Course curriculum

  • 1

    Week 1: Course & Concept Introduction

  • 2

    Week 2: Strategic Decision Making and Community Awareness

    • CLT Initial Choices (GSN)

    • Key Decisions & Efforts for a CLT (Burlington)

    • Local Government Support

    • Preserving Affordable Ownership: Municipal Partnerships with CLT

    • Planning for Sustainability (GSN)

    • Initial Quiz

    • Cohort Meeting

  • 3

    Week 3: Governance

    • Articles, Bylaws & 501(c) (GSN)

    • CLT Governance Best Practices - FL

    • CLT Board - FL

    • CLT Board Composition Considerations for Federal Funds

    • CLT Governance Quiz

    • CLT Governance Resources

    • Cohort Meeting

  • 4

    Week 4: Ground Lease & Legal Instruments

    • The Ground Lease and Lease Riders

    • Deed and Mortgage Documents

    • Legal Instruments Quiz

    • Cohort Meeting Recording & Resources

    • Cohort Meeting

  • 5

    Week 5: CLT Operations & Subsidy

    • Launching CLT Operations (GSN)

    • CLT Planning, Pricing & Subsidy (GSN)

    • Working with Local Governments to Structure Subsidy

    • CLT Transactions (GSN)

    • Local Government Resources: Public Land for Housing | Program Strategy

    • Operational Preparedness Quiz

    • Cohort Meeting

  • 6

    Week 6: Homebuyer Education

    • CLT Obligations to Buyers

    • Buyer Education Best Practices

    • Homebuyer Education Instructor Module

    • CLT Outreach & Marketing (GSN)

    • CLT Homebuyer Education Quiz

    • Cohort Meeting

  • 7

    Week 7: Stewardship & Preservation

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

    • Post-Purchase Stewardship (GSN)

    • Concerns of Restrictions & Enforceability

    • Establishing and Collecting Fees (GSN)

    • Maintenance & Repair Reserves

    • Florida CLT Ad Valorem Taxes

    • Stewardship Standards Template (GSN)

    • Stewardship Quiz

    • Cohort Meeting

  • 8

    Week 8: Administrative Operations & Lender Resources

    • CLT Senior Management & Staff

    • Financial Best Practices

    • Systems and Infrastructure Best Practices

    • Freddie Mac CLT Mortgage Benefits

    • Freddie Mac Second Mortgage Checklist

    • Freddie Mac & Fannie Mae Resources

    • U.S. Department of Agriculture Program Info

    • Cohort Meeting

  • 9

    Week 8.1: Final Exam

    • BIT Course Feedback

    • Certification Program Participation