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Housing 101 and Using the Housing Needs Questionnaire. Presented by: Barbara Hodas and Leigh Howard Diana T. Myers and Associates, Inc. February 14, 2013. Purpose of Webinar. To introduce Housing 101 and the importance of housing for successful Nursing Home Transition

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housing 101 and using the housing needs questionnaire

Housing 101 and Using the Housing Needs Questionnaire

Presented by:

Barbara Hodas and Leigh Howard

Diana T. Myers and Associates, Inc.

February 14, 2013

purpose of webinar
Purpose of Webinar
  • To introduce Housing 101 and the importance of housing for successful Nursing Home Transition
  • To describe the Housing Needs Questionnaire and explain how to use it to develop a Housing Plan
  • To illustrate how to develop a Housing Plan
what is housing 101
What is Housing 101?

Housing 101 is a web-based course to prepare you to:

  • Understand the basic characteristics of housing
  • Identify resources, including homes and financial resources
  • Assess an individual’s housing needs
  • Develop and implement a plan to access the housing of the individual’s choice
value of housing 101 for nht
Value of Housing 101 for NHT

With this information you can help people who are transitioning to:

  • Make informed decisions about housing choices
  • Find appropriate housing
housing 101
Housing 101

Housing 101 has 6 Modules

module 1 the basics of affordable accessible housing
Module 1: The Basics of Affordable Accessible Housing

Purpose: To provide basic housing information needed to successfully assist individuals who are transitioning from nursing homes into the community.

module 1 the basics of affordable accessible housing1
Module 1: The Basics of Affordable Accessible Housing

Module 1 includes:

  • The Importance of Housing in Nursing Home Transition
  • The basic characteristics of housing:
      • Affordability
      • Habitability,
      • Accessibility, and
      • Livability.
module 2 housing the keystone of nht
Module 2: Housing – The Keystone of NHT

Purpose: To describe the role of housing in Nursing Home Transition and to introduce you to the preliminary steps for a successful housing search and transition.

module 2 housing the keystone of nht1
Module 2: Housing – The Keystone of NHT

Module 2 includes:

  • Interviews with individuals who have successfully transitioned and with an experienced NHT coordinator
  • Introduction to the housing needs assessment process
  • Information on what landlords desire in a tenant
module 3 affordable housing resources
Module 3: Affordable Housing Resources

Purpose: To describe the various affordable housing options

module 3 affordable housing resources1
Module 3: Affordable Housing Resources

Module 3 includes:

  • An explanation of the four types of affordable rental housing available to people transitioning from a nursing home:
    • Private market-rate housing,
    • Privately owned housing subsidized with rental assistance,
    • Privately owned assisted housing, and
    • Public housing
module 4 successful housing applications
Module 4: Successful Housing Applications

Purpose: To provide information on how you can assist an individual who is transitioning to successfully apply for the housing that meets his or her needs and preferences

module 4 successful housing applications1
Module 4: Successful Housing Applications

Module 4 includes:

  • The rental application process
  • Waiting lists
  • Addressing barriers to successful tenancy
  • Dealing with discrimination
module 5 accessibility and home modifications
Module 5: Accessibility and Home Modifications

Purpose: To provide information that will enable you to assist individuals with their accessible housing needs.

module 5 accessibility and home modifications1
Module 5: Accessibility and Home Modifications

Module 5 includes:

  • Descriptions of accessible, adaptable and visitable housing
  • Various types of home modifications and assistive technology
  • Basic information on Fair Housing
  • Home safety issues
  • How to access resources
module 6 making housing choices
Module 6: Making Housing Choices

Purpose: To pull together all of the housing information presented and apply it to Nursing Home Transition.

module 6 making housing choices1
Module 6: Making Housing Choices

Module 6 includes:

  • The process for conducting a housing assessment
  • The Housing Needs Questionnaire
  • How to develop a Housing Plan (through the use of sample case studies)
how to access housing 101
How to Access Housing 101

To view the Housing 101 training, you must have a Training Institute account.

  • If you do not have a Training Institute Account call Diana Linn, P4A at 717-541-4214 to register. If you already have a password, go to www.ltltrainingpa.org
  • On the right, click “Log in to Your Training Account”
  • After logging in, click “Course Catalog”
  • Click “Housing and Nursing Home Transition”
  • Click “Housing 101 Online Course Series” and follow the links to each Module
housing assessment and plan
Housing Assessment and Plan

How to use the:

  • Housing Needs Questionnaire
  • Housing Plan
housing in the context of nht assessment
Housing in the Context of NHT Assessment

A NHT assessment includes many inter-related components of a person’s life including:

  • Social supports
  • Transportation
  • Health Services
  • Volunteer Activities
  • Employment AND
  • HOUSING
housing needs questionnaire
Housing Needs Questionnaire

Used to conduct an assessment that generates realistic expectations based on an individual’s:

  • Resources
  • Needs
  • Preferences
  • Background
organization of the housing needs questionnaire
Organization of the Housing Needs Questionnaire
  • General questions to determine if the person wants to return to a previous home or find a new home.
  • Specific questions relating to:
    • Returning Home
    • Finding a New Home
organization of the housing needs questionnaire1
Organization of the Housing Needs Questionnaire

Returning Home and Finding a New Home are organized around the 4 housing characteristics described in the earlier training modules:

  • Affordability
  • Accessibility
  • Habitability
  • Livability/Preferences
organization of the housing needs questionnaire2
Organization of the Housing Needs Questionnaire
  • At the end of each section, there is a box for summarizing what was learned through the assessment.
  • The information entered into this chart will be the basis for completing the Housing Plan.
getting started
Getting Started
  • The Questionnaire begins with open-ended questions to determine what the individual liked and disliked about their home prior to entering the nursing home.
  • Then, a determination of whether he or she plans to return to that home or locate a new home.
getting started1
Getting Started

Note:

  • You will already have some of the information from other assessments you or the Nursing Home have completed
  • You may modify the Questionnaire to collect any other information you regard as relevant
purpose
Purpose

To determine:

  • Whether there really is a home to return to
  • Who is financially responsible for the home
  • If there will be people to work with in coordinating the move
  • If there will be natural supports in the home
  • If there are any known barriers/problems that will need to be addressed
section 1 returning home general information
Section 1: Returning Home - General Information

1. Location?

2. Type of home?

3-4. Who has legal ownership/lease interest in the home?

5. Who is living there?

6. Anything about the home that made living there difficult?

7. Changes made to the home in their absence (i.e. is it still set up the same, are their belongings still there)?

returning home a affordability and budget
Returning Home: A. Affordability and Budget

8. Determine all sources of income.

  • Purpose: this will be used to calculate Housing Affordability
  • A rule of thumb is that a household should spend no more than 30% of its income for housing.
returning home a affordability and budget1
Returning Home: A. Affordability and Budget

9. Savings/Assets:

Having information about the household’s income and savings/assets will assist you in determining whether they:

  • Can pay first/last month’s rent & security deposit
  • Have financial resources for home modifications
  • Are eligible for waiver funded services
returning home a affordability and budget2
Returning Home: A. Affordability and Budget

10. Monthly housing expenses:

This will tell you the cost of living in that home, to help determine whether it is still affordable.

returning home a affordability and budget3
Returning Home: A. Affordability and Budget

11. Outstanding debts:

This helps determine whether there are additional financial barriers to the individual’s ability to afford their previous housing

returning home a affordability and budget4
Returning Home: A. Affordability and Budget

12. Can they afford to move back home?

Using the information provided in the above questions, can they move back home and stay within 30% of their income?

See Module 1 for more information

returning home b habitability
Returning HomeB. Habitability

13. This is a series of questions to determine the condition of the home, including:

  • Whether it was maintained in their absence
  • Whether repairs have been made in anticipation of their return home

► However, you will need to actually see the unit to determine whether it has, in fact, been maintained/repaired.

returning home c accessibility needs
Returning Home:C. Accessibility Needs

These questions will help determine whether:

14. The individual has had an evaluation of their accessibility needs

15. There are any stairs and whether this is an issue

16. He or she is aware of any accessibility modifications he or she will need

returning home c accessibility needs1
Returning Home:C. Accessibility Needs

Provide information on the individual’s assessment of their accessibility needs and whether their home is accessible.

►However, an evaluation of the individual and the home by a trained professional, such as an Occupational Therapist will be needed to clearly determine whether modifications or assistive technology will be needed.

See Module 5 for more information

returning home d livability preferences
Returning Home:D. Livability/Preferences

17. Location of important activities

18. Transportation Needs

To determine whether their previous home is accessible to the location of their medical needs and social preferences in light of possible changes in their ability to drive or use public transportation.

summary for returning home
Summary for Returning Home

A summary box is provided to record information to be used in developing a Housing Plan.

what if they can t don t want to return to their previous home
What if they can’t/don’t want to return to their previous home?

Determined from:

  • Initial set of background questions
  • After you have completed the Returning Home Questionnaire. For example:
    • Family members may have sold/rented out their previous home
    • Their previous home may have fallen into disrepair
    • The costs may be too high
section 2 finding a new home
Section 2: Finding a New Home

Move on to Section 2: Finding a New Home.

  • Provides a starting point for the home search.
  • Given the scarcity of affordable, accessible housing, all desires may not be able to be met.
section 2 finding a new home general information
Section 2: Finding a New Home – General Information

1. Preference to live alone or with others

2. Preferred location/type of location

3. Preferred type of home

finding a new home a affordability and budget
Finding a New Home:A. Affordability and Budget

Questions 4 and 5 – income and savings:

  • To determine how much they can afford to spend for housing
  • Whether they need/are eligible for publicly assisted housing

See Module 3 for information on publicly assisted housing

finding a new home a affordability and budget1
Finding a New Home:A. Affordability and Budget

6. To determine whether any applications are pending for any assisted housing and their status

7. To determine what applications to submit

► The NHT Coordinator should have a list of all publicly funded housing in their county to use for this discussion.

finding a new home b accessibility needs
Finding a New Home:B. Accessibility Needs

Questions 8 to 12 mirror those in Returning Home

To determine whether the individual requires an accessible unit.

finding a new home c livability preferences
Finding a New Home:C. Livability/Preferences

Questions 13 and 14 mirror Returning Home.

To determine the importance of proximity to community resources.

finding a new home d background information
Finding a New Home:D. Background Information

Questions 15 – 21 differ from the “Returning Home” Questionnaire.

Purpose:

  • To prepare for submitting rental housing applications
  • To identify potential barriers that will need to be addressed immediately.
finding a new home d background information1
Finding a New Home:D. Background Information

15. Documentation:

  • Photo ID
  • Birth Certificate
  • Social Security Card
  • Proof of Income

May have been misplaced upon entry to Nursing Home

Needed, especially for publicly assisted housing programs

finding a new home d background information2
Finding a New Home:D. Background Information

Questions 16 & 17: Credit History/Debt

Should be followed-up with a request for credit reports from all 3 reporting agencies – See Module 4

► Landlords will request a credit report – you don’t want surprises

finding a new home d background information3
Finding a New Home:D. Background Information

Questions 18 & 19: Rental History

Landlords will request this information also.

►Need to be ready to respond to previous problems in rental history

finding a new home d background information4
Finding a New Home:D. Background Information

Questions 20 and 21: Criminal History

Most landlords conduct a criminal background check

►It does not disqualify a person from becoming a tenant – need to understand the policies of different housing programs

for more information about criminal justice policies
For More Information about Criminal Justice Policies

Available through the Long Term Living Training Institute:

Housing Information Series #1 – “Obtaining Housing for People with Criminal Histories”

finding a new home d background information5
Finding a New Home:D. Background Information

Need to be prepared to address barriers identified with:

  • Credit or debt
  • Rental history
  • Criminal history

See Module 4 for strategies

summary for finding a new home
Summary for Finding a New Home

A summary box is provided to record information to be used in developing a Housing Plan.

housing plan
Housing Plan
  • Separate Plan Templates for:
    • Returning Home
    • Finding a New Home
  • Both are organized the same
organization of housing plan
Organization of Housing Plan
  • Summary of Housing Needs: Information entered from Questionnaire
  • Action Steps:
    • Phase 1 – Immediate Actions
    • Phase 2 – Short-term Actions
    • Phase 3 – Pre-Move-in Actions
housing plan action steps
Housing Plan – Action Steps
  • Action Step: Action that needs to be taken
  • Responsible Party: Who will be responsible for completion of the step
  • Target Date: By when it should be completed
  • Date Completed: When it was accomplished
housing plan action steps1
Housing Plan – Action Steps
  • Action Steps need to be reviewed and revised based on what is learned/accomplished
  • New steps may need to be added based on what is learned
  • There may be a need to change course based on what is revealed

► It is not a static document – it must be updated regularly and may be modified to meet the needs of the individual

housing plan action steps2
Housing Plan – Action Steps
  • Examples of why the Action Steps may need to be revised:
    • It is not feasible to make the needed accessibility modifications on the selected unit
    • The landlord wouldn’t hold the selected unit vacant while waivers were being processed
housing plan action steps phase 1 immediate actions
Housing Plan: Action StepsPhase 1 - Immediate Actions
  • Actions related to collecting supplemental information needed to begin preparing to return home/find a new home
  • Examples of Action Steps:
    • Set up accessibility evaluation
    • Evaluate condition of the home
    • Obtain identification documents
housing plan action steps phase 2 short term actions
Housing Plan: Action StepsPhase 2 - Short-term Actions
  • Actions that need to be taken based on the outcome of the information collected in Phase 1 to further progress towards returning home/finding a new home
  • Examples of Action Steps:
    • Obtain funding for home modifications
    • Follow-up on pending housing applications
    • Address old debts
housing plan action steps phase 3 pre move in actions
Housing Plan: Action StepsPhase 3 - Pre-move-in Actions
  • Actions that must be completed in order for the individual to make the actual move back to their previous home/to their new home
  • Examples of Action Steps:
    • Complete home modifications
    • Arrange for the move
    • Set up utilities
things to remember
Things to Remember
  • The person transitioning should be central to all planning
  • Planning needs to be individualized
  • Your understanding of housing resources will enable the individual to make informed decisions
  • It is not a linear process – there will be twists and turns and back-tracking
other housing resources on ltlti website
Other Housing Resources on LTLTI Website

Webinars: Today’s webinar, as well as previous webinars are available on the LTLTI website.

  • To access:
    • Log-in to you LTLTI Training Account
    • Click “Resource Archive”
    • Search for “housing” in the search box
other housing resources on ltlti website1
Other Housing Resources on LTLTI Website
  • Housing Information Services
      • #1 – Obtaining Housing for People with Criminal Histories
      • #2 – Affordable Housing
      • #3 – Waiting List Policies
      • #4 – Bumpable Units
  • Search for “housing information series” in the search box from the Resource Archive webpage
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