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Core Loan Servicing & Portfolio Management

Active
Federal

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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The Core Loan Servicing and Portfolio Management subcontract supports the Department of Agriculture's Rural Housing Service by providing comprehensive loan administration and portfolio management for prime contractors on USDA Rural Development projects. The scope of work encompasses full cradle-to-grave loan administration and delinquency management, ensuring all processes adhere to Mortgage Industry Standards Maintenance Organization standards. Operating under NAICS code 522310, the contract is focused on delivering a managed loan portfolio characterized by improved delinquency metrics and enhanced borrower satisfaction reports. The primary place of performance for these services is located in Saint Louis.

General Info

Loan administration and portfolio management for USDA Rural Housing Service in Saint Louis.

Agency

Department Of Agriculture → Rural Housing ServiceView Agency

NAICS

522310 - Mortgage and Nonmortgage Loan BrokersView NAICS

Place of Performance

Saint Louis, MO, USA

Set-Aside

NONE

Documents

This scope was carved out of 12E3-RD-TBD.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

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

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Timeline

Posted

subcontract

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Organization & Contact Information

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AgencyDepartment Of Agriculture → Rural Housing Service
ContactsNo contacts available
OfficeN/A
Organization / Agency
Department Of Agriculture → Rural Housing Service
View Agency Profile
Office AddressN/A
ContactsNo contact information available

Full Description

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Performs day-to-day loan administration and portfolio management for prime contractors on USDA Rural Development projects. Executes cradle-to-grave loan administration and delinquency management adhering to Mortgage Industry Standards Maintenance Organization (MISMO) standards. Delivers a managed loan portfolio with improved delinquency metrics and borrower satisfaction reports.

Similar Contracts

Same NAICS industry code

NAICS: 522310
Federal
Bundling Notice - USDA Rural Development (RD) Loan Servicing & Operational Support
Solicitation # 12E3-RD-TBD
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.
Rural Housing Service

POSTED

about 1 month ago

DEADLINE

N/A
View Details

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