Portland is a Sanctuary City

Affordable Housing Development Forms, Policies, and Guidelines

Information

Forms

Underwriting forms and checklists

Predevelopment Milestones Form22.14 KB

Project Schedule Form71.46 KB

Construction, Disbursement and Misc.

Vendors - How to register in SAP Ariba system

Procurement & Workforce Reporting

Loan Disbursement

PDF fileInstructions for PHB Disbursement Requests237.55 KB
PDF fileLoan Disbursement Form (sample)105.71 KB

PCEF Eligible Uses Budget and Approval Request Form

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

Closeout

PDF fileProject Closeout Checklist (Sample)188.93 KB
PDF fileMetro Bond Compliance Certification form (Exhibit G-2)114.09 KB
PDF fileFinal Metro Bond Closeout Certification187.31 KB
PDF fileFinal Portland Bond Closeout Certification180.92 KB

Policies and Guidelines

Loan Terms and Guidelines

PDF filePHB Loan Products Guidelines732.96 KB
- PDF filePredevelopment Loan Guidelines164.72 KB
PDF fileNew Construction and Acquisition/Rehab Underwriting Guidelines*441.05 KB

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

PDF filePHB Underwriting Homeownership Metrics83.15 KB
PDF filePortland and Metro Bond eligible expenses296.47 KB
PDF filePHB Insurance Coverage Requirements48.37 KB

PHB Policies

PDF fileRecording Fee Policy for Recorded Documents98.84 KB
PDF filePHB Green Building Policy534.82 KB
PDF fileApprenticeship and Workforce Program360.59 KB
PDF filePHB HUD Section 3 Project Requirements268.16 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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