House Strategies Group · On-Call Financial Advisory Strategic Consulting · RFP S26082

We built VTA's financial analysis before the bid.

This is a working analytical platform, built entirely on VTA's own public data, to demonstrate how House Strategies Group would perform Area (i) advanced financial modeling and Area (iii) finance transformation for VTA. Every figure traces to a public source.

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Start with the sales-tax forecast For the evaluation committee

The picture in VTA's own numbers

One agency, four financial pressures

Read together, VTA's public data tells a coherent story, and points to where advisory work creates the most value.

Revenue

A tech-driven tax base that has gone flat

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Operations

A 6% farebox and a large operating gap

See the model →
Capital

A pipeline bigger than the funding

See the SCIP engine →
Equity

Service not aligned with need

See the map →

The platform

Seven analytical modules, on VTA's real data

Predictive AI

Sales-Tax Revenue Forecast

A model of VTA's largest revenue source with three forward scenarios and a 90% prediction band. R² 0.97 on 29 years of data.

 3D geospatial

Network & Ridership Map

Every stop VTA operates as a 3D column scaled to real ridership, over the live route network.

 Geospatial

Equity & Access

Transit need versus service access across 408 census tracts, with the under-served set ranked.

 Interactive model

Capital / SCIP Funding

An interactive funding-scenario engine on the real VTP 2050 pipeline, with prioritization and the O&M tail.

 Financial model

Long-Range Operating Model

The structural operating gap, ridership recovery, and the cost trajectory sales tax has to cover.

 Benchmarking

Peer Benchmarks

VTA against eight large US transit agencies on farebox recovery and cost per boarding.

 AI & automation

Finance Transformation

A working compliance-validation tool, workflow automation scoring, and indirect-rate review.

What we are bidding

Two areas, demonstrated not asserted

Area (i)

Advanced Financial Modeling, SCIP, SRTP & Business Strategy

Long-range financial modeling, SCIP support and project prioritization, SRTP forecasting, revenue valuation, and alternative-sourcing analysis. Demonstrated on the Sales-Tax Forecast, Long-Range Model, SCIP Funding, Network, Equity, and Peer modules.

Area (iii)

Finance Transformation & CFO Business Process Optimization

CFO-group process improvement, indirect cost rate reasonableness review, AI and automation workflow assessment, and predictive analytics tooling. Demonstrated on the Finance Transformation and Sales-Tax Forecast modules.

See our approach

Built before the bid. That is how House Strategies Group works.

This platform is the analytical companion to our S26082 proposal. It shows command of VTA's finances on day one, not a promise to learn them later.

How this maps to the evaluation criteria