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Regulation: Fair Housing and Assisted Living

Fair housing falls under Federal and State laws and regulations.

The U.S. Department of Housing and Urban Development (HUD) describes the Fair Housing Act as the ability of persons of similar income levels to have the same housing opportunities regardless race, color, national origin, religion, sex, familial status (including children under the age of 18 living with parents of legal custodians, pregnant women, and people securing custody of children under the age of 18), and handicap (disability).

Fair Housing Accessibility FIRST is a new initiative sponsored by HUD designed to promote compliance with the Fair Housing Act design and construction requirements. The program consists of a comprehensive training curriculum, as well as a toll-free information line and website designed to provide technical guidance to the public. BearingPoint, a company based in McLean, VA, administers the Fair Housing Accessibility FIRST program.

In addition to the categories protected under the federal law, Wisconsin's Fair Housing Law prohibits housing discrimination based on marital status, ancestry, source of income, and sexual orientation. Requirements are explained in a Wisconsin Department of Workforce Development's Equal Rights Division publication.

What does this mean for assisted living?

Both Federal and State fair housing laws prohibit discrimination on the basis of handicap (disability). Assisted living is housing and is subject to the fair housing laws and, at the same time, provides services for people who have long term care needs that could be considered handicaps (disabilities) under the fair housing definition.

Assisted living is considered housing under the Federal Fair Housing Amendments Act.
The Federal Fair Housing Amendments Act permits any housing provider to give preference to persons with disabilities or specific disabilities (whether subsidized or unsubsidized). If the housing receives federal assistance, there may be specific requirements, based on the program under which insurance or assistance is provided, that may limit preferences.
Preference is permitted because non-handicapped status is not a protected class under the Fair Housing Act.
"Handicap" is a physical or mental impairment, which substantially limits one or more major life activities such as caring for oneself, performing manual tasks, walking, seeing, hearing, speaking, breathing, learning and working.
Marketing and admissions policies may be targeted to people with:
  1. Any kind of handicap
  2. Specific handicaps
  3. Disabilities for which a person needs certain specified types of services identified by the facility in its admission criteria, such as medication management, Residential Care Apartment Complex (RCAC) services
Limits on occupancy can be used to:
  1. Give preference to applicants
  2. Deny admission to persons who do not meet the eligibility criteria established for the development.
Process for setting/implementing occupancy criteria:
  1. Owner establishes eligibility requirements for occupancy.
  2. Owner may request documentation that the applicant meets the occupancy requirement.
    a. Owner is not obligated to take the applicant's word that he/she meets the criteria.
    b. Owner may ask only as much as necessary to establish eligibility.
    c. Owner may ask for third party verification that the person meets eligibility requirements. The third party should be a professional (e.g., physician, social service agency or other knowledgeable professional), not a son or daughter.
    d. Owner should ask the applicant to sign a release of information form to permit the professional to share necessary information for establishing eligibility.
  3. Keep documentation of the person's eligibility and release of information form.

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Created by the WI Department of Health and Family Services and the WI Housing and Economic Development Authority in partnership with NCB Development Corporation's Coming Home Program, a national program of the Robert Wood Johnson Foundation