This Government Contract opportunity from Department Of Housing And Urban Development was posted on July 25, 2011. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Securitized Transaction Financial Advisor

Awarded

R-OPC-23795Federal

Submission Closed07/25/2011, 12:00:00 PM UTC

Contract Overview

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

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NAICS: 523110

New

SLED

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Financial Investment Advisory ServicesThis subcontract for Financial Investment Advisory Services provides strategic financial advice and consultancy for prime contractors working on projects for the East Suffolk and North Essex NHS Foundation Trust. The scope of work includes developing investment policy statements, analyzing market trends and risks, and advising on the legal and regulatory constraints associated with NHS charitable fund investments. To execute these duties, the provider will utilize financial modeling software and market analysis tools to deliver comprehensive investment strategy documents and risk reports. The contract requires strict adherence to professional standards, necessitating compliance with CFA, CISI, and FCA regulations. Classified under NAICS code 523110, the services are centered on supporting the financial stability and strategic growth of the trust's investment portfolios. The engagement was posted on September 15, 2026, and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

POSTED

about 1 month ago

DEADLINE

N/A

AI Contract Overview

The Department of Housing and Urban Development has awarded a contract to PricewaterhouseCoopers LLP to provide Securitized Transaction Financial Advisor services for the Government National Mortgage Association, specifically supporting Ginnie Mae's Office of Capital Markets. This engagement, identified by solicitation number R-OPC-23795 and NAICS code 523110, involves a pricing structure consisting of a base year and three option years. The scope of work encompasses financial advisory services for REMIC, Callable Trust, and SMBS transactions, as well as time and materials based financial advisory support. The procurement process included several modifications to the original request for proposals, including updates to the statement of work and price schedules. These amendments refined the technical proposal volumes, evaluation criteria, and the organization of past performance information. The contract was managed by the Department of HUD Chief Procurement Officer in Washington, DC, with oversight provided by Contracting Officer Claudia S. Womble and Contract Specialist Virgil O. Hightower.

General Info

Agency

Department Of Housing And Urban Development → Department Hud-Chief Procurement Officer

Contract Value

NAICS

523110 - Investment Banking and Securities Dealing

Place of Performance

Set-Aside

NONE

Awardee

PricewaterhouseCoopers LLP 1800 Tysons Blvd MCLEAN VA 22102 USA

Award Issued Date

07/25/2011, 12:00:00 AM UTC

Documents

Amendment 03 to Solicitation R-OIPC-23795

amendment

High

Solicitation R-OPC-23795 Amendment 02

amendment

High

Solicitation R-OPC-23795: Securitized Transaction Financial Advisor Services

rfp

High

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

3 updates

PhaseAwarded

PostedDec 23

Presolicitation

Type ChangedApr 8

Presolicitation → Sources Sought

Notice updatedApr 11

The notice description changed.

Type ChangedApr 11

Sources Sought → Combined Synopsis

Notice updatedApr 28

The notice description changed.

Notice updatedApr 29

Notice details unchanged. Attachments may have changed.

AwardedJul 25

Contract was awarded

Submission Closed

07/25/2011, 12:00:00 PM UTC

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Organization & Contact Information

AgencyDepartment Of Housing And Urban Development → Department Hud-Chief Procurement Officer

Contacts2 people available

OfficeWASHINGTON, DC, 20410, USA

Organization / AgencyDepartment Of Housing And Urban Development → Department Hud-Chief Procurement Officer

Office AddressWASHINGTON, DC, 20410, USA

Contacts

Virgil O. HightowerContract Specialist

contact@example.gov

+1 (555) 000-0000

Claudia S. WombleContracting Officer

contact@example.gov

+1 (555) 000-0000

Full Description

The Department of Housing and Urban Development has awarded the contract for Securitized Transaction Financial Advisor (STFA) services to PricewaterhouseCoopers LLP. This contract will provide STFA services to the Government National Mortgage Association (Ginnie Mae).

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