The Pinewood Trust closed the waiting list at the end of December 2014, when the number of applications exceeded, by a substantial margin, the number of independent living units becoming available.
The waiting list was reopened in February 2017 with amended policies and procedures applicable to all applications from that date. These have been further refined and are applicable to all new applications.
The application system is now electronic. The process is systemic and moves applicants in a step-by-step way through the completion of the application form. The system will reject applications at various steps, if specific criteria are not satisfied.
A summary, which includes most of the main aspects of the application system, is given below:
A basic principle of the Pinewood Trust is that all decisions on the offer of a Life Right must be based on (a) the date on which an application became valid, and (b) the independent living capability assessment of the applicants. The purpose of the assessment is to determine whether applicants are likely to live for at least five years in an independent-living unit. If the conclusion reached by the assessment is that an applicant may require additional care in the form of assisted-living within five years, then a Life Right offer will not be made to that applicant
When independent living units become available, a list of applicants with a target date up to 2 years later than the year that the unit is available is extracted from the system. Applicants are ranked by their confirmed application date. Applicants at the top of the waiting list for the unit size available will be invited to view the unit(s) available.
If applicants express an interest in purchasing the Life Right to a unit which they have viewed, they will be required, as the next step, to undergo an independent living capability assessment. This will be based (a) on reports prepared by the applicants' doctors, (b) on other reports which the Village's health care department may require, and (c) on interviews and discussions with applicants.
f the independent living capability assessment(s) is satisfactory, the applicant(s) will be invited to confirm the purchase by signing a Life Right Deed of Sale. The Deed of Sale sets out the deposit to be paid, conditions for the payment of the balance of the purchase price, the occupation dates as well as other contractual commitments.
When the Deed of Sale has been signed and the required deposit has been paid, planning for the refurbishment of the unit will begin under the direction of the Village's project and maintenance department.