MAS - Bert W. Smith, JR. & Co., Chartered - GS00F176CA

T:202.393.5600

TF: 1.855.479.0548

F: 202.393.5608 bertsmithco.com bsmith@bertsmithco.com

GENERAL SERVICES ADMINISTRATION

Federal Supply Service

Authorized Federal Supply Schedule Price List

Online access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA Advantage!®. The website for

GSA Advantage!® is: https://www.GSAAdvantage.gov.

Schedule Title: Multiple Award Schedule (MAS)

FSC Group: Professional Services FSC/PSC Codes: R704, R703, R408

Contract Number: GS-00F-176CA

For more information on ordering go to the following website: https://www.gsa.gov/schedules.

Contract Period: June 24, 2025 - June 23, 2030

BERT W. SMITH, JR & CO., CHARTERTED

1101 15TH ST NW

STE 202

Washington, DC 20005-5002

Phone Number: (202) 393-8670 Fax Number: (202) 393-0432 www.bertsmithco.com Contact for contract administration: Marion Mickens mmickens@bertsmithco.com

Business size: Small Business

Prices Shown Herein are Net (discount deducted)

Price list current as of Modification # PO-0032 effective May 23, 2025

F: 202.393.5608 bertsmithco.com bsmith@bertsmithco.com

CUSTOMER INFORMATION

1a. Table of awarded Special Item Numbers (SINs):

SIN/Recovery SIN Description 541211/RC Auditing Services 541219/RC Budget and Financial Management Services 541611/RC Management and Financial Consulting, Acquisition and Grants

Management Support, and Business Program and Project Management Services

OLM/RC Order-Level Materials (OLMs)

1b. Identification of the lowest priced service for each special item number awarded in the contract.

SIN Labor Category Title GSA Net Rate 541611 Research Assistant $47.88

541211, 541219 Junior Staff $63.70

1c. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility and education for those types of employees or subcontractors who will perform services shall be provided. If hourly rates are not applicable, indicate “Not applicable” for this item.

2. Maximum order for each SIN: $1,000,000*

*If the best value selection places your order over the Maximum Order identified in this catalog/pricelist, you have an opportunity to obtain a better schedule contract price. Before placing your order, contact the aforementioned contractor for a better price. The contractor may

(1) offer a new price for this requirement (2) offer the lowest price available under this contract or

(3) decline the order. A delivery order that exceeds the maximum order may be placed under the schedule contract in accordance with FAR 8.404.

3. Minimum order: $100

4. Geographic coverage (delivery area): Domestic and Overseas

5. Point(s) of production: Same as company address

6. Discount from list prices or statement of net price: Government net prices (discounts already deducted)

7. Quantity discounts: None

8. Prompt payment terms: Net 30 Days. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

F: 202.393.5608 bertsmithco.com

9. Foreign items: None

10a. Time of delivery: Specified on the Task order

10b. Expedited delivery: Contact Contractor

10c. Overnight and 2-day delivery: Contact Contractor

10d. Urgent requirements: Contact Contractor

11. F.O.B. point(s): Destination

12a. Ordering address(es): Same as Contractor address

12b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3.

13. Payment address: Same as company address

14. Warranty provision: Contractor’s standard commercial warranty.

15. Export packing charges: Not Applicable

16. Terms and conditions of rental, maintenance, and repair: Not Applicable

17. Terms and conditions of installation: Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices:

Not Applicable

18b. Terms and conditions for any other services: Not Applicable

19. List of service and distribution points: Not Applicable

20. List of participating dealers: Not Applicable

21. Preventative maintenance: Not Applicable

22a. Special attributes such as environmental attributes: Not Applicable

22b. Section 508 compliance: The EIT standards can be found at: www.Section508.gov/

23. Unique Entity Identifier (UEI) number: KUKAF431LTD9

24. Notification regarding registration in the System for Award Management (SAM) database. Active and registered

F: 202.393.5608 bertsmithco.com

PRICING

Item SIN Awarded Labor Category

Site GSA Net Rate

1 541211, 541219, 541611 Partner Both $177.45 2 541211, 541219, 541611 Director/Senior

Manager Both $150.15

3 541211, 541219, 541611 Manager Both $113.75 4 541211, 541219, 541611 Senior Staff Both $77.35 5 541211, 541219, 541611 Senior Financial

Analyst Both $72.80

6 541211, 541219, 541611 Junior Staff Both $63.70 7 541611 Partner Both $125.68 8 541611 Senior Manager Both $94.76 9 541611 Managing Associate Both $84.79 10 541611 Senior Associate Both $71.82 11 541611 Intermediate Associate Both $60.63 12 541611 Associate Both $54.86 13 541611 Research Assistant Both $47.88 14 541611 Senior Systems

Analyst Both $103.74

15 541611 Systems Analyst Both $90.77

Service Contract Labor Standards (SCLS)

The Service Contract Labor Standards (SCLS), formerly the Service Contract Act (SCA), is applicable to this contract as it applies to the entire Multiple Award Schedule (MAS) and all services provided. While no specific labor categories have been identified as being subject to SCLS due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CRF 541.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and/or when the contractor adds SCLS labor categories/employees to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS matrix identifying the GSA labor category titles, the occupational code, SCLS labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

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Labor Category Descriptions

SINs Labor Category Title Labor Category Description Minimum Education

Minimum Years of

Experience

541211, 541219, 541611 Partner

A partner or senior management member of the firm with a minimum of 14 years of experience who has the ultimate responsibility of ensuring the timeliness and high quality of deliverables produced by the firm.

These firm’s leaders are certified public accountants licensed under the jurisdiction of a state, the District of Columbia, U.S. Virgin Islands or Puerto Rico. The Labor category may also include senior managers and directors or managers on financial management services that are responsible for ultimate deliverables. Masters 14

541211, 541219, 541611

Director/Senior Manager

A senior management member of the firm who directs overall day to day functions of audit, financial management or other financial related services. This labor category requires that senior management members involved in audits in accordance with GAGAS be licensed certified public accountants. The labor category also includes firm managers and senior consultants with over 8 years of specific experience for example Medicaid / Medicare, credit reform or federal budget expertise etc. Masters 8

541211, 541219, 541611 Manager

An experienced supervisor of the firm with a minimum of 5 years providing accounting, auditing and/or financial analysis services. The firm audit manager is required to be a certified public accountant with licenses in a local jurisdiction or an individual who has completed CPA certification with a state license applied for. Audit team managers are required to have a minimum of 3 years of conducting GAGAS audits. Masters 5

541211, 541219, 541611 Senior Staff

A staff member with a minimum of three years of experience in accounting and/or conducting audits in accordance with government standards. Includes accountants and consultants involved in financial management with a minimum of 3 years of experience in accounting, budgeting or other related financial management services Bachelors 3

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SINs Labor Category Title Labor Category Description Minimum Education

Minimum Years of

Experience

541211, 541219, 541611

Senior Financial Analyst

A staff member with at the minimum, a bachelor's degree in accounting, finance or management and 1 year of experience in accounting, budgeting or other related financial management services. Bachelors 1

541211, 541219, 541611 Junior Staff

A member of the firm with, at the minimum, a bachelor's degree in accounting, finance or management. Bachelors 0

541611 Partner Responsibilities - Lead engagement planning and supervision Masters 20

541611 Senior Manager Responsibilities - Consulting project team leader Masters 15

541611 Managing Associate Responsibilities - Consulting project team members, assists with project supervision Bachelors 10

541611 Senior Associate Responsibilities - Consultant project team member Bachelors 10

541611 Intermediate Associate Responsibilities - Consultant project team member Bachelors 5

541611 Associate Responsibilities - Consultant project team member Bachelors 5

541611 Research Assistant Responsibilities - Consultant project team member Bachelors 5

541611 Senior Systems Analyst Responsibilities - Consulting project team IT manager Bachelors 10

541611 Systems Analyst Responsibilities - Consulting project team IT member Bachelors 5