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

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

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