FAIR HOUSING TRAINING CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- LEGAL FRAMEWORK & FOUNDATIONS ---
[ ] Briefly explain the purpose of the Fair Housing Act (FHA).
[ ] Which of the following is NOT a primary goal of the Fair Housing Act? (To prohibit discrimination in housing., To promote equal opportunity in housing., To mandate specific architectural styles for all new construction., To ensure everyone has a choice in where they live.)
[ ] What year was the Fair Housing Act originally enacted?
[ ] Describe the difference between disparate treatment and disparate impact discrimination.
[ ] Which federal agency is primarily responsible for enforcing the Fair Housing Act? (Department of Justice, Equal Employment Opportunity Commission (EEOC), U.S. Department of Housing and Urban Development (HUD), Consumer Financial Protection Bureau (CFPB))
[ ] Explain the concept of 'steering' in the context of Fair Housing and why it's prohibited.

--- PROTECTED CLASSES & DISCRIMINATION ---
[ ] Which of the following are protected classes under the Fair Housing Act? (Race, Religion, National Origin, Sex, Familial Status, Disability, Age, Income)
[ ] Define 'steering' in the context of Fair Housing. Provide an example of steering behavior.
[ ] What is the difference between disparate treatment and disparate impact discrimination? (Disparate Treatment, Disparate Impact)
[ ] Describe a scenario where a seemingly neutral policy could be considered discriminatory disparate impact. Explain how it could be justified.
[ ] Which of the following actions could be considered a violation of the Fair Housing Act regarding Familial Status? (Select all that apply) (Refusing to rent to a family with children under 18., Imposing different rental terms based on the presence of children., Advertising a property as 'perfect for young professionals', Providing different amenities or services based on whether a family has children., Asking about the ages of children during the application process.)
[ ] True or False: It is permissible to ask a prospective tenant about their medical history. (True, False)

--- ADVERTISING & MARKETING ---
[ ] Are all marketing materials reviewed for Fair Housing compliance? (Yes, No, Not Applicable)
[ ] Describe the process for reviewing marketing materials for Fair Housing compliance.
[ ] Which of the following keywords/phrases should be avoided in advertising? (Family Friendly, Ideal for Young Professionals, Quiet Community, Close to Good Schools, Retirement Community)
[ ] Upload a recent sample of advertising material.
[ ] Does your advertising consistently feature diverse individuals and families? (Yes, No, Sometimes)
[ ] Explain how images and language in advertising avoid perpetuating stereotypes.

--- CLIENT INTERACTIONS & COUNSELING ---
[ ] Describe a scenario where a client expresses a preference for neighbors of a specific demographic. How would you respond in compliance with Fair Housing laws?
[ ] Which of the following is NOT a prohibited question to ask a potential tenant? (Select One) (Are you married?, Do you have children?, What is your occupation?, Are you registered to vote?)
[ ] Explain how to handle a situation where a client makes a comment that could be interpreted as discriminatory, even if not explicitly stated.
[ ] What are some examples of subtle steering practices that could be considered discriminatory? (Select all that apply) (Directing families with children to specific neighborhoods, Providing different levels of service based on a client's race, Showing only the most affordable units to clients from a specific background, Providing more information about available amenities to certain clients)
[ ] Describe the importance of using inclusive language when counseling clients. Provide examples of inclusive vs. non-inclusive language.
[ ] What is the purpose of a 'limiting factor' when discussing housing options with a client? (To narrow down choices based on financial constraints., To prevent clients from choosing housing that is not suitable for their needs., To avoid discriminatory suggestions or preferences., All of the above.)

--- LEASING & SALES PRACTICES ---
[ ] Do you understand the prohibition against steering clients towards or away from certain neighborhoods? (Yes, No, Unsure)
[ ] Which of the following are examples of potentially discriminatory practices during showings or open houses? (Select all that apply) (Highlighting 'family-friendly' amenities only to families with children, Asking about marital status or plans to have children, Limiting access to certain areas of a property based on perceived characteristics, Providing different information or services to clients based on their race, None of the above)
[ ] Describe how you would respond to a client who explicitly states they want to live in a neighborhood 'free of a particular group.'
[ ] Are you aware of the requirements regarding providing equal opportunity housing notices in all advertising? (Yes, No, Unsure)
[ ] How many days should records of client interactions be kept, to ensure compliance?
[ ] Upload example of Equal Opportunity Housing notice used in your advertising.

--- ACCESSIBILITY & REASONABLE ACCOMMODATIONS ---
[ ] Explain the concept of 'reasonable accommodation' as it pertains to housing. Provide examples.
[ ] Describe the difference between ‘assistive devices’ and ‘reasonable modifications’.
[ ] Which of the following are examples of reasonable accommodations commonly requested by individuals with disabilities? (Select all that apply) (Allowing a service animal, even if pets are otherwise prohibited, Modifying common areas for wheelchair access, Waiving parking fees for accessible parking, Allowing an applicant to submit documentation electronically, Allowing a tenant to install grab bars in the bathroom at their own expense, Reassigning a tenant to a unit on a lower floor)
[ ] Describe your process for handling a request for a reasonable accommodation. Include steps from initial request to decision-making.
[ ] When denying a reasonable accommodation request, what information MUST you provide to the applicant? (Choose one) (The specific reasons for denial, in clear and understandable language., A list of potential alternative accommodations., An explanation of the appeals process., All of the above)
[ ] How many days do you typically allow for applicants to provide supporting documentation for a reasonable accommodation request?
[ ] Explain the importance of maintaining confidentiality regarding an applicant’s disability-related information.

--- RECORD KEEPING & DOCUMENTATION ---
[ ] Date of Client Interaction
[ ] Detailed Summary of Client Interaction (including relevant topics discussed)
[ ] Client's Housing Need (Rental, Purchase, Mortgage, Other)
[ ] Potential Fair Housing Concerns Identified? (No, Source of Income Discrimination, Familial Status Discrimination, Disability Discrimination, National Origin Discrimination, Race Discrimination, Religion Discrimination, Sex Discrimination, Other)
[ ] If applicable, detailed notes on potential Fair Housing concerns and actions taken.
[ ] Outcome of Interaction (Referral to Agency, Application Assistance, Information Provided, Other)
[ ] Supporting Documents (e.g., Application, Referral Forms)

--- HANDLING COMPLAINTS & ADDRESSING CONCERNS ---
[ ] Describe the company's complaint intake procedure.
[ ] Who is responsible for initial complaint assessment? (Designated Fair Housing Officer, Broker/Managing Broker, Human Resources, Legal Counsel)
[ ] Within how many days must a complaint be acknowledged?
[ ] Summarize the steps taken to investigate a Fair Housing complaint.
[ ] What documentation should be collected during an investigation? (Client communications, Lease agreements, Advertising materials, Internal policies, All of the Above)
[ ] Describe the process for determining a resolution to a complaint.
[ ] Date of last complaint resolution training.

--- COMPANY POLICIES & PROCEDURES ---
[ ] Have you reviewed the company's Fair Housing Policy? (Yes, No)
[ ] Briefly describe your understanding of the company's Fair Housing policy.
[ ] Are you aware of the designated Fair Housing contact person within the company? (Yes, No)
[ ] If yes, what is the name and contact information of the Fair Housing contact?
[ ] Do you understand the process for reporting suspected Fair Housing violations within the company? (Yes, No)
[ ] Describe the steps to take if you suspect a Fair Housing violation.
[ ] Last Policy Review Date (YYYY)

--- UPDATES & RESOURCES ---
[ ] Last Training Completion Date
[ ] Summary of Recent Legal Updates (if any)
[ ] Preferred Source for Fair Housing News & Updates (HUD Website, National Fair Housing Alliance, State/Local Fair Housing Agency, Industry Association Newsletter, Other (Specify in Long Text))
[ ] Resources Accessed in the Last 6 Months (HUD Fair Housing Act Overview, National Fair Housing Alliance Website, State/Local Fair Housing Agency Website, Company’s Fair Housing Policy Manual, Fair Housing Training Videos, Legal Counsel Consultation)
[ ] Upload Relevant Articles or Updates (Optional)
[ ] Contact Information for Fair Housing Resources (Phone/Email)

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