GOVERNMENT OF THE DISTRICT OF COLUMBIA
Office of the Chief Financial Officer
Page 2
Guidelines on the OCFO’s Katrina Relief Efforts
September 15, 2005
Glen Lee
Chief Financial Officer
June 28, 2023
The Honorable Phil Mendelson
Chairman
Council of the District of Columbia
1350 Pennsylvania Avenue, NW, Suite 504
Washington, DC 20004
Dear Chairman Mendelson:
Pursuant to D. C. Official Code §2-352.02a, enclosed for consideration and approval by the
Council of the District of Columbia is proposed Modification No. Five (5) to Contract No.
CFOPD-20-C-022A with Bert W. Smith, Jr. and Co., Chartered to exercise option year three in
the not to exceed amount of $1,556,776. The period of performance is from September 1, 2023,
through August 31, 2024.
Under the proposed modification, Bert W. Smith, Jr. and Co., Chartered shall continue to provide
audit services on behalf of Department of Health Care Finance to assure that payments made to
health care services providers participating in the Medicaid Program are in compliance with
Federal and District laws and rules.
As always, I am available to discuss any questions you may have regarding the proposed contract
action. In order to facilitate a response to any questions concerning the proposed contract action,
please have your staff contact Dorothy Whisler Fortune, Director of the Office of Contracts for
the Office of the Chief Financial Officer at (202) 442-8078.
Sincerely,
Glen Lee
cc: Nyasha Smith, Secretary, Council of the District of Columbia
John A. Wilson Building * 1350 Pennsylvania Avenue, NW * Suite 203 * Washington, DC 20004
Phone: (202) 727-2476 * Fax: (202) 727-1643 * www.cfo.dc.gov
 COUNCIL CONTRACT SUMMARY
(OPTION)
Pursuant to Section 202(c-3) of the Procurement Practices Reform Act of 2010, as amended, D.C.
Official Code §2-352.02(c-3), the following contract option summary is provided:
(1) The proposed contractor, contract amount, contract term, and contract type:
x Prime Contractor: Bert W. Smith, Jr. Co., and Chartered
x Subcontractor: None
x Contract Amount: The proposed contract modification is to exercise Option Year 3 for a
total amount not to exceed $1,556,776.00.
x Unit and method of compensation: United States Dollars (USD) in accordance with
Section B, Pricing, of the contract.
x Contract Term: The contract has a base period of one (1) year with four (4), one (1) year
options.
x Contract Type: Requirements Contract
(2) The identifying number of the underlying contract, including the identifiers assigned to the
underlying contract by the Council for the base period of the contract and any subsequent option
periods;
The Council of the District of Columbia approved the Base Year of Contract No. CFOPD-20-C-022A
via CA23-0567 in the amount of $1,500,880.08. The Office of the Chief Financial Officer exercised a
fraction of Option Year 1 from September 1, 2021 through September 30, 2021 at no cost; thus,
Council approval was not required. The Council of the District of Columbia approved the remaining
Option Year 1 of Contract No. CFOPD-20-C-022A via CA24-0256 in the amount of $1,204,550.00.
The Council of the District of Columbia approved Option Year 2 of Contract No. CFOPD-20-C-022A
via CA24-0566 in the amount of $1,048,396.00.
(3) A statement indicating that the contracting officer determined through the Citywide Clean
Hands Database that the contractor is current with its District taxes or has worked out and is
current with a payment schedule approved by the District, or that the contracting officer will
offset any outstanding amount pursuant to D.C. Official Code §2-353.01(9):
A Citywide Clean Hands check was performed on Bert W. Smith, Jr. Co., and Chartered and based on
the results provided the Contracting Officer has determined that Bert W. Smith, Jr. Co., and Chartered
is current. The Clean Hands compliance document is included in this Council package.
(4) A certification that the proposed contract is within the appropriated budget authority for the
agency for the fiscal year and is consistent with the financial plan and budget adopted in
accordance with D.C. Official Code §§ 47-392.01 and 47-392.02:
The funding certification is included in this Council package.
_______________________________
___
____
_ ______________ ____
__ _ ________
Dorothy Whisler Fortune, Esq. CPPO
Fortune Esq
Director
Office of Contracts
 Government of the District of Columbia
Office of the Chief Financial Officer 1101 4th Street, SW
Office of Tax and Revenue Washington, DC 20024
Date of Notice: May 3, 2023 Notice Number: L0009527637
BERT W SMITH JR AND CO CHARTERED FEIN: **-***4722
1090 VERMONT AVE NW STE 250 Case ID: 1506736
WASHINGTON DC 20005-4900
CERTIFICATE OF CLEAN HANDS
As reported in the Cle
As Clean Hands system, the above referenced individual/entity has no outstanding
Clea
C
liability
iability District oof Columbia Office of Tax and Revenue or the Department of Employment
ility with the Di
Services.
vices. above, the individual/entity has complied with DC Code § 47-2862, therefore
ices. As of the date abov
this Certificate Hands is issued.
ertificate of Clean Hand
TITLE
TLE 47. TAXATION, LLICENSING, PERMITS, ASSESSMENTS, AND FEES
CHAPTER 28 GENERAL LICENSE
CHAP
SUBCHAPTER HANDS BEFORE RECEIVING A LICENSE OR PERMIT
PTER II. CLEAN HAN
HAND
CODE § 47-2862 (2006)
D.C. CO
§ 47-2862 PROHIBITION
ROHIBITION AGAINST
AGAIN ISSUANCE OF LICENSE OR PERMIT
AGAINS
Authorized By Melinda Jenkins
Branch Chief, Collection and Enforcement Administration
To validate this certificate, please visit MyTax.DC.gov. On the MyTax DC homepage, click the
“Validate a Certificate of Clean Hands” hyperlink under the Clean Hands section.
1101 4th Street SW, Suite W270, Washington, DC 20024/Phone: (202) 724-5045/MyTax.DC.gov
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
Department of Health Care Finance
Office of the Chief Financial Officer
MEMORANDUM
TO: Dorothy Fortune
Director and Chief Procurement Officer
Office of Contracts
THRU: Delicia V. Moore Delicia V. moore Digitally
moore
signed by Delicia V.
Date: 2023.06.09 13:10:16 -04'00'
Associate Chief Financial Officer
Human Support Services Cluster
FROM: Darrin Shaffer Darrin A Shaffer Digitally signed by Darrin A Shaffer
Date: 2023.06.09 11:43:57 -04'00'
Agency Fiscal Officer
Department of Health Care Finance
DATE: June 9, 2023
SUBJECT: Certification of Funding for Bert Smith & Co. Contract
The Office of the Chief Financial Officer hereby certifies that the sum of $1,556,776.00 is included in the District’s
Local Budget and Financial Plan for Fiscal Year 2024 to fund the Option Year 3 costs associated with the
Department of Health Care Finance’s (DHCF) Bert Smith & Co. audit contract. This certification supports the Bert
Smith & Co. contract cost from September 1, 2023 through August 31, 2024. This certification replaces the original
provided document on 5/22/2023. The fund allocation is as follows:
Vendor: Bert Smith & Co. Contract Number: CFOPD-20-C-022A
DIFS Cost DIFS DIFS
Agency Fund Object PCA DIFS Fund Total
Center Program Account
HT0 0100 0409 C1410 1010001 10002 150002 7132001 $645,036.15
HT0 8250 0409 C1410 4025002 10002 150002 7132001 $700,549.20
HT0 0110 0409 C1410 1011003 10002 150002 7132001 $201,291.75
HT0 0112 0409 C1410 1011009 10002 150002 7132001 $9,898.90
FY24 Contract Total $1,556,776.00
Upon approval of the District’s Local Budget and Financial Plan by the Council and the Mayor and completion of
the thirty-day Congressional layover, funds will be sufficient to pay for fees and costs associated with the contract.
There is no fiscal impact associated with the contract.
Should you have any questions, please contact me on (202) 442-9079.
cc: Crystal Farmer-Linder, Contract Specialist, OCFO
Frederick Hoeflinger, Reimbursement Officer, OCFO/DHCF
441 4th St. NW, Suite 900 South, Washington, D.C. 20001 (202) 442-5988 FAX (202) 478-1373
 GOVERNMENT OF THE DISTRICT OF COLUMBIA
OFFICE OF THE CHIEF FINANCIAL OFFICER
Office of General Counsel
MEMORANDUM
TO: Glen Lee
Chief Financial Officer
THRU: David Tseng
General Counsel
FROM: Treva Saunders
Associate General Counsel,
Personnel and Procurement
DATE: June 15, 2023
SUBJECT: Certification of Legal Sufficiency
Contract No.: CFOPD-20-C-022A, Modification 5
Contract Action: Option Year 
Contractor: Bert W. Smith, Jr. & Co., Chartered
Contract NTE Amount: $1,556,776.00
Contract Purpose: To continue to provide Medicaid audit services for the
Department of Health Care Finance.
This is to Certify that this Office has reviewed the above-referenced contract and that we have
found it to be legally sufficient. If you have any questions in this regard, please do not hesitate to
contact me at 442-7127.
________________________________________
________
_ ____
_ _______
Treva Saunders
 T Contract Nomber Page of Pages
AMENDMENT OF SOLICITATION / MODIFICATION OF CONTRACT CFOPD-20-C-022A 7 [7
7, AmendmeniModiicationNumber | 3. Effecive Date 7 Requisiion/Purchase RequestNo._] 5. Solicitation Caption
Modification 5 ‘See Box 16C Medical Auditing Services
& lesved by: Code’ 7, Adirinistered by (other than tne 6)
Office of the Chief Financial Officer
Office of Contracts
1100 4" Street, S.W. Suite E620
Washington, D.C. 20024
202-442-7012 - main
'E Name and Adress of Contractor
(No. steel, ly, county, stale and
zip2008) ‘9A Amendment of Salictation No
Bert W. Smith, Jr. & Company, Chartered ‘5B. Dated (See fam 71)
1090 Vermont Avenue, NW ~ Suite 250 TOR. ModificationofContracvorder No
Washington, DC 20005-4900
202-393-5600 (0) x CFOPD-20-C-022A
mmickens@bertsmithco.com
TOB. Dated (See lem 13)
Code Facility July 17,2020
Ti THIS ITEM ONLY APPLIES TO AMENOMENTS OF SOLICITATIONS:
the abovenumberedsolicitation is amended
assetforth in item 14, Thehourand datespecified forreceipt of Otters []is extended. C1] is not extended.
(rers
(a) By must acknowledge
complatng lame8 receipt
and 18,ofndtisreturning
amendmentprior othecopies
Hou ofthe
and dateamendment
speed in(b)theBysacaon or as receit
acknowledging amendedof tisby one o the foloning
amendment on eachmethods
copy ofthe ofr
submitted
RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTIONTOOFBE
or (c) BY separate letter or fax which indude aveterence tothe saletalon and amendment number. FAILURE OF YOUR ACKNOWLEDGMENT
YOUR OFFER. I'byvitue of ts amendment you desire to change an offer already submited, such maybemade by lle or fax, proved each eter o” telegram
makes relerence to tha solctalon and ts amandment, and is received proto the opening Nour and date species
12. Accounting and Appropriation Data (f Required)
75 THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIOROERS,
ITMODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14
XK] & This change orders issued pursuant to(Speay Author) 27 DOM. Chapter 2008 and Section F.2 — Option to Extend the Term ofthe
Contract. The changes set forth in Item14 are made in the contractlorder no in item 10A.
The above numbered contraclorder is modified to reflec the administrative changes (suchas changes in paying office, appropriation dala
ttc.)satforth in item 14, pursuant to the DC Financial Responsibility and Management Assistance Authority.
‘E- This supplemental agreement is entered into pursuant toauthorityof
1. Other (Speaily ype of modiicalion and authoriy)
E. IMPORTANT: Contractor [_] is not Bis ‘required to sign this document and return one copy to the issuing office.
7a. Desorption ofAmendmentModification (Organized by UGF Sedion headings, including solicitationcontract subject matter where feasible)
The District intends to achieve the following with Modification 5:
A. Pursuant to 27 DCMR Chapter 2008 and Section F.2.1, Option to Extend the Term of the Contract, the District hereby
exercises Option Period Three for the period of September 1, 2023 through August 31, 2024 for a total amount not to
exceed $1,556,776.00. The cumulative not to exceed valueofthe contract is increased from $3,573,826.08 by
$1,556,776.00 to $5,130,602.08.
B. Section B.4.4.1 is hereby replaced with: The Not-to-Exceed Amount of the Contract Option Year Three is
$1,556,776.00,
C. Services shall be secured at the time of Task Order issuance.
D. Alll other terms and conditions shall remain unchanged.
‘Except as provided herein, al terms and condilons of he document is referenced in lem9Aor 10A remain unchanged and i full force and effec
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