Page 6 - Boca ViewPointe - February '24
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Page 6, Viewpointe                                                  February 2024
      55+ Communities



      – Do I Still Need A Survey Every 2 Years?



      By Howard J. Perl, Esq                             color, religion, sex, national origin, handicap and familial   must take place at least once every two years. A survey may
                                                         status (in general, the presence of children under the age of   include information regarding whether any units are occupied
         Effective July 1, 2020, the                     18 in the household). The prohibition against discrimination   by persons described in paragraphs (e)(1), (e)(3), and (e)(4)
      Florida legislature eliminated                     based on familial status became effective March 12, 1989. The   of § 100.305.
      the requirement for 55+                            Act contained a provision exempting “senior” housing from      (d) Any of the following documents are considered reliable
      communities to register with                       the prohibition against familial status discrimination.  documentation of the age of the occupants of the housing
      the Florida Commission on                             The Housing for Older Persons Act (HOPA), signed into   facility or community:
      Human Relations (“FCHR”),                          law by President Clinton on December 28, 1995, amended the      (1) Driver’s license;
      and eliminated the need to                         housing for older persons exemption against familial status      (2) Birth certificate;
      submit a letter to the FCHR                        discrimination. The HOPA modified the statutory definition      (3) Passport;
      every two years stating that                       of housing for older persons as housing intended and operated      (4) Immigration card;
      the  association  complies  with  the  requirements  to  be   for occupancy by at least one person 55 years of age or older      (5) Military identification;
      considered housing for older persons under state and federal   per unit. It eliminated the requirement that housing for older      (6) Any other state, local, national, or international official
      law. However, that did not eliminate the other requirements a   persons have significant services and facilities specifically   documents containing a birth date of comparable reliability;
      55+ community must comply with to maintain its 55+ status,   designed for its elderly residents. It required that facilities or   or
      including the need to conduct a survey of residents every two   communities claiming the exemption establish age verification      (7) A certification in a lease, application, affidavit, or other
      (2) years as further noted below.                  procedures. It established a good faith reliance defense or   document signed by any member of the household age 18 or
         Title VIII of the Civil Rights Act of 1968 (the Federal Fair   exemption against monetary damages for persons who illegally   older asserting that at least one person in the unit is 55 years
      Housing Act), as amended by the Fair Housing Amendments   act in good faith to exclude children based on a legitimate   of age or older.
      Act of 1988 (the Fair Housing Act), prohibits discrimination   belief that the housing facility or community was entitled to      (e) A facility or community shall consider any one
      in housing and real estate-related transactions based on race,   the exemption.                      of the forms of verification identified above as adequate
                                                            Generally, to be classified as a 55+ community the   for verification of age, provided that it contains specific
                                                         Association must satisfy the following criteria:  information about current age or date of birth.
            Attention Dog Owners                           be occupied by at least one person aged 55 or over;    maintain appropriate policies to require that occupants comply
                                                                                                             (f) The housing facility or community must establish and
                                                           1. At least eighty percent (80%) of the occupied units must
                                                            2. You must publish and adhere to policies and procedures   with the age verification procedures required by this section.
         It is your responsibility to pick up after your dog.   demonstrating an intent to provide housing for persons 55      (g) If the occupants of a particular dwelling unit refuse
                       It’s the law.                     years of age or older; and                        to comply with the age verification procedures, the housing
          Some of you have been negligent in doing so.      3. You must engage in appropriate age verification   facility or community may, if it has sufficient evidence,
                Please keep our                          procedures designed to ensure that future occupancy complies   consider the unit to be occupied by at least one person 55
            Boca Pointe community                        with the 55 and over requirements.                years of age or older. Such evidence may include:
                   beautiful!                               The Third criterion requires the Association to engage in      (1) Government records or documents, such as a local
                                                         appropriate age verification procedures designed to ensure that   household census;
                                                         future occupancy complies with the 55 and over requirements.      (2) Prior forms or applications; or
                                                                                                             (3) A statement from an individual who has personal
                                                         Verification procedures are found at 24 C.F.R. Section 100.307,     knowledge of the age of the occupants. The individual’s
                                                         and states:
          Current Events                                      100.307 Verification of occupancy.           statement must set forth the basis for such knowledge and be
                                                                                                           signed under the penalty of perjury.
                                                           (a) In order for a housing facility or community to qualify
                                                                                                             (h) Surveys and verification procedures which comply
                      Group                              as housing for persons 55 years of age or older, it must be able     with the requirements of this section shall be admissible in
                                                         to produce, in response to a complaint filed under this title,
                                                                                                           administrative and judicial proceedings for the purpose of
                                                         verification of compliance with § 100.305 through reliable
                                                         surveys and affidavits.                           verifying occupancy.
           The Current Events Group meet every Monday from      (b) A facility or community shall, within 180 days of the      (i) A summary of occupancy surveys shall be available for
        10am-11:30am at the BPCA office. The members consist   effective date of this rule, develop procedures for routinely   inspection upon reasonable notice and request by any person.
        of both men and women and all Boca Pointe residents are   determining the occupancy of each unit, including the      If an association follows the above steps, it will be in
        invited to attend. If you would like more information or   identification of whether at least one occupant of each unit   compliance with the federal and state regulations to maintain
        to sign up, please call 516-835-2670.           is 55 years of age or older. Such procedures may be part of a   its status as housing for older persons. If these requirements
                                                         normal leasing or purchasing arrangement.         have not been strictly adhered to, then the association is not
                                                            (c) The procedures described in paragraph (b) of this   in compliance with HOPA and the Association’s 55 and over
                                                         section must provide for regular updates, through surveys   status may be in jeopardy. Of course, if you have any questions
                                                         or other means, of the initial information supplied by the   regarding the above requirements, you should contact your
                                                         occupants of the housing facility or community. Such updates   association attorney. 



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