Oregon Centralized Application (ORCA) Intake Form

This form includes a general overview of the project vision and the partners involved. This includes a preliminary site assessment, early project-specific questions, population served, an initial estimate of resource needs and timing, and pre-development funding needs and eligibility.


The goals of the Intake Form are to:


  • Serve as the starting location of affordable rental housing funding requests.
  • Provide OHCS with early project information to assess project readiness and the best fit for available resources and anticipated needs.
  • Guide projects into the next phase of the application process.


Submitting an Intake Form may occur as early as the initial concept stage of a project. It is intended for organizations that are seriously considering a project and may have already incurred some due diligence expenditures and also includes projects that are ready to apply for funding.


All projects must complete the Intake Form to proceed to the next step of the application process. Projects in the Intake step will provide OHCS with quarterly updates on progress.


For your convenience, this orientation video walks you through the Intake Form.

You may also view a complete list of Intake questions in this PDF.


If you have any questions, please see FAQs here.

Have a question? Submit here.

Project Type Navigation

Project Type*
Homeownership Funding Request*

Housing Stabilization Resources requests are handled by Housing Stabilization Division of OHCS. Please direct questions and inquiries to the division email at HSD.HomelessServices@HCS.oregon.gov.

For PSH Rental Assistance/Services Only requests, please complete the PSH Intake.


For PSH Development Capital, please click the "Affordable Rental Housing" option above, and complete this Intake Form.

Please complete a LAP Intake Form.

For further assistance please visit 211info.org or call the OHCS front desk at 503-986-2000.

For further assistance, please email the Homeownership Development Team at OHCS at HO.Development@HCS.oregon.gov.

For further assistance, please visit the Down Payment Assistance page of our website.

Are you already engaged with a third-party lender and is that lender interested in using OHCS' Permanent Loan Guarantee Program?

The Loan Guarantee Program is designed to support affordable housing developers by facilitating access to permanent financing. This program reduces lender risk by guaranteeing a portion of the long-term loan used for the construction, development, acquisition, or rehabilitation of housing for individuals with moderate, low, or very low income. Participation requires collaboration with a lender, and commitment from the lender is essential.


For a list of eligible lenders, please visit the program website.


Applicant Information

This is often the Sponsor completing this form.

Entity Type*
Are you interested in receiving Technical Assistance?*
Phone
Phone

Project Concept

Has this project EVER applied for OHCS funding?*

Providing the application year is sufficient.

If yes, please briefly describe in 1-2 sentences. Proposed project restrictions can be described later in this form.

Roughly 2-4 sentences, briefly include known factors such as: unit mix, number of buildings, AMI levels, Extremely Low Income, non-affordable spaces, etc.

Is your project planning to include co-located child care or an early learning space?*
Construction Type*
Which preservation category you are applying under?*

If the property is not in the OHCS Portfolio, please indicate so by typing: "N/A"

Is this property currently subject to a Property Improvement Plan approved by OHCS, or in the process of developing one?*
Have you chosen or identified the location of the project?*
Have site control?*

*Include each site

Is the project location rural?*

Projects must use the OHCS Rural or Urban Status Map to determine rural status.

Is the project site appropriately zoned for the project?*
Have you developed a zoning strategy for the project site?*
Does the project have an infrastructure strategy?*

At this stage in the project development has a strategy for infrastructure (ie. SDC, road ownership, easements, utility hookup, etc.) been developed?

Does the project have a permitting strategy?*
Has the project obtained environmental evaluations or reports?*

Who will the project serve? (check all that apply)

Please describe in 2-4 sentences. You may include project partnerships, marketing or outreach plans for the population identified, etc.

Please describe in 2-4 sentences. You may include project partnerships, marketing or outreach plans for the population identified, etc.

Check all unit sizes included in the project

Check all AMIs to be included in the project


Financial Strategy

While we are awaiting final subsidy limits, please provide your best estimate as to the amount of funds you require.

The intention for this question is to gain a better understanding of your project concept by asking only IF you’ve already considered your project budget with specific funding types. OHCS will work to collaborate with partners on the best resource for the project.


Please review the ORCA Available Resources webpage for more information regarding funding restrictions, requirements, and limitations.


Check all that apply

Select
Caret IconCaret symbol
You have selected a LIHTC funding source, please indicate which funding source you are interested in.*

LIHTC will be available later in 2025. All LIHTC projects will remain with the Applications Team until the implementation of tax credits.


Roughly 1-2 sentences

Please complete the ORCA intake form and submit the PuSH Seller’s Tax Credit application.

How much capital, if any, will your organization contribute to the project budget?

Are non-OHCS Public Funds anticipated to contribute to the Project?*

These funds may be under consideration by the project in addition to funds already awarded to the project.

If multiple City contributions, please list all anticipated sources.

If multiple City contributions, please indicate known terms/restrictions for all.

If multiple County contributions, please list all anticipated sources.

If multiple County contributions, please indicate known terms/restrictions for all.

Roughly 1-2 sentences

If multiple non-OHCS Public contributions, please list all anticipated sources.

If multiple non-OHCS Public contributions, please indicate known terms/restrictions for all.

Are Investor Funds anticipated to contribute to the Project?*

If multiple investors, please indicate known terms for all.

Is a Contruction Loan anticipated for this project?*

If multiple loans, please indicate known terms for all.

Please provide an explanation of how the budget was developed in roughly 2-4 sentences.

Please provide any detail on known factors in assessing cost escalation for this project. Please limit to 1-2 sentences and remember that this is a non-competitive application process.

Project-Based Rental Assistance*

Does the Project have, or will seek to have, units with project-based rental assistance?


***Warning*** indicating an intent to apply for Federal Project-Based Rent Assistance will trigger the federal nexus and resultant requirements.

In roughly 1-2 sentences, describe what type, number of units, target population, etc.

Project-Based Vouchers*

Does the Project have, or will seek to have, units with project-based vouchers?


***Warning*** indicating an intent to apply for Federal Project-Based Vouchers will trigger the federal nexus and resultant requirements.

Will the Project have PSH units?*
If yes, has the Developer and/or whole project team COMPLETED an Oregon Supportive Housing Institute?*

When do you intend to have units ready for occupancy?


Identified Project Sponsor(s) or Partner(s)

For any known entities for the fields below, please identify. Otherwise, leave blank.

Until the project has identified the Developer attached to the project, the project will be unable to move forward to Impact Assessment. This is because there is a 2-project cap per Developer outlined in the ORCA Manual. If you submit this Intake without identifying a primary Developer, please email the Apps Team once this Developer is identified.



Predevelopment

Predevelopment Assistance*

Will you need/want a predevelopment loan?    

If you answered "Yes" or "Not sure" please complete the Predevelopment Intake.


Capacity Building

Capacity Building Assistance*

Will you need/want capacity building grant?

If you answered "Yes" or "Not Sure" please complete the Capacity Building Application.


OHCS Prequalification

Have you completed the Developer/Consultant Prequalification Request form?*

This may be completed any time prior to finalizing your Impact Assessment application which is in the next step of the ORCA process. It does not need to be submitted prior to sending this Intake Form.

Provided here is a link to the Prequalification Request form, if needed.

OHCS Prequalification


Additional Items

Please limit 1-3 sentences.