Portfolio Advisory and Asset Disposition Services
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Department of Housing and Urban Development (HUD), specifically the Government National Mortgage Association (Ginnie Mae), has issued a Sources Sought notice for Portfolio Advisory and Asset Disposition Services. This market research aims to identify qualified contractors capable of providing advisory and sales transaction services for Ginnie Mae's diverse mortgage portfolios. The estimated value for this requirement is $1.5 million over a one-year base period and four one-year option periods. Responses are due by June 23, 2026, at 4:00 PM EST.
Purpose
Ginnie Mae is conducting market research to determine industry interest and capabilities for Portfolio Advisory and Asset Disposition (Sales Transaction) services. The information gathered will help determine the appropriate procurement method, which may include a small business set-aside or full and open competition, and could lead to multiple awards. This is not a solicitation, and the government will not assume financial responsibility for costs incurred in responding.
Scope of Work
The selected contractor will provide Portfolio Advisory services and potential sale recommendations for Ginnie Mae's Mortgage programs, including Single Family (FHA, VA, USDA, PIH), Multifamily (FHA, USDA), Reverse (HECM), Pooled (FHA insured), and Non-Pooled (non-performing/non-conforming) loans.
Key functional activities include:
- Analysis of sell vs. hold strategies and market dynamics affecting valuations.
- Guidance on managing and maximizing the value of Ginnie Mae's portfolios.
- Servicing, due diligence, and quality control analysis.
- Asset remediation and disposition recommendations.
- Analysis of critical variables for marketing the HECM portfolio.
Additional services outlined in the Statement of Objectives (SOO) include:
- MSS Portfolio Oversight Support: Pooling advisory, reverse loan servicing, default management, loss mitigation, data validation, claims management, and reporting.
- Transaction Specialist Services: Preparing, marketing, and selling assets to qualified investors, evaluating buyers, structuring portfolios for sale, due diligence, project management, and post-sale support.
Contract & Timeline
- Opportunity Type: Sources Sought / Market Research
- NAICS Code: 541618 - Other Management Consulting Services
- Product Service Code: R408 - Program Management/Support Services
- Estimated Value: $1.5 million
- Period of Performance: One 12-month base period with four 12-month option periods.
- Place of Performance: Contractor's facility, with potential site visits to Master Sub-Servicers (MSSs) and HUD HQ for sale day activities.
- Response Due Date: June 23, 2026, 4:00 PM EST
- Published Date: June 9, 2026
Set-Aside
The potential set-aside is not yet determined; this requirement may be set-aside for small businesses or procured through full and open competition.
Submission Requirements
Interested parties should submit:
- Organization name, address, email, website, telephone number, and size/type of ownership.
- Tailored capability statements addressing the effort, with documentation supporting claims.
- Details on administrative and management structure if significant subcontracting or teaming is anticipated.
Submissions must be emailed to Kimberly.M.Campbell@hud.gov and Robert.E.Woolfolk@hud.gov. Telephone inquiries will not be accepted.