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Santa Clara Valley Transportation Authority·California

On-Call Financial Advisory Strategic Consulting Services

Closes 7/10/2026$500k – $2MRequest for Proposal
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Description

The Santa Clara Valley Transportation Authority (VTA) is seeking proposals from qualified firms to provide on-call financial advisory strategic consulting services on an as-needed basis. The selected firm will provide comprehensive financial, risk, and strategic advisory services to support VTA's projects and initiatives. The scope of work includes advanced financial modeling, strategic capital investment planning, and finance transformation. The contract will have a term of three years with two one-year options for a maximum term of five years. • The selected firm will provide services in three areas: Advanced Financial Modeling, SCIP, SRTP, & Business Strategy; Capital Plan Management, Grants, & Alternative Delivery (P3); and Finance Transformation & CFO Business Process Optimization. • The firm will provide support for VTA's Strategic Capital Investment Plan (SCIP), including financial modeling and prioritization methodologies. • The firm will also provide support for VTA's Short Range Transit Plan (SRTP) development, including financially constrained forecasting models. • The contract will be awarded based on the best value to VTA, considering factors such as the firm's experience, qualifications, and price.

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Brian Tison(Contracts Administrator II)

[email protected]

(408) 952-4144

Key dates

Opened
6/5/2026
Questions due
6/15/2026
Pre-bid meeting
6/12/2026
Closes
7/10/2026
Projected award
8/28/2026
Duration
5 years

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
S26082

Budget estimate

$500,000 – $2,000,000

The budget for this contract is estimated to be in the range of $500,000 to $2 million per year, based on the scope of work and the fact that the contract will be awarded on an as-needed basis. The actual budget will depend on the specific services required by VTA and the firm's pricing. Factors that may influence the likely payment range include the complexity of the services required, the level of expertise needed, and the firm's reputation and experience in providing similar services.

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