Name | Type | Posted | Actions |
|---|---|---|---|
Attachment 1_Statement of Objectives _Portfolio Advisory and Asset Disposition.pdf | Jun 9, 2026 |
Portfolio Advisory and Asset Disposition Services
The Department of Housing and Urban Development (HUD), through Ginnie Mae, is conducting market research for Portfolio Advisory and Asset Disposition Services under solicitation APP-T-2027-125. This requirement involves market analysis, valuation, and sales transaction coordination for Single Family, Multifamily, and Reverse (HECM) mortgage programs. The scope includes managing Ginnie Mae-owned portfolios, such as whole loans, Mortgage-Backed Securities (MBS), and Mortgage Servicing Rights (MSR). Key activities involve sell-versus-hold analyses, due diligence, and asset remediation. The anticipated contract includes a 12-month base period and four 12-month options, with an estimated value of $1.5 million. Performance will occur at the contractor's facility. Capability statements and organizational information are due by June 23, 2026, at 4:00 PM EST. The provided Statement of Objectives (SOO) will serve as the basis for a future Performance Work Statement (PWS). Ginnie Mae is conducting market research for Portfolio Advisory and Asset Disposition Services to manage complex mortgage portfolios and execute disposition strategies. The work is split between functional advisory tasks and transaction specialist services. Advisory work involves analyzing trading activity and valuation factors for government portfolios and MSR markets.
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Contact and place of performance
Kimberly M. Campbell
Washington, DC 20410
USA
The Department of Housing and Urban Development (HUD), the Government National Mortgage Association (Ginnie Mae) is issuing this sources sought synopsis as a means of conducting market research to identify parties having an interest in and the resources to support this requirement for Portfolio Advisory and Asset Disposition Services. The result of this market research will contribute to determining the method of pro...
View moreThe government will evaluate market information to ascertain potential market capacity to 1) provide services consistent in scope and scale with those described in this notice and otherwise anticipated; 2) secure and apply the full range of corporate financial, human capital, and technical resources required to successfully perform similar requirements; 3) implement a successful project management plan that includes: compliance with program schedules; cost containment; meeting and tracking performance; hiring and retention of personnel and risk mitigation; and 4) provide services under a performance based service acquisition contract.
Based on the responses to this sources sought notice/market research, this requirement may be set-aside for small businesses or procured through full and open competition, and multiple awards may be made. Telephone inquiries will not be accepted or acknowledged, and no feedback or evaluations will be provided to companies regarding their submissions.
Submission Instructions: Interested parties who consider themselves qualified to perform the above-listed services are invited to submit a response to this Sources Sought Notice by Tuesday, June 23, 2026, by 4:00pm EST. All responses under this Sources Sought Notice must be emailed to Kimberly Campbell at [email protected] and Robert Woolfolk at [email protected]. Additional information on the required services is listed below.
If you have any questions concerning this opportunity, please contact: Kimberly Campbell at [email protected] and Robert Woolfolk at [email protected] .
Background: This is a new requirement that the Government National Mortgage Association (Ginnie Mae) is seeking a qualified contractor that can provide Portfolio Advisory and Asset Disposition (Sales Transaction) services.
General Description of Work: Ginnie Mae seeks qualified contractors with demonstrated experience to provide Portfolio Advisory services and potential sale recommendations regarding the market dynamics affecting each of its Mortgage programs:
• Single Family – Federal Housing Administration (FHA), Veteran Affairs (VA), US Department of Agriculture (USDA), Public Indian Housing (PIH) loans;
• Multifamily - FHA and USDA loans;
• Reverse - Home Equity Conversion Mortgage (HECM) loans;
• Pooled - Collection of performing loans (FHA insured); and
•Non-Pooled (Whole) - Non-performing and/or non-conforming loans (unqualified for insurance).
The Portfolio Advisory services will include:
Functional Activities:
• Analysis of sell vs hold and the trading activity and factors affecting valuations and marketability of the overall government portfolios, whole loan, MBS and MSR markets;
• Guidance on how to better manage and maximize the value of the Ginnie Mae owned portfolios;
• Servicing, due diligence and quality control analysis;
• Asset remediation and asset disposition recommendations; and
• Analysis of critical variables when marketing the HECM portfolio and potential disposition process.
The tasks require a set of skill categories based on the following approximate breakdown:
N/A
Contemplated performance metrics:
The contractor will use the required performance objectives listed in the attached draft Statement of Objectives (SOO) to determine the best solution, which will be provided in the form of a detailed Performance Work Statement (PWS) in response to the solicitation.
Contemplated report requirements:
Please see attached Statement of Objectives (SOO)
Contemplated dollar value of the project:
It is anticipated that the dollar value is estimated at $1.5 million for one (1) 12-month base period with four (4) 12-month option periods.
Contemplated place of performance:
The performance will be at the Contractor’s facility.