|Sharing Costs in Cohousing||<– Date –> <– Thread –>|
|From: Ann Lehman (annzimmerman-lehman.com)|
|Date: Fri, 1 Oct 2021 16:09:12 -0700 (PDT)|
*Sharing Costs in Cohousing* PDX Commons (Portland, OR, Senior CoHousing) is reviewing how costs might be allocated to members. We are asking how others make this determination, what are your dues based on i.e., individuals, sq ft, units, kids, access, affordability, maintenance vs. fun etc.). Also and/or other dues you have that might not be HOA but help pay for overall expenses. Can you share this with your treasurer or someone knowledgeable? *1) *Cohousing Name_____________________, Location____________________ How many *people* live in your community (roughly)? ___________How many separate *homes* are in your community? __________ A main building includes that includes most homes? _____ Attached building(s) for most homes (townhouses, duplexes, etc.)?__________Separate buildings for most homes____________________ *2) What costs are shared* in your community? (Select as many as apply) a) General operating costs (insurance, property taxes, utilities, etc.)___________ b) Common space costs (furniture, appliances, play equipment, etc.)_________ c) Community costs (food, entertainment, retreats, facilitators, etc.)__________ d) Building repairs and maintenance____________ e) Capital reserves (for repair and replacement of roofs, walls, etc.)___________ f) Other (please describe) __________________________________________________________ *3) *How does your community *pay for common costs*? (Select as many as apply) a) HOA fees?______________________ b) Member dues?____________________ c) Voluntary donations?________________ d) Other (please describe) _____________________________________________ *4) * If you have *HOA Fees*/*Membership Dues* how do you allocate them? If parts of your dues are divided by different criteria, which are parts are included for the ways you divide up dues? a) Equal share for every unit regardless of size_________________________________________ b) Equal share for every unit of the *same* size__________________________________________ c) Based on square feet per unit_____________________________________________________ d) Based on the number of people in the community______________ (whom is included in this count?)______________________________________________________________________ e) Other (please describe) _____________________________________________________ *5)* If you have* Voluntary Donations* as part of you dues do you have suggested amounts? a) Equal share for every unit regardless of size_______________________________________ b) Equal share for every unit of the *same* size________________________________________ c) Based on square feet per unit____________________________________________________ d) Based on the number of people in the community____________________________________ e) Other (please describe) _________________________________________________________ *6)* If you have Voluntary Donations, how do you cover costs if there *aren’t enough donations*? a) Use community savings_______________________________________________________ b) Ask members to donate more___________________________________________________ c) Assess mandatory dues or fees_________________________________________________ d) Other (please describe) ______________________________________________________ *7) * How big is your *annual budget (approximately)*?___________________________, a) What part of your budget is for reserves?__________________ b) Does everyone pay the same amount for reserves?_______________ If not is it by (by household?_____________ by person?________________ other?______________________ 8*) What else* do you think would be useful to know about how your community shares costs? (Please describe) ____________________________________________________________ Please return to ann [at] zimmerman-lehman.com *Ann Lehman, she/her **Zimmerman Lehman Board Governance Specialist **https://zimmerman-lehman.com/ <https://zimmerman-lehman.com/> **510.755.5701* *Yoga Instructor Slow Yoga for Savvy Bodies **https://zimmerman-lehman.com/slowyoga.htm <https://zimmerman-lehman.com/slowyoga.htm>*
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