Bundling Notice - USDA Rural Development (RD) Loan Servicing & Operational Support

USDA Rural Development is consolidating multiple fragmented loan-servicing support functions into a single nationwide Blanket Purchase Agreement under the GSA Multiple Award Schedule, specifically utilizing SIN 522310 for Financial Advising, Loan Servicing, and Asset Management. The goal is to streamline operations, improve service consistency, enhance regulatory compliance, and achieve significant cost savings of 8.65% across a portfolio valued at over $94 million, including all option years. The contract, structured with a one-year base and nine optional years, will be performed primarily from Saint Louis, Missouri, and will require the prime contractor to deliver end-to-end servicing including loan modification, workout strategies, digital modernization, and audit and compliance support. Market research concluded that no small business can perform at least 50% of the requirement due to the scale, complexity, and technical demands, justifying a substantial bundling action under FAR 7.107-2, with the SBA formally coordinated and a Determination and Findings document supporting the decision. Despite the prime being restricted to other-than-small businesses, a 22% small business subcontracting goal has been established, and Contract Team Arrangements are permitted to enable small business participation through GSA Schedule vehicles. Evaluation will prioritize small business participation as the primary factor, alongside technical approach, past performance, and cost, indicating a trade-off method rather than LPTA. The contractor must hold MISMO certification, demonstrate experience managing large federal loan portfolios, and maintain robust compliance and audit teams. No security clearances are required, but performance will be assessed against operational benchmarks including regulatory compliance rates, error reduction, timeliness, and borrower outcome improvements. Invoicing, payment, and detailed accounting data are not specified, but oversight is retained by the USDA Rural Housing Service’s Servicing Office, which holds inherently governmental authority for final acceptance. The contract is set to be awarded through SAM.gov with a posting date of July 27, 2026, and point of contact is James Sowden with Bridget Purdy as secondary.