Course curriculum

  • 1

    Week 1: Course & Concept Introduction

  • 2

    Week 2: Strategic Planning

    • CLT Initial Choices (GSN)

    • Focus on Community

    • Local Government Support

    • Mission, Vision and Strategic Planning

    • Planning for Sustainability (GSN)

    • Key Decisions & Efforts for a CLT (Burlington)

    • Initial Quiz

    • Cohort Meeting Recording & Resources

  • 3

    Week 3: Governance

    • CLT Governing Documents Best Practice

    • CLT Governance Documents Presentation

    • CLT Board Composition Considerations for Federal Funds

    • HOME Proposed Rule Fact Sheet

    • CLT Boards Presentation

    • CLT Board Best Practice

    • CLT Governance Quiz

    • CLT Governance Resources

    • Recommended Reading - Governing Documents

    • Cohort Meeting Recording & Resources

  • 4

    Week 4: Ground Lease & Legal Instruments

    • FHC Best Practices - Ground Lease, Riders & Memo

    • The Ground Lease and Lease Riders

    • FHC Best Practices - Deeds & Mortgage

    • Deed and Mortgage Documents

    • Legal Instruments Quiz

    • Recommended Reading - Legal Concerns & Ground Lease Commentary (GSN)

    • Cohort Meeting Recording & Resources

  • 5

    Week 5: CLT Operational Preparedness

    • Launching CLT Operations (GSN)

    • CLT Planning, Pricing & Subsidy (GSN)

    • Working with Local Governments to Structure Subsidy

    • CLT Transactions (GSN)

    • Program Management

    • Operational Preparedness Quiz

    • Recommended Reading - Condos | HOAs | Public Land for Housing | Local Gov't Strategy

    • Cohort Meeting Recording & Resources

  • 6

    Week 6: Homebuyer Education

    • CLT Obligations to Buyers

    • Buyer Education Best Practices

    • Homebuyer Education Instructor Module

    • CLT Homebuyer Education and Counseling Webinar - Pre-Recorded

    • CLT Outreach & Marketing (GSN)

    • CLT Homebuyer Education Quiz

    • Recommended Reading - Buyer & Community Education Resources

  • 7

    Week 7: Stewardship

    • The Structure of Stewardship - Considerations on Approach (Burlington)

    • Post-Purchase Stewardship (GSN)

    • Establishing and Collecting Fees (GSN)

    • Maintenance & Repair Reserves

    • Florida CLT Ad Valorem Taxes

    • Asset Management

    • Stewardship Quiz

    • Recommended Reading - Tax, Managing Worst Cases & Stewardship Standards

  • 8

    Week 8: Administrative Operations & Lender Resources

    • CLT Senior Management and Staff

    • Human Resources

    • Systems and Infrastructure Best Practices

    • Financial Best Practices for CLTs

    • Freddie Mac CLT Mortgage Benefits

    • Recommended Reading - Government Grant Compliance

    • Freddie Mac & Fannie Mae Programming Info

  • 9

    Week 8.1: Final Exam

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