Re: Waiting List Maintenance - How is it done? (Richard P)
From: Rodney Elin (hen3ryeasternvillage.org)
Date: Wed, 20 Feb 2013 06:41:14 -0800 (PST)
On Tue 19 Feb 13 19 Feb 13 10:0102, 111rmp [at] gmail.com wrote:
We are at the stage where we need to maintain a fair and effective waiting
list for the purchase of homes in our community. Yes we are one home short
of fully occupied and there is also a lot of interest including the
potential for people to be competing for homes.

How does your community keep its waiting list?  Is it paper or online?
Automated or do individuals keep track of it "manually"?  Is there a fee to
be on the list?  Do you keep the list by particular unit or just a general
list?

I expect that most communities have similar concerns around waiting lists when developing and selling units initially, but as Sharon intimates, things change drastically once move-in is complete. After our move-in, we had been maintaining our waiting list almost exactly the way we kept it during our development and building phases, by offering homes that came available for sale to the people on the waiting list, in the order they had joined the waiting list. About two years after move-in, one of our residents pointed out that maintaining a waiting list that has any priority or treats anyone preferentially might very easily run afoul of fair housing laws. Since we are structured as a condominium and not a cooperative, we really cannot offer any unit to anyone in particular or at a different price.

So instead of a "waiting list," EVC maintains a list of interested people. Whenever a homes comes available for sale, we announce it to everyone on our list at the same time.


~Rodney




As background, here is what our by-laws say:

The [Steering Team] shall maintain a list of persons who have expressed
interest in joining the community by purchasing or leasing a Unit within the
Condominium (the Waiting List).  Such Waiting List shall indicate the order
in which such expressions of interest are received and what size Unit the
person is interested in.  When an Owner plans to convey a Unit, he shall
immediately notify the Board of Directors who shall notify or cause to be
notified those on the Waiting List for the appropriate size Unit, or the
first three such persons if there are more than three.  No Owner shall
convey a Unit by sale, lease, gift or devise unless he shall have first
offered the Unit on the same terms, in order, to the persons on the Waiting
List who have indicated an interest in the same size Unit (or the first
three if there are more than three such persons) and all such persons have
declined the offer or thirty days have passed since the Owner notified the
Board of Directors.  This section does not apply to the gift, sale, lease or
devise of a Unit to an immediate family member (spouse, civil union partner,
parent, sibling, child or grandchild) of the Owner, nor to the conveyance of
a Unit subject to restrictive covenants held by a government body or
charitable organization for the purpose of providing affordable housing.


-Richard
----------------------------
Richard Pendleton
Nubanusit Neighborhood & Farm
http://www.peterboroughcohousing.org
An old fashioned neighborhood in a new way.



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