / E. Miller 1 Brinkman
CAREAGE
HellerEhrman
A T T O R N E Y S
September 8, 2000
Via Messenger
Mr. Jim Harris
City of Federal Way
33530 - 1st Way South
Federal Way, Washington 98003
Re: Affordable Housing Covenant
Dear Mr. Harris:
---)REGEIN{'PD BY
CoMh.,,,41TY 17E11► bPFA5I f DEPARTME�Fl
Carmen G. Hayward
chayward@hewm.com
(206)389-6044
Main (206) 447-0900
Fax (206) 447-0849
18635-0207
Enclosed is the original Affordable Housing Covenant which is being forwarded to
you in accordance with Mr. Brinkman's instructions. A copy of the covenant was faxed to
you earlier today.
Very truly yours,
9XWft#W �.
'
Carmen G. Ha yw d
Enclosure
151134 vO1.SE (38M601!.DOC)
9/8/00 2:54 PM (19635.0207)
Heller Ehrman White & McAuliffe LLP 701 Fifth Avenue, Suite 6100 Seattle, WA 98104-7098 www.hewm.com
Seattle Portland Anchorage San Francisco Silicon Valley Los Angeles San Diego New York Washington D.C. Hong Kong Singapore
Affiliated Carnelutti Offices: Milan Rome Paris Padua Naples
RECEIVE[) BY
4AMUNITY DEVR0[)�J! -rT DE-OARTMENr
FILED FOR RECORD AT THE REQUEST OF
AND WHEN RECORDED RETURN TO:
HELLER EHRMAN WHITE & McAULIFFI
701 Fifth Avenue, Suite 6100
Seattle, WA 98104-7098
Attention: Scott W. MacCormack
Grantor:
Grantee:
20000908000782
PAGE 001 OF aes
KING COUNTY, WA
AFFORDABLE HOUSING COVENANT
Legal Description (Abbreviated)
AEW/CAREAGE-FEDERAL WAY, LLC, a Washington
limited liability company
THE CITY OF FEDERAL WAY, a municipal corporation
A portion of the Northwest 1/4 of the Northwest 1/4 of
Section 17, Township 21 North, Range 4 East, W.M.
Additional Legal Description: See Page A-1 of the document.
Assessor's Tax Parcel No.: 172104-9039-08
Reference No. of Documents
Released or Assigned: N/A
THIS AFFORDABLE HOUSING COVENANT (this "Covenant") is made as of
September , 2000, by AEW/CAREAGE-FEDERAL WAY, LLC, a Washington limited
liability company ("Owner"), for the benefit of THE CITY OF FEDERAL WAY, a municipal
corporation (the "City"), with reference to the following facts:
A. Owner is the owner of that certain parcel of real property commonly known as
32290 First Avenue South, Federal Way, Washington and legally described on the attached
Exhibit A (the "Property").
B. The City has granted Owner approval to develop a senior housing and healthcare
facility, including independent and assisted living units, commonly known as Foundation House
at Federal Way, on the Property (the "Project").
C. Federal Way City Code (FWCC) Section 22-967 requires certain covenants on the
Property with respect to affordable housing.
NOW, THEREFORE, in consideration of the foregoing recitals and for other valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, Owner agrees as
follows:
1. Definitions. For the purposes of this Covenant, the following terms shall have the
following meanings:
a. "Affordable Housing" means Dwelling Units that are offered at a Rent For
Housing at a rate that is affordable to those individuals and families having incomes that are
eighty percent (80%) of the annual median income for King County. A rate shall be deemed
"affordable" to individuals and families having incomes that are eighty percent (80%) of the
annual median income for King County, if the monthly Rent for Housing for such Dwelling
cq Units is not more than thirty percent (30%) of the monthly income of such households.
a
b. "Assisted Living Unit" means any Dwelling Unit in the Project: (i) where any
occupant of such Dwelling Unit needs medical security and services, physical assistance in the
activities of daily living, nursing services or medication services of any level; (ii) which is
C licensed and operated under Revised Code of Washington Chapter 18.20, Washington
Administrative Code Chapter 388-78A or similar laws, statutes, rules or regulations; and (iii)
where any of the occupants of such Dwelling Unit are receiving "domiciliary care" under
C Washington Administrative Code Chapter 388-78A.
O
p c. "Dwelling Unit" means one or more rooms in a structure or structures,
® excluding mobile homes, providing complete, independent living facilities exclusively for one
Get family, including permanent provisions for living, sleeping, cooking and sanitation.
d. "Independent Living Unit" means any Dwelling Unit in the Project: (i) where
all the occupants (a) are able to live independently without the need of medical security and
services, nursing services or personal hygiene services, (b) are able to participate, physically and
mentally, in activities of daily living without assistance, and (c) meet the criteria for admission
into independent living units of the Project; (ii) which is licensed and operated as an
"independent living unit" under Revised Code of Washington Chapter 18.20, Washington
Administrative Code Chapter 388-78A or similar laws, statutes, rules or regulations; and (iii)
where none of the occupants of such Dwelling Unit are receiving "domiciliary care" under
Washington Administrative Code Chapter 388-78A.
e. "Rent For Housing" means charges for occupancy of an Independent Living
Unit exclusive of charges for utilities (including, but not limited to, electricity, water, telephone
and cable television), food services, housekeeping services, security services, activities,
entertainment, transportation services, medical security and services, physical assistance services,
personal hygiene services, library facilities and services, health care, laundry services, parking,
storage and any other non -shelter related costs that an operator of senior housing and healthcare
facilities is required or elects to provide to residents or patients.
2
2. Affordable Housing Covenant. Owner agrees that at least five percent (5%) of the
Independent Living Units in the Project will be Affordable Housing. A total of 211 units are in
the Project. A total of 135 units in the Project, the Independent Living Units, meet the definition
of Dwelling Unit. Therefore, a total of 7 Independent Living Units (i.e. 5% of 135 units equals
6.75 units, rounded to 7 units) must be established and maintained as Affordable Housing. In the
event of any changes in the number of units which meet the definition of Dwelling Unit, Owner
and the City agree to amend this Covenant to revise the number of units required to be
Affordable Housing. Owner agrees that units required to be Affordable Housing will be offered
to persons on a non-discriminatory basis, including to individuals and families having incomes
that are eighty percent ((80%) or below the annual median income for King County.
Notwithstanding anything to the contrary contained in this Covenant, under no circumstance
shall the foregoing obligation to provide Affordable Housing be deemed or interpreted to require
or impose on the Project any obligation to alter or amend the criteria for admission to
C
Independent Living Units in the Project. It is expressly acknowledged and agreed that such
criteria include age and health restrictions customarily imposed by senior housing and healthcare
r� facilities. Additionally, nothing in this Covenant shall restrict or prevent Owner from charging
® all occupants of the Project (including those in Independent Living Units which are required by
0) this Covenant to be Affordable Housing) for utilities (including, but not limited to, electricity,
® water, telephone and cable television), food services, housekeeping services, security services,
CD activities, entertainment, transportation services, medical security and services, physical
<D assistance services, personal hygiene services, library facilities and services, health care, laundry
services, parking, storage and any other non -shelter related costs that an operator of senior
housing and healthcare facilities is required, or that Owner elects, to provide to residents or
patients. Such charges shall be in addition to any Rent For Housing. Assisted Living Units and
skilled nursing care units, if any, in the Project shall be excluded from all requirements of this
Covenant.
3. Duration. This Covenant shall remain for the life of the Project, but no longer than
the life of the Project, all as required by Federal Way City Code (FWCC) 22-967.
4. Monitoring. By the first day of March of every year during the life of the Project, the
Owner shall submit to the City's Department of Community Development Services, an
Affordable Housing Monitoring Report. The Affordable Housing Monitoring Report shall
identify for the preceding calendar year the following information: The number of affordable
units in the Project; The monthly rate of rent for the affordable units; Verification that the Project
complies with this Covenant; and Establishment of affordable housing rates for the coming year.
5. Governing Law. This Covenant shall be construed under and enforced in accordance
with the laws of the State of Washington without regard to any conflicts of laws principals.
6. Successors and Assigns. All of the terms and conditions of this Covenant shall run
with the land and shall be binding upon the assigns, heirs and successors of Owner.
7. Enforcement. This Covenant shall be deemed to run with the Property and shall be
binding upon Owner, and its successors and assigns, for so long as the Project exists. The
3
covenants and restrictions contained herein shall benefit the City, and the City is hereby granted
full authority to enforce this declaration by any means available under the law.
IN WITNESS WHEREOF, Owner has executed this Covenant as of the date first set forth
above.
Owner: AEW/CAREAGE-FEDERAL WAY,
LLC, a Washington limited liability
company
By: AEW/Careage-Properties, LLC, a
Washington limited liability
company, Manager
By: AEW/Careage, LLC, a Washington
limited liability company, Manager
By: Eastrich Careage, LLC, a Delaware
limited liability company, Member -
Manager ,
By: k O.
Marc L. Davidson,
Authorized Signatory
11
STATE OF WASHINGTON )
ss.
COUNTY OF KING )
I certify that I know or have satisfactory evidence that MARC L. DAVIDSON, is the
person who appeared before me, and said person acknowledged that he signed this instrument, on
oath stated that he was authorized to execute the instrument and acknowledged it as the
Authorized Signatory of Eastrich Careage, LLC, the Member -Manager of AEW/Careage, LLC,
the Manger of AEW/Careage-Properties, LLC, the Manager of AEW/CAREAGE-FEDERAL
WAY, LLC, a Washington limited liability company, to be the free and voluntary act and deed of
said company, for the uses and purposes therein mentioned.
Given under my hand and official seal this --L day of r k— , 2000-
F7&.-
s Y dl r
� (Typed or Printed Name)
® NOTARY PUBLIC in and for the State of
Z&:ssr,(A 9s e th , residing at
My appointment expires
® d
ppq� ,v��p 40gf Ai_Flyi PL!, R;�'�_� P arty �/�.p
h4 T a1,'�J3l kg1,1,3S90N EX.MFiES 10 3 �"..�r200 6
5
EXHIBIT A
(Description of Property)
THE SOUTH 1/2 OF THE NORTHWEST 1/4 OF THE NORTHWEST 1/4 AND
THE SOUTH 60 FEET OF THE NORTH 1/2 OF THE NORTHWEST 1/4 OF
THE NORTHWEST 1/4 OF SECTION 17, TOWNSHIP 21 NORTH, RANGE 4
EAST W.M.;
EXCEPT THE EAST 1/2 OF THE EAST 1/2 THEREOF;
AND EXCEPT THE WEST 1/2 OF THE WEST 1/2 THEREOF;
AND EXCEPT THE WEST 100 FEET OF THE EAST 1/2 OF THE WEST 1/2
OF SAID NORTH 1/2;
(ALSO KNOWN AS NEW LOT 2 OF KING COUNTY LOT LINE ADJUSTMENT
NO. 8906017, RECORDED UNDER KING COUNTY RECORDING NO.
9002210614);
SITUATE IN THE CITY OF FEDERAL WAY, COUNTY OF KING, STATE OF
WASHINGTON.
137361 v04.SE (2XZL04!,DOC) (#137361 v4 - AEW-Careage-FW Covenant)
09/06/00 4:59 PM
HMI
ARCHITECTS P.S.
COMMUNITY DE ELOPM 0 ARTMENT
April 15, 1999 APR 16 1999
City of Federal Way
33530 — I" Way South
Federal Way, WA 98003
RE: Foundation House of Federal Way Assisted Living Facility
(City of Federal Way File No. UP398-003)
Dear Mr. Harris:
Briefly, an Assisted Living Facility can be described as follows: A facility licensed by the
State of Washington under the rules of the Washington Administrative Code (WAC). These
rules are described in Chapter 246-316 plus appendices for Boarding Homes and administered by
the Department of Social and Health Services (DSHS). As part of those rules we need to obtain
DSHS approval of our construction plans and specifications, which must incorporate the required
construction criteria and rules for the fimction of the building, thereby assuring for the care of
frail and elderly.
In addition, the WAC regulations require that we submit a space and functional program
together with our construction drawings. That forty -page document is enclosed. You will see
that the document breaks the building down into the different types of rooms, their number, size,
function, occupant, equipment or furnishings, location criteria and special design criteria.
These requirements impose the need to design and build a facility that goes beyond the
standards for a typical dwelling. They approach the requirements of a nursing home, but provide
more for the ambulatory and independent resident.
I hope the enclosure and above description of the facility will help you in your decision.
Sincerely,
lin A. uis
DI Achitects,
•.
hga, A.I.A.
P.S.
Cc: Earl Miller
P.O. Box 4087
Bellevue, WA 98009
425 455-4997
Marlin A. Huisinga
President
JCIT�YOF33530 1 ST WAY SOUTH
November 6, 1997
Earl Miller
General Manager
Careage, Inc.
1110 N 175th, Suite 208
Seattle, WA 98133-9730
(253) 661-4000
FEDERAL WAY, WA 98003-6210
RE: Application #UP197-0023 - Group Health Senior Housing Facility
(Related Federal Way File No. PRE97-0054)
Dear Mr. Miller:
Your company's proposal for a 200-unit assisted living facility, in an area
zoned Office Park (OP) is currently under review by the City of Federal Way
(File No. PRE97-0054). Federal Way City Code (FWCC) Division 9, Office
Park, does not explicitly list assisted living facilities as a permitted
use, however, convalescent centers are permitted (FWCC Sec. 22-831).
r This administrative decision responds to your request dated October 13,
1997, for interpretation of the FWCC definition of convalescent
center/nursing home to include the assisted living facility you have
proposed. We have reviewed your written request, and additional
information provided by telephone, and determined that the proposed
assisted living facility is consistent with the definition of convalescent
center/nursing home based on the following analysis.
Findinas of Fact
1. FWCC Article I, Sec. 22-1 defines convalescent center as: "an
inpatient facility, excluding facilities defined as hospitals, for
patients who are recovering from an illness or who are receiving care
for chronic conditions; mental, physical, emotional or development
disabilities; terminal illness; or alcohol or drug treatment, and may
include assisted living facilities." The FWCC definition of nursing
homes is "see convalescent center." As such, convalescent centers
and nursing homes are determined to be comparable facilities, with
no significant distinction between the two.
2. The convalescent center/nursing home definition contemplates
inpatient (live-in) facilities for persons with a wide variety of
chronic (long-term) disabilities. As described, the proposed
facility will provide a full time residential setting for elderly
persons with a range of functional and/or physical disabilities,
including chronic and/or terminal illnesses. This setting and range
of residents' care needs are consistent with the definition.
3. The convalescent center/nursing home definition does not distinguish
between minor, moderate, or intensive levels of care, nor does it
Earl Miller
November 6, 1997
Page 2 of 4
prescribe a service delivery or program structure. The proposed
facility will provide a continuum of care on site, from minor
assistance with housekeeping, meals, transportation, etc.; to
physical and medical support of a moderate nature. This service
delivery model is not inconsistent with the definition.
4. The convalescent center/nursing home definition includes assisted
living facilities but does not define them. Also, there is no
definition of these facilities in Washington State law. This lack
of clarity appears to be reflected nationwide, as evidenced in the
following facts taken from The Assisted Living Sourcebook, American
Health Care Association* 1996:
} Assisted living is neither defined nor regulated by the
federal government; throughout the United States,
assisted living is known by dozens of different names;
} Assisted living is a Scandinavian model of care for the
elderly that began to develop in American in the mid
1980's, and is still so new that the businesses offering
it and the states that license it do not agree on a
precise definition;
} According to a 1995 survey of assisted living facilities,
a diversity of terms is used for licensure of such
facilities by various states, i.e., residential care,
adult foster care, group home, nursing home, board and
care, assisted living, congregate care, boarding home,
etc.
The variety in definitions and terms is evidence,of the blurring of
lines between types of long-term care facilities. Industry trends
indicate that "as the number of older adults has increased, there has
been a corresponding growth in options for housing and care. It is
sometimes difficult to sort out the differences between these options
and understanding the role of each in what is called the `continuum
of care."' (Planning for an Aging Society, APA Planning Advisory
Service, Report #451) .
5. Some guidance in defining assisted living facilities can be drawn
from Washington State's "Assisted Living Program", which provides
for a package of services, including personal care and limited
nursing services, that the department (of Social and Health Services)
contracts with a licensed boarding home to provide. Assisted living
services include housing for the resident in a private apartment -like
unit." (Chapter 388-110 WAC).
It should be noted that assisted living facilities under this program
is a contractural term only. However, in the in the absence of
local, state, or federal definition for assisted living facilities,
the program does provide some direction for zoning interpretation.
Specifically, telephone interviews with state personnel** indicated
Earl Miller
November 6, 1997
Page 3 of 4
that their Assisted Living Program requires specific licensing,
physical plant, operations, residents, and staffing standards for all
contract facilities. Facilities are also required to have a
boarding home license, and could potentially have a nursing home
license depending on the sophistication of medical care being
provided. Nursing homes and assisted living facilities are sometimes
co -located, but are more often found 'in the same general area.
According to state personnel, assisted living facilities share some
common characteristics with nursing homes, but actually provide an
alternative to nursing homes for people with disorders such as
dementia (Altzeimer's) and incontinence. Historically, individuals
with such disorders had few choices other than the nursing home. The
industry trend toward assisted living facilities as an alternative
to nursing homes is reflective of the trend -to deinstitutionalize
long term care away from nursing homes and toward residential based
settings. In this respect, nursing homes and assisted living
facilities do serve similar populations and program objectives.
6. The American Health Care Association* defines assisted living as "a
residential setting that provides or coordinates personal care
services, 24-hour supervision and assistance, activities, and health
related services, and is designed to maximize privacy and
independence." It desribes assisted living as "a rapidly growing
phenomenon that has emerged on the long term care spectrum between
boarding houses for the elderly (where services are limited to
housing) and skilled nursing facilities (which offer complex medical
care). Assisted living is part of a comprehensive long term care
continuum that provides the necessary level of services to a
dependent elderly or disabled population in the appropriate
environment. It promotes maximum independence, privacy and choice,
by assisting people too frail to live alone but too healthy to
utilize continuous nursing care. This relatively new industry is
experiencing rapid growth as consumers needing less medical
assistance than that offered in traditional nursing facilities look.
for options along the long term care continuum. " (The Assisted
Living Sourcebook, 1996) .
7. As indicated in Finding #1, above, the FWCC definition for nursing
home is "see convalescent center." For reference purposes, the
American Heritage College Dictionary, Third Edition 1997, defines
nursing home as "a private establishment that provides living
quarters and care for the elderly and the chronically ill." Although
this anlysis does not rely on a dictionary definition, it is
noteworthy that the proposed assisted living facility is clearly
consistent with it.
Earl Miller
November 6, 1997
Page 4 of 4
Conclusion
Based on the foregoing analysis, the proposed assisted living facility is
determined to be consistent with the FWCC definition of convalescent
center/nursing home. The analysis demonstrates that the proposed facility
and it's population are more like the definition than different.
Specifically, like convalescent centers and nursing homes, the persons who
will reside in the proposed assisted living facility will receive some form
of assistance for chronic conditions, disorders and illnesses, as well as
assistance with daily tasks, by qualified staff persons, available on a 24-
hour basis. While it is recognized that the level of clinical care is
more intensive in a nursing home than in an assisted living facility, the
lines between these facilities have blurred with the nationwide trend to
deinstitutionalize long term residential care for the frail elderly, the
growth projections for the elderly population, and the market demand for
alternatives in, the long-term care continuum. Therefore, as proposed, the
assisted living facility is determined to be analogous with the type of
land use contemplated by the FWCC definition of convalescent centerinursinar
home.
Please contact Lori Michaelson at 661-•4045 if you have any questions.
Sin erely,
Grego Moore, AICP
Direc of Community Development Services
The American Health Care Association is the nation's largest federation of licensed
assisted living, nursing facility, and subacute providers.
** Lori Mahar, Aging and Adult Services Administration, DSHS (licenses assisted living
facilities); Denny McKee Residential Care Services, DSHS (licenses nursing homes
and adult family homes)
CITY OF P�-
33530 1 ST WAY SOUTH
August 10, 1999
Marsie Venske
The Planning and Zoning Resource Corp.
2212 NW 50t` Street Suite 246
Oklahoma City, OK 73112
F I L
(253) 661-4000
FEDERAL WAY, WA 98003-6210
VIA FAX 405 840-2608
Re: Zoning lnformation forFoundation House at 320001s`Avenue South, Tax Parcel Number
172104-9039
Dear Ms. Venske:
Thank you for your correspondence dated August 3, 1999 regarding zoning and use information for the
above referenced site. This letter responds to specific requests (in bold below) contained in your letter.
All code citations referenced in this letter are enclosed for your convenience.
The current zoning for the site?
The subject site is zoned Office Park (OP).
2. Is the property in an overlay district?
The Federal Way City Code (FWCC) does not include any overlay or special districts.
3. Does the property abut any other zoning designation that would affect the site?
The subject property abuts multi -family zoning districts on three sides. The adjoining multi
family zoning affects the allowed height, perimeter landscape buffer requirements and truck
loading and mechanical equipment placement standards for the subject property.
4. Was this developed with site plan approval?
The City of Federal Way issued Process III (site plan) approval for the Foundation House
development on February 23, 1999. A copy of the Process III approval and supporting
Findings and Conclusions for Project Approval for Foundation House is attached.
Was this a Planned Unit Development?
No.
6. Was this property granted any variances, special exceptions, or conditional use permits?
A conditional use permit was not required. An administrative approval was granted to allow a
pedestrian walkway and storm drain line within the wetland setback area. Detailed discussion
of this administrative approval is discussed in Finding #6 on the attached February 16, 1999
Findings and Conclusions for Project Approval - Foundation House.
Marsie Venske
August 10, 1999
Page 2
T Are there any legal non -conforming issues?
The Foundation House project is currently under construction on a previously vacant property.
Provided the current construction complies with the approved site, civil and construction plans,
there are no non -conforming issues.
Do city records show any outstanding zoning or building code violations?
A search of the city permit tracking data base shows no pending zoning or building violations.
The building construction must comply with applicable city codes and the Uniform Building
Code.
9. Is the site in compliance with the current zoning ordinance?
See response to # 7 above and the attached February 23, 1999 Process III Approval and'
Findings and Conclusions for Project Approval - Foundation House.
I trust that this responds to your request. If you have any questions, please contact me at (253) 661-
4019.
Sincerely,
r- rim Harris
Senior Planner
enc: February 23, 1999 Process III Approval and Findings and Conclusions for Project Approval - Foundation House
FWCC Section 22-831
L:\PRMSYS\DOCUMENT\ADM99_00.50\response.doc
Aug-03-99 11:54A PZR
40BS40260B
P_01
~ (100 CE1\1ED BY
C{ 4MUNITY DENS CPMEN f DEPARTMENT
To:
Date:
Subject:
Sincerely:
AUG 0 3 1999
THE PLANNING & ZONING RESOURCE CORPORATION
22 1 2 NW 50TH STREET, SUITE 246 • OKLAHOMA CITY, OKLAHOMA 731 12
TELEPHONE (405)840-4344 - FAx(405) 840-2608
TOLL FREE (800) 344-2944
Greg Fewins
Fax: 253-661-4129
August 3, 1999
Zoning Verification Letter and Zoning Ordinance Revisions since 1996 for:
Foundation House at 32000 F'ir_st Ave South
Tax ID # 172104-9039-08
We are preparing a due diligence report for the lender on the above mentioned
site. Our client would like to know the'Zoning Designation and a Brief
Description of the property, as foilows:6Is the property in any special, restrictive
'or overlay district? Does this property abut any other zoning designation that
would affect the site? _`fWas this developed with a Site Plan Approval? If so, can
we please get a copy of the Site Plan?I; Was this a Planned Unit Development? If'
so, can we please get a copy of the PUD?, as this property granted any
variances, special exceptions, or conditional use permits? I1'so, can we please get
a copy of them?!Are there any Iegal nonconforming issues? TO the best of your
knowledge, do your records show any outstanding Zoning or Building Code
Violations? is this site in compliance with the current Zoning Ordinance Code?
Please incorporate as much as you can, in a letter, on your letterhead. If there are
any questions you are unable to answer, please let me know who to contact. Also,
please fax me a copy of the letter before mailing.
Our deadline for this information is 08-10-99, so we would appreciate any
help you can give us prior to that time:.
"Thank you for your time and consideration on the above matter. If you have any
questions or concerns, please do not hesitate to give me a call at the toll free
number above, extension 616.
Marsie Vcnske
— cUP/
LA
NATIONAL PLANNING & ZONING
CONSULTING SERVICE
08/03/99 TUE 10:20 [TX/RX NO 58431
HELLER EHRMAN WHITE & McAULIFFE
ATTORNEYS
A PARTNERSHIP OF PROFESSIONAL CORPORATIONS
6100 COLUMBIA CENTER
701 FIFTH AVENUE
SEATTLE
WASHINGTON 98104-7098
TELEPHONE: (206) 447-0900
FACSIMILE: (206) 447-0849
Via Facsimile and Regular Mail
March 16, 1999
Stephen Clifton, AICP
Director of Community Development Services
City of Federal Way
33530 First Way South
Federal Way, Washington 98003-6210
Re: Process III Project Approval - File No. UP398-0003
Foundation House
32290 First Avenue South, Federal Way, Washington
Dear Mr. Clifton:
SEATTLE
PORTLAND
TACOMA
ANCHORAGE
SAN FRANCISCO
Los ANGELES
PALO ALTO
WASHINGTON, D.C.
HONG KONG
SINGAPORE
18635-0207
We represent AEW/Careage, LLC ("AEW/Careage"), the owner of the above -
referenced property, and were asked to respond to one item raised in the Findings and
Conclusions for Project Approval, attached as Exhibit A to your February 23, 1999 letter,
granting conditional approval to the development of an approximately 201,000 square
foot assisted living facility on the property.
In the Findings and Conclusions for Project Approval it was noted in paragraph 11
that the applicant would be required to comply with FWCC Section 22-967, Affordable
Housing, as determined by the Director of Community Development Services. Section
22-967(c) requires that new multiple family or mixed use projects involving 25 dwelling
units or more are required to provide affordable dwelling units as part of the project.
After review Section 22-967., it is not clear to us that Section 22-967 applies to this
development.
The proposed development is a state -licensed assisted living facility. As such, the
facility will provide a continuum of care to its residents from minor assistance with
housekeeping, meals and transportation, to more intensive physical and medical support.
While housing for residents is designed and intended to be "private apartment-lik ts,- -
COMMUNIV ��
Stephen Clifton Clifton H } ELLER EHRh�N WHITE & McAULIFFE
March 16, 1999 ATTORNEYS
Page 2
in order to recognize individual needs, privacy and autonomy, there is no question that the
personal care, nursing services, medication administration and other supportive services
are distinct from traditional residential rental housing. 1 The enviromnent of assisted
living facilities are far more similar to hospitals and nursing homes, than they are to
residential rental properties. Such facilities are subject to significant oversight by the
Department of Social and Health Services and must operate under regulatory restrictions
similar to those imposed on nursing homes.2
While we understand the City of Federal Way's desire to provide affordable
housing units to its residents, we are uncertain exactly how such requirements can be
applied to a licensed assisted living facility. Assisted living facilities are required to
provide significant additional services to their residents, and because of such additional
services, it is extremely difficult to calculate "rents" for the housing units apart from
"costs" for the additional services. Further, such a calculation would ignore the
interrelationship of the services to the housing, and the contractual and statutory
obligations of assisted living facilities to provide such services.
All of this leads us to conclude that, like hospitals and nursing homes, also zoned
OP (office park), assisted living facilities are not "multiple family or mixed use projects"
within the meaning of Section 22-967. They are specialized facilities providing both care
1 Additional information regarding the proposed assisted living facility, and the services
to be provided by it, can be found in the November 6, 1997 letter of Gregory Moore, AICP,
Former Director of Community Development Services for the City of Federal Way, addressed to
Earl Miller, concerning the classification of the proposed facility as consistent with the FWCC
definition of "convalescent center/nursing home."
2 Chapter 246-310 of the Washington Administrative Code, Boarding Homes, governs the
licensure and operation of assisted living facilities. Regulatory oversight for such facilities is
extensive. There are specific requirements for the staffing of the facility, including provisions
governing who may and who may not work in such facilities. Assisted living facilities are
required to maintain infectious disease control programs, with specific requirements for
Tuberculosis and HIV/AIDS. Additional construction standards are imposed on licensed assisted
living facilities, and range from specific requirements for communication systems to water
supply, sewer, garbage, lighting and heating, to minimum room types, sizes and amenities. The
regulations also impose specific operational requirements, including specific requirements for
maintenance and housekeeping, for food services, for health care services, for limited nursing
services and for medication services. Finally, the regulations governing assisted living facilities
provide residents with the right to certain services and an appropriate level of care.
Stephen Clifton
March 16, 1999
Page 3
HELLER EHRMAN WHITE & McAULIFFE
ATTORNEYS
and housing and should not be treated like traditional residential rental properties. To do
otherwise, ignores the most significant aspect of their operation, their care services.
We hope the foregoing will be helpful to you in your determination of whether
AEW/Careage is required to comply with FWCC Section 22-967. If a face-to-face
meeting would be helpful, we would be happy to meet with you. If you have any
questions concerning the facility and its operation, please do not hesitate to contact me.
We look forward to your decision.
Very truly yours, 1
0, k
Scott W. MacCormack
cc: Jim Harris, Senior Planner
Earl Miller
83803.01 .SE (1SNV01!.DOQ
03/16/99 8:47 AM
U CAREAGE, INC
4411 Pt. Fosdick Drive, Suite 203
P.O. Box 1969
Gig Harbor, WA 98335
FAX (253) 853-5280
Phone (253) 853-4457
April 2, 1999
Debbie Holling - Administrator
Hallmark Manor
32300 First Avenue South
Federal Way, Washington 98003
Dear Ms. Holling:
Thank you for taking the time to meet with us on Tuesday. We enjoyed having
lunch with you and for giving us the opportunity to update you on our plans to build a
Retirement/ Assisted Facility next to Hallmark Manor. We think that the 211 unit
complex Will compliment your facility as well as your new Alzheimer facility, as our
complex will not provide for skilled or Alzheimer patients.
As we discussed, we will be clearing the lot that adjoins your site and during that,
process we will be lowering the ground level so that the rock retaining wall will no longer
be needed and that we will replace the chain link fence with a cedar fence. The new
fence will have the finished side facing your property_
In addition, we will employ an arborist to assist us in retaining the existing blue
spruce that line the property and we will use our landscape architect to assist in additional
plantings to be placed between your rear road curb and the new fence.
It is our understanding, that you thought our plan to replace the fence and rock as
outlined above and relandscape the area between your most westerly road curb and our
property line, while saving all of the blue spruce trees was acceptable. If so, we ask that
you acknowledge this letter so when the time is appropriate to complete this phase of
work we will be able to proceed.
RECEIVE"' 9Y
COMMUNITY DEVELOPM..7i'-. DEPARTMENT
APR 0 8 1999
Again, thank you for your time and consideration and we will keep you informed
as we proceed. We anticipate starting construction within the next two to three weeks.
Sincerely,
Earl M. Miller
President
ledged by:
X �Iling�,A'Uini
e ie
Hallmark Manor
Acknowledged this %1"" Day ❑f� 1999
e TUP
FILED FOR RECORD AT THE REQUEST OF
AND WHEN RECORDED RETURN TO: II-- r■ •[�l$ jS'�� �`
HELLER EHRMAN WHITE & McAULIFFE
701 Fifth Avenue, Suite 6100
Seattle, WA 98104-7098
Attention: Scott W. MacCormack
uo
kk VJ
AFFORDABLE HOiJSING COVENANT
Grantor: AEW/CAREAGE-FEDERAL WAY, LLC, a Washington limited liability }rl`
company
Legal Description (Abbreviated): A portion of the Northwest 1/4 of the Northwest 1/4 of Section 17, Township
21 North, Range 4 East, W.M.
Additional Legal Description: See Page A-1 of the document.
Assessor's Tax Parcel No.: 172104-9039-08
Reference No. of Documents
Released or Assigned: N/A
THIS AFFORDABLE HOUSING COVENANT (this "Covenant") is made as of June , 2000, by
AEW/CAREAGE-FEDERAL WAY, LLC, a Washington limited liability company ("Owner"), for the benefit
THE CITY OF FEDERAL WAY, a municipal corporation (the "City"), with reference to the following facts:
A. Owner is the owner of that certain parcel of real property commonly known as 32290 First
Avenue South, Federal Way, Washington and legally described on the attached Exhibit A (the "Property").
B. The City has granted Owner approval to develop a senior housing and healthcare facility,
including independent and assisted living units, commonly known as Foundation House at Federal Way, on the
Property (the "Project").
C. Rja❑
FICA?r IL,Wc��Lj/�,C,-,01,
WcC
Sc�i��^ ��-r7(o��..,'(.j
u se certain
=
covenants on the Property
�o
ti
NOW, THEREFORE, in consideration of the foregoing recitals and for other valuable consideration,
receipt and sufficiency of which are hereby acknowledged, Owner agrees as follows:
Definitions. For the purposes of this Covenant, the following terms shall have the following
meanings: b r 66
a. "Affordable Housin " means dwelling units that are offered at a Rent For I ousing at a i
that is affordable to those individuals and families having incomes that are eighty percent (80%)of the annual
median income for King County. A rate shall be deemed "affordable" to individuals and families having into
that are eighty percent (800 o} of the annual median income for King County, if the monthly Rent for Housing for
such dwelling units is not more than thirty percent (30%) of the monthly income of such households.
b. "Assisted Living Unit" means any dwelling unit in the Project: (i) where any occupant of
such dwelling unit needs medical security and services, physical assistance in the activities of daily living, nursing
services or medication services of any level; (ii) which is licensed and operated under Revised Code of Washington
Chapter 18.20. Washington Administrative Code Chapter 388-79A or similar laws, statutes, rules or regulations;
and (iii) where any of the occupants of such dwelling unit are receiving "domiciliary care" under Washington
Administrative Code Chapter 388-78A.
c. "Indepgndent Living Unit" means any dwelling unit in the Project: (i) where all the
ccupants (a) are able to live independently without the need of medical security and services, nursing services or
personal hygiene services, (b) are able to participate, physically and mentally, in activities of daily living without
assistance; and (c) meet the criteria for admission into independent living units of the Project; (ii) which is licensed
and operated as an "independent living unit" under Revised Code of Washington Chapter 18.20, Washington
Administrative Code Chapter 388-78A or similar laws, statutes; rules or regulations; and (iii) where none of the
occupants of such dwelling unit are receiving "domiciliary care" under Washington Administrative Code Chapter
388-78A.
d. "Rent For Housin means charges for occupancy of an Independent Living Unit exclusive
of charges for utilities (including, but not limited to, electricity, water, telephone and cable television), food
services, housekeeping services, security services, activities, entertainment, transportation services, medical
security and services, physical assistance services, personal hygiene services, library facilities and services, health
care, laundry services, parking, storage and any other non -shelter related costs that an operator of senior housing
and healthcare facilities is required or elects to provide to re idents or patients.
2. Affordable Housing Covenant. Owner ag a that at least five percent (5%) of the Independent
Living Units in the Project will be Affordable Housing. Notwithstanding anything to the contrary contained in this
Covenant, under no circumstance shall the foregoing obligation to provide Affordable Housing be deemed or
interpreted to require or impose on the Project any obligation to alter or amend the criteria for admission to
Independent Living Units in the Project. It is expressly acknowledged and agreed that such criteria include age
and health restrictions customarily imposed by senior housing and healthcare facilities. Additionally, nothing in
this Covenant shall restrict or prevent Owner from charging all occupants of the Project (including those in
Independent Living Units which are required by this Covenant to be Affordable Housing) for utilities (including,
but not limited to, electricity, water, telephone and cable television), food services, housekeeping services, security_
services, activities, entertainment, transportation services, medical security and services, physical assistance
services, personal hygiene services, library facilities and services, health care, laundry services, parking; storage
and any other non -shelter related costs that an operator of senior housing and healthcare facilities is required, or
that Owner elects, to provide to residents or patients. Such charges shall be in addition to any Rent For Housing.
Assisted Living Units and skilled nursing care units, if any, in the Project shall be excluded from all requirements
of this Covenant. rr Jj
3. Duration. This Covenant shall fbreeful
life�C�I�e-l�r$jeei: Tke�sefn�lif�af-the�a�t.-far-p�� t-�ErrI-E�e�ee�d-tc��tlu.r�y-{�fl}
ye�rsfrorrthe-date of the-initial-ccr iGcat"La= t
W6
j GoverningLaw. This Covenant shall be construed under and enforced in accordance with the laws of
I the Slate of Washington without regard to any conflicts of laws principals_
(p 15'.— Successors and Assi ns_ All of the terms and conditions of this Covenant shall run with the land and
shall be binding upon (lie assigns, heirs and successors of Owner.
-7. y /SSh.� �oi-e ,��rr`twcc &%A4..�
b
Owner:
IN WITNESS WHEREOF, Owner has executed this Covenant as of the date first set forth above.
AEW/CAREAGE-FEDERAL WAY, LLC, a
Washington limited liability company
By: AEW/Careage-Properties, LLC, a Washington
limited liability company, Manager
By: AEW/Careiifzc, LLC, a Washington limited
liability company, Manager
By: Eastrich Careage, LLC, a Delaware limited
liability company, Member -Manager
0
Marc L. Davidson,
Authorized Signatory
STATE OF WASHINGTON )
ss.
COUNTY OF KING )
I certify that I know or have satisfactory evidence that MARC L. DAVIDSON, is the person who appeared
before me, and said person acknowledged that he signed this instrument, on oath stated that he was authorized to
execute the instrument and acknowledged it as the Authorized Signatory of Eastrich Careage, LLC, the Member -
Manager of AEWICareage, LLC, the Manger of AEWICareage-Properties, LLC, the'Manager of
AEW/CAREAGE-FEDERAL WAY, LLC, a Washington limited liability company, to be the free and voluntary
act and deed of said company, for the uses and purposes therein mentioned.
Given under my hand and official seal this day of , 2000.
(Signature)
(Typed or Printed Name)
NOTARY PUBLIC in and for the State of
residing at
My appointment expires
EXXITBIT A
(Description of Property)
THE SOUTH 1/2 OF THE NORTHWEST 1/4 OF THE NORTHWEST 1/4 AND
THE SOUTH 60 FEET OF THE NORTH 1/2 OF THE NORTHWEST 1/4 OF
THE NORTHWEST 1/4 OF SECTION 17, TOWNSHIP 21 NORTH, RANGE 4
EAST W.M.;
EXCEPT THE EAST 1/2 OF THE EAST 1/2 THEREOF;
AND EXCEPT THE WEST 1/2 OF THE WEST 1/2 THEREOF;
AND EXCEPT THE WEST 100 FEET OF THE EAST 1/2 OF THE WEST 1/2
OF SAID NORTH 1/2;
(ALSO KNOWN AS NEW LOT 2 OF KING COUNTY LOT LINE ADJUSTMENT
NO. 8906017, RECORDED UNDER KING COUNTY RECORDING NO.
9002210614);
SITUATE IN THE CITY OF FEDERAL WAY, COUNTY OF KING, STATE OF
WASHINGTON.
137361 v0l.SE (2XZL0l!.DOC) (#137361 vl -AEW-Careage-FW Covenant)
05/17/00 8:46 AM
A-1
31-00 09:41A Madror3 Planning and Deve 206 297 2301
P_11
� 1
I EXHIBIT "B"
PUF CHAS-ER INCOME VERIFICATION FORM
THE RESTRICTED UNIT you are purchasing
[Print Name and Address of Unit]
_, is located within Condominium
and is subject to the terms of a restrictive covenant for the condominium project.
Pursuant to this covenant, your unit is to be available only to moderate income
households. The covenant requires that the seller provide Income Verification Forms to
the City of Federal Way to assist the City in monitoring compliance with the conditions
of the restrictive covenant, Consequently, all purchasers are required to complete this
Income Verification Form for submittal to the City of Federal Way. The information will
not be used for any other purpose than determining financial qualifications as
purchasers under affordable housing restrictions imposed by the City of Federal Way
and meeting the recording requirements of the City of Federal Way and will remain
confidential.
Purchaser Co -purchaser:
Gross Employment Income _ Gross Employment Income
Commissions Commissions
Dividends/interest Dividends/interest
Net Rental Income Net Rental Income
Other Income Other Income
TOTAL _ TOTAL
Describe other income:
Alimony, child support or separate maintenance income is considered income.
Does any other individual who will be living in the condominium receive income from any source?
0 Yes 11 No
1k SERVERNRMBSltycon\dedaration 2.doc 03114/00 (m) File #99-389(1)
DECLARATION OF COVENANTS AND RESTRICTIONS
FOR AFFORDABLE HOUSING
Page 10/11
03/31/00 FRI 09_40 [T%/RX NO 90551
FILED FOR RECORD AT THE REQUEST OF
AND WHEN RECORDED RETURN TO:
HELLER EHRMAN WHITE & MCAULIFFE
701 Fifth Avenue, Suite 6100
Seattle, WA 98104-7098
Attention: Scott W. MacCormack
AFFORDABLE HOUSING COVENANT
Grantor: AEW/CAREAGE-FEDERAL WAY, LLC, a Washington limited liability
company
Grantee: THE CITY OF FEDERAL WAY, a municipal corporation
Legal Description (Abbreviated): A portion of the Northwest 1/4 of the Northwest 1/4 of Section 17, Township
21 North, Range 4 East, W.M.
Additional Legal Description: See Page A-1 of the document.
Assessor's Tax Parcel No.: 172104-9039-08
Reference No. of Documents
Released or Assigned: N/A
THIS AFFORDABLE HOUSING COVENANT (this "Covenant”) is made as of June , 2000, by
AEW/CAREAGE-FEDERAL WAY, LLC, a Washington limited liability company ("Owner"), for the benefit of
THE CITY OF FEDERAL WAY, a municipal corporation (the "City"), with reference to the following facts:
A. Owner is the owner of that certain parcel of real property commonly known as 32290 First
Avenue South, Federal Way, Washington and legally described on the attached Exhibit A (the "Property").
B. The City has granted Owner approval to develop a senior housing and healthcare facility,
including independent and assisted living units, commonly known as Foundation House at Federal Way, on the
Property (the "Project").
C. As a condition of the City's approval of the Project, Owner is required to impose certain
covenants on the Property.
NOW, THEREFORE, in consideration of the foregoing recitals and for other valuable consideration, the
receipt and sufficiency of which are hereby acknowledged, Owner agrees as follows:
1. Definitions. For the purposes of this Covenant, the following terms shall have the following
meanings:
a. "Affordable Housin " means dwelling units that are offered at a Rent For Housing at a rate
that is affordable to those individuals and families having incomes that are eighty percent (80%) of the annual
median income for King County. A rate shall be deemed "affordable" to individuals and families having incomes
that are eighty percent (80%) of the annual median income for Ki ng County, if the monthly Rent for Housing for
such dwelling units is not more than thirty percent (30%) of the monthly income of such households.
b. "Assisted Living Unit" means any dwelling unit in the Project: (i) where any occupant of
such dwelling unit needs medical security and services, physical assistance in the activities of daily living, nursing
services or medication services of any level; (ii) which is licensed and operated under Revised Code of Washington
Chapter 18.20, Washington Administrative Code Chapter 388-78A or similar laws: statutes, rules or regulations;
and (iii) where any of the occupants of such dwelling unit are receiving "domiciliary care" under Washington
Administrative Code Chapter 388-78A.
c. "Independent Living Unit" means any dwelling unit in the Project: (i) where all the
occupants (a) are able to live independently without the need of medical security and services, nursing services or
personal hygiene services, (b) are able to participate, physically and mentally, in activities of daily living without
assistance, and (c) meet the criteria for admission into independent living units of the Project: (ii) which is licensed
and operated as an "independent living unit" under Revised Code of Washington Chapter 18.20, Washington
Administrative Code Chapter 388-78A or similar laws, statutes, rules or regulations; and (iii) where none of the
occupants of such dwelling unit are receiving "domiciliary care" under Washington Administrative Code Chapter
388-78A.
d. "Rent For Housin " means charges for occupancy of an Independent Living Unit exclusive
of charges for utilities (including, but not limited to, electricity, water, telephone and cable television), food
services, housekeeping services, security services, activities, entertainment, transportation services, medical
security and services, physical assistance services, personal hygiene services, library facilities and services, health
care, laundry services, parking, storage and any other non -shelter related costs that an operator of senior housing
and healthcare facilities is required or elects to provide to residents or patients.
2. Affordable Housing Covenant. Owner agrees that at least five percent (5%) of the Independent
Living Units in the Project will be Affordable Housing. Notwithstanding anything to the contrary contained in this
Covenant, under no circumstance shall the foregoing obligation to provide Affordable Housing be deemed or
interpreted to require or impose on the Project any obligation to alter or amend the criteria for admission to
Independent Living Units in the Project. It is expressly acknowledged and agreed that such criteria include age
and health restrictions customarily imposed by senior housing and healthcare facilities. Additionally, nothing in
this Covenant shall restrict or prevent Owner from charging all occupants of the Project (including those in
Independent Living Units which are required by this Covenant to be Affordable Housing) for utilities (including,
but not limited to, electricity, water, telephone and cable television), food services, housekeeping services, security
services, activities, entertainment, transportation services, medical security and services, physical assistance
services, personal hygiene services, library facilities and services, health care, laundry services, parking, storage
and any other non -shelter related costs that an operator of senior housing and healthcare facilities is required, or
that Owner elects, to provide to residents or patients. Such charges shall be in addition to any Rent For Housing.
Assisted Living Units and skilled nursing care units, if any, in the Project shall be excluded from all requirements
of this Covenant.
3. Duration. This Covenant shall terminate and be of no further force and effect at the end of the useful
life of the Project. The useful life of the Project for purposes of this Covenant shall be deemed to be thirty (30)
years from the date of the initial certificate of occupancy for the Project.
4. Governing Law. This Covenant shall be construed under and enforced in accordance with the laws of
the State of Washington without regard to any conflicts of laws principals.
5. Successors and Assigns. All of the terms and conditions of this Covenant shall run with the land and
shall be binding upon the assigns, heirs and successors of Owner.
Owner:
IN WITNESS WHEREOF, Owner has executed this Covenant as of the date first set forth above.
AEW/CAREAGE-FEDERAL; WAY, LLC, a
Washington limited liability company
By: AEW/C.irc�gc-Froperties, LLC, a Washington
limited liability company, Manager
By: AE W/Careage, LLC, a Washington limited
liability company, Manager
By: Eastrich Careage, LLC, a Delaware limited
liability company, Member -Manager
LIM
Marc L. Davidson,
Authorized Signatory
STATE OF WASHINGTON )
) ss.
COUNTY OF KING )
I certify that I know or have satisfactory evidence that MARC L. DAVIDSON, is the person who appeared
before me, and said person acknowledged that he signed this instrument, on oath stated that he was authorized to
execute the instrument and acknowledged it as the Authorized Signatory of Eastrich Careage, LLC, the Member -
Manager of AEW/Careage, LLC, the Manger of AEW/Careage-Properties, LLC, the Manager of
AEW/CAREAGE-FEDERAL WAY, LLC, a Washington limited liability company, to be the free and voluntary
act and deed of said company, for the uses and purposes therein mentioned.
Given under my hand and official seal this day of 2000.
(Signature)
(Typed or Printed Name)
NOTARY PUBLIC in and for the State of
residing at
My appointment expires
4
ljl
EXHIBIT A
(Description of Property)
THE SOUTH 1/2 OF THE NORTHWEST 1/4 OF THE NORTHWEST 1/4 AND
THE SOUTH 60 FEET OF THE NORTH 1/2 OF THE NORTHWEST 1/4 OF
THE NORTHWEST 1/4 OF SECTION 17, TOWNSHIP 21 NORTH, RANGE 4
EAST W.M.;
EXCEPT THE EAST 1/2 OF THE EAST 1/2 THEREOF;
AND EXCEPT THE WEST 1/2 OF THE WEST 1/2 THEREOF;
AND EXCEPT THE WEST 100 FEET OF THE EAST 1/2 OF THE WEST 1/2
OF SAID NORTH 1/2;
(ALSO KNOWN AS NEW LOT 2 OF KING COUNTY LOT LINE ADJUSTMENT
NO. 8906017, RECORDED UNDER KING COUNTY RECORDING NO.
9002210614);
SITUATE IN THE CITY OF FEDERAL WAY,
WASHINGTON.
137361 v0l.SE (2XZL01!.D0C) (#137361 vl-AEW-Careage-FW Covenant)
05/17/00 8:46 AM
A-1
COUNTY OF KING, STATE OF
IN -
FOUNDATION HOUSE AT FEDERAL WAY
SPACE AND FUNCTIONAL PROGRAM
March 23, 1999
COMMUNITY RECEIVED BY
DEPARTMENT
.APR 14 1999
Rev. 4/13/99
FOUNDATION HOUSE AT FEDERAL WAY
SPACE AND FUNCTIONAL PROGRAM
Table of Contents
ProjectDescription...........................................................................................................3
SiteAccess..................................................................................................I........3
FacilityOverview...................................................................................................3
Functional Statement by Room.................................................................................. 4-40
FOUNDATION HOUSE AT FEDERAL WAY
Space and Functional Program
Proiect Description
The 203 unit / 8 cottage Foundation House at Federal Way, a retirement / assisted living facility,
will be located at 32000 16' Avenue South, Federal Way, Washington. The project site is 10.71
acres. Phase I, eight cottages, a single story, Group LC/RI, R1 LC/A3 type V-non rated with
automatic sprinklers (NFPA13R) building will consist of 11,366 square feet. Phase II a three
story, Group LC/R1 type V-1 hour building will consist of 189,038 square feet. Foundation
House at Federal Way will provide an array of assisted living services including assistance with
daily living activities (personal hygiene and grooming, bathing, mobility, dressing) medical
health, fitness facilities, assistance with medications, recreational and activity areas, as well as
private dining for personal occasions.
Site Access
Vehicular access by staff, residents, families and other visitors is from 1st avenue south.
Vehicles will be able to park directly upon entering the lot or drive under the porte cochere for
pick up or drop off of visitors at the main entrance. Staff will park in the south area of the site
and can enter the facility at the service entrance leading to the staff lounge area. Service
vehicles, will access the site from 1st avenue south utilizing the service area.
An intercom wired into the twenty four-hour reception station is provided at the main and service
entrances so that deliveries, transfers or other pickups can be coordinated with facility
personnel.
Facility Overview
The Foundation House at Federal Way will provide 113 parking spaces for staff and visitors.
Landscaping is being provided to meet strict City of Federal Way requirements. The courtyard
will provide secured access for residents and staff to enjoy outdoor time. Resident rooms,
public and group areas will be heated and air-conditioned.
Lobby Entrance/Foyer
Roam Name and Number
Lobby Entrance/Foyer — 111513, 1115D, 1115E
Room Size
1910, 379, 64, and 407 square feet respectively
Function
Provide one main entrance for visitors, and residents
Location Criteria
Opens into main lobby and reception
Special Design Criteria
Must be accessible by handicapped
• Provide covered main entrance
Convenience to visitor parking
Reception
Room Name and Number
Reception — 1115C
Room Size
120 Square Feet.
Function
Provide workstation for staff to control the traffic into and through the facility, answer the telephone
and direct calls, and provide information to and direct public.
Occupant
Cross -trained staff; will share duties between reception and business office.
Significant Equipment/Furnishings
• Switchboard
• Chairs
Computer station
■ Electric typewriter
■ Paging system
Location Criteria
Adjacent to entrance vestibule, lobby waiting area, administrative and business office work areas.
Special ❑egi Criterla
■ Built-in countertops and casework for storing secretarial and office supplies
• Provide easy access to business work area.
• Reception counter must control access into administrative office cluster and business office work
areas.
5
Public Toilets
Room Name and Number Public Toilets — 1038, 1039A, 1039B, 2039, 2040, 3039, and 3040 (7)
Room Size
210, 44, 155, 62.5, 62.5, 62.5, and 62.5 square feet.
Function
Provide public toilet for visitors and residents.
Location Criteria
Convenient to public entrance, living and dining areas.
Special Desi_ n Criteria
Must meet all handicapped accessibility standards.
6
Janitor's Closets
Room Name and Number
Janitors Closets-- 1012, 1046, 1061, 1088, 2012, 2061, 2088, 3012, 3061, and 3088 ' Id
Room Size
49.5, 84, 49.5, 69, 49.5, 49.5, 64.5, 49.5, 49.5, and 64.5 square feet respectively.
Function
Provide space for storage of housekeeping carts and supplies; number of closets established by
code.
Significant Equipment/ urnishingss
• Floor sink.
• Overhead shelving for storing cleaning items
• Wall hooks and hangers for miscellaneous items.
Location Criteria
Convenient for housekeeping; ❑ut of view from the public.
Administrator's Office
Room Name and Number
Administrator's Office —1119
Room Size
254 square feet.
Function
Provide private office to perform all executive duties necessary for the position.
Occupant
Administrator
Sianificant Equipment/Furnishings
• End Tables
• Credenza
• Executive desks with chair
• Side chairs
• Bookcase
■ Telephone
Location Criteria
• Part of administrative cluster
Convenient to business office work area and manager's office
Shall be convenient to but not directly accessible from lobby area
Marketing
Room Name and Number
Marketing —1118
Room Size
408 square, feet.
Function
Provide centralized area for admitting all residents, counseling family members on the facility and
transacting business related matters.
Occupant
Admissions supervisor, residents and family members
Significant Equi ment/Furnishin s
• Desk with chair
• Side chairs
• Telephone
• Bookshelves
Location Criteria
• Convenient to entrance and lobby
• Part of administrative cluster
9
Office
Room Dame and Number
Office —1029, 104613, 1120A, and 1120B
Room Size
120, 89, 180, and 286 respectively
Function
Provide an area to support administrative functions.
Occupant
Administrative staff
Significant Eguipmentli=u�g
• Desk with chairs
• File cabinets
• Telephone
• Computer terminal
Location Criteria
Location in administrative area to provide proximity to functions needing support.
10
Med Room
Room Name and Number
Med Room — 2029B
Room Size
108 square feet.
Function
Provide a secured area for drugs and medications.
Occupant
Staff
Significant EQuipment/Furnishings
■ Desk with chair
• Work table for sorting records
• Secured resident storage files
• Telephone
• Computer station
• Typewriter
Location Criteria
• Accessible to circulation corridor
• Convenient to business offices and Director of Control Station
Special Design Criteria
• Good lighting
• Wall area for files
11
Private Dining
Room Name and Number
Private Dining —1123
Room Size
320 square feet.
Function
Provide group space for conducting administrative business conferencing and private dining for
residents/family members
Occupant
Administrative staff, residents and visitors.
Significant E ui ment/Furnishin s
■ Table and chairs to be usable for conferencing and private dining
• Telephone
• White board
• Bulletin board
Location Criteria
Convenient to administrative cluster
Special Desiqn Criteria
Accessible from administrative cluster and corridor
12
Control Station
Room Name and Number
Control Station — 2029A
Room Size
167 square feet.
Function
Provide area for conducting administrative resident care duties. Provide area work surfaces, charting
areas, medical record charts, clerical supplies, annunciator panels for fire alarm, and attendant call
systems, which is staffed 24 hours.
Occupant
Control attendant/staff
Sign ficant Equip ment/Furnishin s
• Desk with chair
• Side chair
• Telephone
• File cabinet
Computer station
• Bookshelf
Location Criteria
Located convenient to residents
13
00, tipurpo$e Room
Room Name and Number
Multipurpose Room - 1102
Room Size
906 square feet.
Function
Provide an area for teaching/demonstrations of a variety of resident care techniques for upgrading
care skills and staff training. Provide an area for residents to enjoy arts and crafts, daily learning
activities, and hobbies.
Significant Eguipment/Furn_ishing5
• Stacking chairs
• White board
• Bulletin boards
• Folding table
• Resident bed
Loc@tion Criteria
Convenient to lobby and corridor
14
Staff Lounge
Room Name and Number
Staff Lounge —1048A
Room Size
256 square feet.
Function
Provide lockers, toilet, vending machines and an area for staff breaks and dining.
Occupant
Staff
Significant Equipment/Furnishings
• Sink
■ Microwave
• Vending machines
• Coffee maker
• Undercounter refrigerator
• Chairs
• Table
• Half length lockers
Location Criteria
• Located convenient to dietary, laundry, and administrative areas
• Convenient to business offices and Director of Control Station.
Special Design Criteria
Place on exterior wall in order to have windows
• Provide access to covered outside'staff smoking area
■ Staff will only be permitted to smoke outside the facility
15
Beauty Salon/Barber
Room Name and Number
Beauty Salon/Barber - 3028
Room Size
200 square feet.
Function
Provide area for residents to enjoy washing, setting, hair cutting and permanents; service is provided
by an independent licensed beautician
Occupant
Beautician and residents
Significant E auipment/Furnishings
Barber chair, beautician's equipment and related supplies
• Telephone
• One head sink
• Mirror
Location Criteria
Convenient to main lobby areas
Special Desicin Criteria
Window to pent daylight and an exterior view
16
Kitchen/Serving
Room Name and Number
Kitchen/Serving — 1046A, 1122D
Room Size
1,769 and 121 square feet respectively.
Function
A complete kitchen is provided and designed in accordance with WAC-14-125. It is located adjacent
to the service entrance. An unloading area is immediately outside the kitchen with direct access to
the food storage area. Garbage storage and can wash areas are in close proximity. Walk-in cooler
and freezer areas will be installed as well as a dietary manager's office.
Food Preparation: Area for preparation of meat and vegetable items for direct movement to dining
area or cooking area as required. Items to include are: scullery sinks, meat and vegetable slicers,
mixers, vegetable peeler, food disposals, countertop and storage space.
Cooking/Baking: Area for cooking and baking of prepared food. Items to include are: Ranges with
hoods, ovens, steam cookers, steam table, dispenser, countertop space and storage.
Dietitian: Space for desk, chair and filing cabinet for dietician.
Cart Storage: Location of food carts.
Dry Storage: Storage for bulk food items.
Refrigerated Storage: Storage for bulk refrigerated food.
Freezer Storage: Storage for bulk frozen food items.
Washing Facilities: Space for tray line, food disposal, automatic dishwasher, pot and pan washing,
scullery sinks.
Janitor's Closet: Service area with floor sink.
Cart Staging: Area containing steam tables for loading carts prior to distribution of meals. Meals are
attractively prepared for distribution to the dining room and individual resident rooms when necessary.
Occupant
Dietary staff.
Significant F ui mentlFurnishin s
Standard kitchen equipment
Location Criteria
Adjacent to service entrance
17
Special Design Criteria
Per all health, fire and safety codes
18
General Storage
Room Name and Number
General Storage - 1013, 1028, 1053, 1060, 1070, 1087C, 1096, 1115F, 2013, 204413, 2053, 2060, /
2070, 2087C, 2096, 2109, 2122, 3013, 3030, 3044, 3045, 2053, 3060, 3070, 3087C, 3109, and 3122 - ��
Room Size
208, 135, 30, 190, 400, 35, 66, 12, 240, 20, 36, 208, 495, 50, 55, 105, 45, 194, 292, 425, 393, 33,
188, 395, 33, 45.5, and 45.5 square feet respectively
Function
Provide open area for storage of materials required to support the day-to-day operations of the
facility, including housekeeping equipment and supplies, bulk medical and office supplies, etc., as
well as central supply for disposable sterile iterns. Maintenance to have a small work area for
maintenance functions. There are several additional smaller storage rooms place throughout the
facility to permit supplies to be convenient to control station.
Occupant
Maintenance staff/materials manager
Significant Equipment/Furnishings
■ Shelving for case goods
• Hand carts
• Workbench
• Chair
• Telephone
Location Criteria
Convenient to service entrance and unloading area; items should flow from unloading into breakdown
area, then onto storage shelves for replenishment to areas of use.
Special Design Criteria
• Conveniently located for maintenance personnel.
19
Corridors
Roam Name and Number
Corridors-1006A, 100613, 1006C, 1027A, 102713, 1036A, 103613, 1041, 1047, 1055A, 105513, 1072A,
107213, 1087A, 108713, 1099A, 109913, 1099C, 1112, 2006A, 200613, 2006C, 2027A, 102713, 2036A,
2036B, 2055A, 2055B, 2072A, 2072B, 2087A, 2087B, 2113A, 2113B, 3006A, 3006B, 3006C, 3027A,
302713, 3036A, 3036B, 3055A, 305513, 3072A, 307213, 3087A, 308713, 3099, 3113A, and 3113B
Room Size
401, 552, 510, 336, 705, 467, 432, 115.5, 324, 451.5, 437, 408, 766, 340, 573, 365, 492, 348, 370,
401, 552, 510, 378, 768, 474, 306, 451.5, 437, 408, 766, 340, 573, 367.5, 1,011, 654, 401, 552, 510,
705, 467, 474, 306, 451.5, 437, 408, 766, 340, 573, 367.5, 786, and 654 square feet respectively.
Function
Provide sufficient area for passage around the facility and within departments.
Occupant
Residents, staff and visitors.
Significant Equipment/Furnishings
Artwork
Special Qesi n Criteria
Washington Amended Code
20
Soiled Linen
Room Name and Number
Soiled Linen Holding Room —1037D
Room Size
210 square feet.
Function
Collection area for holding soiled linen tubs until items are processed for washing and drying.
Significant Equipment/Furnishings
Flushing rim, sink for soaking items and handwashing.
Location Criteria
Must be accessed from circulation corridor
• Access to laundry
Speciat Design Criteria
• Floor drain
PositiVe.air. flow �required
21
Clean Linen
Room Name and Number
Clean Linen Holding —1037A
Room Size
210 square feet
Function
Provide a general linen room for storage of clean linen for replenishment to control station; area for
hanging drapes, storage, and mending damaged linen. Replenished linen carts will be exchanged
with used supply cart placed in clean utility.
Occupant
Laundry aides
Significant Equipment/Furnishing
s
• Clean linen shelving
• Bedding carts
Location Criteria
• This area should be located at the end of laundry work flow, i.e., soiled linen holding to laundry
washing and drying, to folding and mending, to clean linen storage.
■ Room has direct access to corridor
22
Resident Laundry
Room Name and Number
Resident Laundry-1007, 1063, 2007, 2063, 3007, 3063, and 3102 (?�
Room Size
152, 150, 165, 152, 152, 152, and 119 square feet respectively.
Function
Provide an area for residents to due laundry.
Occupant
Residents
Significant Eguipment/Furnishings
Washers and dryers
Folding table for large items
Clean linen tubs
Location Criteria
Convenient located for residents
23
Commercial Washer & Dryer
Room Name and Number
Commercial Washer Dryer—1037B, 1037C
Room Size
282, 137.5 square feet respectively.
Function
Provide area for washing and drying linen items including drapes, slings, sheets, and mattress pads.
Soiled items are brought from soiled linen holding, processed into washing and drying, mending,
folding and then placed into clean linen storage.
Occupant
staff
Significant Equipment/Furnishings
• Commercial washers and dryers
• Folding table for large items
• Clean linen tubs
Location Criteria
Conveniently located near clean and soiled linen rooms.
24
Wellness/Spa
Room Name and Number
Wellness/Spa — 2100, and 2102
Room Size
535, and 108 square feet respectively.
Function
Provide open room designed and equipped for single or large group general exercise and
rehabilitation utilizing a variety of exercise equipment. Provide an area for residents to enjoy a spa
bath.
Occupant
Staff, residents
Location Criteria
• Convenient to corridor
• Convenient to elevator
Significant Equipment/Furnishings
MISCELLANEOUS EXERCISE EQUPM ENT Used by the residents to maintain and strengthen muscle
tone.
EXECERCISE BIKES
TREDMILL
FREE WEIGHTS
Special Des�eria
■ Storage for exercise equipment
25
Resident Rooms
Room Name and Number
Resident Rooms —
One Bedroom ................ 117
Studio .............................. 41
Two Bedroom .................. 13
203 @ 123,833 total square feet
8 Cottages @ 11,366 total square feet
Each Unit 1,072 square feet excluding garage
Garage 348 square feet
Function
Provide resident living areas.
Occupant
Residents, family, staff and friends
Significant Equipment/Furnishing5
• Kitchen
• Closets
• Wardrobes
• Attendant call in resident room and toilet
• Telephone jack
• Television and cable jack
Special Desi n Criteria
Homelike atmosphere
26
Recreation/ActivityMlaiting/Living Rooms
Room Name and Number
Recreation/Activity/Waiting/Living Rooms —1030, 1040, 1115A, 1117, 2038, 2120, 3038, and 3100 fig,
Room Size
1,662; 272, 978, 120, 591.5, 840, 591.5, 523.5 square feet respectively J�00-'P'1
Function
Provide recreation areas for residents, groups, or individuals involved in passive activities including
television viewing, conversation, reading or games. The activity/dining areas provide larger group
"active" areas for programs such as bingo, dancing, parties and feeding programs.
Occupant
Residents, family members and staff
Location Criteria
• Centralized on each floor
• Ready access from corridors and lobby
Si nificant Equipment / Furnishings
Recreation
Telephone
End tables
Arm chairs
Club chairs
Tables
Attendant call
TV cabinet
Activity/dining
Stacking chairs
Bulletin boards
Folding tables
27
Staff Toilet
Room Name and Number
Staff Toilet —1048B
Room Size
56 square feet
Function
To provide staff with access to a toilet in the unit
Occupant
Staff
Location Criteria
Adjacent to staff lounge
Significant E ui ment 1 Furnishings
Toilet
Lavatory sink
28
Dieing Rooms
Room Name and Number
Dining Rooms—1,122A, 1112B, 1122C, 2044A, 2045)
Room Size
760, 1,620; 536, 1,533, and 380 square feet respectively
Function
Provides a large open room for residents to dine, for group activities, and miscellaneous facility
programs.
Occupant
Residents, staff, family members
Location Criteria
• Adjacent to lobby/reception area
• Convenient to rest rooms
• Convenient to additional activity room
Significant Equipment / Furnishings
• Tables
• Chairs
• Popcorn machine
■ Grandfather clock
Special Design Criteria
• Well lighted room
• Access from main circulation corridor
• Furnishings must be flexible for dining and active service programs
29
Resident Toilets
Room Name and Number
Resident Toilets — 1=00 2110, 110 (3) ��� � �' °� �� Taal G
Room Size
58.5, 100, and 63 square feet respectively
Function
Provides toilets and sink for residents.
Occupant
Residents
Location Criteria
Centrally located within each floor
Significant Equipment I Furnishings
Attendant call
• Sink
Wastebasket
Special Design Criteria
Meet or exceed all code requirements
30
Equipment Storage
Room Name and Number
Equipment Storage — 1044,1045A, 1101
Room Size
126, 510, and 72 square feet respectively
Function
Provide area to store equipment when not in use.
Location Criteria
Centrally located in facility to serve both administrative and maintenance personnel.
Significant Equipment/Furnishings
• Wheel chairs
• Peg board for large equipment items
• Miscellaneous items
Special Design Criteria
Conveniently located for maintenance personnel
31
Soiled Utility
Room Name and Number
Soiled Utility — 2030
Room Size
196 square feet
Function
Provide area for placing soiled linen and temporary storage of contaminated dirty equipment.
Location Criteria
Centrally located and convenient to control station
Si nificant E ui ment 1 Furnishings
• Flushing rim sink
• Counter top for work area.
• Overhead case work and under counter storage of cleaning agents, disinfectants and toxic
agents
• 2-4 soiled utility ,tubs
32
Clean Utility
Room Name and Number
Glean Utility — 2028
Room Size
130 square feet
Function
Provide storage area for clean equipment.
Location Criteria
Convenient to control station
Sicinificant Ecluipment 1 Furnishings
• Sink with work counter and overhead and undercounter storage
• Clean utility cart
33
Mechanical
Room Name and Number
Mechanical 1045B
Room Size
274 square feet
Function
To provide space for heating, ventilation, air conditioning, plumbing and fire sprinkler equipment.
Location Criteria
Adjacent to the service area
Special design Criteria
Inaccessible to residents
34
Electrical
Room Name and Number
Electrical—1006D, 1011, 105013, 1062, 1081, 1111, 2006D, 2011, 2062, 2081, 2111, 3006D, 3011,
3062, 3081, and 3111
Room Size
34, 54, 220, 60, 78, 80, 34, 77, 63, 66, 100, 34, 54, 63, 53, and 66.5 square feet respectively
Function
House electrical service and breaker boxes
Location Criteria
• Adjacent to the service area
Special Design Criteria
Inaccessible to residents
35
Vestibule/Landing
Roorn Name and Number
Vestibule/Landing — 1116, and 2126
Room Size
135, and 214.5 square feet respectively
Function
Provide a passage way into the facility, which protects residents and visitors from the elements.
Provide a passage way from the second floor to the first floor.
Location Criteria
Located at the main entrance
• Located near the stairs at lobby
Special Design_ Criteria
Provide an accessible entrance
Provide automatic entrance doors
36
T,
Mail Room
Room Name and Number
Mail Room —1112C
Room Size
189 square feet.
Function
Provide resident with a convenient location to pick-up and drop-off mail/packages.
Location Criteria
• Adjacent to reception office
Special Deign Criteria
■ Provide a functional area that has a home like appearance
STAIRS
Room Name and Number
Stairs (A) — (D) 1002A, 2002A, 3002A, 103413, 20346, 30346, 1105C, 2105C, 3105C, 1066D, 2066D,
3066D
Room Size
101, 83, 83, 51, 47, 47, 136, 74, 111, 99, 83, and 83 square feet respectively.
Function
To provide access to and from the each floor
Location Criteria
• Convenient to main corridors
38
Security
Room Name and Number
Security —1121
Room Size
90 square feet
Function
Provide office area with desk and office equipment for security guard.
Location Criteria
Convenient to main entrance and lobby
Si2ecial Design Criteria
• Attendant call system
39
MAINTENANCE
Rcom dame and Number
Maintenance —1050A
Room Size
165 square feet.
Function
Provide area for maintenance personnel
Significant EquiymentlFurnishings
■ Workbench
• Telephone
• One head sink
• Supplies
Location Criteria
Convenient to service area
40