1. CLIENTS WITH DISABILITIES PROFESSIONAL RELATIONSHIP CONFIDENTIALITY LITIGATION

2. PEOPLE WITH DISABILITIES Protected Class Everyone is—or will be—in the class Not everyone in the class knows it Bodies change/minds change

3. DEFINITION OF DISABILITY FAIR HOUSING ACT: – physical or mental impairment that substantially limits one or more major life activities 67 OTHER FEDERAL LAWS – Social SecurityVeterans – EducationEmployment CALIFORNIA – Includes “medical condition”

4. FEDERAL REGULATIONS (a) Physical or mental impairment includes: (1) Any physiological disorder or condition, cosmetic disfigurement, or anatomical loss affecting one or more of the following body systems: Neurological; musculoskeletal; special sense organs; respiratory, including speech organs; cardiovascular; reproductive; digestive; genito-urinary; hemic and lymphatic; skin; and endocrine; or (2) Any mental or psychological disorder, such as mental retardation, organic brain syndrome, emotional or mental illness, and specific learning disabilities. The term physical or mental impairment includes, but is not limited to, such diseases and conditions as orthopedic, visual, speech and hearing impairments, cerebral palsy, autism, epilepsy, muscular dystrophy, multiple sclerosis, cancer, heart disease, diabetes, Human Immunodeficiency Virus infection, mental retardation, emotional illness, drug addiction (other than addiction caused by current, illegal use of a controlled substance) and alcoholism. (b) Major life activities means functions such as caring for one's self, performing manual tasks, walking, seeing, hearing, speaking, breathing, learning and working. 24 CFR 100.21

5. CLIENT OBJECTIVE COMPENSATION – Money – Litigation/Administrative Complaint PUBLIC/SOCIAL INTEREST – Stop Discrimination – Change Landlord/Social Attitude IMMEDIATE PRACTICAL SOLUTION – Access to Housing Opportunity – Reasonable Accommodation

6. AGENCY ROLE Advisor (Information—Education) Scrivenor (Documentation) Advocate Impartial Investigator Referrer Mediator (Conciliator) Arbitrator Witness

7. CONFIDENTIALITY COMMUNICATIONS ARE NOT CONFIDENTIAL Does a privilege or exception apply – Attorney—Client Privilege – Attorney Work Product – Doctor/Therapist—Patient Privilege – Mediation Confidentiality – Privacy Rights – HIPPA

8. CONFIDENTIAL CLIENT INFORMATION What information do you need? – Existence of Physical/Mental Impairment Specific Nature of Condition—No – Limitation on Major Life Activities Specific Nature of Limitation—No – Nature of Accommodation Sought Yes—not confidential

9. DOCTOR VERIFICATION To whom it may concern – Patient has a physical or mental condition that limits one or more major life activities – Patient is requesting the following accommodation: _____________________ – Granting the accommodation will enable Patient to fully use and enjoy a housing opportunity

10. REASONABLE ACCOMMODATION Accommodations may be necessary to afford a handicapped person equal opportunity to use and enjoy a dwelling unit, including public and common use areas. – 24 CFR §100.204(a) Identifiable relationship, or nexus, between the requested accommodation and the individual’s disability. – HUD/DOJ Joint Statement May 17, 2004

11. REASONABLE ACCOMMODATION PROCESS Client must disclose existence of disability, unless obvious Client must request accommodation – Agency can assist/make request – Housing Counselor will be witness Landlord must – Grant request – Engage in interactive process

12. AGENCY ROLE IN INTERACTIVE PROCESS Accommodation request in writing Disclose minimal confidential information – Landlord may not keep confidential – Battle worth fighting? Landlord concerns – Economic – Administrative cost/inconvenience – Quiet Enjoyment PREPARE TO BE A WITNESS

13. COMPLAINT COURT or ADMINISTRATIVE – Public document – Allege impairment without specifics

14. DISCOVERY STIPULATED PROTECTIVE ORDER – Propose early – Allow defense to draft – Specific to medical records/testimony

15. LITIGATION AS WAIVER Defense Position: – Filing emotional distress action waives privilege Jaffe v Redmond 518 US 1 (1979) – Psychotherapist privilege is not waived or balanced against evidentiary relevance EEOC v. Peters’ Bakery __FRD__ 2014 – Adopts narrow approach to waiver Garden variety emotional distress is no waiver Specific mental injury may be waiver

16. REASONABLE ACCOMMODATIONS IN LITIGATION State courts under ADA Federal courts—Judicial Conference policy Accommodations – Client attend settlement conference by telephone – Location of deposition – Client can review deposition transcript at home