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 • 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? 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 With this information you can help people who are transitioning to: • Make informed decisions about housing choices • Find appropriate housing
Housing 101 Housing 101 has 6 Modules
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 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 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 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 Purpose: To describe the various affordable housing options
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 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 Applications Module 4 includes: • The rental application process • Waiting lists • Addressing barriers to successful tenancy • Dealing with discrimination
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 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 Purpose: To pull together all of the housing information presented and apply it to Nursing Home Transition.
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 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 How to use the: • Housing Needs Questionnaire • Housing Plan
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 Used to conduct an assessment that generates realistic expectations based on an individual’s: • Resources • Needs • Preferences • Background
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 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 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 • 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 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 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 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 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 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 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 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 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 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 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 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 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 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? 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 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 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 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 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 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 Questions 13 and 14 mirror Returning Home. To determine the importance of proximity to community resources.
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 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 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 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 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