SRC Expansion: Expansion Resource Center

Welcome to the Saratoga Retirement Community Expansion Hub — we’re glad you’re here! We’re excited to share the newest addition to the Saratoga Retirement Community campus — an expansion featuring 52 beautifully appointed residences in 15 unique styles, along with exciting new amenities and more. Please explore these resources at your convenience. As always, feel free to contact our friendly and knowledgeable sales team by calling (408) 741-7194 or emailing srcexpansion@saratogaretirementcommunity.org. Please note, the information contained in this Expansion Hub is current but subject to change.

Contents

Floor Plans, Renderings, and Campus Map Expansion Information & FAQs Agreements and Disclosures Updates & Presentations

Floor Plans, Renderings, and Campus Map

SRC Ansley Cottage FP

SRC Building A Floor Plans

SRC Building C Floor Plans

SRC Building D Floor Plans

SRC Cottage Rendering

SRC Expansion Rendering_Building A

SRC Expansion Rendering_Building A

SRC Expansion Rendering

SRC Expansion Renderings

SRC Expansion Site Map

Expansion Information & FAQs

Saratoga Expansion Fee Schedule – 2026 - 2027

SRC Expansion WL Update (6_25_25 Meeting)

SRC Expansion_Frequently Asked Questions

Agreements and Disclosures

Fees for Additional Services (Appendix A)

Fidelity Govt Class I – Prospectus

Fidelity Govt Class I Fact Sheet

OFHC FY 2025 Annual Report

OFHC FY 2025 Disclosure Statement

SRC Expansion Deposit and Reservation Agreement (DRAFT)

SRC Refundable Residence and Care Agreement (Refundable_Draft_June 2025)

SRC Residence and Care Agreement (Traditional_Draft_June 2025)

SRC Resident Handbook (DRAFT)

SRC Expansion Deposit and Reservation Agreement (FINAL)

Updates & Presentations

June 2026 Depositor Presentation: Finish Selection Process

Material Selection Packet

SRC Depositor Expansion Presentation