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Model policies and best practice

This page offers a selection of the best documents, policies and publicity materials produced by other CLTs.

We are always looking to collect the best examples from across the sector, to help out other CLTs. If you are willing to share any of your own, we'd love to hear from you. Contact Hannah.fleetwood@housing.org.uk

Some of our model policies will only be available to our members, or to those who have purchased a copy of the CLT Handbook. These policies, including model disposal agreements, will be available from the New Year.

Click on the links below to download the documents:

 

Getting started

CLT Public benefit statement: Lyvennet Community Trust

CLT Membership leaflet: Wilton Community Land Trust

CLT Membership share issue: Helsington Community Land Trust

CLT Contract with a Technical Assistance Provider: National CLT Network

 

Who will you house?

Sample Section 106 agreement: Worth Community Property Trust

Sample allocations policy: Holsworthy Community Property Trust

Sample allocations policy: Lyvennet Community Trust

 

Allocations procedure: Worth Community Property Trust

 

Forming a CLT: Governance and legal structures

Board membership Terms of Reference: National CLT Network

Board membership: Role profile and governance obligations: National CLT Network

Code of conduct for CLTs: National CLT Network

Trustee role description: Lyvennet Community Trust

Conflict of interest policy: Lyvennet Community Trust

Financial authority policy: Lyvennet Community Trust

Financial reserves policy: Lyvennet Community Trust

Declaration of interest form: Lyvennet Community Trust

 

Making it all stack up

Template business plan (main document): Lyvennet Community Trust

Template business plan (appendices): Lyvennet Community Trust

Template business plan (financial modelling): Lyvennet Community Trust

 

Tenure options

Self-build plot (open market sale) local occupancy policy: Lyvennet Community Trust

Model shared ownership lease: Homes and Communities Agency

Disposal model options: High Bickington Community Property Trust

 

Developing the scheme and taking it to completion

Partnership agreement between CLT and housing association: Somerset, Devon & Dorset CLT Project

Heads of terms: Partnership agreement between CLT and housing association: Somerset, Devon & Dorset CLT Project

Briefing for a due diligence process with a development partner: Wilton CLT

 

Ongoing management and community engagement

Service level agreement between CLT and housing association, MoU: Lyvennet Community Trust