Community Land Trust Conference: Building Community... Learning Together
WEDNESDAY, August 17
SESSION 1, 9:00 AM–10:30 AM
Welcome and Plenary Session
SESSION 2, 10:45 AM–12:15 PM
CLT 101 – Part I
Burlington Associates in Community Development
Using Data to Make Your Case
Trish Settles, Executive Director, Marlbourgh CDC
Handouts and Materials:
Building Grassroots GIS Capacity: Making the Case with Data (185 KB)
Building and Developing Operating Support
Sean Allen, First Homes and Aaron Miripol, Thistle CLT
Partnerships with Habitat for Humanity or other CDC's
Susan Levy, Chapel Hill
Jeff Washburne, City of Lakes CLT
Marge Misak, Cuyahoga CLT
Handouts and Materials:
A Dillard Pre-Closing Checklist (22 KB)
Statement of Intentions (30 KB)
Memorandum of Understanding Between Habitat for Humanity, Orange County, NC, Inc. and Orange Community Housing and Land Trust (60 KB)
Construction Contract (57 KB)
Memorandum of Understanding (81 KB)
Cuyahoga Community Land Trust Homebuyer Initiated Program (34 KB)
Rehab Loan Program Owner and Contractor Agreement (51 KB)
City of Lakes Community Land Trust: Partnering to Preserve Affordability (22 KB)
Agreement Regarding Land Trust Lease (30 KB)
Memorandum of Understanding: Midtown Exchange Condos on the Greenway - Project for Pride in Living (PPL) / City of Lakes Community Land Trust (CLCLT) (35 KB)
Housing Development 101
Michael Brown, Burlington Associates
Rick Jacobus, Burlington Associates
Amy Demetrowitz, Burlington CLT
Homebuyer Counseling, Orientations and Marketing
Loretta Walker, Clackamas CLT
Katie Ulrich, Portland CLT
Kirsten DeLuca, Burlington CLT
Handouts and Materials:
Marketing and/or Outreach Ideas (30 KB)
Marketing Tips (22 KB)
Designing Your Marketing Plan (23 KB)
When Two CLT's are in the Same Area: Different Experiences in Chicago and Portland
Bill Howard, First CLT of Chicago
Mary Ellen Tamasy, Highland Park CLT
Allison Handler, Portland CLT
Nancy Yuill, Clackamas CLT
Handouts and Materials:
Two CLTs Working Together: Portland Community Land Trust and Clackamas Community Land Trust (199 KB)
SESSION 3, 1:45 PM–3:15 PM
CLT 101 – Part II
Burlington Associates in Community Development
Land and Housing Economics
Yesim Sungu-Eryilmaz, Lincoln Institute
John Barros and Jason Webb, Dudley Neighbors Inc., CLT
Grassroots Fundraising for Operating and Project Support
Lisa Byers and Mary Blackstone, OPAL CLT
Universities, Urban Institutions and Employer Assisted Housing
David Perry and Joe Hoereth, University of Illinois at Chicago
Sean Allen, First Homes
Thinking Inside the Boxes: Development of Multi-Unit Housing
Jeff Yegian, ICE
Colin Bloch, Burlington CLT
Eugene Grant
Handouts and Materials:
Condominium Primer (55 KB)
Managing Resales
Emily Higgins, Burlington CLT
Etta Habegger, Thistle CLT
Handouts and Materials:
Managing Resales (1.7 MB)
BCLT Example Listing (230 KB)
BCLT Selection Criteria (28 KB)
BCLT Resale Formula (11 KB)
BCLT Proceeds Calculation (25 KB)
BCLT VHCB Affordability (33 KB)
TCLT Homeownership Criteria (30 KB)
TCLT Available Homes (15 KB)
TCLT Resales Overview (26 KB)
TCLT Closing Summary/Checklist (134 KB)
TCLT Sales Contract Addendum (17 KB)
Across Time and Space: The Community Land Trust Movement and its Gandhian Roots
Harini Venkatesh, Lincoln Institute
Ellie Kastanopolous, Equity Trust
Julie Orvis
SESSION 4, 3:30 PM–5:00 PM
CLT 101 – Part III
Burlington Associates in Community Development
If the CLT Model is so Good, Why are the Numbers so Small?
Moderator:
Lisa Byers
Panelists:
Tim McKenzie, Burlington Associates
Jeff Corey, Northern CLT
Walt Dixie, Jubilee
Understanding Financial Reports and Balance Sheets
Mary Houghton, Burlington CLT
Housing Trust Funds and Effective Relationships with City Staff
Trell Anderson, City of Portland
Jeff Yegian
Mary Ellen Tamasy, Highland Park CLT
Handouts and Materials:
Affordable Housing Trust Fund, Highland Park, Illinois (84 KB)
Comparing and Contrasting CLTs in Urban and Suburban Locations (7 MB)
Non-residential Development on Leased Land
Rick Jacobus, Burlington Associates
Amy Demetrowitz, Burlington CLT
Post-Purchase Support for Homeowners and Long-term Maintenance of CLT Homes
Etta Habegger, Thistle CLT
Emily Higgins, Burlington CLT
Jason Webb and John Barros, Dudley Neighbors, Inc. CLT
Handouts and Materials:
Thistle Community Land Trust (CLT) Qualified Capital Improvement (QCI) Application (29 KB)
Marketing and/or Outreach Ideas (30 KB)
Post-purchase Support for Homeowners and Long-term Maintenance of CLT Homes (46 KB)
Resident Services Committee At the Burlington Community Land Trust (2.4 MB)
Funding and Developing Rural Housing
Sandra Wood, Community Frameworks
Art Seavey, Rural Community
Assistance Corporation
Handouts and Materials:
502 Direct Loans and Community Land Trusts (138 KB)
The USDA Self Help Model (379 KB)
Resources for Self – Help Housing (25 KB)
What is SHOP? (68 KB)
Community Frameworks: Self-Help Homeownership Opportunity Program (SHOP) (82 KB)
THURSDAY, August 18
SESSION 5, 9:00 AM–10:30 AM
Setting Up a Ground Lease
Jeff Yegian
Mollie Stewart
David Abromowitz
Randy Amis, Burlington CLT
Evaluating Programs and Measuring Success
Tim McKenzie, Burlington Associates
Roger Lewis, Thistle CLT
John Barros and Jason Webb, Dudley Neighbors, Inc. CLT
Negotiation Skills
Ona Ferguson, Consensus Building Institute
Building Alliances with the Smart Growth Movement
Tasha Harmon
Handouts and Materials:
Publication Ordering Information (25 KB)
Common and Potentially Divisive Issues between the Constituencies of Community Land Trusts and Smart Growth Constituencies in Metropolitan Areas (31 KB)
Smart Growth Policies CLTs Could Support (21 KB)
Redevelopment of Vacant, Abandoned, and Brownfield Properties
Lavea Brachman, Delta Institute
Alan Mallach, National Housing Institute
Buyer-Initiated Programs
Jim Mischler-Philbin, Northern CLT
Erika Malone, Kulshan CLT
Handouts and Materials:
HomeBuyer Initiated/Driven Programs (3.9 MB)
Homebuyer's Manual (197 KB)
Creating a Master Lease to Preserve a Mobile Home Park Community
Etta Habegger, Thistle Community Housing
Aaron Miripol, Thistle Community Housing
SESSION 6, 10:45 AM–12:15 PM
Community Engagement and Membership Development
Randy Amis, Burlington CLT
John Barros and Jason Webb, Dudley Neighbors, Inc. CLT
Staff and Board Development
Rick Jacobus, Burlington Associates
Tasha Harmon
Stephen Sorenson and Tamara Rowcroft, Juneau Housing Trust
Handouts and Materials:
Items Usually Included in Board Service Agreements (or board job descriptions) (22 KB)
Roles and Responsibilities of Nonprofit Boards (35 KB)
Organizational Structure and Board of Directors Job Description (33 KB)
Portland Community Land Trust of Directors Service Agreement (154 KB)
Mortgage Financing
Michael Brown, Burlington Associates
Julie Brunner, OPAL
Emily Higgins, Burlington CLT
Building Statewide and Multi-State Coalitions
Paul Schissler, Kulshan CLT
Jeff Corey, Northern CLT
LaFontaine, New Hampshire Loan Fund
Handouts and Materials:
CLTs Comparisons (40 KB)
Northwest Community Land Trust Coalition Strategic Plan (165 KB)
Housing Design for Sustainability and Accessibility
Roger Lewis, Thistle CLT
Gabriel Olmsted, OPAL CLT
Alistair Jackson, O'Brien & Co.
Suzanne Zuniga, Architect
Home Equity Loans, Home Improvement Loans and Re-Financing
Kirsten DeLuca, Burlington CLT
Bridgid Ryan, Church Community Housing Corp.
Handouts and Materials:
Burlington Community Land Trust - Lender Agreement (42 KB)
Example Lender Letter (25 KB)
Subordination of Housing Subsidy Covenant (25 KB)
Option price calculation for 200 Home Street - refinance (20 KB)
Option price calculation for 100 Home Street - home equity loan (22 KB)
REFI Checklist and Info (23 KB)
Burlington Community Land Trust Special Rider to Mortgage for Refinancing (36 KB)
Getting the Message Out: How do We Talk about Affordable Housing?
Sam Chase and Michael Anderson, Community Development Network
Dannie Bolden, Forgotten Coast CLT
Handouts and Materials:
Media/Messaging for Affordable Housing (4.2 MB)
Housing Messaging Training (28 KB)
Effective Messaging Crib Sheet (50 KB)
SESSION 7, 1:45 PM–3:45 PM
Selecting a Resale Formula
Rick Jacobus, Burlington Associates
Julie Brunner, OPAL CLT
Colin Bloch, Burlington CLT
Strategic Planning for Long-term Organizational Sustainability
Tasha Harmon
Mary Houghton, Burlington CLT
Handouts and Materials:
Basic Principles for Designing a Strategic Planning Process (34 KB)
Filters for Prioritization of Activities that Fit Within the Mission of An Organization (26 KB)
Legal Roundtable
Mollie Stewart
Tad Everhart
David Abromowitz
Randy Amis, Burlington CLT
Partnering with Conservation Land Trusts and Urban Agriculture
Ellie Kastanopolous, Equity Trust
Greg Rosenberg, Madison CLT
Handouts and Materials:
Troy Gardens Library (offsite)
Green Building
Fred Wacker, Home Depot
Gabriel Olmsted, OPAL CLT
Claudia Johnson, SHARE
Philippe Jordi, Island Housing Trust
Property Taxes
Tim McKenzie, Burlington Associates
David Canary
Celia Howes
Lessons Learned
Nancy Yuill, Clackamas CLT
Mike LaFontaine
Handouts and Materials:
Lessons Learned - Session Notes (59 KB)
Lessons Learned Session (44 KB)
SESSION 8, 4:00 PM–5:00 PM
SPONTANEOUS WORKSHOP FOLLOW-UP