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 11, 2024
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. Eight (8) to Contract No.
CFOPD-20-C-022A with Bert W. Smith, Jr. and Co., Chartered to exercise Option Year
Four in the not to exceed amount of $1,022,163.20. The period of performance is from September
1, 2024, through August 31, 2025.
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:
• Prime Contractor: Bert W. Smith, Jr. Co., and Chartered
• Subcontractor: None
• Contract Amount: The proposed contract modification is to exercise Option Year 4 for a
total amount not to exceed $1,022,163.20.
• Unit and method of compensation: United States Dollars (USD) in accordance with
Section B, Pricing, of the contract.
• Contract Term: The contract has a base period of one (1) year with four (4), one (1) year
options.
• 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, 2023 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. The Council of the District of Columbia approved
Option Year 3 of Contract No. CFOPD-20-C-022A via CA25-0293 in the amount of $1,556,776.00.
(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(a)(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 statement indicating that the proposed contract is within the appropriated budget
authority 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
Director
Office of Contracts
* Government ofthe District ofColumbia
*
*
im Office oftheChief Financial Officer 1101 4@Street, SW
Gum Office ofTax and Revenue Washington, DC 20024
Date of Notice: May 7, 2024 Notice Number: 10011841302 SS
BERT W SMITH JR AND CO CHARTERED FEIN: **.+44722
1090 VERMONT AVE NW STE 250 Case ID: $432332
WASHINGTON DC 20005-4900
CERTIFICATE
OFCLEANHANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
liability with the District of Columbia Office of Tax and Revenue or the Department ofEmployment
Services. Asofthe date above, the individual/entity has complied with DC Code § 47-2862, therefore
this Certificate of Clean Hands is issued.
TITLE 47. TAXATION, LICENSING, PERMITS, ASSESSMENTS, AND FEES
CHAPTER 28 GENERAL LICENSE
SUBCHAPTER II. CLEAN HANDS BEFORE RECEIVING A LICENSE OR PERMIT
D.C. CODE § 47-2862 (2006)
§ 47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
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-S045/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
Associate Chief Financial Officer
Human Support Services Cluster
FROM: Darrin Shaffer
Agency Fiscal Officer
Department of Health Care Finance
DATE: April 4, 2024
SUBJECT: Certification of Funding for Bert Smith & Co. Contract
The Office of the Chief Financial Officer hereby certifies that the sum of $1,022,163.20 is
Local Budget and Financial Plan for Fiscal Year 2025 to fund the Option Year 4 costs associated with the
Bert Smith & Co. audit contract. This certification supports the Bert
Smith & Co. contract cost from September 1, 2024 through August 31, 2025. The fund allocation is as follows:
Vendor: Bert Smith & Co. Contract Number: CFOPD-20-C-022A
Agency DIFS Fund DIFS Cost Center DIFS Program DIFS Account Total
HT0 1010001 10002 150002 7132001 $500,569.63
HT0 4025002 10002 150002 7132001 $459,973.44
HT0 1011003 10002 150002 7132001 $50,335.34
HT0 1011009 10002 150002 7132001 $11,284.79
FY25 Contract Total $1,022,163.20
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 the General Counsel
MEMORANDUM
TO: Glen Lee
Chief Financial Officer
THRU: David Tseng
General Counsel
FROM: Treva Saunders
Associate General Counsel,
Personnel and Procurement
DATE: May 30, 2024
SUBJECT: Certification of Legal Sufficiency
Contract No.: CFOPD-20-C-022A, Modification 8
Contract Action: Option Year 4
Contractor: Bert W. Smith, Jr. & Co., Chartered
Contract NTE Amount: $1,022,163.20
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
 1. Contract Number Page of Pages
AMENDMENT OF SOLICITATION / MODIFICATION OF CONTRACT CFOPD-20-C-022A 1 1
2. Amendment/Modification Number 3. Effective Date 4. Requisition/Purchase Request No. 5. Solicitation Caption
Modification 8 See Box 16C Medical Auditing Services
6. Issued by: Code 7. Administered by (If other than line 6)
Office of the Chief Financial Officer
Office of Contracts
1100 4th Street, S.W. Suite E620
Washington, D.C. 20024
202-442-7012 - main
8. Name and Address of Contractor (No. street, city, county, state and zip code) 9A. Amendment of Solicitation No.
Bert W. Smith, Jr. & Company, Chartered 9B. Dated (See Item 11)
1090 Vermont Avenue, NW – Suite 250 10A. Modification of Contract/Order No.
Washington, DC 20005-4900
202-393-5600 (o) CFOPD-20-C-022A
mmickens@bertsmithco.com
X
10B. Dated (See Item 13)
Code Facility July 17, 2020
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS
The above numbered solicitation is amended as set forth in item 14. The hour and date specified for receipt of Offers is extended. is not extended.
Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:
(a) By completing Items 8 and 15, and returning __________ copies of the amendment: (b) By acknowledging receipt of this amendment on each copy of the offer
submitted; or (c) BY separate letter or fax which includes a reference to the solicitation and amendment number. FAILURE OF YOUR ACKNOWLEDGMENT TO BE
RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF
YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such may be made by letter or fax, provided each letter or telegram
makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.
12. Accounting and Appropriation Data (If Required)
13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,
IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14
x A. This change order is issued pursuant to (Specify Authority): 27 DCMR, Chapter 2008 and Section F.2 – Option to Extend the Term of the
Contract. The changes set forth in Item 14 are made in the contract/order no. in item 10A.
B. The above numbered contract/order is modified to reflect the administrative changes (such as changes in paying office, appropriation data
etc.) set forth in item 14, pursuant to the DC Financial Responsibility and Management Assistance Authority.
C. This supplemental agreement is entered into pursuant to authority of:
D. Other (Specify type of modification and authority)
E. IMPORTANT: Contractor is not is required to sign this document and return one copy to the issuing office.
14. Description of Amendment/Modification (Organized by UCF Section headings, including solicitation/contract subject matter where feasible.)
The District intends to achieve the following with Modification 8:
A. Pursuant to Section F.2.1, Option to Extend the Term of the Contract, the District hereby exercises Option Period
Four for the period of September 1, 2024, through August 31, 2025, for a total amount not to exceed $1,022,163.20.
The cumulative not to exceed value of the contract increased from $5,130,602.08 by $1,022,163.20 to $6,152,765.28.
B. Section B.4.5.1 is hereby replaced with The Not-to-Exceed Amount of the Contract Option Year Four is
$1,022,163.20.
C. All other terms and conditions shall remain unchanged.
Except as provided herein, all terms and conditions of the document is referenced in Item 9A or 10A remain unchanged and in full force and effect.
15A. Name and Title of Signer (Type or print) 16A. Name of Contracting Officer
Marion Mickens, Director of Administration Drakus Wiggins, CPPB, CPPO
15B. Name of Contractor 15C. Date Signed 16B. District of Columbia 16C. Date Signed
for Bert W. Smith, Jr. & Co., Chartered 5/10/2024
(Signature of person authorized to sign) (Signature of Contracting Officer)