Free · about ten minutes

How well is your stewardship set up?

Twelve core practices, and a one-page score your board can use.

Stewardship is what makes permanent affordability work. This checklist covers the practices that research on CLT homeowner outcomes consistently credits, grouped under the four kinds of ongoing stewardship work the field recognises. Answer for how your program works today. There are no wrong answers, and your score is yours to keep.

Your answers stay with PermAffai. With your consent, they are reported to sponsors and the field only as de-identified totals across five or more organizations. Completing it also records your organization’s baseline for the founding cohort.

A. Your program

Six quick ones. The email is what matches your result to the cohort list if you join it.

Organization name

Your email

State

Program type

Homes currently under stewardship

Years stewarding homes

B. Staffing

These three produce the capacity numbers on your result. Estimates are fine — nobody has these to the decimal.

Total paid staff, in full-time equivalents

Staff hours per week spent on stewardship

Monitoring, approvals, homeowner support and resales. Not development, not fundraising.

Of your homes, about how many are fully current right now?

Occupancy verified this year, fees current, and no approval waiting. Leave blank if you do not know — that is a finding in itself, and we record it as one.

C. Core practices

Board-adopted means written and adopted by the board. Informal means you do it, but it is not written down. Use N/A only where a practice genuinely cannot apply to your program — it is removed from the scoring rather than counted against you.

D. Records, and what happens next

Five last ones.

Where homeowner records live

Could you produce a list of every home and its current obligations within a day?

Interest in AI tools for stewardship

Sharing

Include our answers in de-identified totals for sponsors and the field.Reported only across five or more organizations, never alone. You may name our organization to prospective sponsors.Leave unticked and we report you only inside a count.

Leave this blank

Free. We ask for an organization name and an email so the result can be matched to your record if you join the cohort — nothing else is required, and nothing is charged. See the privacy policy for what we do with it.

Your result

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The four stewardship duties

Board-adopted

Informal — put these in writing

Not in place

Where to go from here

Three steps, in order. Each one makes the next easier to ask for.

Build your exhibit. The Long Dollar takes one of your homes and returns a one-page exhibit showing what the subsidy in it does over thirty years, against what happens when that subsidy comes back at the first sale. Free, about four minutes, and it prints. This is the page that makes the case for staffing the work this checklist just scored.
Run it across the portfolio. The Portfolio Review does the same analysis on every home you hold, using your own board-adopted formula and your actual resale dates, and returns the schedule of which affordability restrictions expire when. $3,500 for portfolios up to 50 homes.
Talk it through. Thirty minutes on what this score says about your program, and which of the gaps above is worth closing first.

Build your exhibit Portfolio Review, $3,500 Book a call

A separate question, if it is the one you actually have: whether your organization is ready to use AI for any of this, and what it should not touch yet. That is its own engagement and it is not part of the sequence above. AI Readiness →

Self-assessed. Share it with your board as a starting point, not an audit. A verified baseline, with the policies themselves reviewed, comes from the founding cohort or a paid engagement.

Your organization is now recorded as baselined for the founding cohort. See what the cohort is.