Loan Servicing Data Subscription

The U.S. Department of Housing and Urban Development (HUD) is soliciting proposals for a Firm Fixed-Price (FFP) contract to provide subscription and database access services. These services include market trends data, loan limit and Home Price Index (HPI) subscriptions, True Standing Servicing Platform, MBS and ABS securities subscriptions, servicing loan-level data (LLMA) and property analytics, and HELOC and Real Estate Analytics Suite (REAS). The contract features a 12-month base period and four 12-month option periods, with performance at the contractor's facility during standard business hours. The solicitation incorporates various Federal Acquisition Regulation (FAR) clauses, including those related to System for Award Management, safeguarding contractor information, commercial product terms, prohibition on contracting with entities engaging in certain activities, rights in data, unenforceability of unauthorized obligations, accelerated payments to small businesses, and continuity of services. Additionally, it includes full-text FAR clauses on incorporation of representations and certifications, and the prohibition on contracting for certain telecommunications and video surveillance services or equipment. The contract is contingent upon the availability of appropriated funds.

The Department of Housing and Urban Development (HUD) requires potential offerors to sign a Nondisclosure Agreement (NDA) to access Controlled Unclassified Information (CUI) for Solicitation Number: 86615625Q00009. This agreement restricts the use of CUI solely to preparing a proposal for the solicitation. Offerors are responsible for ensuring that all parties accessing CUI through them also execute individual NDAs, which must be submitted to the HUD contracting officer. Unauthorized use or disclosure of CUI may lead to disqualification from the solicitation and potential administrative, civil, or criminal penalties. The agreement emphasizes the offeror's commitment to protecting sensitive information and maintaining the integrity of the procurement process.

This document, "Attachment D - Past Performance Survey" for Solicitation Number 86615625Q00009, is a past performance survey form used by the Department of Housing and Urban Development (HUD) to evaluate offerors' proposals. The survey is intended to gather information on a contractor's or key personnel's past performance related to providing subscription-based web portal services. These services include current and historical credit ratings, financial analyses of American acute-care hospitals, rating agency reports, healthcare sector commentary, financial and operational benchmarks, industry outlooks, access to live analysts, and quarterly industry update webinars. The survey requires references to rate the contractor or key personnel on five criteria: Quality of Service, Schedule, Cost Control, Business Relations, and Management of Key Personnel. Each criterion has adjectival ratings (Exceptional, Very Good, Satisfactory, Marginal, Unsatisfactory) with corresponding definitions, and mandates additional comments for any rating other than Satisfactory, or an explanation if Cost Control is Not Applicable.

Attachment C, titled "PAST PERFORMANCE INFORMATION," is a standardized form for federal, state, and local RFPs and grants, designed to collect detailed past performance data from prime contractors, partners, or subcontractors. Issued in May 2017, this document requires applicants to provide information on relevant services performed within the three years prior to proposal submission. Key fields include the client's name, point of contact details (name, address, telephone), type of services rendered, contract number and value, dates services were provided, and principal partners/key personnel involved. It also includes a checkbox for PPIRS (Past Performance Information Retrieval System) on file, indicating whether performance data is already recorded in a government database. The form clarifies that if the performance was as a subcontractor, the client name should be that of the prime contractor. This attachment ensures transparency and provides evaluators with crucial insights into an applicant's prior experience and capability.

The U.S. Department of Housing and Urban Development (HUD), Federal Housing Administration (FHA), seeks an annual online data subscription for loan limit, loan servicing/performance, and loan securities data. This procurement, detailed in Solicitation No: 86615625Q00009, aims to support risk assessment, program monitoring, and statutory mandates such as the Independent Actuarial Review of the Mutual Mortgage Insurance (MMI) Fund and the Annual Report to Congress. The contractor will provide access to various databases, including Market Trends, HPI, Loan Servicing (Prime and Subprime), Loan Securities (MBS and ABS), Loan Level Market Analytics (LLMA), Home Equity Brief, and Real Estate Analytics Suite (REAS). Deliverables include regular data downloads in Excel, 24/7 web access, user guides, and training for up to 25 HUD users. The contract spans a 12-month base period with four 12-month option periods, with an anticipated award commencement on December 29, 2025.

The document, an attachment to Solicitation 86615625Q00009 for Loan Servicing Data Subscription, provides questions and answers clarifying various aspects of the Request for Proposal (RFP). Key clarifications include the acceptance of CPARS for past performance surveys, the removal of healthcare-related scope from the procurement, and the confirmation that Loan Limit/Median Home Price and HPI data deliverables are required four times per year. HUD will provide the individual Nondisclosure Agreement. Offerors should request references to be completed and returned for inclusion in their technical proposals. The incumbent contractor is CORELOGIC SOLUTIONS LLC, with contract number 86615720C00002, a period of performance from 6/29/20 to 12/28/25, and a value of $2.5M. HUD will not be providing an extension to the response timeframe and requires a minimum of one past performance reference if available. A single award will be made, and the requirement is substantially unchanged from the prior contract.

The U.S. Department of Housing and Urban Development (HUD), Federal Housing Administration (FHA), seeks an annual online data subscription for loan limit, loan servicing and performance, and loan securities data. This supports risk assessments, program performance monitoring, and statutory mandates like the Independent Actuarial Review of the Mutual Mortgage Insurance (MMI) Fund and the Annual Report to Congress. The contractor will provide access to various databases, including Market Trends, HPI, Loan Servicing, Loan Securities (MBS and ABS), Loan Level Market Analytics (LLMA), Home Equity Brief, and Real Estate Analytics Suite (REAS). The subscription includes database access, training, and support for up to 25 licensed users at HUD HQ, with data deliverables provided quarterly or monthly in Excel format. The contract period is for one base year and four option years, with services performed at the contractor's facility.

Amendment 0001 to solicitation 86615625Q00009, issued by the US Department of HUD, modifies the original solicitation for Loan Servicing Data Subscription (LSDS). The purpose of this amendment is to provide answers to questions received regarding the solicitation, update the Past Performance Survey (Attachment D_Past Permance Survey-v2), and revise the Statement of Work (Attachment A - Statement of work (SOW) revised 12.10.25). Offers must acknowledge receipt of this amendment by the specified hour and date to avoid rejection. This amendment ensures that all terms and conditions of the original document remain in full force and effect, except as explicitly changed herein.

The Department of Housing and Urban Development (HUD) is issuing Solicitation Number 86615625Q00009 for a Past Performance Survey. This survey is designed to evaluate offerors' proposals for an acquisition of commercially available database access. The required services include loan limit data by county, loan performance servicing data with mortgage loan information, and loan securities data, including non-agency Mortgage-Backed Securities (MBS) and Asset Backed Securities (ABS) data. The survey requires references to rate contractors or key personnel on five criteria: Quality of Service, Schedule, Cost Control, Business Relations, and Management of Key Personnel. Each criterion has five adjectival ratings (Exceptional, Very Good, Satisfactory, Marginal, Unsatisfactory) with corresponding definitions. Additional comments are required for all ratings except

The Department of Housing and Urban Development (HUD), Office of Risk Management, has released Solicitation Number 86615625Q00009 for a Loan Service Data Subscription. This Firm Fixed Price/Fixed Unit Price solicitation outlines a base year and four option years, each spanning 12 months. The pricing sheet details various data subscriptions required, including Market Trends Data, Loan Limit & HPI, True Standing Servicing Platform, MBS Securities, ABS Securities, Servicing Loan Level Data (LLMA), Servicing LLMA - Property Analytics/Supplemental, HELOC - True Standings and Loan Level, and the Real Estate Analytics Suite (REAS) which further breaks down into Market Rental Trends, HPI Rental Trends, and Cash Investor Trends. Each service is specified with a quantity of 12 months, except for the REAS sub-components which are listed as 1 Lot and are