Capability Statement · USDA Rural Development · Finance Office Support BPA RFI · May 2026
USDA Rural Development · Office of Budget & Policy

Modern Credit Reform.
Audit-Ready by Design.

House Strategies Group delivers AI-augmented Budget Execution, Budget Formulation, Federal Credit Reform Act compliance, and Federal Accounting support to USDA Rural Development's Office of Budget and Policy — engineered for the OBP's $224B+ portfolio across the Rural Housing, Rural Business, and Rural Utilities Services.

Socio-EconomicSBA 8(a) Certified
UEIEAE1MJHMN2Z1
CAGE7W4Y5
GSA MASApplication Under Review
Primary NAICS541611 · 541612 · 541618 · 541219 · 541990
PWS Capability Map

Built for the OBP. Mapped to your PWS.

Every line of the draft Performance Work Statement is matched to a House Strategies Group practice area, technology stack, and proven personnel bench. Below is a direct map across the BPA's five task areas and four FO responsibility domains.

Task Area 1 · Report Generation

From RD databases to Congressionally-ready reports

Multi-source data gathering, mathematical formatting, narrative drafting, template population — fluently across the RD reporting universe.

  • RD Financial / Obligation Dashboard refresh cadence
  • Monthly Status of Funds / Burn Rate reporting
  • USDA Leadership and Congressional Budget Hearing briefings
  • External inquiry response packages and program-account justifications
Task Area 2 · Process Automation

RD-maintainable automation, AI-native by default

Microsoft Power Automate, UiPath, Python, Excel/VBA, Anthropic Claude API, Azure OpenAI — built so OBP staff can maintain the artifacts after handoff.

  • Data extraction, formatting, validation pipelines
  • Dashboard development and recurring report generation
  • Credit modeling activity automation (input prep, anomaly flagging, certification sheet generation)
  • Recurring task automation (ULO outreach, reconciliation, NET routing)
Task Area 3 · Process Improvement

Lean Six Sigma and value-stream discipline

Public + private sector benchmarking, special studies, requirements engineering, scalable automation roll-out — PMP-trained PMs leading every engagement.

  • Current-state value stream mapping with telemetry instrumentation
  • Public + private sector best-practice benchmarking
  • Implementation plans with RACI, milestones, and KPIs
  • Technology enhancements with measurable performance baselines
Task Area 4 · Data Analysis

Capital-markets-grade quantitative methods

Trends analysis, regression, statistical model development and validation in SAS, R, and Python — including OMB Circular A-11 Section 185 compliance.

  • Budget and accounting trends across multi-year cohorts
  • Default, prepayment, recovery curve estimation by program/cohort
  • Anomaly detection at the $40M / 5% abnormal-activity threshold
  • Material-program research at the $60M absolute-variation threshold
Task Area 5 · Data Review & Validation

Source-of-truth reconciliation, every cycle

Cross-source comparison, variance investigation, discrepancy explanation and recommendation — with audit-grade documentation throughout.

  • Loan-servicing-system to Funds Control Report reconciliation
  • General Ledger to Bureau of Public Debt to Apportionment alignment
  • Re-estimate input file abnormality detection and clarification
  • Actuals-to-Estimates variance analysis with narrative explanations
FO Responsibilities · Cross-Cutting

All four FO domains, end-to-end

Budget Execution · Budget Outreach · Budget Formulation · Credit Reform Act of 1990 · Accounting — supported by a complete federal financial fluency stack.

  • SF-132 / SF-133 / SF-1151 (NETs) / RC502 / TAFS
  • FCRA cohort accounting from FY 1992 to present
  • USSGL · FMMI · Treasury CARS · GTAS · ASAP · G-Invoicing
  • OMB MAX · BICS · Essbase · Tableau · CSC · SAS · R
Three Pillars

Why House Strategies Group for this BPA.

Three reinforcing capabilities — purpose-built for the OBP's transformation toward a more flexible, responsive, reliable, and secure financial operating model at enterprise scale.

Pillar 01

AI-Native Credit Reform Acceleration

Our AI-enabled service delivery methodology automates the mechanical 80% of credit-reform work — input-file abnormality detection, certification-sheet generation, re-estimate-memo drafting, anomaly flagging at the $40M / 5% threshold — so OBP's career staff focuses on judgment, OMB negotiation, and program insight. We do not replace the OMB Credit Subsidy Calculator and we do not propose competing with established federal credit-reform modeling SaaS — we layer AI workflow above whichever modeling layer the Government uses, with a complete AI/Expert Reconciliation Log for every recommendation.

~80% Mechanical credit-reform tasks automatable
Pillar 02

OIG-Aligned Audit Readiness

USDA OIG flagged $315M+ in projected ULO-related misstatements in RD's FY 2023 financial statements — and the FY 2025 audit cited a repeat continuous-review-and-monitoring deficiency. We deliver an AI-augmented ULO outreach and triage engine, an automated funds-control reconciliation dashboard, and a versioned audit-evidence repository that closes the loop. Built for the OIG's exact recommendation to "routinely evaluate staffing resources for ULO accuracy controls."

$315M+ FY23 OIG ULO misstatement directly addressable
Pillar 03

Capital-Markets-Grade Federal Credit Analytics

Our principals built default, prepayment, recovery, and severity models on FHA loan sale portfolios and Ginnie Mae issuer/MBS pools — the same mechanics OMB CSC uses, executed at institutional Wall Street rigor. Few small businesses can offer Ginnie Mae + FHA + USDA breadth. Combined with named teaming partner Emax Financial & Real Estate Advisory's HUD Program Financial Advisor incumbency, we bring credit-reform depth typically reserved for the largest primes.

$224B+ RD portfolio scale — capital-markets-grade methods scale
Program Portfolio Coverage

Every RD direct and guaranteed program. Cohort by cohort, FY 1992 forward.

The PWS calls for re-calculating the projected subsidy for every program and every cohort from 1992 to present. We're built for that scope — across all three program agencies and the Innovation and Business Centers.

RHS

Rural Housing Service
Section 502 Direct Single Family$1.25B
Section 502 Guaranteed Single Family$25B
Section 504 Home Repair~$25M
Section 515 Multifamily Direct~$50M
Section 521 Rental Assistance$1.5B+
Section 538 Multifamily Guaranteed~$400M

RBS

Rural Business-Cooperative Service
B&I Guaranteed (85% sub-$5M)multi-B
Rural Energy for America (REAP)~hundreds of M
Intermediary Relending (IRP)~$50M
REDLG (Loans + Grants)$60M
Rural Business Development Grant$30M
Rural Microentrepreneur AssistanceRMAP

RUS

Rural Utilities Service
Water & Waste Disposal Directmulti-B
Electric Loan Programsmulti-B
Telecommunicationsmulti-B
ReConnect Broadband$5.54B cum.
Community Facilitiesmulti-B
OneRD Guarantee Streamliningcross-program
Compliance Fluency

The frameworks that govern federal credit. We work in them daily.

From FCRA to A-129 to A-11 Section 185 — and every Treasury, FASAB, and OMB schedule downstream — these are the rules our deliverables comply with on day one.

FCRA 1990
Federal Credit Reform Act — NPV cohort accounting since FY 1992
OMB A-11 §185
Statistical model standards for credit subsidy estimation
OMB A-129
End-to-end federal credit program management
OMB A-123
Internal control over financial reporting
DATA Act / FFATA
Federal spending transparency and DAIMS submission
USSGL
U.S. Standard General Ledger including Credit Reform guidance
FASAB
Federal Accounting Standards including Seven Steps to subsidy
Treasury CARS / GTAS
Central Accounting and Government-wide Treasury reporting
SF-132 / SF-133
Apportionment and Report on Budget Execution
SF-1151
Non-Expenditure Transfers (NETs)
RC502 / TAFS
RD funds-control reporting and Treasury Account Fund Symbols
OMB M-25-21 / M-25-22
Federal AI acceleration and AI acquisition mandates
Live Capability Demos

Three working demonstrations. Mapped to your PWS.

Below: working prototypes of three AI-enabled service tools that map to specific PWS lines. These are illustrative — production deployments are tailored to RD's data, controls, and security posture, and integrate with the Government's authoritative systems of record.

AI-Augmented ULO Triage
PWS Accounting · "Complete semi annual and quarterly Unliquidated Obligation (ULO) Certification by maintaining outreach to State and National Office contacts." Directly addresses the FY 2023 OIG $315M projected misstatement and the FY 2025 repeat finding.
Demo 01 · Interactive
Sample obligations · click Run AI Triage to score
Obl ID Program Field Office Obligated Days Open Amount AI Risk Recommended Action
▌ AI/Expert Reconciliation Log — audit trail
Re-Estimate Memo Auto-Draft
PWS Credit Reform · "Perform trend analysis including the preparation of justifications when there are unusual fluctuations (5 percentage points) in any of the subsidy rate." Auto-drafts a re-estimate justification memo from CSC outputs and BICS-style inputs; expert review required before submission.
Demo 02 · Interactive
Draft Re-Estimate Memo AI Generated · Expert Review Required
Configure inputs and click Generate Memo to draft a re-estimate justification.
Burn Rate & FTE Forecast
PWS Budget Execution · "Develop and analyze the RD FTE and payroll forecasts… provide recurring reports on salaries and benefits, actual costs and future forecasting as part of the Burn Rate and Operating Plan reporting for the USEC office and HR." Built for RD's announced FY26 32% workforce contraction.
Demo 03 · Interactive
3,148Projected FTE
$40.0MMonthly Burn
$320.4MPlan Year Payroll
Projected Monthly Payroll Burn Forecast Baseline
Past Performance

Three tiers of relevance. Honestly framed.

We distinguish HSG corporate past performance from key-personnel past performance under prior employers, and from named teaming-partner past performance — the convention required by federal source-selection.

Tier A · HSG Corporate Past PerformanceHouse Strategies Group LLC
USDA APHIS · June 2022–Present

USDA APHIS — Senior HR Consulting Support to PPQ and Action Programs

House Strategies Group has served since June 2022 as a Senior HR Consulting subcontractor to Rumik Consultancy LLC (8(a)-certified prime, UEI NNSPQ9NQA1X9, Fairfax VA) supporting USDA APHIS Plant Protection & Quarantine and Action Programs on overseas workforce and position-management efforts in Mexico, Panama, and Guatemala. Scope: position assessments, current-state and GAP analyses, workforce standardization, draft position descriptions in Department of State-ready format, succession planning, hiring-process recommendations. ~$225K HSG sub value. Reference: Sheetal Patel, President, Rumik Consultancy (miki.patel@rumikconsultancy.com / 469-951-1423) — signed PPQ rates HSG Exceptional across Quality, Technical Expertise, Project Management, Communication, Schedule, Problem Solving, and Overall Performance.

Role: Sr. HR Consulting Sub Prime: Rumik Consultancy LLC (8a) Rating: Exceptional (PPQ)
VA OAEM & VA CFM · FY22–FY24

VA Enhanced-Use Lease Post-Transaction Support & Lease Contract Administration

House Strategies Group served as subcontractor on VA OAEM Enhanced-Use Lease Post-Transaction Support engagements through Team RMP / Slusser-Emax Partners / Emax — including FY22 EUL Portfolio Enhancement Task Order (Contract 36C77622N0001, $819,369) and FY23 EUL Post-Transaction Support (Contract 36C77623N0164, $1.82M), as well as VA CFM Lease Contract Administration and Lease Management work referenced under Solicitation 36C10F24R0031. Scope contributions: AOCC compliance review, EULIS SharePoint platform support, Consideration Report development, EUL site-visit oversight (80+ sites), and lease-compliance dashboards. CPARS for the prime contractor on the FY22 contract rated Exceptional on Quality and Management.

Role: Subcontractor Prime: Team RMP / Emax Rating: Exceptional (CPARS)
Featured · Maurice W. House — USDA FAS Senior Foreign Service Minister CounselorRetired 2014 · 38 years inside USDA

HSG's CEO is a retired U.S. Senior Foreign Service Officer at the rank of Minister Counselor — the senior career rank of the U.S. Foreign Service. He brings 38 years of direct USDA experience few federal contractors can match:

  • 1986–1989 · Algiers — Agricultural Attaché. Bilateral agreement growing US ag exports to Algeria from $17M → $1.1B.
  • 1989–1992 · WashingtonUSDA FAS Asia/Middle East Export Credits Manager. Managed a $1.2 billion U.S. Government export credit portfolio — direct USDA credit-portfolio analog.
  • 1992–1995 · Lagos — Counselor, US Embassy. $100M marketing program; opened $600M wheat + $300M rice markets across West Africa.
  • 1995–1998 · Islamabad — Counselor. Oversaw $300M USDA Commodity Credit Corporation GSM-102 program.
  • 1998–2002 · Bangkok — Counselor. $7B+ regional market.
  • 2003–2007 · BeijingMinister Counselor. Directed 52 staff + 70 trade associations on a $20B+ market. Lifted $1B chicken ban; lifted beef ban → $200M annual sales.
  • 2007–2008 · Washington — Special Assistant to Administrator. Led interagency task force on 2007–2009 global food price crisis — framework used by the President, the Secretary of Agriculture, and the NSC.
  • 2008–2010 · WashingtonDeputy Administrator, FAS Office of Global Analysis. Supervised 75 analysts and economists. International Grains Council member.
  • 2010–2014 · BrusselsMinister Counselor, US Mission to EU. Principal officer; supervised 7 regional offices. Retired from Senior Foreign Service 2014.
  • 2015–Present · Tampa & DC — Co-Founder & CEO, House Strategies Group, LLC.
Tier B · Key Personnel Past PerformanceFounders & Senior Practitioners — under prior employers
HUD Office of Asset Sales

Financial Advisory & Credit Reform Documentation Support

Jelani House supported HUD's Federal Housing Administration Office of Asset Sales (OAS) over 2008–2024 — first as Senior Project Manager at Novad Management Consulting, later as Associate Director, Public Sector Financial Services at Guidehouse. Contributions included pre-sale modification subsidy cost analysis under OMB A-129 and A-11 §185, cohort-level cash-flow inputs to the OMB Credit Subsidy Calculator, transaction-level reconciliation between FHA loan-servicing systems and Treasury/General Ledger under USSGL Credit Reform Guidance and TFM Part 2 Chapter 4600, and audit-ready documentation defending FHA insurance financing account positions before HUD OIG and GAO.

Person: Jelani House Roles: Sr. PM (Novad) · Assoc. Dir. (Guidehouse) Period: 2008–2024
Ginnie Mae

Capital Markets & MBS Portfolio Analytics

Jelani House supported Ginnie Mae issuer/MBS pool analytics including default, prepayment, severity, and loss-given-default modeling at the cohort level — institutional Wall Street rigor applied to a federal credit portfolio. Direct analog to RD cohort modeling under FCRA, adapted for guaranteed-loan dynamics.

Person: Jelani House Scope: $12.9M analog Type: Capital Markets
FHA · HUD

FHA Loan Sale Advisory

Jelani House supported FHA loan sale advisory work covering cohort cash-flow analysis, pricing, severity modeling, and FCRA modification impact assessments. Borrower-level transaction data triage at portfolio scale (5,000+ loans per sale).

Person: Jelani House Scope: $4.5M analog Type: FCRA · Credit Modeling
USDA Foreign Agricultural Service

Minister-Counselor & Agricultural Attaché — career federal SES

Maurice House served a 30+ year USDA federal career as Minister-Counselor and Agricultural Attaché within the Foreign Agricultural Service. USDA insider value: Department-level liaison fluency, agricultural credit / trade policy depth, and the institutional cultural fluency that enables HSG to operate inside USDA cleanly from day one.

Person: Maurice House Career: USDA FAS Tenure: 30+ years
Tier C · Strategic Partner Past PerformanceEmax Financial & Real Estate Advisory Services — proposed subcontractor
HUD Office of Asset Sales

Program Financial Advisor (PFA) — Continuous Incumbent Since 1999

Per Emax's published Capabilities, "Since 1999, Emax has served both as a prime and subcontractor to the Office of Asset Sales as the Program Financial Advisor (PFA)," supporting and advising FHA in administering single family, multifamily, and healthcare note dispositions through HVLS, HNVLS, SFLS, and MHLS/HLS product lines. Emax (WOSB; UEI VT5LDB2955P6; CAGE 1X6J9; GSA MAS 47QRAA18D0094) holds 25+ years of continuous OAS PFA pedigree — the federal government's closest analog to USDA RD's FCRA modification subsidy cost and re-estimate work.

Partner: Emax President: Michael McGuire Tenure: 1999–Present
Department of the Navy

$35M NAVFAC Public Private Venture IDIQ — March 2023

In March 2023, Emax was awarded a $35M IDIQ contract for professional services supporting the Department of the Navy's Naval Facilities Engineering Systems Command (NAVFAC) Public Private Venture Program. The contract is base-plus-two-options and covers general program development and implementation support, concept and feasibility assessments, third-party negotiations, and portfolio and asset management for privatized military housing.

Partner: Emax Ceiling: $35M Awarded: March 2023
VA Office of Asset Enterprise Management

VA OAEM EUL Post-Transaction Support — CPARS-Rated Exceptional

Emax (via Slusser Emax Partners LLC, UEI LQGBKZTF81H3, GSA MAS 47QRAA22D0082) executed VA OAEM EUL Portfolio Enhancement Task Order (Contract 36C77622N0001, $819,369; period Nov 2021–Nov 2022) and FY23 Post Transaction Support (Contract 36C77623N0164, $1.82M). VA CPARS rated Exceptional on Quality and Management; Very Good on Schedule, Cost Control, and Regulatory Compliance — with the Government recommending Emax for similar requirements. Scope: AOCC compliance review, EULIS SharePoint platform, Consideration Reports, and 80+ EUL site oversight nationwide.

Partner: Emax (Slusser-Emax) Customer: VA OAEM Rating: Exceptional (CPARS)
Team

A USDA insider. An 8(a) outsider.

Few small businesses can field a USDA SES alum and a HUD Program Financial Advisor in the same room. We bring both — paired with named teaming partner Emax for federal credit-reform and financial-advisory depth.

Founder, Principal Consultant & Managing Director · HSG
Jelani House
Federal Financial Advisory · Credit Reform · AI-Enabled Service Delivery

Founder and Principal Consultant. Served as Senior Project Manager at Novad Management Consulting and later Associate Director, Public Sector Financial Services at Guidehouse — supporting HUD's Office of Asset Sales over 2008–2024 with FCRA modification cost analysis, FHA loan-sale cohort cash-flow analytics ($4.5M scope analog), and Ginnie Mae capital-markets MBS analytics ($12.9M scope analog). Also contributed to VA OAEM EUL post-transaction work via Team RMP/Emax. Founder of GovCert.ai. Tampa & Washington DC.

Co-Founder & Chief Executive Officer · HSG
Maurice W. House
Retired Senior Foreign Service · USDA FAS Minister Counselor

Retired U.S. Senior Foreign Service Officer at the rank of Minister Counselor — the senior career rank of the U.S. Foreign Service. 38 years inside USDA Foreign Agricultural Service across Brussels (US Mission to EU, principal officer), Beijing (US Embassy China, principal officer for a $20B+ market), Bangkok, Islamabad, Lagos, and Algiers. Headquarters leadership: Deputy Administrator, FAS Office of Global Analysis (supervised 75 analysts and economists, served on International Grains Council); led the interagency task force responding to the 2007–2009 global food price crisis whose framework was used by the President, the Secretary of Agriculture, and the National Security Council. Direct USDA credit-portfolio management: served 1989–1992 as USDA FAS Asia/Middle East Export Credits Manager handling a $1.2 billion portfolio. M.S. Agricultural Economics, University of Illinois.

Ready to support OBP's transformation. Built for the 32% cut.

House Strategies Group will respond to the USDA RD FO Support BPA RFI by the May 22, 2026 deadline. To engage in advance — to schedule a deeper demo, request our capability statement, or discuss a teaming arrangement — reach out below.