Attachment A - Statement of work (SOW).pdf

SOLICITATION NO: 86615625Q00009

LOAN SERVICING DATA SUBSCRIPTION

Statement of Work (SOW)

Subscription and Database Access for Loan Limit Data by County

(Median Home Price Data Based on County Recorder Data for FHA Loan Limits), Loan Performance Servicing Data, And Mortgage Securities Data

August 12, 2024

Revised September 18, 2025

Contents Vision Statement

General

Introduction

Background

Loan Limit Data

Loan Servicing and Performance Data

Loan Securities Data

Scope of Work

Loan Limit Data

APPLICABLE DOCUMENTATION

The contractor will provide the following for Loan Securities

Loan Level Market Analytics (LLMA) Base

Loan Level Market Analytics (LLMA) - Property Analytics

Loan Level Market Analytics (LLMA) - Supplemental Loan Analytics

Home Equity Brief Heloc and HE Loan Level

Real Estate Analytics Suite (REAS)

DESCRIPTION of SERVICES

Market Trend Data Subscription

Part A Provide Database, Training and Support for Market Trends Users

Part B Database Subscriptions and Tools

Part C Software

Part D Passwords and Site Locations

Loan Limit & HPI Subscription

Part A Provide Database, Training and Support for HPI Users

Part B Database Subscriptions and Tools

Part D Passwords and Site Locations

Loan Servicing Data Subscription

PART A Provide Database, Training and Support for Loan Performance Users

Part B Database Subscriptions

Part C Software

PART D Passwords and Site Locations

Loan Securities Data Subscription (MBS)

Part A Provide Database, Training and Support for Loan Performance Users

Part B Database Subscriptions and Tools

Part C Software

Part D Passwords and Site Locations

Loan Securities Data Subscription (ABS)

PART A Provide Database, Training and Support for Mortgage Securities Users

Part B Database Subscriptions

Part C Software

PART D Passwords and Site Locations

Loan Level Market Analytics (LLMA) Base

Part A Provide Database, Training and Support for LLMA Users

Part B Database Subscriptions and Tools

Part C Software

Part D Passwords and Site Locations

Loan Level Market Analytics (LLMA)

Part A - Provide Database, Training and Support for LLMA Property Analytics Database Users 16

Part B Database Subscriptions and Tools

Part C Software

Part D Passwords and Site Locations

Loan Level Market Analytics (LLMA)

Part A Provide Database, Training and Support for LLMA Supplemental Loan Analytics Users 16

Part B Database Subscriptions and Tools

Part C Software

Part D Passwords and Site Locations

Home Equity Brief Heloc and HE Loan Level

Part A Provide Database, Training and Support for Home Equity Brief Heloc and HE Loan Level

Users

Part B Database Subscriptions and Tools

Part C Software

Part D Passwords and Site Locations

Real Estate Analytics Suite (REAS)

Part A Provide Database, Training and Support for REAS Users

Part B Database Subscriptions and Tools

Part C Software

Part D Passwords and Site Locations

SCHEDULE OF DELIVERABLES:

Loan Limit and HPI Data Subscription:

Format & Content of Contract Deliverables

Inspection of Deliverables

Re-Submitted Deliverables

Acceptance of Deliverables

Work Evaluation Meetings (Status Meetings)

Period of Performance

Place of Performance

Schedule of Deliverables

LOAN LIMIT, MEDIAN HOME PRICE AND HPI DATA BASED ON COUNTY RECORDER DATA

Market Trends Data Subscription Format & Content of Contract Deliverables

Database, Training and Support for Market Trends Users:

Loan Servicing

Format & Content of Contract Deliverables

Schedule of Deliverables

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

Loan Securities MBS

Format & Content of Contract Deliverables

Schedule of Deliverables

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

Loan Securities ABS

Format & Content of Contract Deliverables

Schedule of Deliverables

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

LLMA Data Subscription

Format & Content of Contract Deliverables

Schedule of Deliverables

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

LLMA Property Analytics Data Subscription Schedule of Deliverables

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

LLMA Supplemental Loan Data Subscription Schedule of Deliverables

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

Home Equity (HELOC & HE) Data Subscription Format & Content of Contract Deliverables

Schedule of Deliverables

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

Vision Statement The vision of this requirement is to obtain contractor support for the U.S. Department of

Housing and Urban Development (HUD), Federal Housing Administration (FHA), to obtain an annual on-line data subscription access to loan limit data, loan servicing and performance data, and loan securities data.

General Within the Office of Housing in the Department of Housing and Urban Development (HUD), the Office of Evaluation (OE) is responsible for the risk assessment of HUD-insured and -assisted single family and multifamily properties.

I. Introduction

The U.S. Department of Housing and Urban Development (HUD) / Office of Housing and the Office of Evaluation (OE) is seeking contractor support to provide an annual subscription of commercially available database access to:

1. Loan limit data by county - median home price data based on County Recorder data.

2. Loan performance servicing data and mortgage loan on-line information/newsletter which includes Residential Loan Level Database both Prime and Subprime, Residential Loan Level Origination Database borrower and mortgage characteristics, Mortgage Delinquency Database both Prime and Subprime, 10 years of market history and access software, 24/7 Web Access to HUD Users with passwords; and

3. Loan securities data accessible in the non-agency Mortgage-Backed Securities

(MBS) Prime Database with a minimum 15-year perspective on the non-Agency securities market to enable long-term projections and includes 98+ percent of outstanding non-agency prime mortgage pools. Beginning with the Option Period 1

ABS (Asset Backed Securities) data that are currently accessible in the ABS (Alt-A &

Nonprime) Database with a minimum 15-year perspective on the non-Agency securities market will also be covered.

II. Background

The Office of Evaluation (OE), located in the Office of Risk Management and Regulatory Affairs in the Office of Housing, is responsible for monitoring the performance of FHA’s single family and multifamily programs. It prepares periodic reports to the FHA Commissioner on FHA business activities and oversees the statutorily mandated annual actuarial review of FHA’s largest insurance fund. OE is also responsible for assessing the financial impact on FHA’s insurance funds of new or existing policies and programs and evaluating relationships between current economic and market conditions and FHA program goals and objectives.

With the advent of credit reform, The Office of Evaluation has become responsible for developing, maintaining, and updating cash flow models used to estimate credit subsidy rates for FHAs budget and liability for loan guarantee for FHAs annual financial statement.

These cash flow models use historical data for loans grouped into risk categories to calculate the net present value of cash flows over the life of a book of business. Cash flows are estimated for premiums, claims, and recoveries. A credit subsidy rate for each risk category is calculated by dividing the net present value of cash flows by projected endorsements. If the credit subsidy rate is positive, FHA needs appropriations of credit subsidy (as well as commitment authority) before it can endorse new loans.

1. To support the mission above, Housing FHA is statutorily required to provide: 1) an

Independent Actual Review of the Mutual Mortgage Insurance (MMI) Fund.

2. Annual Report to Congress, and

3. Published Loan Limit data by Metropolitan Statistical Area (MSA).

All three of these statutory mandates require comprehensive loan performance data for loan limits, loan servicing performance and loan securities data.

Loan Limit Data In order to continue using the methodology developed for FHA loan-limit determination under the Economic Stimulus Act of 2008 (ESA), HUD requires that it have a regular and reliable source of county-level median price data. Specifically, HUD would like to base loan limits on median prices that reflect comprehensive property purchase data available through county deed recordation records, where that data is available, and throughout the country.

By law, HUD must set FHA single-family loan limits at the county level, or at the Core Based

Statistical Area (CBSA) level when multiple counties are defined by the Office of

Management and Budget as such an Area. In setting loan limits under the ESA, HUD relied upon multiple sources of information: county property-deed records, National Association of Realtor MSA-level median prices, data gathered from local realtor boards and multiple listing services, and American Community Survey (ACS) and decennial Census data on median house values. HUD also used a new house price index created by the Federal

Housing Finance Agency (FHFA, formerly, OFHEO) for non-metropolitan areas in each state.

That index was used to update median values from the ACS and decennial Census so that they were representative of the look-back period used for more contemporaneous data sources.

Under the Homeownership and Economic Recovery Act of 2008 (HERA), FHA loan limit determination will continue to require the same procedures as have been used in the past.

Loan limit determination for Fannie Mae and Freddie Mac are now, under HERA permanently, determined on the county-by-county basis required for 2008 under the ESA.

HUD and the FHFA desire to calculate loan limits from a uniform set of underlying median price data.

County recorder data is available for all states. However, non-disclosure states are those states where the value or sales price of a real estate transaction is not disclosed on transfer documents filed for public record. Median sales price data must include non-disclosure states. The following states are non-disclosure states: Alaska, Louisiana, New Mexico, Utah, Idaho, Mississippi, North Dakota, Wyoming, Indiana, Missouri (select counties), South Dakota, Kansas, Montana, and Texas.

Price indices for states where the value or sales price of the property in question is not publicly disclosed should be provided using unique, proprietary data gathering and handling methods.

Loan Servicing and Performance Data Under this procurement, HUD is seeking comprehensive data on conventional home loans. This database assistance will allow 1) superior single-family risk assessments and

2) more program-related data to program managers to help improve program performance, hold down costs, and increase the effectiveness with which HUD can maintain and increase the supply of affordable housing. HUD has had subscriptions for Loan servicing and performance data since 2005.

Loan Securities Data The data procured through this request will allow 1) superior single-family risk assessments and 2) more program and related data available to program managers to help improve program performance, hold down costs, and increase the effectiveness with which HUD can maintain and increase the supply of affordable housing.

Scope of Work

Loan Limit Data The specific data elements required under this contract are:

1. State Identifier (FIPS code)

2. County Identifier (FIPS code)

3. County Name

4. CBSA code (5-digit OMB-determined code)

5. MSA/MSD code (5-digit OMB-determined code for Metropolitan Statistical Division, where available)

6. CBSA or Division Name

7. Median sale price for all transactions in the look-back period

8. Median sale price for single-family (non-condo) units, in the look-back period

9. Median sale price for condos in the look-back period.

10. Number of sale transactions

11. Number of single-family (non-condo) transactions

12. Number of condo transactions

13. Median sale price for distress sales (sheriff sales and other foreclosure and REO sales).

14. Number of distress sales

15. Date of last available transaction used in determining median prices for this county in the look-back period

The State and County FIPS Codes, County names, and other geographic identifiers referenced above should be kept current with periodic revisions made by the U.S.

Census Bureau and Office of Management and Budget.

HUD also requires that sale transactions used to compute county-level medians exclude all deed types or other indicators that would suggest the sale is less-than arms-length.

Also excluded should be any commercial transactions. Distress sales (Sheriff, foreclosure, or REO sale) should only be included in the separate median price for those transactions.

Transfer of property via foreclosure without a sale to a third party should be excluded from all median price computations. That would include properties transferred to the lender or a mortgage insurer or guarantor as a direct result of the foreclosure auction. Such properties should only be included in distress sale median prices when they are sold out of REO.

HUD will determine the look-back period based on lags required to assimilate data from all, or nearly all counties that make such data available, and from its requirements for publishing loan limits each year. In principal, HUD would like four data downloads per year. Each download will include transactions for the previous 12-month period, although

HUD may wish to modify this look-back period.

III. APPLICABLE DOCUMENTATION

The contractor will provide the following for Loan Limit, HPI and Market Trends: a) Provide the following data elements four times per year:

1. State Identifier (FIPS code)

2. County Identifier (FIPS code)

3. County Name

4. CBSA code (5-digit OMB-determined code)

5. MSA/MSD code (5-digit OMB-determined code for Metropolitan Statistical Division, where available)

6. CBSA/MSD Name

7. Median sale price for all transactions in the look-back period

8. Median sale price for single-family (non-condo) units, in the look-back period

9. Median sale price for condos in the look-back period.

10. Number of sale transactions

11. Number of single-family (non-condo) transactions

12. Number of condo transactions

13. Median sale price for distress sales (sheriff sales and other foreclosure and REO sales).

14. Number of distress sales

15. Date of last available transaction used in determining median prices for this county in the look-back period.

a) The download format for the data above is Microsoft Excel workbook or such other format as may be acceptable to the COR.

b) Provide access to the HPI Database. Access is required 365 days of the year except during normal maintenance and upkeep.

c) Provide access to Market Trends Database. Access is required 365 days of the year except during normal maintenance and upkeep.

The contractor will also provide User guides and/or Data Elements Dictionaries for all users for the HPI and Market Trends databases.

The contractor will provide the following for Loan Securities The contractor will provide access to the loan performance servicing data and the databases through a website accessible through the Internet. The contractor will also provide User guides and/or Data Elements Dictionaries for all users.

Loan Level Market Analytics (LLMA) Base The contractor will provide access to the loan performance servicing data and the databases through a website accessible through the Internet. The contractor will also provide User guides and/or Data Elements Dictionaries for all users.

Loan Level Market Analytics (LLMA) - Property Analytics The contractor will provide access to the loan performance servicing data and the databases through a website accessible through the Internet. The contractor will also provide User guides and/or Data Elements Dictionaries for all users.

Loan Level Market Analytics (LLMA) - Supplemental Loan Analytics The contractor will provide access to the loan performance servicing data and the databases through a website accessible through the Internet. The contractor will also provide User guides and/or Data Elements Dictionaries for all users.

Home Equity Brief Heloc and HE Loan Level The contractor will provide access to the loan performance servicing data and the databases through a website accessible through the Internet. The contractor will also provide User guides and/or Data Elements Dictionaries for all users.

Real Estate Analytics Suite (REAS) The contractor will provide access to the loan performance servicing data and the databases through a website accessible through the Internet. The contractor will also provide User guides and/or Data Elements Dictionaries for all users. The contractor will also provide

User guides and/or Data Elements Dictionaries for all users.

IV. DESCRIPTION of SERVICES

1. Market Trend Data Subscription The contractor shall provide the Office of Evaluation with The data elements specified herein shall be provided in Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year; Internet access to Market Trends Database.

Access to the Market Trends database is required 365 days of the year except during normal maintenance and upkeep.

Part A Provide Database, Training and Support for Market Trends Users Company Overview -- Database access and subscription analytics in a context

Market Trends Overview -- Top view of functionality including functionality including an overview of the company and databases

Market Trends Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the HPI and Market Trends web-based software to run against the databases and the history to produce reports, inquiries, graphs, interactions with GIS (Geographic Information Systems), tables, exports to Excel, etc.

Part B Database Subscriptions and Tools Subscription to the following databases is required:

Market Trends Database

Part C Software Licensing use is for up to 25 licensed users.

Part D Passwords and Site Locations Three (3) Passwords for users at HUD HQ are to be included.

2. Loan Limit & HPI Subscription The contractor shall provide HUD (PD&R) with the data elements specified herein shall be provided in Microsoft Excel workbook or such other format as may be acceptable to the

COR three times a year; Internet access to HPI Database. Access to the HPI databases is required 365 days of the year except during normal maintenance and upkeep.

Part A Provide Database, Training and Support for HPI Users Company Overview: Database access and subscription analytics in a context

HPI Overview -- Top view of functionality including functionality including an overview of the company and databases

HPI Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the HPI web-based software to run against the databases and the history to produce reports, inquiries, graphs, interactions with GIS

(Geographic Information Systems), tables, exports to Excel, etc..

Part B Database Subscriptions and Tools Subscription to the following databases is required:

HPI Database

Part C Software

Licensing use is for up to 25 licensed users.

Part D Passwords and Site Locations Three (3) Passwords for users at HUD HQ are to be included.

3. Loan Servicing Data Subscription This procurement is a subscription for a residential database not for work or services from a contractor.

PART A Provide Database, Training and Support for Loan Performance Users Company Overview Database access and subscription analytics

Loan performance Prime and Subprime loans Overview -- Top view of functionality including an overview of the company and databases

Loan performance - Prime and Subprime loans Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc. The training entails at least two hours of how to use the loan performance web-based software to run against the delinquency database and the 5 year history to produce reports, inquiries, graphs, tables, exports to Excel, etc.

Part B Database Subscriptions Subscription to the following databases is required:

1. Prime Market Origination Database

2. Prime Delinquency Database

3. Subprime Market Origination Database

4. Subprime Delinquency Database

All databases should include the following:

Minimum of 5-year historical data, Early payment default (EPD) module, Ever-60 and ever-90 day default metrics, Roll- rate module, Vintage delinquency module, and.

Origination module.

Part C Software As this procurement is for a subscription and access to residential database there is no requirement for software.

PART D Passwords and Site Locations

Licensing for up to 25 HUD users is required.

4. Loan Securities Data Subscription (MBS) This procurement is a subscription for a securities database not for work or services from a contractor.

Part A Provide Database, Training and Support for Loan Performance Users Company Overview: Database access and subscription analytics in a context

Securities performance Non-agency Prime Overview -- Top view of functionality including functionality including an overview of the company and database

Securities performance - Non-agency Prime Securities Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the securities performance web-based software to run against the non-agency Prime database and the 15-year history to produce reports, inquiries, graphs, interactions with GIS (Geographic Information Systems), tables, exports to

Excel, etc...

Part B Database Subscriptions and Tools Subscription to the following databases is required:

1. Non-agency Prime Database

2. Non-agency Prime Text Loan Level Historic Data Initial fee in base year only

3. Non-agency Prime History Maintenance applies to Option years 1 & 2 only

Part C Software Licensing use is for up to 25 licensed users.

Part D Passwords and Site Locations Three (3) Passwords for users at HUD HQ are to be included.

5. Loan Securities Data Subscription (ABS) PART A Provide Database, Training and Support for Mortgage Securities Users Company Overview: Database access and subscription analytics in a context

Securities performance ABS (Alt A and Nonprime) Overview -- Top view of functionality including functionality including an overview of the company and databases

Securities performance - Alt A and Nonprime securities Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the securities performance web-based software to run against the ABS database and the 15-year history to produce reports, inquiries, graphs, interactions with GIS (Geographic Information Systems), tables, exports to Excel, etc

Part B Database Subscriptions Subscription to the following databases is required:

1. ABS (Alt-A & Nonprime) Database

2. ABS Text Loan Level Historic Data

3. ABS History Maintenance

Part C Software As this procurement is for a subscription and access to residential database there is no requirement for software.

PART D Passwords and Site Locations Licensing for 3 HUD users is required.

6. Loan Level Market Analytics (LLMA) Base The contractor shall provide the Office of Evaluation with the data elements specified herein shall be provided in Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year; Internet access to LLMA Databases. Access to the LLMA databases is required 365 days of the year except during normal maintenance and upkeep.

Part A Provide Database, Training and Support for LLMA Users Company Overview: Database access and subscription analytics in a context

LLMA Overview -- Top view of functionality including functionality including an overview of the company and databases

LLMA Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the LLMA web-based software to run against the databases and the history to produce reports, inquiries, graphs, interactions with GIS (Geographic Information Systems), tables, exports to Excel, etc.

Part B Database Subscriptions and Tools Subscription to the following databases is required:

LLMA Database

Part C Software Licensing use is for up to 25 licensed users.

Three (3) Passwords for users at HUD HQ are to be included.

7. Loan Level Market Analytics (LLMA) Property Analytics: The contractor shall provide the Office of Evaluation with the data elements specified herein shall be provided in Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year; Internet access to LLMA

Property Analytics Database. Access to the LLMA Property Analytics Database databases is required 365 days of the year except during normal maintenance and upkeep.

Part A - Provide Database, Training and Support for LLMA Property Analytics Database Users Company Overview: Database access and subscription analytics in a context

LLMA Property Analytics Database Overview -- Top view of functionality including functionality including an overview of the company and databases

LLMA Property Analytics Database Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the LLMA Property Analytics Database web-based software to run against the databases and the history to produce reports, inquiries, graphs, interactions with GIS (Geographic Information Systems), tables, exports to Excel, etc

Part B Database Subscriptions and Tools Subscription to the following databases is required:

LLMA Property Analytics Database

Part C Software

Licensing use is for up to 25 licensed users.

Part D Passwords and Site Locations Three (3) Passwords for users at HUD HQ are to be included.

8. Loan Level Market Analytics (LLMA)- Supplemental Loan Analytics:

The contractor shall provide the Office of Evaluation with the data elements specified herein shall be provided in Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year; Internet access to LLMA Supplemental Loan

Analytics Databases. Access to the LLMA Supplemental Loan Analytics databases is required 365 days of the year except during normal maintenance and upkeep.

Part A Provide Database, Training and Support for LLMA Supplemental Loan Analytics Users Company Overview: Database access and subscription analytics in a context

LLMA Supplemental Loan Analytics Overview -- Top view of functionality including functionality including an overview of the company and databases

LLMA Supplemental Loan Analytics Demo/Training - Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the LLMA Supplemental Loan Analytics web-based software to run against the databases and the history to produce reports, inquiries, graphs, interactions with GIS (Geographic Information Systems), tables, exports to Excel, etc.

Part B Database Subscriptions and Tools Subscription to the following databases is required:

LLMA Supplemental Loan Analytics Market Trends Database

Part C Software Licensing use is for up to 25 licensed users.

Part D Passwords and Site Locations Three (3) Passwords for users at HUD HQ are to be included.

9. Home Equity Brief Heloc and HE Loan Level The contractor shall provide the Office of Evaluation with the data elements specified herein shall be provided in Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year; Internet access to Home Equity Brief Heloc and HE Loan

Level Database. Access to the Home Equity Brief Heloc and HE Loan Level databases is required 365 days of the year except during normal maintenance and upkeep.

Part A Provide Database, Training and Support for Home Equity Brief Heloc and HE Loan Level Users Company Overview: Database access and subscription analytics in a context

Home Equity Brief Heloc and HE Loan Level Overview -- Top view of functionality including functionality including an overview of the company and databases

Home Equity Brief Heloc and HE Loan Level Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the Home Equity Brief Heloc and HE Loan Level web-based software to run against the databases and the history to produce reports, inquiries, graphs, interactions with GIS (Geographic Information Systems), tables, exports to

Excel, etc.

Part B Database Subscriptions and Tools Subscription to the following databases is required:

Home Equity Brief Heloc and HE Loan Level Database

Part C Software Licensing use is for up to 25 licensed users.

Part D Passwords and Site Locations Three (3) Passwords for users at HUD HQ are to be included.

10. Real Estate Analytics Suite (REAS) The contractor shall provide the Office of Evaluation with the data elements specified herein shall be provided in Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year; Internet access to REAS Database. Access to the REAS databases is required 365 days of the year except during normal maintenance and upkeep.

Part A Provide Database, Training and Support for REAS Users Company Overview: Database access and subscription analytics in a context

REAS Overview -- Top view of functionality including functionality including an overview of the company and databases

REAS Demo/Training -- Live look at system and functionality: Filters, Groups/Rolls, Graphs, Maps, User folders, etc.

The training entails 2 hours of how to use the REAS web-based software to run against the databases and the history to produce reports, inquiries, graphs, interactions with GIS

(Geographic Information Systems), tables, exports to Excel, etc.

Part B Database Subscriptions and Tools Subscription to the following databases is required:

REAS Database

Part C Software Licensing use is for up to 25 licensed users.

Three (3) Passwords for users at HUD HQ are to be included.

SCHEDULE OF DELIVERABLES:

1. Loan Limit and HPI Data Subscription:

Format & Content of Contract Deliverables

The data elements specified herein shall be provided to the Office of Evaluation (OE) and PD&R in Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year.

Training materials developed by the Contractor should be in the following format:

Modules listed and identified

Objectives defined for each module in performance terms (What learner is expected to be able to do at the end of each module).

Inspection of Deliverables The procedure for inspection and acceptance of initial deliverables is as follows:

The COR- will provide written acceptance, comments, and/or change requests, if any, within ten (10) working days from receipt by the Government, of each required

Contract deliverable; and

Upon receipt of the Government comments, the Contractor shall have ten (10) working days to make the changes and re-submit the Contract deliverable.

Re-Submitted Deliverables The Government will review and verify that the original problem has been resolved with the

Contract deliverable(s) as re-submitted. If this is a re-submission of a final deliverable, the

COR will provide the Contractor written notice of acceptance/rejection or request for extension within ten (10) working days after receipt of each re-submitted final deliverable.

Acceptance of Deliverables All products shall be delivered under the cover transmittal to the COR. All work products, analyses, computer models, documentation, workflows, data models, interface modules, design documents and risk analysis results developed by the Contractor shall be the property of the Government and are to be provided to HUD no later than at the conclusion of this effort.

Work Evaluation Meetings (Status Meetings) The COR will require one initial performance evaluation meeting with the Contractor’s

Program or Project Manager. An initial training session up to two weeks is also required.

The Contractor may request a meeting with the COR whenever the Contractor’s technical or administrative personnel believe such a meeting is necessary. HUD will ensure that all pertinent HUD staff is made available to the Contractor in completion of this work. The

Contractor shall prepare and provide written minutes of any such meetings via electronic mail to the COR for signature by HUD Program Management and the Contracting Officer or contract administrator. If the COR does not concur with any portion of the minutes, notice of such non-concurrence will be provided to Contractor’s Program or Project Manager and contracts representative within five calendar days following receipt of the minutes. The

Contractor shall acknowledge or resolve all disputes and resubmit the minutes to the COR within five business days of receipt of the HUD non-concurrence.

Period of Performance The period of performance shall be for one base period of 12-months and four 12-month option periods.

Place of Performance The services to be performed under this contract shall be performed at the contractor’s facility. This is a subscription service to an online database.

Schedule of Deliverables The Contractor shall be responsible for, and its performance shall in part be measured by, the timeliness and quality of the deliverables listed below. The deliverable dates listed below may vary as deadlines pertaining to the financial statement audit are finalized.

LOAN LIMIT, MEDIAN HOME PRICE AND HPI DATA BASED ON COUNTY

RECORDER DATA

Anticipated Award Commencement December 29, 2025

Provide Databases Four (4) times a year as determined by the Office of

Evaluation and the Contractor.

Market Trends Data Subscription Format & Content of Contract Deliverables The data elements specified herein shall be provided to the Office of Evaluation in

Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year.

Training materials developed by the Contractor should be in the following format:

Modules listed and identified

Objectives defined for each module in performance terms (What learner is expected to be able to do at the end of each module).

Database, Training and Support for Market Trends Users:

Anticipated Award Commencement December 29, 2025

Provide Databases Monthly

Provide Databases daily renewed monthly Accessible 24/7 from award date.

Training

Train Users Within 30 days from date of award

Loan Servicing

Format & Content of Contract Deliverables The deliverables under this contract are 24/7 access to the databases via web interface.

Schedule of Deliverables The Contractor shall be responsible for, and its performance shall in part be measured by, the timeliness and quality of the deliverables listed below. The deliverable dates listed below may vary as deadlines pertaining to the financial statement audit are finalized. The

Contracting Officer must approve revisions to this schedule.

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS Anticipated Award Commencement 12/29/2025

Provide Databases Monthly

Every 30 days from contract award date Daily access to databases; renewed monthly

Training Within 30 days from date of award Train Users

4. Loan Securities MBS

Format & Content of Contract Deliverables The deliverables under this contract are 24/7 access to the databases via web interface.

Schedule of Deliverables The Contractor shall be responsible for, and its performance shall in part be measured by, the timeliness and quality of the deliverables listed below. The deliverable dates listed below may vary as deadlines pertaining to the financial statement audit are finalized. The

Contracting Officer must approve revisions to this schedule.

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS Anticipated Award Commencement 12/29/2025

Provide Databases Monthly

Every 30 days from contract award date Daily access to databases; renewed monthly

Training Within 30 days from date of award Train Users

5. Loan Securities ABS

Format & Content of Contract Deliverables The deliverables under this contract are 24/7 access to the databases via web interface.

Schedule of Deliverables The Contractor shall be responsible for, and its performance shall in part be measured by, the timeliness and quality of the deliverables listed below. The deliverable dates listed below may vary as deadlines pertaining to the financial statement audit are finalized. The

Contracting Officer must approve revisions to this schedule.

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS Anticipated Award Commencement 12/29/2025

Provide Databases Monthly

Every 30 days from contract award date Daily access to databases; renewed monthly

Training

Within 30 days from date of award Train Users

6. LLMA Data Subscription

7. LLMA Property Analytics Data Subscription Schedule of Deliverables The Contractor shall be responsible for, and its performance shall in part be measured by, the timeliness and quality of the deliverables listed below. The deliverable dates listed below may vary as deadlines pertaining to the financial statement audit are finalized. The

Contracting Officer must approve revisions to this schedule.

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

Provide Databases

Daily access to databases; renewed monthly Monthly

Every 30 days from contract award date Training

Within 30 days from date of award Train Users

8. LLMA Supplemental Loan Data Subscription Schedule of Deliverables

The Contractor shall be responsible for, and its performance shall in part be measured by, the timeliness and quality of the deliverables listed below. The deliverable dates listed below may vary as deadlines pertaining to the financial statement audit are finalized. The

Contracting Officer must approve revisions to this schedule.

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS Anticipated Award Commencement 12/29/2025

Provide Databases Monthly

Every 30 days from contract award date Daily access to databases; renewed monthly

9. Home Equity (HELOC & HE) Data Subscription

Format & Content of Contract Deliverables

The data elements specified herein shall be provided to the Office of Evaluation in

Microsoft Excel workbook or such other format as may be acceptable to the COR three times a year.

Training materials developed by the Contractor should be in the following format:

Modules listed and identified

Objectives defined for each module in performance terms (What learner is expected to be able to do at the end of each module).

Schedule of Deliverables The Contractor shall be responsible for, and its performance shall in part be measured by, the timeliness and quality of the deliverables listed below. The deliverable dates listed below may vary as deadlines pertaining to the financial statement audit are finalized. The

Contracting Officer must approve revisions to this schedule.

PART A – DATABASE, TRAINING and SUPPORT for SERVICING USERS

Provide Databases Monthly

Every 30 days from contract award date Daily access to databases; renewed monthly

Database, Training and Support for Market Trends Users: