Attachment_9_-_Exhibit_G_-_232_Archiving_procedures.pdf

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Attached to
Loan Underwritting Services
Solicitation number
86543G19R00001
Issued by

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This document contains an exhibit related to archiving procedures for Section 232 loan underwriting files and a solicitation for loan underwriting services.

The exhibit provides instructions for transmitting Section 232 loan underwriting and closing files to HUD headquarters for archiving. It outlines requirements such as emailing transmittal forms before shipping boxes, placing completed transmittal forms on top of docket files within boxes, and ensuring documents are unbound, loose, and filed in accordion folders with FHA numbers affixed.

The solicitation seeks proposals for loan underwriting services under Solicitation number 86543G19R00001. The NAICS code is 524126 with a small business size standard of 1,500. The acquisition is 100% set aside for 8(a) vendors. Offerors must register in SAM and address any communications regarding the acquisition in writing to the specified email addresses.

Exhibit G-232

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Text version

Exhibit G – 232 Archiving Procedures

12/16/15 VM

Transmittal Sheet for mailing Section 232 UW/Closing Files to Headquarters

Project Name: Click here to enter text.

FHA#: Click here to enter text. Date Mailed: Click here to enter text.

Number of Boxes/Envelopes: # Click here to enter text.

Type of Loan 223f 223a7 NC 241a Sub-Rehab 223d

Processing Stage Enclosed (check applicable):

OHP Underwriter (UW) Documents Transaccess documents uploaded (HUD Only)

Closing Folder from HUD Closing Coordinator Transaccess documents uploaded (HUD Only)

Executed Closing Documents from HUD Attorney Recorded Closing Documents from Lender (Client) Attorney UW Documents from Unsuccessful Firm Application UW Docs from Firm Applications withdrawn

Senders Name: Click here to enter text.

Email Address: Click here to enter text.

Telephone Number: Click here to enter text.

1. You must email your transmittals to: LeanWorkTransmittalsforArchiving@hud.gov before shipping your box

2. Please place this completed form (inside the box) on top of Docket Files

3. Ensure all papers are unbound, loose and filed in an accordion-style, five inch, legal-sized folder. Only one file can be placed in each folder. The FHA number should be affixed to the upper right hand corner of the folder.

Closing Folder From Closing Coordinator

Documents Filed In Chron.

Order

Underwriter Documents

Documents Filed in Chron.

Order

Tena Brown Records Management US Department of HUD Room B264 451 Seventh St. SW Washington, DC 20410 202-708-0084

Executed Closing Documents From HUD Attorneys

File details come from the government source that posted it. Updated .