Mortgage-Backed Securities Operations & Analytics (MBSOA)

Description: Mortgage-Backed Securities Operations & Analytics (MBSOA)

The Department of Housing and Urban Development (HUD) 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 providing Mortgage-Backed Securities Operations & Analytics (MBSOA) in Support of the Government National Mortgage Association (Ginnie Mae) Office of Securities Operations (OSO). The result of this market research will contribute to determining the method of procurement. The applicable North American Industry Classification System (NAICS) code and Product Service Code (PSC) assigned to this procurement are: 

• 541512 – Computer System Design Services with a size standard of $34M; and
• DA01 -  IT And Telecom - Business Application/Application Development Support Services (Labor)

There is no solicitation at this time. This request for capability information does not constitute a request for proposals; submission of any information in response to this market survey is purely voluntary; the government assumes no financial responsibility for any costs incurred. This is not an evaluation of proposals but an assessment of vendors’ capabilities. Therefore, a high-level assessment of the capability statements will be performed. Generic brochures are not being requested. Vendors should provide information to stress their competencies, differentiators, and past performance showing or demonstrating their ability to fulfill PWS requirements.

This requirement is set-aside for the General Services Administration (GSA) Aliant 3 Government-wide Acquisition Contract (GWAC) holders.

Each capability response must address the questions below. Responses that do not address the questions may not be evaluated or considered in the Government’s market research. Generic corporate brochures, marketing materials, or general descriptions of services that do not directly address the questions are insufficient.

1. Does your organization have experience working with government agencies such as Ginnie Mae, the Federal Housing Administration (FHA), Fannie Mae, Freddie Mac, the Department of Veterans Affairs (VA) or the Office of Public and Indian Housing (PIH) providing services similar in scope, size and complexity as the Performance Work Statement (PWS) requirements?

2. Does your organization possess the following special qualifications:

1.  an active Software Engineering Institute (SEI) CMMI Level III Certificate for Development,
2. an active corporate ISO/IEC 20000 certification,
3. an active corporate ISO 9001 (Quality Management) certification.

3. Describe your experience and current capability to support the MBSOA PWS services: 1) MBS Data Collection & Reporting services, 2) Information Technology services and Operations & Maintenance (O&M) services including Security and Enhancement activities, and 3) specialized MBS Risk and Information Analytic services. Include any related Ginnie Mae experience. Please indicate if your firm served as the prime contractor or subcontractor. 

4. Provide examples of your company's experience supporting, managing, and modernizing a multi-platform, multi-provider environment that includes integrated legacy applications hosted in the cloud, while ensuring compliance with applicable requirements.

5. Provide an example where your firm improved operational efficiency, risk management, and information analytics capabilities, as well as investor reporting capabilities and accuracy for a client with similar requirements as this PWS within the secondary mortgage market or government-backed residential lending market. Include quantifiable results.

6. What are the three to five greatest risks associated with separating IT O&M from MBS business operations during contract period of performance, and what contractual, governance, technical, or operation controls would your company recommend to mitigate those risks?

7. Describe your company’s approach and protocol for maintaining 24/7/365 application and system availability, particularly during high-traffic events. Detail how your team identifies and mitigates technical challenges.

8. Based on your review of the PWS, are there any recommended changes, additions, or clarifications? Please identify the page number and paragraph.

9. Is your company able and willing to commit to providing services for a 10-year contract term? If not, please explain any limitations or concerns. 

If your organization has the potential capacity to perform these contract services, please provide the following information: 1) organization name, address, email address, website address, telephone number, and size and type of ownership for the organization; and 2) tailored capability statements addressing the questions and/or requested information listed above, with appropriate documentation supporting claims of organizational and staff capability. If significant subcontracting or teaming is anticipated in order to deliver technical capability, organizations should address the administrative and management structure of such arrangements.

The 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 further set aside for any of the socio-economic programs, set-aside for small business competition, procured through full and open competition, procured through GSA, etc. Interested potential offerors must clearly specify the following: their Unique Entity Identifier (UEI), business size applicable to NAICS, socioeconomic business categories, GSA GWAC contract number, and any other applicable GWAC numbers. 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 November 6, 2026, on or before 2:00 PM EST. All responses under this Sources Sought Notice must be emailed to Kimberly Campbell at Kimberly.M.Campbell@hud.gov and Jennifer Perez at Jennifer.M.Perez@hud.gov. Additional information on the required services is listed below.

If you have any questions concerning this opportunity, please contact the Contracting Officer, Kimberly Campbell at Kimberly.M.Campbell@hud.gov and the Contract Specialist, Jennifer Perez, at Jennifer.M.Perez@hud.gov.

Background:

• See Attachment A- Draft MBSOA PWS, Section 1.2.

General Description of Work:

The U.S. Department of Housing and Urban Development (HUD), Government National Mortgage Association (Ginnie Mae), Office of Securities Operations (OSO) seeks contractor support to manage reporting and disclosure on a $2.1 trillion dollar portfolio consisting of 11 million loans, and 675,400 MBS pools. The Contractor shall support Ginnie Mae's core business functions: 1) Data Collection and Reporting, 2) System Support Services, as well as 3) Analysis and Risk Services. The Contractor is responsible for maintaining existing business applications and operations and for performing comprehensive risk management and data analysis activities necessary for Ginnie Mae to manage its financial risk as well as the financial risk of its program participants.   

The scope of the MBSOA work to be performed under this contract is as follows: 

• MBS Operations Services:   

• Information Technology Services:   

• MBS Analytics & Risk Services:   

• Other Services:   

See Attachment A- Draft MBSOA PWS Section 5 for detailed Task Descriptions

Contemplated performance metrics:

• See Attachment A- Draft MBSOA PWS, Section 8 Performance Requirements Summary

Contemplated report requirements:

• See Attachment A- Draft MBSOA PWS, Section 6 Deliverables

Contemplated dollar value of the project:

• The estimated value is $400 million for one 12-month base plus nine 12-month option periods.

Contemplated place of performance:

At the Contractor's facility.