NOTE: The Template Manual is currently only available to members of Grounded Solutions Network via our Online Learning Platform. The public version of the Template Manual will become available in May 2024.
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.
To access the Template Manual, members can create an account on our Online Learning Platform. When you log in, you should see a learning pathway titled “Stewardship Policies and Procedures Template Manual.” Select this pathway, click “Enroll,” and you will be taken directly to a page where you can download the Template Manual.
If you have any issues accessing the Template Manual, please email [email protected]. The public version of the Template Manual will be available in May 2024.
