sustainable strategies to build support for aging-in-place and community projects november 13, 2008...

Sustainable Strategies to Build Support for Aging-in-Place and

Community Projects

November 13, 2008

AARP of New York Stateand

Intergenerational Strategies

Housing OverviewHousing Overview

According to a 2006 Brookings Institution Report -According to a 2006 Brookings Institution Report -

““One-Fifth of America: A Comprehensive Guide toOne-Fifth of America: A Comprehensive Guide to

America’s First Suburbs:”America’s First Suburbs:”

““The aging of the population will require The aging of the population will require a continuum a continuum of housing responsesof housing responses ranging from helping seniors ranging from helping seniors age in place to the production of new single-family age in place to the production of new single-family home communities, service-enriched apartments, and home communities, service-enriched apartments, and continuing care retirement communities.”continuing care retirement communities.”

““All but the most fortunate seniors will confront an All but the most fortunate seniors will confront an array of constraints on their household budgets even array of constraints on their household budgets even as they continue to seek an active community life.”as they continue to seek an active community life.”

Housing OverviewHousing Overview

• 9 of 10 seniors prefer to remain in their homes.9 of 10 seniors prefer to remain in their homes.

• Only 10% of seniors live in age-restricted communities.Only 10% of seniors live in age-restricted communities.

• Existing housing stock isn’t designed for older adults.Existing housing stock isn’t designed for older adults.

• Wealth and income disparities limit housing choices Wealth and income disparities limit housing choices

especially for people of color.especially for people of color.

Joint Center for Housing Studies, 2000.Joint Center for Housing Studies, 2000.

Housing Overview, con’t.Housing Overview, con’t.

• 50% of seniors are married while 45% are widowed, 50% of seniors are married while 45% are widowed,

divorced, or separated.divorced, or separated.

• The lack of children living nearby will boost demand for The lack of children living nearby will boost demand for

assisted and unassisted housing.assisted and unassisted housing.

• Elderly renters will face onerous housing cost burdens.Elderly renters will face onerous housing cost burdens.

• The market for in-home services is set for a boomThe market for in-home services is set for a boom..

Aging in One’s Own Aging in One’s Own Home and CommunityHome and Community

There are many reasons for encouraging older There are many reasons for encouraging older persons to persons to remain in their own homes. remain in their own homes.

• The strongest argument is that older adults The strongest argument is that older adults overwhelmingly (90%) report that they want to overwhelmingly (90%) report that they want to grow old in their homes and communities. grow old in their homes and communities.

• Additionally, providing home and community Additionally, providing home and community services that enable older adults to age in services that enable older adults to age in place is the most cost-effective model for place is the most cost-effective model for aging.aging.

Aging in One’s Own Aging in One’s Own Home and CommunityHome and Community

• Communities must be able to help those Communities must be able to help those

who need help while at the same time who need help while at the same time

ensure that the community remains ensure that the community remains

attractive.attractive.

• Vibrant communities attract and retain Vibrant communities attract and retain

people of all ages, who want to grow people of all ages, who want to grow

older in that community.older in that community.

We Need Older Adults to Remain We Need Older Adults to Remain in their Homes and Communitiesin their Homes and Communities

• To maintain contact with younger To maintain contact with younger

generational groups.generational groups.

• To fill positions in the workforce.To fill positions in the workforce.

• To pay property taxes.To pay property taxes.

• For their buying power.For their buying power.

Non-InstitutionalNon-Institutional

Housing Model Development Housing Model Development

Through the Civic Engagement of Through the Civic Engagement of

Older AdultsOlder Adults

Models for Consideration

• Beacon Hill Village

• Community-Without-Walls Model

• Partners in Care Village

• HomeShare Long Island

• Shared Housing

• The “Golden Girls” Model

• Home Modification Programs

• Home and Community Services

Natural Occurring Natural Occurring Retirement Communities Retirement Communities

(NORC)(NORC)

• A NORC community is defined as a community in A NORC community is defined as a community in which 40-50% of heads of households are at which 40-50% of heads of households are at least 60 years old.least 60 years old.

• NORC services include health care, social NORC services include health care, social services, and related services and are based in services, and related services and are based in the community thus enabling residents to reside the community thus enabling residents to reside in their homes as long as possible.in their homes as long as possible.

• Older adults are seen as resources and partners Older adults are seen as resources and partners in the planning and implementation of the NORC in the planning and implementation of the NORC and in its governance.and in its governance.

Natural Occurring Natural Occurring Retirement Communities Retirement Communities

(NORC)(NORC)

Services provided include home Services provided include home

maintenance, minor repairs, maintenance, minor repairs,

transportation services, recreation transportation services, recreation

programs, entitlement counseling, case programs, entitlement counseling, case

management, community nursing, care management, community nursing, care

assistance, meal preparation, and assistance, meal preparation, and

nutrition assistancenutrition assistance

For Further InformationFor Further Information

www.norcs.comwww.norcs.com

The Beacon Hill Village ModelThe Beacon Hill Village ModelBoston, MassachusettsBoston, Massachusetts

How are services paid for?How are services paid for?

• Members pay an annual fee like they would for an Members pay an annual fee like they would for an insurance policy premium. The membership fee insurance policy premium. The membership fee includes several services and programs and includes several services and programs and discounts on programs and services that are not discounts on programs and services that are not included in the annual membership fee.included in the annual membership fee.

• Fees are paid to a not-for-profit organization that Fees are paid to a not-for-profit organization that the residents establish and control, or, to a not-the residents establish and control, or, to a not-for-profit service organization selected by the for-profit service organization selected by the residents. The not-for-profit organization residents. The not-for-profit organization recruits, screens, employs, and oversees the recruits, screens, employs, and oversees the workers who provide services to its members.workers who provide services to its members.


What services does a member get What services does a member get

for the annual fee?for the annual fee?

• The common services that are included in the annual fee The common services that are included in the annual fee depend on what the residents decide are needed in the depend on what the residents decide are needed in the community. community.

The common services are: grocery shopping, doctor-The common services are: grocery shopping, doctor-prescribed transportation to medical appointments, prescribed transportation to medical appointments, information and referral about public and private information and referral about public and private services, geriatric care management, exercise classes, services, geriatric care management, exercise classes, and a number of educational and cultural programs. In and a number of educational and cultural programs. In addition, members are entitled to 10% to 50% discounts addition, members are entitled to 10% to 50% discounts for services offered by providers selected by the for services offered by providers selected by the Village.Village.


Optional Services (discounted, fee-based)Optional Services (discounted, fee-based)

Errands, cleaning, cooking, Errands, cleaning, cooking,

home delivered meals, computer assistance, home delivered meals, computer assistance,

geriatric care management, bill paying, geriatric care management, bill paying,

pet and plant care, electricians, plumbers, pet and plant care, electricians, plumbers,

home inspections, handyman services, rides, home inspections, handyman services, rides, personal trainers, massage therapists, personal trainers, massage therapists,

house checks, and home health care services.house checks, and home health care services.


Annual Membership FeesAnnual Membership Fees

Beacon Hill Village, Boston MA: 440+ Beacon Hill Village, Boston MA: 440+ MembersMembers

Four full-time staff members offering Four full-time staff members offering

a comprehensive array of servicesa comprehensive array of services

• $580 for an individual$580 for an individual

• $780 for a couple$780 for a couple

• $100/$150 low income$100/$150 low income


• The Village negotiates with local The Village negotiates with local

merchants for goods and services for merchants for goods and services for

its members. Participating merchants its members. Participating merchants

must agree to provide 10% to 50% must agree to provide 10% to 50%

discounts to its members.discounts to its members.


• The Village saves its members money through The Village saves its members money through

volume purchasing.volume purchasing.

• The Village provides peace of mind to its The Village provides peace of mind to its

members because it conducts extensive members because it conducts extensive

background checks of all participating vendors background checks of all participating vendors

and suppliers.and suppliers.

• The Village represents its members if there’s a The Village represents its members if there’s a

problem with a vendor or supplier.problem with a vendor or supplier.


For more information about Beacon Hill For more information about Beacon Hill

Village go to:Village go to:www.beaconhillvillage.orgwww.beaconhillvillage.org

A comprehensive founders’ manual is A comprehensive founders’ manual is

available and can be purchased on the available and can be purchased on the

Beacon Hill Village website.Beacon Hill Village website.

Community Without Walls (CWW) ModelCommunity Without Walls (CWW) ModelPrinceton, New JerseyPrinceton, New Jersey

• The Community Without Walls (CWW) is an association The Community Without Walls (CWW) is an association of individuals and couples who desire, and actively of individuals and couples who desire, and actively seek, ways to remain in their communities as they seek, ways to remain in their communities as they age. The mission of CWW is to enhance the ability of age. The mission of CWW is to enhance the ability of its members to age well, and to age "in place." its members to age well, and to age "in place."

• A primary goal of CWW is to assist its members in A primary goal of CWW is to assist its members in acquiring the knowledge that will enable them to acquiring the knowledge that will enable them to make the choices they will need to make as they age. make the choices they will need to make as they age. To further this goal, CWW engages in activities such To further this goal, CWW engages in activities such as social support, information, education, and as social support, information, education, and advocacy.advocacy.

Community Without Walls (CWW)Community Without Walls (CWW)Princeton, New JerseyPrinceton, New Jersey

• Services are provided by volunteer Services are provided by volunteer

assistance of shopping, chores, and assistance of shopping, chores, and

medical transportation.medical transportation.

• There are many social and educational There are many social and educational

activities conducted.activities conducted.

Community Without Walls, Community Without Walls, Princeton NJPrinceton NJ

450+ Members450+ Members

An all-volunteer program offering An all-volunteer program offering

an array of servicesan array of services

For a $15-$30 annual membership

fee.


www.princetonol.orgwww.princetonol.org

The Partners in Care Village Model The Partners in Care Village Model Pasadena, CaliforniaPasadena, California

• Community volunteers help other Community volunteers help other residents with the non-medical tasks residents with the non-medical tasks and chores of daily living that enable and chores of daily living that enable people to remain in their homes.people to remain in their homes.

• Volunteers earns credit hours that may Volunteers earns credit hours that may be banked for use at a later time, be banked for use at a later time, donated to another person, or to the donated to another person, or to the general bank.general bank.


www.partnersincare.orgwww.partnersincare.org

HomeShare Long IslandHomeShare Long Island

Definition: Two or more unrelated Definition: Two or more unrelated

people sharing a single family home.people sharing a single family home.

A review of the zoning codes of Nassau A review of the zoning codes of Nassau County’s three Townships and two cities County’s three Townships and two cities and Suffolk County’s five western and Suffolk County’s five western Townships defines a “family” as Townships defines a “family” as (paraphrased): (paraphrased):

One or more persons, whether or not One or more persons, whether or not related by blood occupying a single, related by blood occupying a single, one-family dwelling and living as the one-family dwelling and living as the functional equivalent of a natural functional equivalent of a natural family.family.

Thus, there is no need for a homeowner Thus, there is no need for a homeowner to obtain a permit to be a home sharer.to obtain a permit to be a home sharer.

BenefitsBenefits

• CompanionshipCompanionship

• Safety and SecuritySafety and Security

• Financial StabilityFinancial Stability

• ServicesServices

Qualifications: HomeownerQualifications: Homeowner

• 60 years of age and older (usually)60 years of age and older (usually)

• One private bedroomOne private bedroom

• Shared or private bathShared or private bath

• IndependentIndependent

• May charge rentMay charge rent

Qualifications: Home SharerQualifications: Home Sharer

• At least 18 years oldAt least 18 years old

• Stable IncomeStable Income

• Submit to criminal Submit to criminal

background checkbackground check

• IndependentIndependent

ReferencesReferences

• EmployerEmployer

• Co-workerCo-worker

• Previous/present landlordPrevious/present landlord

• MinisterMinister

• NeighborNeighbor

• Personal FriendPersonal Friend

How to MatchHow to Match

• Personal CharacteristicsPersonal Characteristics

• Geographical ConsiderationsGeographical Considerations

• Furniture/Storage spaceFurniture/Storage space

• Rent AmountRent Amount

• Male/FemaleMale/Female

How to Match, continuedHow to Match, continued

• Access to public transportationAccess to public transportation

• Smoking/non-SmokingSmoking/non-Smoking

• Pets/no petsPets/no pets

• Storage/No StorageStorage/No Storage

• CompatibilityCompatibility

- - A 22-year old home sharing A 22-year old home sharing program HouseMate Match) with over 400 program HouseMate Match) with over 400 matches in the Atlanta suburbs reports matches in the Atlanta suburbs reports the average length of a home sharing the average length of a home sharing match is match is 2.5 years.2.5 years.

- On Long Island, HomeShare Long - On Long Island, HomeShare Long Island has made 70 matches in both Island has made 70 matches in both Nassau and Suffolk Counties.Nassau and Suffolk Counties.

Home Sharing vs. RentingHome Sharing vs. Renting

Home Sharing assists the Homeowner by:Home Sharing assists the Homeowner by:

• conducting thorough background and reference conducting thorough background and reference checks checks

andand

• finding another Home Sharer in the event that finding another Home Sharer in the event that the match doesn’t work out.the match doesn’t work out.

The homeowner may be too busy or feel The homeowner may be too busy or feel uncomfortable completing these activities.uncomfortable completing these activities.

For Further Information:For Further Information:HomeShare Long IslandHomeShare Long Island

Contact:Contact:

Suffolk CountySuffolk County

Family Service LeagueFamily Service League

(631)647 3100 ext. 2225(631)647 3100 ext. 2225

Extension 228Extension 228

Nassau CountyNassau County

Family and Children’s AssociationFamily and Children’s Association

(516) 292 1300 ext. 2250(516) 292 1300 ext. 2250

Shared HousingShared Housing

Living residences which involve a number ofLiving residences which involve a number of

people living cooperatively as an unrelatedpeople living cooperatively as an unrelated

family in a large dwelling thus prolonging theirfamily in a large dwelling thus prolonging their

desire for an independent lifestyle.desire for an independent lifestyle.


National Shared Housing AssociationNational Shared Housing Association

www.sharedhousing.orgwww.sharedhousing.org

““The Golden Girls Model”The Golden Girls Model”

• Two-to-three homeowners in the same community decide Two-to-three homeowners in the same community decide that one or more of them will move into one of their that one or more of them will move into one of their homes while the other(s) sell their homes, homes while the other(s) sell their homes, oror, all , all sell their homes and use the proceeds to jointly sell their homes and use the proceeds to jointly purchase a home for group use.purchase a home for group use.

• The homeowners share the costs of maintaining the The homeowners share the costs of maintaining the home.home.

• The homeowner secures any necessary permits to The homeowner secures any necessary permits to modify the home.modify the home.

• The costs of modifying the home for group use are The costs of modifying the home for group use are shared by the two-three people involved.shared by the two-three people involved.

Home ModificationHome Modification

United Way of Long Island’s Senior Access United Way of Long Island’s Senior Access

to Home provides accessibility modifications to to Home provides accessibility modifications to

homes of low-income seniors (65 and over) in homes of low-income seniors (65 and over) in

both Nassau and Suffolk Counties. The both Nassau and Suffolk Counties. The

initiative focuses on providing home retrofits, initiative focuses on providing home retrofits,

such as ramps, grab rails, wheelchair such as ramps, grab rails, wheelchair

accessible bathrooms and kitchens, and any accessible bathrooms and kitchens, and any

other necessary modifications that will enable other necessary modifications that will enable

senior citizens to stay in their own home senior citizens to stay in their own home

rather than move into assisted care. rather than move into assisted care.


www.unitedwayli.orgwww.unitedwayli.org

Home and Community-based Home and Community-based ServicesServices

• Adult Day CareAdult Day Care• Caregiver ProgramsCaregiver Programs• Case ManagementCase Management• Emergency Response SystemsEmergency Response Systems• Home Health ServicesHome Health Services• Home RepairHome Repair• Home ModificationHome Modification• Information and ReferralInformation and Referral• Legal AssistanceLegal Assistance• Home Delivered MealsHome Delivered Meals• Personal CarePersonal Care• Senior Center ProgramsSenior Center Programs• Telephone ReassuranceTelephone Reassurance• TransportationTransportation

For Information about Home and For Information about Home and Community-Based ServicesCommunity-Based Services

New York State Office for the AgingNew York State Office for the Aging

1-800-342-98711-800-342-9871

For Information about Senior HousingFor Information about Senior HousingCovering New Construction, Resales, Covering New Construction, Resales,

and Rentalsand Rentals

Senior Resource NetworkSenior Resource Network

1 800 569 20531 800 569 2053

Senior Housing LocatorSenior Housing Locator

www.seniorhousinglocator.com

Services to OfferServices to Offer

• conduct feasibility studies conduct feasibility studies

• develop their common visiondevelop their common vision

• develop marketing strategies develop marketing strategies

• develop financial plansdevelop financial plans

• Assist in program start-upsAssist in program start-ups

Issues for Consideration

• Outreach

- houses of worship, libraries, civic associations, senior service organizations, Rotary, Lions, etc.

• Resistance and reluctance

- time-consuming, financial commitment, lack of sufficient community interest

• Fee-setting• - amount, term, timing• Funding

- membership fees, fund raising• - Community Development Funds• - United Way• - Individuals and Foundations

Tools to Aid Aging in Place Efforts

• MOBILITY– Mobility Forums

– Complete Streets Legislation and Transit Oriented Development

– Metropolitan Planning Organizations

– Ride Sharing (NuRide)

• HOUSING and ZONING– Visitability legislation

– Universal design incentives

– Expedited Zoning approval

– Affordable Housing Efforts

Recommendations and Action Steps for Mobility

• Communities should facilitate driving by older

individuals by improving the travel environment,

supporting driver education, and promoting safe

driving throughout the life span.

• Communities should take positive steps to enhance

mobility options, including public transportation,

walking and bicycling, and specialized transportation

for individuals with varied functional capabilities and

preferences.

MOBILITY FORUMS

• Convene StakeholdersCommunity, land use, and transportation planners,

transportation providers, elected officials and

legislators, town and municipal staff, senior care

advocates and service providers, community leaders,

and concerned citizens.

• Issues to Discuss and define Challenges, opportunities and actions for change

Driving safely Transit and Land Use Pedestrian Safety

Complete Streets and Transit Oriented Development

Support Complete Streets:

– A Complete Street is safe, comfortable and convenient for travel via automobile, foot, bicycle, and transit.

– Is fully accessible to all: kids, seniors and people with disabilities.

Support Transit Oriented Development (TOD).

> Explore improving the “livability” of metropolitan areas through TOD which provides for a mixed-use environment that is both walkable and connected to the broader region by virtue of transit connections.

Metropolitan Planning Organization

• Join efforts on Citizen Advisory Committees– Where opportunities are available

• Attend meetings where public is allowed– Make comments about transit, and pedestrian issues in

your community.

NuRide- Ride Sharing efforts

• NuRide is the nation’s first incentive-based ridesharing

network where individuals can schedule ridesharing trips

online and earn points that can be redeemed for rewards

from corporate sponsors.

• Partnership

– Pilot- Working to pair older adults with willing NuRide

Volunteers to get around their community. Will go live in 2009.

• www.nuride.com

Housing Options

As part of expanding housing choices, AARP supports:

• Removal of zoning barriers to accessory apartments and shared housing.

• Assure that state and local development strategies address the housing needs of persons who are low-income, disabled or older;

• Acquire funding for affordable housing through Consolidated Planning Process.

Recommendations and Action Steps for Housing

and UD• Work to influence local town officials, builders,

remodelers etc. to consider Universal Design

features when they build new homes or remodel

homes for people of all ages and abilities.

• Work to encourage all new affordable housing to

have Universal Design features.

Affordable, Accessible, Appropriate Housing

• Access Long Island– Zoning efforts

• YIMBY (Yes In My Back Yard)– Affordable

• Suffolk County Senior Citizen Task Force– Accessible

Housing and Zoning Efforts

• Access Long Island creating model efforts– Town by Town Effort to Expedite Zoning for Ramps and

Lifts.

• Southampton

• Huntington

– Town by Town Effort to pass Universal Design

incentives.

• Southampton

YIMBY

• Coalition effort to influence communities and

decision makers.– 2 Major Housing Projects

• Heartland

• Nassau Lighthouse Project

– Working for Affordable Component

– Accessory Dwelling Units

Suffolk County Senior Citizen Task Force

• County wide task force charged with making

recommendations to make Suffolk a more Livable

Community.

– Housing Recommendations

• Visitability legislation proposed

Contact Us

• Paul Arfin – President/CEO, Intergenerational Strategies,

631 232 1262

[email protected]

• William Stoner - Associate State Director, Livable Communities, AARP

212-407-3736

[email protected]

sustainable strategies to build support for aging-in-place and community projects november 13, 2008...

Documents

community communities

community services slide

norc community

community nursing

community projects

social services

related services

inhome services