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Best Practices

Serving clients who are participating in an IDA program and saving towards the purchase of an asset requires a variety of classes, counseling and expertise in each organization.  Fiduciary Organizations who have developed tools – intake forms, progress markers, class descriptions, or any other document your organization uses to better serve clients may be useful to another organization who is working to develop a similar tool.  Fiduciary organizations are encouraged to submit their documents or other best practices to be reviewed by their peers, and are also encouraged to download documents from their peers. 

To submit a document or form, please send it via email as an attachment to Haley.  Documents will be posted below.  When submitting a document or form, please provide a brief description (no more than 50 words), along with your email address so people can contact you with questions if necessary.

Title Document Description Download Submitted By Date

eDev
Participant
Handbook

eDev,
IDA Participant Handbook
eDev,
Email Leah Murray
 10.16.09

Indiana IDA
Handbook

 Indiana Housing CDA,
IDA Participant Handbook
NP,
Email Joy Garlin Hunt  		01.23.09
Dream$avers
Participant
Handbook
 Umpqua CDC,
Dream$avers Participant Handbook
Umpqua CDC,
Email Rebekah Barger 
07.01.08

Dream$avers
Partner
Handbook

Umpqua CDC,
Dream$avers Partner Handbook
Umpqua CDC,
Email Rebekah Barger 
07.01.08
IDA
Handbook

Portland Housing Center, IDA
Participant Handbook

PHC,
Email Itzel Spehar
 06.17.08

 Questions or Comments? Email Joy Garlin Hunt

 

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