The Stewardship Policies and Procedures Template Manual is one of the proven, practical tools that Grounded Solutions Network has developed to support the implementation of shared equity homeownership programs. It contains a number of customizable policies and procedures that programs can edit and adapt to their specific circumstances.
The Stewardship Policies and Procedures Template Manual contains a number of customizable policies and procedures that programs can edit and adapt to their specific circumstances.
This Resource at a Glance
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11 File
Key take-aways
- It is a best practice for shared equity homeownership programs to have documented stewardship policies and procedures that spell out how the requirements in the program’s legal agreement with homeowners will be implemented.
- Programs can use the Template Manual to develop or improve their own stewardship policies and procedures manual.
The Template Manual is divided into six sections that align with Grounded Solutions Network’s Stewardship Standards for Homeownership Programs (see Standard 1.3):
- Program and Business Planning
- Affordable Pricing
- Mortgage Financing
- Fair Housing and Homebuyer Selection
- Resales
- Support, Monitoring, and Enforcement
Each section contains a number of customizable policies and procedure documents that programs can edit and adapt to their specific circumstances. The Template Manual also contains thorough commentary that provides background information and lessons learned from practitioners and programs around the country.
Note: Members of Grounded Solutions Network can access an expanded version of this manual that is editable and includes 50 pages of sample forms. To access the member-only version, log into our Online Learning Platform and enroll in the “Stewardship Policies and Procedures Template Manual” learning pathway.
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