Aging-in-Place: The Boomer Community - Virginia Leadership Retreat 7-30-11


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Aging-in-Place: The Boomer Community - Virginia Leadership Retreat 7-30-11

  1. 1. Aging-in-Place The Boomer Community<br />Presenters: <br />Thomas L. Willis, PCAM Megan McDonald Scanlon, Esq.<br /> &<br /> Association Bridge, LLC<br />
  2. 2. Because Only Some of Us Can Be. . .<br />Jack LaLanne<br />
  3. 3. . . .Young Forever<br />Jack LaLanne at age 71<br />
  4. 4. What Are We Cramming in Your Brain at 8:30 on Saturday Morning?<br />Make sure we are clear on what we need to consider when we manage communities whose residents are “Aging in Place”<br />Identify the laws, codes and ordinances that affect how we do the business of the association and what they mean to us in the real world<br />Consider the opportunities to be of outstanding service to everyone’s benefit – including ours!<br />
  5. 5. Let’s Do Some Math<br />As of January 1, 2011, ten thousand people in this country turn 65. . .EVERY DAY! (Alliance for Aging Research)<br /><ul><li>By 2045, the number of centenarians (people who are at least 100 years old) in the United States is projected to reach 757,000(United States Census Bureau)
  6. 6. Between 2004 and 2024, the 65+ population is projected to increase by 70.2% (Centers for Disease Control and Prevention, National Center for Health Statistics)</li></li></ul><li> From the U.S. Census Bureau<br />(in millions)<br />
  7. 7. What Percentage of the Population is That?<br />(% of the U.S. Population)<br />
  8. 8. The Legal Stuff and How it Applies to the Real World<br />credit:<br />
  9. 9. This is an Advanced Class<br />Assumes you have at least a basic working knowledge of: <br /><ul><li>Community Association terminology
  10. 10. Age restricted vs. non-age restricted housing vs. de facto “age restricted” (or Naturally Occurring Retirement Communities aka “NORCs”)
  11. 11. Fair Housing Act (FHA)
  12. 12. Housing for Older Persons Act (HOPA)
  13. 13. Americans with Disabilities Act (ADA)</li></li></ul><li> Legal Overview<br />Federal Fair Housing Act (FHA)<br />(and state counterparts)<br /><ul><li>Housing for Older Persons Act (HOPA)</li></ul>(and state counterparts)<br /><ul><li>Americans with Disabilities Act (ADA)
  14. 14. Local Building Codes and Ordinances</li></li></ul><li> Fair Housing Act<br />42 U.S.C. 3604(b)<br />. . .it shall be unlawful to discriminate against any person in the terms, conditions, or privileges of sale or rental of a dwelling, or in the provision of services or facilities in connection therewith, because of race, color, religion, sex, familial status, or national origin<br />Note: States typically follow federal act so we will discuss the federal act for the sake of simplicity<br />
  15. 15. Fair Housing Act (cont’d)<br />42 U.S.C. 3604(e)(2)<br />. . .it shall be unlawful to discriminate against any person in the terms, conditions, or privileges of sale or rental of a dwelling, or in the provision of services or facilities in connection with such dwelling because of a handicap of--<br /> (A) that person; or<br /> (B) a person residing in or intending to reside in that dwelling after it is sold, rented or made available<br /> (C) any person associated with that person<br />
  16. 16. Applicability of FHA to Common Interest Communities <br />Generally re: Discrimination<br />Disability Protections<br />
  17. 17. HOPA, An Exception<br />HOPA<br /><ul><li>Exception to general rule against discrimination on the basis of “familial status”
  18. 18. Amends FHA to permit age-restricted housing with very strict criteria for two types of housing:
  19. 19. 55+
  20. 20. 62+</li></li></ul><li>HOPA, An Exception (cont’d)<br />Permitted Age Restricted Housing<br /><ul><li>55+
  21. 21. 80% of Units must be occupied by at least one person 55 years of age or older; and
  22. 22. 62+
  23. 23. 100% of Units must be occupied by persons 62 years of age or older
  24. 24. All persons occupying the Unit on a permanent basis must be 62 years of age or older</li></li></ul><li> Examples of FHA Issues Related to the Aging Populations: <br />Rules/Policies that:<br /><ul><li>Restrict children or are age-based (e.g. “Adult Swim”)
  25. 25. Have a “disparate impact”</li></li></ul><li>What Has Changed?<br />Baby Boomers:<br /><ul><li>Fewer got married
  26. 26. Smaller families/fewer children
  27. 27. As a result: Decreased reliance on family members for elder care</li></li></ul><li>What Does This Mean to Us in Our Day-to-Day?<br />Changes as we age<br /><ul><li>Gradual loss of strength
  28. 28. Gradual loss of coordination
  29. 29. Gradual loss of mental acuity
  30. 30. Greater potential for catastrophic illness </li></li></ul><li>What Does This Mean to Us in Our Day-to-Day?<br />Practical Effect on Housing <br /><ul><li>Physical Accommodations
  31. 31. Social Accommodations and Programming
  32. 32. Keeping up with Medical Needs
  33. 33. Safety
  34. 34. Transportation
  35. 35. Governance and Management
  36. 36. Proactive steps to facilitate “Aging in Place”</li></li></ul><li> Governance Issues<br />Senility and Alzheimer’s<br />Health & Safety <br />Increased wheelchairs, walkers, canes, etc.<br />Association record, emergency contacts, next of kin<br />Coordination with Social Services<br />Morale <br />
  37. 37. Governance Issues (cont’d)<br />Stepping in when there is noticeable deterioration of a resident <br />Seeking an involuntary commitment when a resident becomes a hazard to himself or others <br />Weighing the risks<br />Association could be sued for false imprisonment<br />Association could be sued for failure to intervene<br />Seating a viable board<br />
  38. 38. Opportunities for Excellence<br />
  39. 39. Inner Space<br />
  40. 40. Managing YOU First<br />Raising Your Professional Bar<br />Photo: George Herringshaw<br />
  41. 41. Managing YOU First<br />Positive Mindset<br />credit:<br />
  42. 42. Managing YOU First<br />Elevate Your Thinking<br />credit:<br />
  43. 43. Practical Strategies <br />Be Clear About Your Role <br />(if you take your PD out and start reading it, I will whack your knuckles with a ruler)<br /><ul><li>Identify needs, listen and see reality
  44. 44. Identify resources to meet the needs as possible
  45. 45. Be a conduit/facilitator/dot connector
  46. 46. Stay grounded in the bigger picture
  47. 47. Lead others to do the same
  48. 48. RESULT?</li></li></ul><li>Practical Strategies<br />Identify and Build the Resource Base <br /><ul><li>Family
  49. 49. Organic Internal Resources
  50. 50. Municipal Social Services
  51. 51. Non Profit Organizations & Support Groups
  52. 52. Emergency Responders
  53. 53. Staff (properly LED and trained)
  54. 54. DEVELOP RELATIONSHIPS IN ADVANCE OF CRISIS</li></li></ul><li>Processes, Systems, Tips & Other Stuff <br />Administrative Processes & Operational Practices<br /><ul><li>Advance information gathering
  55. 55. Developing relationships with residents & their families
  56. 56. Be aware, maintain a service bias & TRAIN staff
  57. 57. Special needs lists and database maintenance
  58. 58. Develop useful, positive, routine communication
  59. 59. Promote socialization through events and during “official” association business events
  60. 60. Out of the box helpful aids (fridge magnet idea)</li></li></ul><li>Processes, Systems, Tips & Other Stuff <br />Building Organic Internal Resource Networks<br /><ul><li>Friends Helping Friends
  61. 61. Clubs or “Registered Groups”
  62. 62. Volunteer telephone checks
  63. 63. Commonly supported charitable organizations & activities
  64. 64. Regularly scheduled breakfasts/lunches, etc.
  65. 65. Bring in helpful experts
  66. 66. Information exchange
  67. 67. Other? (get outta the box as needed!)</li></li></ul><li>Processes, Systems, Tips & Other Stuff <br />Think About Policies & Procedures <br /><ul><li>Wellness checks
  68. 68. Admit slips/unit entry protocol
  69. 69. Vendor lists (help combat fear of being taken)
  70. 70. Emergency preparedness
  71. 71. Stuff you might have to deal with one day, like….</li></li></ul><li>MEDCottage by N2Carea.k.a. the“Granny Pod”<br />
  72. 72. It’s 5:05p.m. on Friday, September 9…<br />
  73. 73. Who Are We and Where Are We Going? <br />We see the future and what it holds for us<br />We are aware of the legal requirements do make sure we do things right<br />Our brains are geared up to look for opportunities to do the right thing<br />We are stoked and ready to be awesome!<br />
  74. 74. Who Are We and Where Are We Going? <br />Time to ask questions and swap brilliant ideas<br />Thanks for your dedication to our industry. <br />Now go enjoy the rest of the VLR!!<br />