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RFP: Testing and Education Services

posted November 13, 2008

CSBS has released a Request for Proposal (RFP) which seeks vendors that can provide services related to the testing and education requirements of Title V, the SAFE Mortgage Licensing Act of the Housing and Economic Recovery Act of 2008, Public Law 110-289.

The RFP describes services in four main areas: 

  • Test Development
  • Test Administration 
  • Education Management, and 
  • Applicant and Licensee Testing and Education Management

Click here to download the RFP

Editable appendices from RFP:
Appendix A - Word format
Appendix C1 - Word format
Appendix E (Notice of Intent to Bid) - Word format

Note: This RFP is not intended for mortgage education providers. Information for vendors and organizations seeking NMLS&R course approval will be forthcoming.


posted November 25, 2008

CSBS conducted one-on-one bidder RFP calls with 12 organizations from November 19 – 21, 2008.  The following documents provide the Questions and Answers from those calls.

RFP Q&A document 11/25/08
RFP Q&A document 11/26/08
RFP Q&A document 12/2/08
RFP Q&A document 12/5/08


posted December 9, 2008

The RFP evaluation process and vendor selection period has been revised. Please see the RFP Timeline Revision for details.


posted January 23, 2009

Vendors Selected for SAFE Testing and Education Requirements


For more information, see SAFE Mortgage Licensing Act Legislation and Summaries.

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