Spring 2010 Portland Conference Sessions: Descriptions and Materials

Thursday Sessions - April 29, 2010

National CLT Academy Course – During Concurrent Sessions A, B and C

Local Government and Community Land Trust Partnerships
ALL DAY from 9:45 am – 4:45 pm with breaks and lunch
Presenter/Trainer: Rick Jacobus, Burlington Associates

Session Materials -  In Search of Best Practices, City - CLT Regulatory Agreements,

Are you a City, County or State administrator, elected official or otherwise charged with carrying out the creation or preservation of affordable housing for your jurisdiction or community? Is your CLT either currently working closely with your local government or would like to? If either of these descriptions come close to describing you or if you would just like to learn more about the opportunities and challenges that are involved in local and state government partnerships with community land trusts please attend this highly acclaimed National CLT Academy course, offered for the first time in the region, taught by national community development leader, Rick Jacobus, of Burlington Associates in Community Development.

Participants will learn about key elements of the relationship between local governments and community land trusts, identifying some of the common pitfalls and best practices from across the country. Attendees will review essential aspects of negotiations and agreements between CLTs and local governments. Participants will learn about the opportunities, through partnerships with CLTs, for local government to fulfill some of its affordable housing obligations. The course will also explore the range of challenges that arise when local governments choose to support community land trusts and highlight the best practices of local governments that have found ways to help CLTs to grow and develop. Come prepared to share your questions, perspectives, experience and expertise.

Concurrent Sessions – A (9:45 – 11:45)

A1. Messaging Workshop (hands-on, “working the problem” format)
Presenter/facilitator: Amy Clark, Communications Director, Washington Low Income Housing Alliance - Presentation

Learn about the successful process of message creation undertaken by the Washington Low Income Housing Alliance. Explore the elements that create successful messages and play a part in the first stages of creating community land trusts specific messages. The group will begin to develop high-level, value statement messages and create a plan to test them on audiences unfamiliar with CLTs. This session will build on work started by the National CLT Network, the Northwest Community Land Trust Coalition and others.

A2. NSP Case Studies - What's Working? What's Not? (Panel Presentation)
Moderator: Sarah Buckley, Clackamas Community Land Trust
Presenters: Marney McCleary, Housing Director, Community Action Partnership of NW Montana in Kalispell, MT -  Presentation; Kelly Fisher, Homeownership Manager, Housing Works, Redmond, OR - Presentation; Van Temple, Executive Director of the Diamond State CLT, State of Delaware - Presentation

Are you using or have the opportunity to use Neighborhood Stabilization Program (NSP) funds to acquire homes, make them affordable and steward their on-going affordability? Come learn about panelists’ progress using NSP funds thus far to create permanently affordable homeownership opportunities and in some cases how these funds kick-started the formation of the CLT in the first place. There are certainly challenges too and the session will include discussion of these and possible solutions.

Lunch Presentation by John Davis - see slides here
Lands in Trust, Homes That Last - Summary of Findings

Concurrent Sessions – B (1:15 – 2:45)

B1. Sustainable Design Showcase (Panel Presentation)
Moderator: Gabriel Olmsted, Heron River Consulting Group
Panelists: (see description)

Because of their long-term commitment to stewarding homes and land as community assets community land trusts are on the forefront of innovation in sustainable design and construction. CLTs have been winning awards all over the country for sustainably oriented, designed and built affordable homeownership projects. Learn about the latest exciting and innovative sustainable design components of affordable homeownership projects in the region. Presenters include Sandy Bishop, Executive Director of Lopez CLT  - Presentation - with their Common Ground project, which has been designed to have net zero energy use; Tad Everhart, Certified Passive House Consultant - Presentation - to talk about his recent Passive House retrofit; and Sarah Buckley, Executive Director, and David Bonn, Designer, - Presentation - on Clackamas CLT’s Juneberry Lane, a 12-unit project that is part of Earth Advantage’s new Communities program and is aiming for LEED Platinum.

B2. Spotlight on Lending - the new RESPA rules and what they mean for CLTs (Panel Presentation)
Presenters: Jeff Holmes, PrimeLending; Mary Taylor, Bank of America

Come get familiar with HUD's new Real Estate Settlement Procedures Act (RESPA). The new laws went into effect on January 1st and will have an impact on homebuyers, lenders and Realtors. This session will cover the new good faith estimate and HUD-1. In addition we will discuss how these changes will impact new homebuyers and how practitioners can prepare buyers for these changes.


Concurrent Sessions – C (3:15 – 4:45)

C1. The Art of Marketing Homes for Sale (Presentation/Training)
Presenter(s): Ron Garcia, Realty Network

Community Land Trust homes are so affordable they sell themselves, right?  Yes & no. This workshop will focus on the art of marketing homes for sale. Topics covered include learning to stage a home on a non-profit budget, how to throw an unforgettable open house, taking fantastic interior photos for use on websites & flyers & teaching CLT sellers to present their home in the best light for resale.

C2. Accurate Taxation for Resale-Restricted Homes (hands-on, “working the problem” format)
Facilitator: Greg Rosenberg, National CLT Academy Director, National CLT Network

What is the fair-market value of resale-restricted homes? Well, it depends on whom you ask.  There are generally some differences in the way appraisers, assessors, lenders and CLTs see 'value'. Learn what solutions have been proposed, which have been, which are working and join in the discussion regarding what might be existing best practices, and how we can go about getting accurate valuations of CLT homes for taxation purposes.  

Friday Sessions - April 30, 2010

Concurrent Sessions – D (9:15-10:45)

D1. Making CLT/Habitat Partnerships Work (Panel Presentation)
Presenters: Maureen Howard, Habitat for Humanity of Washington State; Sandra Stipe, Saratoga Community Housing

Habitat for Humanity affiliates and community land trusts have a lot in common. Come learn about the advantages and challenges of HFH/CLT partnerships as well as hear a case study of a successful partnership flourishing in Island County, WA. Learn what has made this partnership work and find out what it think about when considering a partnership for your organization.

D2. Green Building Metrics (Panel Presentation)
Moderator: Gabriel Olmstead, Heron River Consulting Group
Presenters: Ann Griffin, Earth Advantage Institute - Presentation; Tom Bender, Neah Casa

Funders are increasingly requiring compliance with various green building programs. This workshop will dig into some of the programs and related metrics in use in the northwest including the Evergreen Sustainable Standard, Enterprise’s Green Communities and Earth Advantage Community’s program. The Evergreen Sustainable Standard is now required for all Washington state Housing Trust Fund projects; and the Enterprise and Earth Advantage programs provide frameworks for overall community design.

D3. CLT Database (Presentation/Training)

Presenter: Kevin Brommer, NPower - Presentation

An intuitive, easy to use Database designed specifically and especially for CLTs that aligns with your already existing workflow? Yes, it’s true. The Northwest Community Land Trust Coalition, OPAL CLT, KulshanCLT and Homestead CLT, with financial support from NCB Capital Impact, has been working with NPower (a Seattle-based non-profit technology consultant) to create a CLT Salesforce database module that will assist CLTs in tracking of all kinds; applicants for services, including but not limited to homeownership, properties and the characteristic thereof and funding sources invested in homes and/or land. Not only will it feel natural and helpful to use daily in work but the data entered can be aggregated regionally in order to better tell the CLT story. The CLT specific module will be in addition to a basic, user-friendly, database used to track members, donors and partners. Reports are intuitive and easy to create and use. Come see how it works and how your organization can get on board.


Concurrent Sessions – E (11:00 – 12:30)

E1. Stewardship Best Practices (Presentation/Training)
Presenter: Allison Handler, Decisions Decisions

So, you’ve signed a 99-year lease with your homeowners, with an option for them to renew for another 99-years, now what? Or better yet, before you sign a 99-year ground lease, come find out what you need to be prepared for down the road. What type of organizational and programmatic policies and procedures do you need to have in place to ensure quality homes and homeownership experiences? How do you ensure the quality of homes at resale? How to you support CLT homeowners can stay in their homes should they choose to do so even if they encounter financial difficulty?

E2. How to Use Self-help Homeownership Opportunities Program (SHOP) Funds for CLT Projects (Panel Presentation)
Moderator: Melora Hiller, Melora Hiller Consulting
Presenters: Jeff Nicely and Christina Mejia, Community Frameworks - Presentation; Julie Brunner, OPAL CLT; John Wheeler, Rogue Valley CDC

Thinking about incorporating a self-help component into your construction projects? Learn from the regional administrators of SHOP funds, Community Frameworks, how SHOP works what it takes to be eligible for these pass-through funds and how to become a SHOP affiliate. Hear real experiences of using SHOP from seasoned CLT practitioners. Find out what it takes in organizational capacity to make these funds work and whether this sources is a good fit for your organization or project.

E3. Defaults, Foreclosures and CLT Homes (Panel Presentation/Discussion)

Presenters: Martha Taylor, Attorney, Community Development Law Center; Jim Mischler-Philbin, Homeownership Director, Northern Communities Land Trust

We’ve all heard that the foreclosure rate for CLT homeowners nationwide is very low. Defaults and foreclosures do happen, however, and it’s best to be prepared so that organizations can make strategic decisions. Come and learn from an expert what happens in a foreclosure and from CLT practitioners about the choices they’ve made when their homeowners face this challenge.


Concurrent Sessions – F (1:45 – 3:30)

F1. NW Fall Salon Prep – Laying the Foundation for Discussion Towards a New Financing Model (Panel Presentation/Discussion)

Moderator: Lisa Byers, Executive Director, OPAL CLT
Presenters: Sandy Bishop, Executive Director, Lopez CLT; Tess Colby, CARS ™ Analyst, Opportunity Finance Network; Joni Hartmann, Deputy Director, Network for Oregon Affordable Housing; Peg Malloy, Executive Director, Portland Housing Center

For many years now, Community Land Trusts in the northwest have wondered if it’s possible to have more control over the financing for our homebuyer’s mortgages and our acquisition and development activities. At the Northwest Community Land Trust Coalition’s Fall 2010 salon, a small group will address this issue in more detail and determine action steps for making this a possibility. Towards that end, this session is an opportunity to hear from some local groups who currently provide or are considering providing these types of financing for low-income housing. The goal is to understand some of the challenges and opportunities and to explore possibilities for partnering.

F2.  The CLT Purchase Process - Start to Finish (Panel Presentation)

Moderator: Katie Ullrich, Proud Ground
Panelists: Ralph Austin, HomeStreet Bank; Topaz Faulkner, Meadows Group, Inc. Realtors; Stephen Irving, Willamette Valley Appraisers; Toni Jacobson, Lawyers Title Insurance

Come learn about the nuts & bolts of the Community Land Trust purchase process from the perspective of all the key players – Realtor, Lender, Appraiser, Title Officer and CLT Homebuyer. How does is work in practice? What are the roles and responsibilities of each person on the CLT home buying team? How can I join the home buying team with my local CLT or better play my current role within the team?

F3. The Intricacies of CLT Board Development and Engagement
Presenter: Tasha Harmon, Life Work Changes -
Session Materials - Structure of a CLT BoardBoard Job Descriptions, Board Orientation Packets, Board Roles and Responsibilities, Roles in Decision Making, Resource List for Board Members, How to do Consensus Decision Making

Community land trusts have a unique board structure and missions that often include engagement and empowerment of their members, homeowners and board members. This workshop is designed for board, staff and members involved in young organizations and those relatively new to CLTs and/or nonprofit boards. It will identify key issues and strategies for creating and sustaining your most valuable volunteers and will provide many useful tools.