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Assisted living development & operations toolkit

This toolkit is made available by Vista Senior Living Inc., thanks to a generous grant from the Robert Wood Johnson Foundation to the Vermont Department of Disabilities, Aging & Independent Living and Vermont Housing Finance Agency.

It includes financial and operations tools that may be helpful for developers and operators of assisted living.

Development tools

Three tools for those interested in developing an assisted living residence:

  1. Financial Feasibility Analysis Model for Assisted Living Residences

    Developed for use in determining the financial viability of proposed assisted living residences in Vermont. The model allows for the analysis of multi-use projects, including: assisted living, independent senior housing, congregate, skilled nursing care, adult day care, and/or leased commercial space.

    Download analysis model
    (1 MB; ZIP [Contains an XLS file])


  1. Instruction Guide for the Financial Feasibility Analysis Model for Assisted Living Residences

    Provides step-by-step instructions for using the feasibility model. The guide also includes guidelines for determining private-pay rates and estimating the operating costs for proposed assisted living residences.

    Download instruction guide (692 KB; PDF)


  1. Financial Guidelines and Comparative Data for the Operation of Vermont Assisted Living Residences

    Provides guidelines and comparative data for operating projections developed for Vermont-based assisted living residences.

    Download guidelines and comparative data
    (356 KB; PDF)

Operations tools

The operations toolkit includes sample policy and procedure manuals developed for use in Vermont assisted living residences. Topics include:

  • Health services
  • Life safety
  • Maintenance
  • Housekeeping and laundry
  • Personnel
  • Food services
  • Occupancy
  • Social/recreation
  • Marketing

Sample forms and handbooks are also provided.

The Operations Toolkit, including manuals, forms and handbooks, are located at the Department of Disabilities, Aging & Independent Living's website.

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