Sources Sought
Multifamily Premium Review Services
Department of Housing and Urban Development
AI summarySources sought (market research only; no solicitation yet) from the Department of Housing and Urban Development (HUD) for the Multifamily Insurance Operations Branch (MFIOB), which handles Federal Housing Administration (FHA) mortgage insurance on apartment and care-facility loans. HUD wants contractor support for data entry, premium reviews, administrative support and electronic records, in a draft performance work statement (PWS) with a 12-month base and four 12-month options. Responses are due November 3, 2026, 2:00 PM Eastern, by email. More in the summary
Market research, not a bid. Replying is free and tells Department of Housing and Urban Development who could do this work. Send a short reply to the contracting contact; no price is needed. See the contact
AI summary Beta
This summary may miss requirements: 1 of 3 attachments weren't read (Attachement_A_MFIOB_SOP_FHASL_Job_Aids.pdf). Check the attachments on SAM.gov.
Sources sought (market research only; no solicitation yet) from the Department of Housing and Urban Development (HUD) for the Multifamily Insurance Operations Branch (MFIOB), which handles Federal Housing Administration (FHA) mortgage insurance on apartment and care-facility loans. HUD wants contractor support for data entry, premium reviews, administrative support and electronic records, in a draft performance work statement (PWS) with a 12-month base and four 12-month options. Responses are due November 3, 2026, 2:00 PM Eastern, by email.
How to submit: Email to Contracting Officer Augustus Joseph (Augustus.F.Joseph@hud.gov) and Contract Specialist Francis Chen (Francis.Chen@hud.gov), with the subject line "Source Sought - Multifamily Premium Review Services"; phone inquiries are not accepted. What to include is under Full summary below. Check the solicitation's instructions on SAM.gov.
Things to watch (7)
From the version posted Oct 21, 2026.
- Worth checking: Set-aside not yet decided. SAM.gov shows no set-aside, but HUD says the buy may later be set aside for a socio-economic program or for small businesses, or bought through GSA.
- Worth checking: Tight performance standards with zero tolerance. Many tasks require 100% on-time processing within 1 to 3 business days with zero deviation allowed, and HUD can seek remedies when standards are missed.
- Worth checking: Specialized FHA mortgage insurance experience. HUD asks for proof of reviewing multifamily mortgage notes, amortization schedules and premium refunds under HUD rules, which a firm without that background may not show.
Show all 7Show fewer
- Worth checking: Contractor must supply its own tracking tool and facility. You provide the workflow tracking tool, the office space and your own phone line and voicemail; HUD supplies only laptops and training.
- Minor: Sources sought, no solicitation yet. This is market research and not a request for offers, so nothing can be awarded from it and the buying method is still open.
- Minor: Quality control plan due after award. The quality control plan is due within thirty (30) business days after award, or with the proposal if it is an evaluation factor.
- Minor: Key personnel clause applies. The PWS points to a HUD key personnel clause, so named staff may be evaluated and need to stay on the work.
Read from the notice and 2 attachments. 1 of 3 not read. Show which files.
- RFI - Sources Sought_MF Premium Review Services.docx (read)
- PWS_MF Premium Review Services.pdf (read)
- Attachement_A_MFIOB_SOP_FHASL_Job_Aids.pdf: not read (it couldn't be opened): open it on SAM.gov
Full summary
What they want
- Data entry in HUD's FHA Subsidiary Ledger (FHASL) system for new and final endorsements (the step that puts a loan under FHA insurance) and mortgage record changes, within 1 to 3 business days of receipt
- Premium reviews: check mortgage notes, receipts and amortization schedules (the loan's payment tables) against FHASL, then prepare refund or billing packages for lenders
- Administrative support: monitor MFIOB email boxes with 1-business-day replies, process termination requests, and answer lender calls Monday to Friday, 9:00 a.m. to 5:00 p.m. EST
- Run a contractor-provided workflow tracking tool that logs every inquiry, document and deadline so HUD can check performance
- Electronic records: keep project folders on the HUD MFIOB SharePoint for about 15,500 active FHA projects plus new ones, uploading files within 2 business days
- Send a Comprehensive Monthly Project Status Report by the 5th business day of each month
- Planning volume for the first year: about 1,200 initial/final endorsements, 1,100 premium reviews, 600 mortgage record changes and 800 terminations
- Contract type
- Not stated. The notice says the buying method may be set aside, open to all, or bought through GSA, depending on responses
- Period of performance
- Draft PWS: one 12-month base period and four 12-month option periods, with a 30-calendar-day transition-in
- Place of performance
- Draft PWS: at the contractor's facility. SAM.gov lists Alexandria, VA
- Estimated value
- Not stated
- How they'll choose
- No evaluation for award. HUD will review responses as market research on capacity and to decide how to buy
- Offers due
- November 3, 2026, 2:00 PM Eastern
- How to submit
- Email to Contracting Officer Augustus Joseph (Augustus.F.Joseph@hud.gov) and Contract Specialist Francis Chen (Francis.Chen@hud.gov), with the subject line "Source Sought - Multifamily Premium Review Services"; phone inquiries are not accepted
What they'll judge offers on
- Market research review: ability to provide services of this scope and scale, corporate financial, staffing and technical resources, and a project management plan covering schedule compliance, cost containment, performance tracking, hiring and retention, and risk
What to include when you submit
- Give organization name, physical address, email and website, point of contact and phone, type of ownership, unique entity ID (UEI), business size under NAICS 541611, socioeconomic category, and any GSA contract number or other Government-Wide Acquisition Contract (GWAC) number
- Describe experience reviewing FHA-insured multifamily mortgage notes, amendments, modifications and consolidation notes to prepare and validate amortization schedules, with examples of comparable work
- Describe experience reviewing FHA multifamily mortgage insurance premiums, including Insured Advances, Insured Upon Completion and loan modifications or interest rate reductions, and reconciling documents to find billing or refund errors, with examples
- Describe experience maintaining FHA multifamily insurance records (endorsements, record changes, modifications, terminations) under 24 CFR Part 207, the Multifamily Accelerated Processing (MAP) Guide and HUD Mortgagee Letters, with examples
- If you expect to rely on significant subcontracting or teaming, describe the administrative and management structure
- Add any comments, recommendations or questions on the draft PWS
- Address every requested item; generic capability statements will not be considered
Current contractor
No incumbent is named. The draft PWS refers to an incumbent contractor in its 30-day transition-in terms, so this looks like work already done by a contractor.
Not in the notice text
- Attachment A, the MFIOB standard operating procedure (SOP) and FHASL job aids (Attachement_A_MFIOB_SOP_FHASL_Job_Aids.pdf), is attached but not read, and the PWS says tasks follow it; the step-by-step procedures are in that file on SAM.gov
- Contract type, evaluation factors and the solicitation date are not stated
- The Government's estimate is not given; the notice lists the contemplated dollar value as N/A
- SAM.gov lists Alexandria, VA as the place of performance while the draft PWS says the contractor's facility; ask the contracting officer which applies
- Whether any special qualifications, security clearances or background checks apply; the PWS lists special qualifications as N/A and does not mention clearances
Eligibility and how to respond
- No set-aside. Any business can reply: this is market research, and no bid is being taken yet.
- To respond, send a short reply to the contracting contact near the top of this page. No price is needed.
Notice details
- Posted
- Oct 21, 2026
- Notice type
- Sources Sought
- Office
- CPO : Chief Procurement Officer, Washington, DC
- Product/service code
- R704 · Support – Management: Auditing
- Business type
- Consulting & professional services (FedReady's grouping, from NAICS 541611)
- Attachments
Past awards and competition
Who has won work like this before, the likely incumbent, and what similar contracts paid, from USAspending.gov.
Before you respond
Terms on this notice: Sources sought notice