COPY OF SURVEY QUESTIONNAIRE

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					COPY OF SURVEY QUESTIONNAIRE


Greetings,                                          [
                                                                                             ]
As a member of Earthsong Eco-                   1.6 How was/is the project managed
Neighbourhood--a cohousing project              internally?
underway in NZ--I am undertaking a                  [
research project as part of a Planning                                                       ]
degree on the needs of cohousing and other      1.7 How much time and energy have been
innovative community housing projects.          contributed
                                                    by its initiators to create the
This study is focusing on what are the          project?
hard parts, and looking at the potential            eg: x people, y years at z hours per
assistance groups could use to get more         week
innovative housing type projects on the             [
ground quicker.                                                                              ]
                                                1.8 Who took the development risk?
I would appreciate it if you could fill             [
out the survey form as included below.                                                   ]
These are most useful to me by May 24           1.9 How much money and risk have been
                                                contributed
This can be achieved in three ways:                 by its initiators to create the
1. If your 'Reply' button quotes the            project?
senders text-->                                     eg: group invested x million dollars
   - click 'reply' then fill in.                for y years
2. Else highlight/swipe the questionnaire             : unsecured/secured by.../guarantees
text; then;                                     etc
   - copy ('edit' | 'copy'); and;                   [
   - click 'reply'                                                                       ]
   - paste ('edit' | 'paste') into the          ==========================================
reply email body;                               =======
   - lastly fill in.                            2. SUPPORT AND ASSISTANCE
3. Print out, fill in and post to
   10 Adriatic Ave, Auckland 1008, NZ           2.1 Specifically what external
                                                commercial/paid assistance has your
Any problems don't hesitate to ask me. The      project had thus far?
aggregated results will be published as             eg: list which paid
part of my research project, which i will       consultants/developers
make available to you.                                : advisers/agents/managers : funders
                                                      : what was their role?
Thanks.                                             [
                                                                                          ]
Peter Scott                                     2.2 What external non-profit assistance
Auckland University Planning Dept                   has your project had thus far?
                                                    eg: from voluntary/non profit/
++++++++++++++++++++++++++++++++++++++++++            : philanthropic orgs
+                                                     : specify what help and how much
+                                                   [
+ SURVEY OF THE NEEDS OF                                                                ]
+                                               2.3 What government assistance has your
+ INNOVATIVE COMMUNITY HOUSING PROJECTS         project had?
+                                                   eg: specify which
+                                                     : state/regional/local council/other
+                                                     : what help and how much
+ University of Auckland Planning Dept              [
+                                                                                         ]
+ Research Project                              ==========================================
+                                               =============
+                                               3. OBSTACLES
+
++++++++++++++++++++++++++++++++++++++++++         What do you consider to have been the
                                                significant obstacles or difficulties in
1.    YOUR PROJECT                              the development of your housing project?
                                                What have been the really
1.0   Project name [                ]              hard parts?
1.1   Location [                    ]
1.2   Number of households [        ]               If each of following hurdles could be
1.3   Approx date of move in[       ]           graded on a scale of 1-10 (10 being the
                                                most difficult obstacle)
1.4 Briefly describe the project's aims,            enter in the box what that grade would
    and progress.                               be:
    [
                                            ]
1.5 Who or what group or body initiated         3.0 Lack of appropriate group
the project?                                    skills...........[ ]
    eg: group of x residents-to-be                  -comment[
                                    ]           -comment[
3.1 Lack of appropriate technical                                                 ]
skillsets....[ ]                             3.10 Lack of local experience with
    -comment[                                technologies.[ ]
                                    ]             -comment[
  3.2 Lack of appropriately experienced                                           ]
    facilitative                             3.11 Difficulty accommodating the
professionals.................[ ]            financially
    -comment[
                                    ]        disadvantaged.............................
3.3 Difficulty finding and negotiating       .[ ]
with                                                                             ]
                                             3.12 Cutting through complexity / change
professionals.............................   trauma.[ ]
.[ ]                                              -comment[
    -comment[                                                                    ]
                                    ]        3.13 Other [
3.4 Lack of appropriate legal                ]..........[ ]
                                                  -comment[
structures................................                                       ]
.[ ]                                         3.14 Other [
    -comment[                                ]..........[ ]
                                    ]             -comment[
3.5 Difficulty with                                                              ]
funding....................[ ]               3.15 Other [
    -comment[                                ]..........[ ]
                                    ]             -comment[
3.6 Difficulty with                                                              ]
valuations/appraisals......[ ]               3.16 Do you feel some of the challenges
    -comment[                                are/were a
                                    ]             necessary part of the process?
3.7 Difficulties with local                       If so which? and why?
council/municipality                              [
    planning
mechanisms........................[ ]        ]
    -comment[                                3.20 Any general comments you might have,
                                    ]        "I wish..". etc ?
3.8 Difficulties with various other               [
    authorities /
legislation..................[ ]             ]
    -specify/comment[                        ==========================================
                                    ]        =========
3.9 Lack of awareness/ legitimacy of         Thank you very much for your contribution.
housing                                      Information sent to me will be used for my
                                             research purpose only.
alternatives..............................
.[ ]
COLOURED CARDS AND GROUP PROCESS INFO




    2ˆl YŸ’ŸØÃlc YAÃcÆ –lψŸc
    DISCUSSION
    Each person taking part in the discussion has six coloured cards which are raised at any
    time during the discussion to indicate a wish to speak.

         Black        I have an interpersonal difficulty that is preventing my full participation
         Red          I have a process observation, eg. the discussion is off the subject
         Orange       I wish to acknowledge someone or something
         Yellow       I have a question, or need clarification
         Green        I can provide clarification
         Blue         I have a comment or opinion.

    Cards are accorded differing priority and are heard in the order listed above.
    Black cards have first priority. The facilitator first calls on the person with the black card to
    state their difficulty and to say how they would like the matter dealt with. The group can then
    decide whether this should be processed within the group or between the individuals
    concerned.
    The red card, the “stop the process” card, has the next priority. It is used to point out a breach
    in the agreed-upon procedure, such as an item has exceeded time limits.
    Next, people holding up orange cards are called upon to deliver their acknowledgment/s
    People raising yellow cards to indicate questions have the next priority. After a question has
    been asked, people holding green cards are called on to provide clarification to that question.
    After all questions have been answered, the facilitator calls on participants holding blue cards.
    At this time, comments regarding the topic of discussion can be put forth.


    DECISION MAKING
    Each person, including the facilitator, taking part in the decision making has five coloured
    cards. When deciding on an issue, each person must raise one of the coloured cards, which
    now have the following meanings :

           Green        I agree with the proposal at hand
           Blue         I am neutral or basically for it, with some slight reservation.
           Yellow       I have a question to be answered before I can make a decision.
           Orange       I have a serious reservation, but I am not willing to block consensus.
           Red          I am entirely against the proposal and will block consensus.

    If all the cards raised are not green, those people with reservations should voice their
    concerns, if they have not already done so. At this point, an amendment to the current
    motion could be made which may address concerns raised.
    Another show of cards can then follow. It should be noted that at this point a motion can be
    passed unless there are still red cards being shown.
    If consensus is still not reached after two further meetings on the topic, the decision can be
    made by a three quarters majority of people eligible to take part in the decision making.

    This process requires every person in the room to participate in decision making. Dominant
    personalities will find it harder to push their ideas through at the expense of less vocal
    members, and softer-spoken members find it easier to voice their concerns.
ßخ ®ÃŸYlÆÆ

The committment to develop and manage housing together
requires a culture of co-operation. We see that fundamental to
what we are doing is the importance of process—that how we go
about something is at least as important as what we do. Good
group process maximises empowerment and harmonises
contributions from those involved. Learning to work together in
this way and make decisions as a group is not easy, but fortunately
                                                                          Consensus
experience and good tools are at our disposal.
                                                                          Consensus is the most
We have developed a very clear meeting procedure, which begins            inclusive form of decision
with ‘checking in’ on a personal level, before relating on a business     making. However it is
level. We are committed to the practice of ‘consensus seeking’            sometimes misunder-
                                                                          stood—and can become
decision making.
                                                                          tyranny by the dissenter!
One process we use for facilitating meeting discussion is the             As we see it, all partici-
‘coloured cards’ method. It has been evolved and used successfully        pants have the right to be
by several community groups world-wide, and we have added                 heard, but not to veto. The
                                                                          dissenting voice must
some refinements of our own. Additionally, we have established a
                                                                          either ask for time to make
set of communication agreements and these are fundamental to our          a better case, or else step
way of working and living together.                                       aside and agree not to
We also recognise most importantly the need for personal and              impede implementation.
                                                                          A 75% majority is a good
group ‘sustainability’—if we don't sustain ourselves, how can we          back stop for when time
sustain the environment, or development of the project. So we             constraints exist.
preserve and expand our capacity by attending to praise and
acknowledgement, suitable rest, ritual and a big dose of passion for
the project!



 Our Communication Agreements
 1. We will use “I” statements, and speak for ourselves, not others
 2. We will speak succinctly (short and to the point)
 3. We will take responsibility for owning and naming our own feelings
 4. We will respect others’ rights to speak without interruption
 5. We undertake to respect each other’s privacy by not discussing outside the group other
    people’s personal issues which may arise within the group process
 6. We undertake to value and respect different contributions and perspectives of all individuals
 7. We undertake to keep relationships within the group clear by dealing with any problematic
    issues directly with the persons concerned.
 8. We recognise that we work best together when we remember to have fun!



                                                            Source : Earthsong Information booklet
                                                            available at www.cohousing.pl.net
STREAMLINED PROCESS INFO
How to buy into your cooperative neighborhood.
    1.   Read and consent to all the decisions, policies, and agreements that have been made to date. to all the
         decisions, policies, and agreements that have been made to date.
    2.   Pre-qualify for a mortgage for a dwelling of the size of your choice, or demonstrate the ability to pay cash.
         We provide help to find a mortgage lender, if you need a mortgage. for a mortgage, for a dwelling of the size
         of your choice, or demonstrate the ability to pay cash. We provide help to find a mortgage lender, if you
         need a mortgage.
    3.   Pay a $5,000 Participation Fee to ND/B, and sign a Client Agreement with ND/B. Depending on the overall
         schedule and the time when you join, you may then: Pay a $5,000 Participation Fee to ND/B, and sign a
         Client Agreement with ND/B. Depending on the overall schedule and the time when you join, you may then:
         •   Participate in common house and dwellings programming workshops with the architects;

         •   Participate in a landscape design workshop with the landscape designer;

         •   Have input into the marketing plan.

         •   You may also participate in ND/B’s monthly cooperation skills programs; and help to shape your
             Buyer Association and the future Neighborhood Council. When you purchase your dwelling, half
             ($2,500) of the Participation Fee is credited toward your Earnest Deposit. If you leave, this half of
             the fee is refundable when another buyer takes your place. The other $2,500 pays for the ongoing
             cooperation skills programs and other non-tangible services ND/B provides for all buyers, and is
             not reimbursable.
    4.  Pay a $5,000 Selection Fee when you select a dwelling site and dwelling model, and sign documents to that
        effect. This entire fee is credited toward your Earnest Deposit. If you decide to leave the Buyer Association,
        you may recover your Selection Fee from a new qualified buyer willing to assume your position. when you
        select a dwelling site and dwelling model, and sign documents to that effect. This entire fee is credited
        toward your Earnest Deposit. If you decide to leave the Buyer Association, you may recover your Selection
        Fee from a new qualified buyer willing to assume your position.
    5. Pay an Options Fee for any dwelling options you select, at the time that you select them. If you decide to
        leave the Buyer Association, your recovery of this fee depends on your negotiation with a new qualified
        buyer willing to assume your position. for any dwelling options you select, at the time that you select them. If
        you decide to leave the Buyer Association, your recovery of this fee depends on your negotiation with a new
        qualified buyer willing to assume your position.
    6. Pay balance of Earnest Deposit—the balance of 20% of your Base Dwelling Purchase Price—when you
        sign the Purchase & Sale Contract. The Base Dwelling Purchase Price is ND/B’s price of the base dwelling
        model you select. This includes your share of the common house and common property. The Earnest
        Deposit does not include any Options Fee (see #5). If you decide to leave the Buyer Association, you may
        recover your Earnest Deposit from a new qualified buyer willing to assume your position.—the balance of
        20% of your Base Dwelling Purchase Price—when you sign the Purchase & Sale Contract. The Base
        Dwelling Purchase Price is ND/B’s price of the base dwelling model you select. This includes your share of
        the common house and common property. The Earnest Deposit does not include any Options Fee (see #5).
        If you decide to leave the Buyer Association, you may recover your Earnest Deposit from a new qualified
        buyer willing to assume your position.
    7. Pay the balance (total minus the Earnest Deposit) of the Base Dwelling Purchase Price at your dwelling’s
        closing, when its construction is complete. At this point you as buyer complete payment to ND/B for
        dwelling, lot, shared Common Elements including common house and property, and soft development costs.
        of the Base Dwelling Purchase Price at your dwelling’s closing, when its construction is complete. At this
        point you as buyer complete payment to ND/B for dwelling, lot, shared Common Elements including
        common house and property, and soft development costs.
Please note: The prices of dwellings will be lower for early buyers than for later buyers.

                                                         (828) 250-9339 (828) 252-4001
Neighborhood Design/Build
                                                         (828) 252-4001(FAX)
2 Elliott Street, Suite E
                                                         information@ndbweb.com
Asheville, NC 28803
                                                         webmaster@ndbweb.com




                    Source : NB/D website http://www.sheltertech.com/ndb/
NZ GROUP SELF BUILD PILOT SCHEME
GLOSSARY



Building coops              Coop that serves to build housing only, with ultimate disposal
                            to members, in order to achieve economies of scale and
                            communal facilities. Can be self build.
CDC                          Community Development Corporation, non profit org mostly
                            for provision of housing or other local community development
                            initiatives.
CMHC                        Canada Mortgage and Housing Corporation
Cohousing                   after McCamant et al
Common equity coop          See zero equity coop
Common interest             any development incorporating both private ownership
Developments                interests and common use of land. Eg gated estate
Community based housing     generic term for low income housing/neighbourhood
                            empowerment includes CDCS CLTs Coops and community
                            lending programs and self help housing
Community Housing Program   Central funded non profit and coop community based housing
                            provision, Australia
Community Land Trust        owns land in perpetuity to lease to users/home owners long
                            term, creates an element of perpetual affordability, by removing
                            land from speculative arena.
Condominium                 owners hold a fee simple title to private dwelling plus share of
                            common areas, equivalent of Unit Title
Continuing coop             As opposed to a building coop.
Cooperative housing         democratically governed non profit entities whose shareholders
                            jointly own or lease and reside in multiple unit properties.
                            Selection of members by group. Share a common
                            mortgage/lease.
Demand subsidies            eg accommodation supplement
Exclusionary zoning         zoning which my nature excludes low income housing
Fannie Mae                  Federal National Mortgage Association (USA) private
                            corporation whose aim is to facilitate homeownership loans to
                            low to middle incomes.
Housing association         UK, non profit public housing provider
HUD                         US dept of housing and urban development
Inclusionary zoning         requirements on developers to make specific provision for low
                            income housing, with incentives such as density bonuses etc.
                            linkage = same
Intentional community       households choosing to live with an element of collectiveness.
Limited equity coops        coops which restrict departing members capital gain on shares,
                            common in New York and Europe
Market rate coop            Coops where members have full equity and departing
                            members take increase in value with them.
Market rate coops           coops where a member can sell his/her share in the coop at
                            market rate.
Mingles housing             2 unrelated people co own a house
Multifamily housing         where a number of units are included within one building, often
                                   multistorey
 Mutual Housing Association        slightly nebulous term for an organisation providing affordable
                                   housing , similar to CDC, US
 Non profit housing                non profit body such as CDCs most commonly
                                   developing/renovation of low income multi family rental
                                   housing, by stitching together a number of funding sources incl
                                   govt
 Non traditional households        those other than married couple, income earning male,
                                   domestic woman, with children. Growing sector of society.
 Owner building                    houses built by occupants, dominant method historically
 Par value coop                    See zero equity coop
 Planned Unit Development          alternative zoning provision for mixed use comprehensive
                                   developments which can intergrate and trade of one use with
                                   another. Clustering for better land utilisation. Negotiated with
                                   local council.
 Public housing                    housing resources provided by governments
 Self help housing                  some element of owner construction, usually agency assisted
                                   or sponsored.
 Shared equity                     housing where another party retains part ownership and takes
                                   proportional share of any increase in value upon sale.
 Shared housing                    unrelated people shared a single house and housekeeping
                                   unit.
 Social housing                    public subsidisation of housing for low income people
 SROs                               single room occupancy, single furnished rooms with shared
                                   kitchen and other amenities.
 Supply side subsidies             Resource s provided to suppliers of housing to reduce cost of
                                   provision. Incls cheap loans. Common prior to 1970.
 Sweat equity                       the exchange of work on a property for some element of
                                   ownership
 Transitional housing               temporary housing serving particular group such as woman, ,
                                   those with health problems, often with a program designed to
                                   aid self sufficiency, excludes emergency housing
 Zero equity coops                 Ownership is collective. Members own a $1 share, have a vote
                                   and pay rent to the coop, taking no capital upon departure.
                                   Capital is often provided by another agency such as govt, non-
                                   profits, CLT or MHA.


Source: adapted from various sources including Van Vliet(1998)