Portland and the federal government

Learn about our sanctuary city status, efforts to block federal overreach: Portland.gov/Federal

Affordable Housing Development Forms, Policies, and Guidelines

Information

Forms

Underwriting forms and checklists

Predevelopment Milestones Form 22.14 KB

Project Schedule Form 71.46 KB

Construction, Disbursement and Misc.

Vendors - How to register in SAP Ariba system

Procurement & Workforce Reporting

Loan Disbursement

PDF file Instructions for PHB Disbursement Requests 237.55 KB
PDF file Loan Disbursement Form (sample) 105.71 KB

PCEF Eligible Uses Budget and Approval Request Form

Excel file Strategic Program 25 (rehabilitation projects) 112.22 KB
Excel file Strategic Program 1 (new construction projects) 58.39 KB

Closeout

PDF fileProject Closeout Checklist (Sample)188.93 KB
PDF file Metro Bond Compliance Certification form (Exhibit G-2) 114.09 KB
PDF file Final Metro Bond Closeout Certification 187.31 KB
PDF file Final Portland Bond Closeout Certification 180.92 KB

Policies and Guidelines

Loan Terms and Guidelines

PDF file PHB Loan Products Guidelines 732.96 KB
- PDF file Predevelopment Loan Guidelines 164.72 KB
PDF fileNew Construction and Acquisition/Rehab Underwriting Guidelines*441.05 KB

^{*Effective as of January 2026. Earlier projects subject to earlier guidelines.}

PDF file PHB Underwriting Homeownership Metrics 284.04 KB
PDF file Portland and Metro Bond eligible expenses 296.47 KB
PDF file PHB Insurance Coverage Requirements 48.37 KB

PHB Policies

PDF fileRecording Fee Policy for Recorded Documents98.84 KB
PDF file PHB Green Building Policy 311.85 KB
PDF filePHB Air Conditioning Policy81.53 KB
PDF fileApprenticeship and Workforce Program360.59 KB
Affordability Period Guidelines (forthcoming)

Federal Policies

PDF fileOne pager on Federal Compliance guidance187.39 KB

Other Resources

Post Occupancy / Post Construction Completion

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